Reports and accounting
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Anyone else want to join a class action suit against QB for false advertising??? I am now seeing that the issues I am reporting were present before we purchased quickbooks. How dare they advertise a feature knowing it doesn't work correctly? That is so wrong.THIS IS ACCOUNTING SOFTWARE!!!!!!!!!!!! QB, you advertise the crap out of project costing. IT DOES NOT WORK. I have called multiple times. SPENT HOURS on calls sometimes until 9pm at night. I have left feedback. I have escalated. Our books are so screwed up now in regards to cost on jobs- we can't even run reports. Now I am being told again that there is an investigation and they will give me an update in two weeks. Unacceptable. Every week, payroll is run and more fake data is being reported. VERIFIED: Time of projects correct in Timesheets, exports file shows correct time allocated to named projects.HOWEVER...1. Does not always come over to payroll with project data- just empty2. Show payroll
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I send out invoices monthly for my customers. Some of them do not want to set up autopay through Quickbooks. They want me to set it up to pay automatically. How do I do this through invoicing?
Hello! Love that this resource exists! Thanks to everyone. Looking for a similiar community that is more focused on accounting questions. Does anyone have one they like? Not having a lot of luck when I have a specific accounting question. Tried Google. Thought I'd found one, but then there was mention of emails for sale, etc. Yikes! I'm not looking for a referral to QB ProAdvisor. Thanks!
I settled a lawsuit for an amount of money spread over 10 years with a large initial payment and the rest paid monthly. It will be considered income and I'm on cash accounting. I'm not going to use actual numbers but these are representative. The settlement amount is let's say 200,000 and the initial payment is 100,000 received mid year. I want to show the 200,000 as an asset with the payment against that asset of 100,000 as cash income for this year. The remainder should be on the balance sheet as 100,000 asset. I have added an account on the chart of accounts for the settlement asset account as an "other asset" which I thought would act like Accounts Receivable. I did a journal entry for the 200,000 crediting other income and debiting settlement. I then did a journal entry for the initial payment (100,000) crediting settlement and debiting the checking account. That is what I expected to show up on the profit and loss when c
Just moved over to Quickbooks online. I'm a Sole Proprietor who mainly uses Quickbooks to track income and expenses, invoice and track payments, banking and to run general reports for my account at tax time. So, I signed up at the Simple Start level, which I would assume all Sole Proprietors and real small business would do. Mostly, it seemed like the right fit until I hit Billable Expenses. Why are Billable Expenses not included at the Simple Start level? They are clearly a function of Invoicing which is clearly part of Simple Start.
SOY NUEVO EN QB TENGO UNA AGENCIA DE ASEGURANZAS EN FLORIDA DE SALUD Y P&C Y QUIERO APRENDER EN COMO PUEDE AYUDARME QB EN MI NEGOCIO
How do I resolve an issue with unapplied cash payment on P&L between calendar years? Example below: Received payment on 12/27/24.Payment was $1375, instead of what it should have been ($1350)Invoice created on 1/1/25 for $1350Matched payment to 1/1/25 invoice and used extra $25 as future creditReceived payment on 1/24/25 for $1350 (asked customer to pay less since there was the $25 credit)Invoice created 2/1/25 for $1375Tenant's lease increased in Feb. 2025 hence the 1375Applied $25 credit to 2/1 invoice so customer shows $0 balance appropriately. 2024 P&L report shows Unapplied Cash Payment Income1,375.00 2025 P&L report shows Unapplied Cash Payment Income-1,375.00 When I click on "Unapplied Cash Payment Income" on the 2024 P&L it shows the full list all payments in 2024. My understanding is this is because the payments were received before the invoices were created but I can change the invoice dates t
Tried to run one and it wants to include all of them. I filtered it, but it still won't work.
Hello!I would greatly appreciate an advice. My inventory valuation report shows a different total that Inventory Amount in TB. How to identify the difference? Thank you in advance
HelloI'm using Quickbooks Desktop Premier Contractor 2020 and I'm trying to figure out the best way to handle progress billing from our vendors based on their estimates.Before we start construction, we get estimates from our vendors, e.g., $10,000 to do drywall, so I enter a bill from them for $10,000 into Quickbooks dated a few months in the future when we expect drywall to be complete. Then when the drywaller finishes some portion of the work, they send me a bill for $3000. If I'm going to pay them immediately then there's no problem, I enter a bill payment of $3000 towards the $10,000 bill and send them a check. But if I'm not going to pay them immediately (because they messed something up or haven't actually finished their portion yet), I don't know how to keep track of this $3000 request in QB.If I enter a new $3000 bill then our cost tracking for this job will show $13,0000 for drywall, which isn't correct. If I add a new line item to the existing $10,000 bill for -$3000 and then
I recently migrated from QB Desktop to QB Online. The data migration appeared to go smoothly, but I see a message that says "You’re using 0 of 250 accounts included in your plan". The weird thing is that I see everything from the Chart of Accounts from the Desktop version. And when I run reports, I see all of the correct entries for each account. So the accounts are there, but QB Online isn't counting them as being used for some reason. Can anyone help? Thank you.
I want to be able to run a report that sorts our customers by start date, i.e. the date of their first transaction (sales order or sales receipt). I need to be able to filter that report by customer type and by date. Can this be done? I know that QB has that information because the customer snapshot can tell us exactly how long anyone has been a customer.
I have tried several browsers. The account type field will pop up for a split second and disappear... I have tried multiple computers as well
We would like to have our customer refund receipts separated from sales on financial reports. Currently refund receipts and sales receipts all default to Sales of Product Income. We have created a Sales Returns & Allowances account but cannot figure out how to have customer refund receipts set up to automatically hit this account instead of the Sales of Product Income account. Does someone know if this can be done? Greatly appreciate any guidance that can be provided!
I am currently using Desktop Pro 2017 and upgraded my MS Office to Office 365. Since the upgrade I have been unable to export anything to Excel. I've repaired, updated, and reinstalled several times with no change. Can anyone please help me figure out why my Excel options are greyed out?
I tried to upload the chart of accounts for my business and most of the "Type" and "Detail Types" I included in my original spreadsheet were red and were options in the drop down. Can I see a full list of the options so I can edit my chart of accounts in excel before uploading?
Is there a way to add the Customer: Job field to the transaction list by vendor report?I would like to be able to run this report and be able to see which customer it is associated with. How do I add this field to the report?
Hello, I use Projects very heavily... however, I was using Classes incorrectly and need to update the past 5 years... I would like to reclassify but for some reason, when I filter with customer/vendor, none of my expenses that i have categorized as labor or material are showing up. I ONLY see Journal entries, deposits, etc. If i remove the customer/vendor filter, they all show up. I need to reclassify batches based on the customer/vendor, so I NEED this to work... why is this happening? HELP!!!
Hello! This past week, a saved version of our P&L suddenly changed. For years, when I opened this memorized report, my expand/collapse settings would be remembered. Now the report opens with everything collapsed and I have to manually return it to my preferred settings. I tried re-memorizing, but it does nothing. Hope you can help!Thank you,Nadine
When I run a transaction report by class, various invoices will show a different amount paid than the original amount, except the whole invoice was paid. How do I correct this? Example: Our February health insurance bill was $8,469.62 total. We charged $2,065.64 to Class A. We paid total the bill on April 11th. When I run my report, it shows the bill twice, with $2,065.64 under Original Amount, but under Paid Amount, it shows $245.81 and $9.77. I don't understand why, because the bill was paid in full with a single check. It wasn't partially paid. This happens typically with our health and life insurance bills, but also other vendors. The report is ran on a cash basis.
