Reports and accounting
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I have a personal (non taxable) payment processed through one of my business accounts. How do I categorize this so it is recorded properly and not included in taxable sales? I cannot find any way to create a personal income category. Not surprisingly a "personal expense" category is easy to find, QBO will go as far as automatically categorizing expenses it deems personal in nature but this option does not appear to exist for personal income. The version of QBO I'm using does not have classification of categories.
I tried to link my bank but it won't let me link chime.
When I go into a contractors file info I want to see the full tax identification number at times and I'm unable to do so. I am just seeing the last 4 digits. How can I fix this?
Hi all!When I transitioned from QB desktop to QB online I got a lot of unbilled income.Is there a way I can clear those without having to go one by one and unchecking the billable button? (there are thousand of these)Thank you
Currently the Items List does not show "Manufacturer Part Number" as a field that can be added to the Items List report. How can I get "Manufacturer Part Number" to show up in the Available Columns
It keeps forcing me to indicate as Cost of Service
QB is changing all the reports and entries to a very frustrating and busy looking format. I wan't to view my journal entries and it used to be easy what the **** is going on?
When entering bills the class is on the far right. It's the largest date field. Description is the smallest date field. When I try to adjust the size all it does its keep making the far right field bigger and bigger. When I go to shrink it all it does is shrink all the other fields and leaves the class field way over sized. This started around March 1st 2024.
I'm about to transfer the account from current liabilities to long term liabilities but it shows a notification? Is there would be a problem if I select yes?
Hello, and thank you for this community! I send my client an invoice, and she's paying via bill.com. The invoice was $980, and I received $970.2 in my bank account - they charged me 1% of the amount. I recorded the payment to the invoice, but there is still a balance of $9.8. How do I close the invoice? Does it consider an expense? Should I change the invoice total to match the deposit? Thank you!
is there anyway to change the as of date for when a vendor was setup?
I cannot find it anywhere on my app including the menu tab
like QB Desktop
Greetings! I am starting out a cleaning business and would like to know how to categorize supplies I purchase on behalf of the customer. For example, I purchase toilet paper to restock and then add that cost of the toilet paper to their monthly invoice. I want to avoid getting taxed the entire invoice as income since a part of thar is the toilet paper and something I am not marking up or making profit on. Which accounts should I use to register my bank transactions for the supplies purchases and which account should I add the income (pay back from customer)?
a few days ago a new institution was linked using direct connect, and that is the account the bill payment option is being attempted on.
It use to automatically take you back to the invoice you created and allow you to send it
I'm looking for a Report for Sales Orders that will include a column showing which Template was used from the dropdown menu of Templates. This will help me identify various types of Sales Orders by group. I see that I can filter Sales Order by Customer to only populate one or multiple Templates, but I am looking for a report that will show ALL Sales Orders by Customer and also indicate which Sales Order Template was used for each Sales Order. Thank you for any assistance!Dana
When I click Estimate, then the plus icon, then add customer it does not find all my customers. Also, if it finds my customer it does not find all my products and services. Then if I manage to get thru all that and click convert to invoice; nothing happens. Talk to customer support about 3 months ago and again today with no fix available. Have already removed and reinstalled app on iphone and have checked customer list and products and services list online and its all there.
I recently took over the role of Bookkeeper for a company that use QB and SOS Inventory. We are having some difficulty with the way SOS files are transferring to QB. We have been able to correct a portion of these issues. However, we are still continuing to have difficulties that appear to be over inflating our Cost of Assembly. We believe that the cost of assembly is not being carried into QB correctly or is some how doubling. I have reached out to SOS and while they have been help for in the Cost of Goods sold area, they have not been able to provide much on the cost of assembly. Has anyone else had this or similar issues? Thanks!
Shopify > A2X-COGS > QBO Essentials Hi All.We are about to begin selling a single SKU soon. We are not charging our customers shipping but have built in an estimated "average" (say $20) into the sale price. We will not include this $20 in the A2X Item Cost for COGs. Our actual Freight Out Shipping charges will go into a COGS-Shipping account (correct?). I assume the $20, however, should go into some account so we can compare to actuals, but I also assume we can't double up on that 'income' since $20 is coming in as Sales revenue from Shopify..So, assuming I've stated this correctly, what accounts and process should we follow?.Thank you!
