Reports and accounting
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For example, the Category field covers 80% of the screen, leaving the remaining space for the Description and Amount. I need to reset it with every transaction entered.
I run a small plumbing business We only provide a service we don't sell any of our inventory How would I set up my materials in Inventory to Track Quantity and Cost without a sales price It also helps to have the cost in the inventory bundles to track costing
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How do I customize a report that shows Annual Sales of a Product/Service by Customer and to include Customer address information. I have chosen various "Sales by" reports, but cannot find one to include all of the columns I need.
We have the piping contractor setup as a Contractor for 1099, and we need to record an invoice for work we have completed for their company, but we get an error message when trying to set them up as a customer in Quickbooks. How can we record them as a contractor and a customer?
We used to be able to view all payments owed to contractors on a single page. And then we could click on the contractors we wanted to pay. We could then pay them either via ACH or check where the check would be mailed out by Quickbooks (I believe via QB's partnership with Bill.com) on our behalf. Is it still possible to view on a single page all contractors to whom payments are owed for the purpose of then clicking on the contractors we want to pay right from that screen as before?
I have a Purchase Order that I copied to a Bill and posted the payment. At what point do the products get "placed" into inventory in Products and Services?
Is there a way to filter reports by only the specific tags selected, and if an item doesnt have both of the tags it doesnt show it? Say i have two separate jobs that I have the tag Rental Equipment for, but I only want to see my Rental Equipment cost for the 1st job, so I would want to run a report using Rental Equipment tag and Job#1 tag and it shows only rental equipment items for job#1. Is there a way to accomplish this?When i attempt to do this now in QBO, It seems like it either pulls all of the Rental Equipment tag or all of the items tagged under Job#1.Thanks in advance.
I started using QB because of the app and ease of invoicing customers by email. Add taxes to commercial customers and not to residential. Not even add a payment on the spot. The app is almost useless. And QB customer service is useless completely useless.
I rent tuxedos from a wholesaler and then I rent the tuxedos to customers.At the time the customer rents the tux they put done a deposit or pay in full. This might be 30-60 days prior to the date of use. I then put in the order for the rental to my wholesaler. How do do I track this. Do I need to do a purchase order then an invoice. I am so confused on keep this straight and seeing my profit on this.em to my customer. The customer pays a deposit on the rental at the time they order so I need to be able to show the deposit money
We need to export three details for use with another platform (ADP). We simply need employee name, employee ID, and employee hours from the weekly timesheet or from the time activity reports we run for invoicing. Can anyone help us with this?
HelloI have a foreign currency loan which I want to revalue at year end. It is set up under the category of "other liabilities". When I run the multi-currency revaluation at end of year, it posts the fx gain/loss to realized, instead of unrealized. It should be unrealized, since it is still open and I want just a paper adjustment. Question: How can I revalue a foreign currency liability and get the fx gain/loss posted to "unrealized gains and losses"? Do I need to make some change in the chart of accounts area? Thanks !
I'm using QuickBooks online via desktop chrome browser with a usb card reader. What I want to do is print a credit card slip after I take payment from the customer. The Desktop version would do this and it would have the customer name the last 4 digits of the credit card and a signature line with it stating I agree to pay the total amount shown above in compliance with the cardholder agreement. I also use quickbooks for my merchant service as well. thank you if anybody can help me!
need how to record a credit memo into QB online
I own QBD 2020 and I want to create an accountant copy for my tax professional. I had a Payroll Subscription in the past. I select "File" Send Company File and then Accounts Copy and Save File.After that, I click on Create Accounts Copy and I need to send "Usage Data" to Intuit.Here I get into an error with sending the usage data. I tried this fix from here: https://quickbooks.intuit.com/learn-support/en-us/help-article/payroll-processes/error-quickbooks-encountered-problem-sending-usage/L9URTd0rw_US_en_US?uid=lsz9ubwd and deleted the existing paychecks (2 only) which are kind of "stuck there", they show up as "Online to send". FYI: After I deleted the 2 existing paychecks, I was able to create an accountant's copy! But If I manually recreate them, I get the error again. And Quickbooks doesn't let me create an accountant's copy. Can someone please help me? How can I create an accountant's copy without sending usage data, or recreating the 2 paych
Custom pricing is supposed to auto-populate when the SKU is populated on the invoice. But sometimes pricing doesn't populate at all. Sometimes incorrect pricing populates. Sometimes I have to select the pricing from a drop down. This presents a risk to my business - invoicing incorrect pricing.
how to categorize an invoice to show correctly on P&L
I thought if I deactivated list entries, it would make room for others under the 100 maximum. But it appears to not. What are my options?
Hello all,We currently have a vendor "bankcard" (our company credit card) that we 'enter bills' transactions to and they show up in unpaid bills & ap aging reports.I want to start entering credit cards on right side under "enter credit card charges". I entered a few over there to test but they do not show in unpaid bills or ap aging report? Do I not have something setup that they would not show balance on those reports.Fairly new to QB.Thanks, Chad.
I understand QBs does certain automatic adjustments at year end. 1) But what exactly triggers that? (if there is no closing date set)2) Which specific year end adjustments do I need to make, before QBs does it's adjustments?3) What if I haven't made any adjusting entries yet, does QBs still do the automatic adjusting entries?PLEASE don't cut/paste a reply, pointing me to find an accountant! I need real answered here.If some of the top community contributors could jump in here, I would greatly appreciate it.Thanks so much!
We are currently working on a projected budget and would like to look back and understand how we calculated certain numbers to gain specific outcomes. Are there any specific features that would allow that?
Hi. I have a client that has an old bill that was cancelled by the vendor. The vendor then issued a new one that wasn't entered in the 2022 books. The original bill had a payment applied to it. The vendor applied the payment to the new bill. At the end of 2022 the vendor merged with another company so the balance of the bill is being paid to the new company with a different EIN. How do I clear out the original bill from 2022 without causing issues for the 2022 taxes? Also do I just enter the balance under the new company as the original payment was paid to the old company?
