Reports and accounting
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Hi,I work in a non-profitable organization, and we have campaigns (projects) during the year like supporting orphans or students etc. So I did a booking when the payment is out as Donations & Contributions and in the Items Details I entered these campaigns as services (I un-ticked the option "I sale this service" as there's no income fund expected). and I split the amount for each campaign.My questions:1. Is what I did correct (explained in the screenshot)?2.How can I run a report showing how much I paid for each campaign please?Thank you!
I spent 10 hours yesterday with QB support to correct the "vendor" issue, but apparently that wasn't the only problem as I cannot add this employee because it says his ss number is wrong, but it isn't. Anybody have a fix so I can run payroll?
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I just found out that I need to close the books at the end of the year by transferring profits to a Retained Earnings account. I keep reading that when a new company is created, Quickbooks will automatically create the Retained Earnings account and will automatically move profits to the account at the end of the year. However, I do not see any Retained Earnings account in the chart of accounts. I've also tried looking at the balance sheet for previous years and there is no Retained Earnings entry. I wasn't sure if I should just make one manually or if there is someway to enable the feature. If it's relevant, the company is taxed as an SCorp and I'm using Quickbooks Desktop 2014. Thanks.
For example, if I need to print a check immediately do I still have the option to do it in house or do I have to process it through bill pay?
Invoice create
Hello,We have been working my customer since 2022. When we create our customer's 2023 Balance Sheet, the remaining balances from 2022 are added to the report. Can I get the Balance Sheet report for 2023 only from Quickbooks Online?
We use external apps that import data to QB. But when a journal is created by the system it is using the most recent journal no. (or name)for example. We use Bill.com and when the journal is created, it uses a previous journal no. but in our case we use words, like EOFY adj. or Reimbursement. now all the bill.com journals are called EOFY1, EOFY2, EOFY3 and so forth.
Using the Record Payments tab/interface for Intuit Contractor App, I mistakenly put the wrong date for the payment to be tracked. I want to delete this payment because no payment has been made yet and the date is completely inaccurate.
The app for Android customers balances not correct. Open invoices not correct
I want to know the simplest way to enter a refund from a vendor when there is no bill or inventory involved. I received a refund from a vendor for a supplies item I purchased. I received a refund after having to return the product. What is the most simple way to record the refund? In this case, let's say that it was an appointment book purchased from Target that was the wrong size (Office Supplies expense). I first purchased the item from Target, then returned it for a refund. Do I really need to make a deposit, enter a credit memo, then link them by Pay Bills-> Set Credits? If there's more than one way, what are the benefits to the different methods? Hoping to clarify so I can set a method to use moving forward.
Unable to make any edits to invoices now. Update is horrible. Need sub-customers named with subtotals like it used to be. Whose idea was this?
Payment
I am trying to create a Financial report with the 12 months across the columns for 1 year. The Help isn't helping.
We post pledges and match when the deposits come through. We categorize these by type of pledge. They are all showing under anonymous and not the class or category selected. How do I fix this? I have checked the settings under products and services, and under the chart of accounts. This anonymous category is one of our revenue categories but should not have anything under it so far this year. The correct categories are showing empty.
A customer wired his payment to me but did it in a way where I had to pay for the $15 wire fee. This transaction appears on my bank transactions and when I try to categorize it as a "Wire Fee Expense" or even just a "Office/General Administrative Expenses", it creates a check. How do I categorize this transaction without it creating a check?
My customer paid $360 but I don't see the money in the account, I only see that it says paid, how do I withdraw the money?
