Reports and accounting
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I have read in a few posts that QB at year end will close out the net income to retained earnings. I have not see this done. Do I need to initiate this process some way? I am fairly new to QB and not too familiar with its process. I am asking because I have a Partner Distribution account in the negative that I would like cleared out for 2024. Thank you for your help. Also, I have a S-Corp if that's necessary information.
Is there a way to prevent users from seeing client list.
10k vendor bill where 2k in costs needs to be assigned to 5 projects. Currently, all 5 projects display the full 10k in costs.
I see a duplicate method of payment when I am receiving payments. How do I remove one of the duplicates methods?
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I'd like to move my invoicing from Square to QB's. Is there a charge to create and invoice customers via QB on my plan? Can I do recurring invoices? Do I have to have something specific set up to process payments?
A vendor asked us to issue an invoice towards him for him to reimburse damages. Originally he said the would have paid the invoice. Then he changed his mind, and asked us to apply this credit to pay vendor's invoices. How can we mark the first invoice as paid, if the payment was not actually received?And how can we add the credit to the vendor's invoices?
Hello! I purchased a cell phone for my business and used my personal credit card. I purchased it before my business had revenue. How do I adjust for this QuickBooks and how do I pay myself back? Use my business checking to pay the credit or transfer money to my personal bank account then pay my credit card? thanks!
The option used to be available on Mobile app because we would pull it up to run a card for a customer shopping in our office who didn't have an invoice set up as a guest
I want to add a new customer and when I choose new customers & leads I can’t add new customers it said we’re having trouble to add new customers please try later
I don't get a number
I've been going in circles trying to get my QuickBooks Checking to connect via Plaid. Does anyone have tips? Specifically, I'd like to be able to pay a vendor via Melio. The microdeposits option isn't working and I don't have login info for Green Dot. Thanks!
Estimates to invoices
My first twelve uploaded fine. Thirteenth one only grabbed 9 of the 12 months, and the fourteenth tab did not upload at all.
Hello, I am unsure how to report a utility bill, I have two scenarios.1) My client pays his neighbor(bill under his name) a large bill (of previous months), but it's made in now made in arranged payments. 2) Second is the opposite scenario but w/o a large bill. My client (the bill is under his name) and my client's neighbor pays him in cash after my client receives the bill. I am unsure if I should create an Invoice-under under accounts payable?
Is there a way to filter reports by only the specific tags select, and if an items doesnt have both of the tags selected it won't show it? For example, I have two separate jobs that i have the tag Rental Equipment for, but I only want to run a report to show the Rental Equipment costs for the 1st job, so I would like to run a report using both the Rental Equipment tag and the Job#1 Tag to show the items the only have both of those tags. Is there a way to accomplish this?
Hi, Is there a way that Sales by Customer Detail report be summarized and just get the total of 1 invoice and don't show all of the items? Thanks!
I need a P & L detail report by location. I can get a balance sheet. I can get a P & L by class but not a P & L detail by location Help!
It works fine if I open the expense transaction and attach, but it used to work right from the register without opening the expenditure.
I want to manually pay bills - how do I do this?
