Reports and accounting
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How can i get a column added to this report, do i call QB or do we need to hire someone. Tried to do it myself and just not working, Need to add check number and date paid, then this report would be perfect.
I saw that there is a field in the Reconciliation Report that is noted as "Class". Yet, when I preview the report although it shows up in the Column Heading it does not fill in the "Class" that I filled in the transactions. The only thing I can think of that there is another field that is being called CLASS that is different from that noted under Lists in drop down menu noted a "Class List".Can you clarify? - I am using QB Desktop 2020
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I have taken a Transaction Detail by Account Report for all my Amazon purchases, the thing here is that I made a lot of returns to Amazon. This means that besides just Credit Card Charges I also have Credit Card Credits. What I am looking for is to adjust this report so I only saw Credit Card Charges for transactions that have not been returned. Meaning that transactions that have both a Credit Card Charge and a Credit Card Credit that would cancel each other out would not be included. Can I make this report and if so how?
I recently modified my recurring invoices.Originally, I set recurring invoices to create seven (7) days prior to the due date. I had “automatically send emails” checked (on). I had reminders set to send on the due date and five (5) days after the due date. This configuration sent the invoice on creation seven (7) days before due, on the due date and again five (5) days after the due date.I have added a Zapier and Post Grid integration to automatically send paper invoices. I set the recurring invoice to create ten (10) days prior to the due date (to allow for snail mailing time). I unchecked automatically send emails. I have reminders on and set to send seven (7) days prior to the due date, on the due date and ten (10) days after the due date. The automatic reminders are no longer sending. I didn’t think that deselecting “automatically send emails” on the recurring invoice would affect the reminder sends. It seems like the two are completely separate settings. An email would b
I have a law firm I'm trying to get some better reporting for. By law, we are required to keep a ledger of money in and out by client. For example, money in from a 100k settlement and then showing the money going out to the client and any bills paid off to show that clients specific balance nets to zero. The problem I'm having is I can't filter out "closed" clients, and the list is getting rather large. I have my report working fine except for trying to automatically filter out clients whose cases are now finished. Is there some sort of tag I can give closed clients and then put a filter in my reports? Any ideas on how to accomplish this?
When we export a profit and loss statement to Excel, all of the accounts except a few line up in column F, but some populate D and E - we are trying to figure out how to get these accounts to download in column F. Thanks for any help out there.
Seems like you can only have one project per customer??
I hate quickbooks online, so much worse than desktop.
invoices
When i come to vendors and click the make payment, then under bank/credit account, i can see other current asset. But at the other one, i cant. how can i see other current assets under bank/credit account? Thank you in advance.
When I run a Balance Sheet report, the QBO checking is showing up with a balance also. I have 2 business accounts but mainly use 1 because it is connected. When a customer pays online, their payment is automatically matched to their invoice but is recorded in both checking accounts. Why is this showing up on my report with a balance? When I access the monthly statements for the QBO checking it is showing a balance of 0.00. I have QB live bookkeeping and they can't seem to understand why this is happening so ANY help would be greatly appreciated.
We have a COA that is outdated and want to create a new one. We came up with a new numbering scheme based on the uniform COA for nonprofits and have the following questions: (1) What is the easiest way to update the COA numbers?(2) We do not currently use classes but plan to use them after the renumbering. That means some old accounts would be merged into a single account with classes. What is the best way to do this? Does it make sense to preserve the old separate accounts for historical purposes or is there a way to merge them and automatically assign the expenses (or income) to a class based on the old account number? (each department had a unique number but the new COA will have the same number for like expenses but separate departments by class)(3) We are currently using Desktop and plan to move to QB online. Does it matter when we update COA? Before the move, simultaneous with the move, or after the move?(4) Is there a good training module/class for staff used to desktop to
My payroll ending date is one date and my payroll check is anotherWhen I run my profit and loss statement it picks up my payroll check date How do I get it to pick up my payroll ending date
The Sales by Product/Service Summary Reportno longer shows quantity (per product) and Average price
Is there a Transaction Register report that will show split details - online version?
