Reports and accounting
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Brand new subscription and I just migrated my data from QB desktop. I am trying to send my first email invoice to a client and the message "You've reached your email limit" pops up and says to try again tomorrow. I haven't sent anything yet!
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I'm converting from a manual system.
I'm using Quickbooks Online Ledger - which does not include the mileage capability. It does however include the ability to create Expenses without having to do a Journal Entry (which is good b/c I'm new to accounting and Journal Entries are confusing as hell). All of my other expenses were paid with a Credit Card, so the dropdowns worked for me doing +Add Expense. For Mileage however, I paid out of pocket, and my business does not yet have the cash to pay me back, so I want to enter it in as Money owed to me (the Owner), and Categorize it under my Account for Travel Expenses:Mileage, but the dropdown for Payment Account doesn't list anything I can use. It doesn't list the "Other Current Liability" account I created for Money due to Owner. I only see Bank, Credit Card, and 3 Notes Receivable accounts that I set up. Should the Money due to Owner also be listed as "Other Current Asset"? I can't figure out how else to get it to appear on the Payment account lis
2 customer payments were changed in error to another customer, how do we correct this? the payments posted 2 years ago to an old account?
I need help. I am not an accountant and I have Quickbooks Desktop for Mac. We moved this year and started a new Corporation, but same type of business. Unfortunately I did not think about getting a new credit card to use for the new business. In February I made the credit card payment from the old corporations checking account, but downloaded all of January transactions into the new business as they were the new business' expenses. I reconciled both those accounts. Later I transferred money from the new business to reimburse that amount. The Reimbursement amount now shows as a balance in my "Shareholder Loan" (other current liability category"). How do I remove this balance as that amount has already been assigned to my checking and my credit card account in the other transactions and putting them in my Shareholder loan will prevent them from reconciling?
My LLC sold a business and financed the sale. The note is payable over 5 years.I have made the journal entry and accounted for depreciation of all assets, the down payment, and the long term asset account for the loan amount.I'm stuck on what account to credit for the net sale amount.If I use an income account it looks like I've received that money.Do I use an accounts receivable account? This would result in a negative balance on the balance sheet.
is there a way to enter patient demographics and insurance information to use QuickBooks to complete a Form 1500 (HCFA) for medical billing?
I was told to deposit invoice payment checks into the account, wait until they show up as deposited, then match them to an outstanding invoice. I assumed this would mark that invoice as paid, but it doesn't seem to do that.
I want to create a new QB Online file from the existing one.
We provide annual subscriptions to some customers. For years I handled the recognized/deferred income by using Recurring Invoices to calculate the monthly recognized income. I just found the QB Revenue Recognition option, and I think I've figured out how to work it. My question is for the existing customers who I track the monthly recognized revenue in the Recurring invoices, is it best to continue doing that until they come to their annual renwal and then switch to the Revenue Recognition (so in a year I will be able to switch all the subscribing customers)? Can anyone recommend someone I can work with to help be get this going in the right way? Thank you!
I click on a customer, it brings up their account, i try to click on an open invoice and the only thing that happens is a grey shade covers the screen and the screen freezes….I am unable to record any payments
Cant save invoices or estimates
I have invoices already created and want to convert those into a reoccuring invoice. Is that possible or do I have to recreate the entire invoice? In that also, can we put parameters like: %Month% in the description and will put the current month when the invoice gets created?Thank you
Hello, we send invoices after our products have been shipped. We used to be on QuickBooks desktop and would run an income by customer detail to tie out our bills/expenses to invoices. We would be able to see all the bills/expenses for each customer as well as see all invoices to our customer. invoices would have an PO # and we would match the items in the PO to the bills. In Quickbooks online, this Income by customer detail report is not available. I have not found a supplemental report to help us verify our invoicing.
