Reports and accounting
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I went into look for instance- and none of my 3 different insurance transactions history is even there??
No generate invoice number when do new invoices after Updated on Android App.
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QBDT Pro+ 2023I saw a post about printing vendor labels from back in 2022, but it said "choose one vendor name" and then click on print label. Is there a process to print all active vendor labels instead of just "one vendor"? Thanks in advance
I'm taking over my S corp's bookkeeping from a firm that handled it for me. The corp's reports are on a cash basis (or technically, the firm's year-end reports say "modified cash basis" with some fine print saying that checks are reported when they post to the bank feed). The corp's structure is very simple: single-owner (me), single-employee (me), a couple dozen transactions per month. I noticed that for a few stray business purchases that I made with my personal credit card, in years past the firm reported these transactions as having paid out of an equity account that they called "Additional Paid-In Capital." This makes sense to me, and the company has never been audited due to this practice. Can I continue my prior firm's practice and occasionally pay for things using this equity account? There are a few things that I'd like to expense but didn't necessarily pay for using the company's cash: Rent: I set up a home office last year and would like to treat it as a
The latest update has caused estimates to change within the QB iPhone app. I can no longer add tax, my company logo has reverted back to my old one, customers stop at the B’s and searching for an old estimate isn’t working either. Anyone else having issues with the latest update?
Hey QB community! I have a client that wrote a check in August and the check cleared in September. September will not reconcile and it is off by the amount of the check written in August. It was included on the September statement. I have combed the entire account looking for another discrepancy but couldn’t fond one. Should I do an adjustment? If so should adjustment dates go according to the date it cleared or the date written?Thank you all for your time!
I created a memorized report that I use to send to our CFO which needs to include SSNs. There is a column on the report for SSN/Tax ID number. However I can not find where to enter that data. My guess is that it should be somewhere on the new customer form, but I'm not seeing it. Any ideas are much appreciated.
Looking through other Community discussions I see that this issue (not a preference as I was told on another board) has been ongoing for a few years. Why are the amounts on the Customer Statement in the Open Amount column left aligned and not right? Seriously who thought this was a good format? Why can't it be fixed? I shouldn't have to use a third party app to fix something this simple. It's not a good look to send to our customers. We recently upgraded our two accounting systems and I now have to use QBO to send out statements. Overall the format is good, but that is all moot because your eye is drawn to the left aligned numbers. Is there any chance of a fix to this issue?
I have the visibility turned on in out Inutit account for inbound requests, but I can't see any settings to enable or disable the searching feature. For reference, I am using the QB Online App on my PC. Any help or suggestions are greatly appreciated!
I have QB desktop 2021. We have business that when buying inventory throughout the year, we use our personal credit card. When the funds come into our business, we pay the personal card from our business directly but we don't always pay it completely off, so a balance is carried on our personal cc as well as the interest. How do I set that up or make those entries in our our QB to reflect the debt with interest and what we are paying off as the time goes by? Thank you in advance for any guidance you send my way.
Whenever I add a new entry to my QuickBooks account, the position of the previously created entry automatically changes. This issue occurs both when using the API and when creating entries manually. The query is straightforward: the problem arises when old entries shift their position upon the creation of new entries.
My bank feed was not synced to my Quickbooks Online account from May-Sept of 2023 so I had to manually enter all my bank transactions for this period (I was unable to get CSV files for import from my bank and was unable to convert bank statements to files for import - tried multiple ways with no luck). The only way to manually enter transactions that I could find was to add them to my bank register in my Chart of Accounts (https://quickbooks.intuit.com/learn-support/en-us/banking/how-to-enter-manual-bank-transactions/01/1344518#M105191). I did this and now need the transactions to be synced/added to my Quickbooks bank feed/transaction history. Any advice on how to go about this or a work-around for manual transaction entry?
How do I update my estimate template? It will not let me send my estimate to my customer.
I want to create a report that will give me a summary of all checks written within Quickbooks for each vendor. There is nothing too complicated that I need, just Vendor name and total amount of checks written out to them. How can I create this? I am using Quickbooks Desktop Pro Plus 2023.
Attempting to create a statement for each of our donors this year. Our small nonprofit only has about a dozen donors (thus far), but each one shows a balance of 0.00. I have entered each donation as received since January; in the chart of accounts our Individual Donations account does list each of these for the whole year, but none of these amounts show up in the individual donor accounts.Is it possible that I set up these accounts incorrectly? thank you
HiMy accountant needs to see all my expenses by category ie Advertising / Rent / Postage etc - I have all these categories set up in Quickbooks, but can't work out how to save each one out as a separate Excel file. Any help much appreciated.BestFrances
We need to apply multiple bills to a single purchase order but the purchase order closes after assigning the first bill
