Reports and accounting
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I need to run a report showing all items added to inventory from the beginning of the year. We use 2024 QBDT Enterprise with Advanced Inventory. I thought I could search by the "As of" date which is documented when adding a new inventory item (see picture). I can't seem to find "as of" as an available filter. Can anyone help or provide suggestions? I need to modify all the newly added items (Jan 1, 2024 to present) to properly reflect the inventory as of 12/31/23 for tax purposes. The person assigned to do this did not follow my directions and I'm pressed for time to make the proper corrections before meeting with the accountant. I thought this would be the quickest way. Open to anyone advise as this point. Please HELP!!! (And THANK YOU!)
posting checks written?
We have a few different custom forms created to send invoices to our customers, and for the most part it works great. But a few of our customers have email terminals that only read plain text emails, no HTML. For those customers, the URL links to view or pay the invoice are stripped from the email. And it also strips any attachments so including the PDF of the invoice doesn't work. Two questions:1) Can we create a custom form to use for these customers that is suitable for plain text2) Are we able to indicate which customers get plain-text only emails, or do we have to switch to that template every time we send to that specific customer. Any suggestions or other guidance on this topic appreciated. Thanks!
It's been an ordeal, in two months I followed directions from over 30 QB agents and counting... no one has been able to help me on that one. They only send confirmation text to the wrong number
Good morning. Is there a way to add contract terms to all estimates I send out in QB? I have been using Excel and Word to format contracts and am just now getting the hang of formatting documents in QB so I can stop switching between programs.But I am lacking our contract terms on the back of the document when I send out an estimate! Thanks in advance for all your advice and input!
I have a rarely-used credit card account that I'm just now reconciling since it wasn't used for the last eight months and I sort of forgot about it. Back in October, the credit card company mailed us a check to reimburse us for a credit balance on the account, but that check never arrived, so the opening balance on the October statement is $-726.36, and the ending statement balance for October is $0.00, but no check was received to record against the credit balance to bring the account balance in QB up to zero. The balance on the credit card statements then remained zero on the November and December and January statements (again, rarely used), and in February they put a stop payment on the first refund check and mailed us a replacement, which was received. To reconcile the credit card account in QB, I have to bring the credit card account up to zero, reduce our Materials Purchases account by the same amount, and the check will be deposited to the operating account in F
When I run a profit and loss report, quarterly profit and loss or any kind of profit and loss, the numbers include the deposits for the given date range too. The deposits are for other months. Is there another report I am supposed to use to get the sales for a given period?
Hi,Setting up Chart of Accounts for a property managment company that has multiple Trusts. Due to having multiple Trusts with multiple properties, need to use letters and numbers.Any guidance on this? Six Trusts each with mulitiple properties.Also, running into a character limit of seven (7) on the first box where I enter the first number. Really need more like ten to twelve. Is this possible?Does anyone have a sample of chart of accounts with numbers and letters? Or a source?I am NOT seeking a referral to a QuickBooks Pro Advisor. I work in accounting please do NOT refer me to a QuickBooks Pro Advisor or tell me to contact my CPA. Seeking a SAMPLE.Thank you!
Hi, What are the character limits when you are setting up income/expense/accounts receivalbe accounts?QB Desktop. Thank you!
I need a report that will show only my product / inventory sales for a given month. I have thousands of inventory items and a few hundred service items that I sell. At the end of the month I need to know how many items I've sold and at what price. I've tried the Sales by Product/Service Summary and/or Detail reports, but I don't see any way to limit the report to just inventory items or just service items.
Hello! I am looking to create a document to assist with a larger scorecard by customer and by vendor. I have not been able to find a report that pulls this in, and am open to any suggestions! The report can be basic, I would just need to have customer/vendor name, payment terms, payment actuals, and possibly a list of all invoices to date. The closest I was able to get was Transaction by Customer Detail, but it is still missing quite a bit of information i would need. Any help is super appreciated! thank you,
The CC statement from the bank clearly shows the transactions as credits. I'm unclear how this can happen. Anyone else experience this? I know I can correct the balance manually, but this seems like a serious bug in QB.
what is the new "income acount" , and how do I know which to choose when entering a new customer?
When going to Payroll>Contractors where are the hours that I just approved?
How do I bill time sheet entries without the customer seeing each time entry on the invoice?
