Reports and accounting
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We have to pay one of our customers $5,000 in a lawsuit settlement that we lost. How do I record this transaction?
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Can I Copy/Paste Journal Entries from Excel to QBO?I know there is no option to import JEs to QBO unless I use a Transaction Pro app.Is there an option to just copy/paste them?Thank you!
Using Quickbooks Enterprise desktop with Advanced Pricing turned on.Is there a way to create a report that shows a price list with the Percentage discounts or rules applied per column. If you are just using price levels, there is a report for price list that shows the percentage discount per column of every item but not for the advanced pricing.
Is there a way for patients to click a link that allows them to type in the amount they want to pay? Or do we have to set an amount on an invoice? We are a doctor's office and all patients have different account balances. This would be an easy way for us to collect payment using one link rather than having to send individual invoices to get paid.
I am looking at a Transaction Report and want to add the column for Last Modified User so I can see who last touched the transaction. When I try to add the column, I'm getting the error message "You can't add more than 20 columns." When I look at the bottom of the report, it shows I have 10 columns in my report and I'm only trying to add 1 column to the report. Not sure why I'm getting this error message.
on desktop pro I had a customer job option when writing checks were is it now?
I am having trouble with scheduled reports not starting. I am running QuickBooks Desktop Pro Plus 2024 on Windows 10 home. I am able to set them up and it tells me that they will be run at the next hour and when I check back, it shows that the last email was "not started" and the next email will run again at the next hour. I have updated the software, removed UAC via two methods, run QB as admin, restarted many times, I am NOT running in multi user mode, the scheduled report is active, I have only 1 company file open, I can email reports on demand, the computer is not asleep or hibernating at the time the reports are set to generate and Outlook is open. When I check the QBScheduler.exe file in the task scheduler app, it shows that the task was competed successfully. Any help would be appreciated.
I am following up on the issue I am having with the Transaction Detail by Account report and the impact of the date range on the report. I received a nice response form "Heide DC" and was asked to supply screen shots. I have outlined the question/issue, background, and particulars about my Quick Books Desktop environment. Please let me know what you think and ideas to correct the situation. I look forward to your response! THANK YOU! Tom
I created a bill to a vendor and then checked the Bill box to bill it back to a customer. So now instead of a checkbox, it shows a box since that item is now in an invoice to said customer. I realized later the account on the bill is incorrect. Customer has already paid.If I try to change the account in the bill, the checkbox reappears. I do not want to double charge the customer for the service. What is the workaround to this or how can I disable the bill box from showing as a check instead of an invoiced line?
How do I run a report to give amounts and descriptions from Expense/Check transactions based on the individual line items? I used to be able to do this, but the settings have changed and I can no longer get what I need. For example, when I run a report for transactions from a specific bank account in my COA, I get the expense account, the date, and the total transaction amount. This always gives me the main Memo, instead of the individual descriptions that make up the transaction. I have attached an image of the information I wish to be on the report: the category, the line item description, and the amount per line item. I do NOT want the main memo/transaction total. I would like to run this report for specific days. For context, I run this report after reconciling accounts such as bank statements/credit cards to give a more detailed report for my clients. It's incredibly time-consuming now that I can't run my old report...
I followed the standard practice of creating invoices, double checked customer emails and our company email. The clients receive their invoices once I send them through Quickbooks. But after a few minutes, the invoice in QB will say "Delivery Issue". I don't know where the problem is coming from.
Hello, I am trying to run a report that shows payments to only some vendors. The majority of our vendors are used to buy inventory from and I want to not include those vendors. I have tried to create reports by bills that do not include the inventory account but I have not been successful. Is there a way to classify vendors? We do not currently use the track CLASS category for anything. Thank you
im trying to assign work i do to a class my tenants pay a common area maintenance charge. Say it’s 300 a month. 100 of that is for gutter cleaning and roof cleaning. i want to record the 100 dollars going towards roof cleaning. what would be the best way to do that?
And there is no way I’ve found to update the template on the iOS app. Is there something I’m missing?
I have a business credit card with multiple cards for different employees. I have them set up as subaccounts of the main credit card account. Each month I apply the payment I make to the main account, but it leaves the quickbooks balance in all of the sub accounts. How can I fix this? I have at least 10 old subaccounts that I can not make inactive because they "have a balance", but really they don't.
Hello! I'm relatively new to QBO and have been having a hard time getting my cash basis reports to work correctly. I have contacted QB about this and they seem to not have a clue on how to fix it so I'm hoping that someone on here can help me! Background:When I first started using QBO (mid 2020), I spent quite a bit of time with support discussing how I can use their inventory feature because I wasn't sure what the best practices were for a business that had inventory made up of several separate purchases like ours. The main item that we sell are boxes that include existing products from other brands bundled together but since we don't sell it individually, I wanted my inventory in QBO to just be the finished product (boxes of bundled items). After talking through it with several support agents without any luck, I ended up finding a workaround where I would book all my inventory purchases into an inventory clearing account and then when I have all purchases booked for a parti
WHY DOES QUICKBOOKS PUT INVENTORY ADJUSTMENTS AND ITEM RECEIPTS IN THE SALES BY ITEM DETAIL REPORT?
