Reports and accounting
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I and with a nonprofit organization and, for in-kind donations, I have followed the instructions at https://community.intuit.com/articles/1771227-set-up-and-record-in-kind-donations-in-quickbooks-online and this describes how to set the CLASS, and I have done that. However, where does the CATEGORY of the donation get set? For example, someone donated legal services worth $1000. Where do I categorize the donation as being for legal services?
I am performing everything step by step as accurate as possible, but I can figure out as of why the matched money to the invoice doesn't reflect anything on the income side for my P&L...
We have 6 LLC companies that role up to a parent company. The parent company has the checking account. So every transaction (AP, AR, GL, etc) has an intercompany transaction. We currently use sage timberline, and this software is set up to automatically perform all the intercompany transactions in the background. For reference, this is about 500-600 intercompany transactions performed in the background automatically every month. Is this something that Quickbooks can support? I appreciate any advice. Thank youMelody
I am trying to invoice a client for Royalty fees, and have the income show up as Royalty Fees in other income on the Profit & Loss.i had set up royalty fee as a Service. I set up category as Royalty fee. I checked that I sell this to customers.i linked the income acct to royalty income. However, the income shows up as “Services” under income on the P&L?What am I doing wrong?thanks all for any help provided.
Thank you
My Etsy Sales data sync's to Shopify - then to Quickbooks so they Etsy fees do not carry over.I have all the data I need, just looking for advise on how / where to post the Etsy Fees in QB. Many Thanks!
I marked a customer as deleted but now I need them active and need to see the history on this customer.
I can move the line item on my desktop computer just fine but not on my laptop.
How to convert part of an estimate to an invoice?
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What happened to my history of 2023 invoices?
I paid them already so deleting and readding is not an option.
I currently have QBO Essentials.
My income stmt has 1 column for current year to date, a 2nd column for prior year to date, a 3rd column for the %s of the current year to date figures as a % of income.Can I either add a 4th column with just the 1 current months figures or delete the %s column and use it for just this purpose?
I have a problem with QuuickReport for a credit card register. I assign expenses by class. Open the report, hit the button on the upper left to Customize Report, under Columns select (put a check mark next to) Class. Click OK, hit the Refresh button on the upper right just to make sure. The Class column is displayed on the report, but no data is displayed in that column, despite the fact that many transactions have been assigned a class (I'm trying to finish up year-end by editing transactions with missing classes).Is there some fundamental error I am making here (I've been using QBDT for 16+ years). Does anyone know what the workaround is for this?Chat was useless -- was still validating me after 15 minutes.Ran updates for QBDT.Thanks for any help.Steve
Does the $30 UPS weekly pickup charge get classified in postage or apps?...or???Which sub catagory? Thank you
1/31 shows a payment but qb shows it on 2/1. not ABLE TO CHANGE THE DATE TO MATCH MY BANK STATEMENT
Our nonprofit administers a voucher program with a local business I'll call CharityStore. They "give" us a monthly sum of $500 which we use to help our clients with daily needs. No cash is actually involved. We issue our clients a paper voucher which can be redeemed at a few local businesses for say gas or groceries. At the end of the month, those businesses turn their paper vouchers in to CharityStore which then reimburses those businesses based on the voucher amounts. Since no cash actually exchanges hands with us, but we need to track the income and expenses as though it was one of our in house programs, whats the best way to set this up in QBO? I don't need it to show up on our monthly financials, but I do need to track the balances and activity monthly as a note to the monthly financials I send out.
I'm trying to get account numbers on invoices
How do I enter online purchases for inventory and assets that I pay for when ordering in a shopping cart but have to wait for shipping to actually receive? If I do a purchase order, I can either receive inventory with a bill or without. Not pay a bill but not receive inventory. Just entering a bill assumes you are receiving the items paid for immediately. As an example, today I ordered 30 sheets of art paper. I paid when ordering via shopping cart online. Once I record payment to that vendor, my inventory shows those 30 sheets but I won't receive them for about a week so why should they be in inventory? The money is gone out of my accounts show not recording the payment until inventory received would make the payment accounts inaccurate. Any suggestions besides having QB actually set up a paid for but not received option on Purchase orders?
Hi all,Just noticed on my quarterly Customer Contact List report download that the filepath names in the Customer column are now abbreviated, even when downloaded as a .csv? For the love of god please remove the character limitation from the Customer field as it is completely unnecessary to character limit a filepath name. Does anyone have a work around by chance?
