Reports and accounting
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Currently I do not see ave a case or pack quantity field available.
When viewing "Customer & leads" > Overview it shows overdue invoice total far below actual overdue value. Why? In the attached example look at lot 113. Overview shows it at $335 overdue, but when I look at this same customer using "Customer & leads" > Customer for Lot 113 it is far greater. It is like the Overview report is only picking up last year's overdue invoices when it should be picking up ALL overdue invoices.
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I used a personal account and entered it as a journal entry. How do I attach a receipt to that journal entry
I need to run a job cost report that shows each individiual vendor/supplier for each individual job (IE: I need to know how much we paid ABC Company for job #2022-0001). Is there a way to do that?
I want W 9 form of Intuit as a vendor to register, how can I can receive it?
When testing out the new "Update layout" feature for invoices, it auto turned off our "Custom transaction numbers" which messed up our system and API from creating new invoices since they didn't have a doc#.
I generated a second invoice for a project and the linked transaction had been paid for on the first invoice. Some how it let me link it again but it took the transaction out of the first invoice leaving an unbalanced amount in the account. I unlinked it from the new invoice but is there a way to go back to the previous invoice and relink it?
undeliverable invoice
I had created an estimate and sent it through QB to the customer. I ended up converting that estimate into an invoice, and updated it to reflect the part of the work that was completed. I am hoping I can go back and review that initial estimate that was sent to the customer, now that the original no longer exists in my system.
We are a plumbing company and need a report that shows employees time by the customer/project. We originally set up categories for each of our groups, which help with our annual audit because we are charged based on our payroll and it's divided between commercial and residential jobs. So my categories are very specific. Last week, when I finished keying in timesheets for the week, even though I selected specific categories, my report is showing "Hours" which we do not ever use and I've even labeled it "do not use" so it's not accidentally selected from the drop down (because QBO won't let me delete or make inactive). If you look at the 2 screenshots, you can obviously see I chose my categories but the report is showing what I didn't choose. I spent over an hour on support and the only success is to do a work-around but that doesn't solve the mystery of why or how to fix it. Just thought I'd see if anyone else had a suggestion. Support originally wanted me to delete all my categories an
How to fix the delivery issue?
When creating a customized report with the base of the report being Sales by Customer Detail, the report is downloading the line by line item detail along with the Total of the invoice, thereby doubling my revenue line. I want to exclude the Total line from my report.
QB online shows recipient copy has been mailed but when were they mailed?
Hello,I have a Due to Owner (Other current liabilities) that I use to record personal funds used to pay for items for my trucking business. When funds are available, I write a check from the business account to reimburse myself. I usually want to make sure I reimburse before the beginning of the new year but this does not always happen. Is it okay for the balance owed to me roll over to the next year or is there something else I should be doing if there is still a balance owed to me at the end of the year? Any suggestions or best practices is greatly appreciated.
I have followed all the directions in QB for setting it up.
I’m ready to start using QuickBooks however, up to this point I’ve been using hand written invoices to give my customers their bill. I would like to get these loaded onto QuickBooks.
Hello, I am currently operating a Trucking business with 2 other partners. When we started, we were paying for expenses out of our pocket and then paying the money back individually once it's in the company account. How do I categorize the transaction showing the money paid back to the individual owner out of the company's account? So far I have been categorizing it as Partner Distribution. Also, how do we record a transaction that came out of our individual accounts for expenses to balance it out. Regards
Can we resolve the error that "Look like connection to your bank isn,t available right now" while connecting bank with Quick Book?
