Reports and accounting
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how do I do this?
Quickbooks online does not seem to allow changes to purchase order template, Is therea workaround?
In Quickbooks, when creating multiple grant budgets, should the period be the entity's fiscal year or the budget fiscal year?
I'm running the Customers > Open Invoices report as of 12/31/2024. This is the same report we used for EOY last year. This year for some reason the same report is giving us the open balance as of today, NOT as of the Last Fiscal Year (12/31/2024.) For example, I'm looking at a 12/20/2024 invoice for $12,820.00. It was paid on 2/12/2025 but was entirely unpaid as of the report date 12/31/2024. Yet QuickBooks is reporting the balance as of today. It didn't do this last year. How do I fix this to report the correct open amount as of the closing date of 12/31/2024?
I have a Sole Proprietorship LLC. I will buy equipment for a client with no markup. I add the equipment purchase to the invoice so as to be re-imbursed by the client. How do I keep the equipment that I am being re-imbursed for from showing as profit since I am not making any money on that part of the invoice. Thanks
After the most recent Quickbooks Desktop Enterprise update this week, some memorized reports will not run. Also, when I created replacement reports it does not allow me to favorite them.
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We are using QBE - Desktop. I have created new BU in our CRM to help use track expenses and revenue between our two locations. Do I need to create new classes in QB with differentiation in location??
I have hundreds of checks cashed on our bank account every month and maybe 75% of the time, Quickbooks Online properly matches the cashed check with the associated check that was written in Quickbooks. However, if the amount of the check that was cashed matches some other random expense, regardless of where that expense is from (e.g. transactions from credit cards, ATM withdrawals, ACH transactions, etc), it always matches the cashed check to one of these random transactions rather than prioritizing the actual check that was written in quickbooks with the matching amount and matching check number. It's identifying the check number correctly on the bank transaction but still not prioritizing the matching written check. It's absolutely silly and causing me hours of work manually unmatching a few hundred checks, manually rematching them correctly, then fixing the other transactions it incorrectly matched it to originally. Basically, how do I get Quickbooks Online to always prior
Hello, I am going to give a hypothetical numbers situation to see if someone can help me clarify this. Lets say, after running a P&L report for 2024, the final profit is $1,000. However, the owner has taken $2,000 in owner's draws over 2024 as well. Does this mean that the final reportable profit is still $1,000 OR does it mean that the business's final profit is $3,000?
Can you tell me where the data for quantity reduction and inventory update in the sales report and cost report are read from?I found that the cost unit price in the report is read from the purchase contract, but I don't understand the quantity
I have inherited QB files that have set up Partnerships as a Fixed Asset where hierarchal order isAmerican 123 Fund Capital - AM123 Profit/Loss - AM123 Distribution - AM123When reconciling the brokerage statements, distributions received are journaled against the Distribution account. Although this is not "income", my boss who considers it "his income" wants to see how much he has received in distributions of each Partnership, by month. I have not been able to find or create a report that I can run to show this. Does anyone have any solutions?
When we charge a customer and they use certain cards it charges them a surcharge on my books Will this income just go in my non taxable income? Thanks.
My client does not want me to include late fees in the original invoice. They would like to have a running invoice, like utilities. For example, if they fail to pay January invoice, the February invoice will have a Past Due which will be the January Plus Late fees. The current amount will be the February invoice. How do I set this up?
Hi! We are a non-profit that needs to run budget to actual reports by class and for the total entity. I used to be able to do this in QuickBooks desktop by entering each budget by class. Then it would allow me to run both. I can't quite figure out how to do this in QBO. It looks like when you enter each budget by class, you can only run a report for that particular budget. It doesn't total it for the entire entity. Do I need to enter the budget by class and then again by the total? Or is there a better way to accomplish this?
Where would in place the purchase of a piece of equipment ($750) in QuickBoo?
Im getting conflicting internet repsponses that state you can and cant connect google sheets to QBO through the new spreadsheet syncing function... I would like to update a dashboard in google sheets with a QBO report..Thanks
Statements show invoice number and due date, but not PO number for each invoice. My customer's are asking for this information to help them match up jobs.
This is a change that started last month. Every time I bill a regular client I have to add the client's email address rather than it automatically populating as it has for years.
I just tried to create a custom invoice. I want to use different logo and email. But when I change it on the new form, it also changed my standard invoice. How do I create a new invoice without changing the info on my standard invoice?
