Reports and accounting
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Okay, I know Intuit will insist that this problem is my failing, but I just don’t see how and where. One hundred percent of the time, I launch Chrome and clear browsing data before I launch QB. Then, more than half the time, it takes forever for QB to open to the login page. Sometimes it takes so long I refresh Chrome, which of course means I have to start all over. Then, once in QB, almost everything I try to do does not happen immediately that way it did prior to fall 2023. Try to open a report: I can see that my mouse is working, I can see a response from what I’m clicking on, but nothing happens. I wait what seems like a long time—far, far longer than I am accustomed to waiting in this product that my client pays good money for—then I refresh my browser, which happens immediately because the problem isn’t my computer (Windows 11 desktop hardwired to modem) or my mouse or my internet connection (speed test says good and monitoring app does not show lost connections). I am not r
When I click on the modern template which shows a light screened top and copy below it, I get clunky boxes on the right and it doesn't match the thumbnail (nice looking layout) - what am I doing wrong?
I paid a subcontractor out of pocket on a Saturday. I was then reimbursed for the money, but i need to make sure the money hits the subcontractor account for 1099 reporting and taxes. What entry should be made to correct?
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Hello, I am trying to run a customer prepayment report based on hte new prepayment feature, but I am not seeing it listed. Can you tell me how to create that? Thanks, Susan
I am a longtime QB Desktop user and new QBO user. I am stumbling my way through this. I have fallen behind on filing and was hoping to be able to attach receipts after I reconciled. Does anyone know if that is possible? I keep getting warnings that it will change the reconciliation. Redoing 4 months of reconciliations is not my idea of fun.
right now i am able to enter hours on daily basis. instead i want to enter it on monthly basis in invoice
We need the ability to set our Custom tax Rate as the default in QB. We use a third party production software which does ALL our tax calculations and when we send the data to QB doesn't use the tax rate we specified. We have to manually update the invoices in QB every day to correct the tax collected.
I need all invoices to not show "balance forward" section.
This is for Quickbooks Online
Keeping this short and specific.Buy car1, car2, car3.Car1 and Car2 are wrecked. Car3 is donor car. I paid $1500 for donor car.Might use hood on car1, doors on car2 and other parts on other cars in future. Would like to be able to track the purchase of this parts car and the use of parts off this car so I can see how much ive made off the parts car. Ive been using projects to track my builds. I have also followed a video to add a purchased car into WIP, along with expenses, created inventory item that then sell. What im hoping to achieve: run P/L so i can easily see my current income and expenses. I use COGS to track purchase, parts and labor in their own accounts. I also have income accounts mirrored. This works for my purposes. If I use the inventory wip method, then I dont get a purchase expense on the P/L. At this point I am entering checks for car parts/repairs, assigning expense accounts, setting as billable and assigning to project. Create invoice to sell car, add
I have run a Transaction Detail by Account report and a large number of transactions have come up under a Not Specified group at the end even though they have all the same information filled in as the other transactions (class, tenant, property, etc), and are often made from a Recurring Transaction. What can I do to resolve this, is it affecting any of my other reports, how can I prevent this in the future? Thank you for any help and insight you can provide.
I toggled the Pyament Option of Credit Card to grey - thus I don't want to accept. However, when I view my invoice it appears it gives them the option. Does it just show the option even thought it isn't on?
I have a client who is being audited by the IRS and the revenue agent has requested a detailed YTD GL with GL account numbers as well as the account names. Client has turned on account numbers under the edit/preferences tab but you cannot select "account number" when running the detailed GL. Agent wants it to match with Chart of Accounts that has both account number and name. Does anyone know how to run the detailed GL that show both account number and name? Thanks.
I cant file 1099nec as I did last year?
When printing a Banking Report (previous bank reconciliation), the document properties are wonky (comes up with page size 4.11 x 11.00 in). I tried to adjust it...File...Printer Setup...Report...made sure correct printer is selected and document size and paper size are both Letter, but QB isn't applying my selections. Tried printing to pdf and am having the same trouble adjusting the document size.
QBO: Chart of Accounts -- inaccuracies in account creation, (regarding "account type" selection for tax line mapping), leading to deductions not populating correctly in Taxes: Income Taxes. Income Taxes: the list of deductions section was showing a lot of zeros, even though the info populated (seemingly correclty) on my P&L. Many of the accounts have/had account types selected that prevented them populating. I fixed several of them, which are now populating correctly into the Income Tax deductions. In the deductions, I am stumped that the info for my QBO Payroll is not populating into "Wages." They are instead populating in "Employee Benefits Programs." I didn't create any of those accounts or types, etc., and I would assume that using the integrated Payroll would pull this automatically, and correctly, into the tax deductions. Are they actually created correctly, and if it is not, is there a simple way to fix it? Also, is there an article or tutorial available, (as
I am still using QBD 2020 Prem.I found this article about handling donations of products and services. https://quickbooks.intuit.com/learn-support/en-us/help-article/accounting-bookkeeping/record-donations-charitable-contributions/L1Z85Y1Ta_US_en_US?uid=lscyh4oo I already had an expense account for my Charity/Donations, I created an inventory item which the sales income account pointing to the charity/donation expense account.I created an invoice for my donation of product and created the credit memo for it and linked it to the invoice. Invoice shows paid.My problem is the reporting. Where do I see the total donations I have done throughout the year? Profit and Loss shows 0 on the Charity/Donations account. As well as my sales by item summary.I am looking for a report that shows the amount of my donations for my accountant.
For example, if my customer paid an invoice using bill.com and the payment is under processing. So, is there any way I can see the status of the payment when it is under processing?
This is apparently a known issue and I've been experiencing it for 4 months. There's no work around there's no known solution. Sometimes if I convert an estimate to an invoice on Android app it says unable to save invoice.If I convert an estimate to an invoice on the computer online it loads in the app under invoices but when I click on the invoice it won't open and says server unavailable.This has resulted in either me having to copy and paste each section of the estimate into a brand new invoice or having to wait until I get back to the office to do things that I need to be doing when I'm on the road.I asked why I should pay for the service that doesn't work and I was told the only option is to do things from a desktop computer. Then I asked if I could have a backup of all my company's records and leave QuickBook and I was told I have to pay $200 a month to upgrade to a different version to get the backup just to cancel. It's almost extortion for leaving. Leaving a product that
