Reports and accounting
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I would like to check on past payments made with credit cards to corroborate when and how those payments are being credited on my bank account
I would like to confirm my contractors have had the 1099s mailed to them?
when entering a journal entry. i choose an expese account to debit and i also choose a vendor name all the way to the right. The vendor name and the amount of thie transction do not appear in the vendors report.
I have a list of checks entered to be printed at a later date. But they all want to print with an incorrect date. How do you change the date to reflect the date of printing?
I have a LOC with my bank where I also have my checking account. When the transactions are pulled in I show a debit from my checking and credit to the LOC. I also have a LOC - Interest Payments account set up in QBO. In the case of an interest only payment the transaction is showing as principle payment in the LOC reducing the balance of QBO vs bank. Currently, my approach is to categorize the debit in my checking to the LOC - Interest Payments but then end up with the transaction in the LOC account showing a credit still and nothing to pair it to. Would the simplest option just be to exclude that transaction in the LOC account? This still credits my LOC - Interest Payments as expected and balances the LOC account but wasn't certain if this is the correct method.
I need to pull a transaction list by vendor, and I need a column to show the customer that the transaction was assigned to. I have multiple different transactions that were assigned to different customers/jobs and I want to view which transactions went to which job. TIA
We are an animal (cat) rescue using QB nonprofit.We recently purchased a rug steam machine to clean the rugs we have, instead of renting a rug steam machine 4 times a year.My first thought was to enter the cost of the machine as a depreciation item under Furniture & Equipment/Fixed Assets. Recently, I was speaking to someone (bookkeeper, not an accountant) who suggested I simply take it as a regular expense under supplies. Her reasoning was, it is not equipment used in the operation of our organization. It would be like buying a mop & bucket for the floors, those are supplies, except this is for rugs. If we were purchasing cages or other types of equipment that is needed to operate our organization, then it would be depreciated. Plus, she wasn't sure the cost of the machine would warrant being depreciated.Is this correct, or do I need to depreciate the equipment?Thanks
Beginning balance and cleared balance are the same. the cleared balance is a negative number and statement balance is a positive number Thus my difference is the beginning balance plus the cleared balance. How do I fix this?
Hi. The latest problem with QBO is when revising an invoice, then trying to save it, I either get a message that "you must select a customer", or "no line item". Also, when I choose an item with a drop down menu, ie: Sales, the drop down menu does not disappear after I get to the next screen and blocks some of the information I need. The customer is clearly selected. I'm unable to save changes and it's very frustrating. For "no line item", this occurs when I try to turn an estimate into an invoice. I go to the estimate, click that I want to make an invoice, then I get an invoice with no line items although they were in the estimate. If I want to see a customer, I'll go to Sales, customer, then enter the customer. The drop down menu stays open after I get to the place I want to be. Can't tell you how frustrating this program is.
IRS rejected my 1099's the only error I found was my SSN was in TIN format
I am a (new) small business owner with 3 independent contractors working for me. I am working on their 1099 NEC and have run into a problem. Throughout the year, occasionally the contractors would buy supplies from me and instead of paying me, I would just deduct it from what I owed them for that pay period. Of course now my pay statements to them do not reflect their gross payment but instead it shows their net payment. What can I do? How can I add back their expenses? Quickbooks rep today said I could create Bill Pay for each contractor expense and essentially "pay" them back for their expenses so that total paid to them represents the gross. This seems kind of backward to me and after trying it, the bill pay does not show up in the 1099 total. Please help!
It appears to only happen from within the app, but it is still concerning. When creating invoices on the job site and then previewing it, a "Company Reg. No. ***-xx-xxxx" is showing up in the top right beneath my company name. I believe this started occurring after I completed my 1099 process which may have been the first time I entered the SSN. I've checked company settings and invoice template settings and can't seem to find where to go to toggle it showing up on my customer invoice.
I am very frustrated. I have called and chatted with support about this, and read every article I can find on the community and in the QB Knowlegebase, but none answer my question or work. Every answer I see pertains to BALANCE FORWARD STATEMENTS, not BALANCE FORWARD ON INVOICES. I think the most important thing to know is in a recent update, QB set a new default invoice template for my account that does not have balance forward, and from what I have learned, that template cannot accommodate balance forward on invoices. When I went back to my previous invoice that I had designed, I learned the template could no longer be sent to the customer by email with a PDF attachment and a link. It seems only the default invoice can be sent with a PDF and link. Meanwhile, I have been trying for days to find a way to get the BALANCE FORWARD TO WORK ON THE INVOICE TEMPLATE to no avail. Invoices are the most very basic function of accounting software. Having a balance forw
I am preparing for the switch to the new invoice format in December and cannot find how to include shipping information. We are using the "ship via", "shipping date", and tracking no." fields. As a manufacturing business, our customers are requesting this information from us and we need to provide it with these transactions, as well as track it centrally on our end. Is there a way to get this back on the new invoice format? It appears others also are having this issue, and removing this functionality will cause significant extra work and resources. I am already using the limited amount of custom fields for purchase order numbers and unique lot numbers tied to the invoiced items.
Does anyone else hate this new quickbooks?
I used the $5 QBO 1099 e-file product/service, but I entered the contractors W9 info. myself. So now I can't figure out how my contractors can view their 1099-NECs online.
Saved invoices do not appear on ny qeue
The project has a zero balance, but there is some history associated with the project.
QuickBooks Checking wants co-owners added
