Reports and accounting
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We have been unable to email invoices to customers since the first day of using QBOL
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I need to extract the Transaction report, I need the debit & credit columns, however when I tried to add it only the debit column appeared.
We utilize cost codes for T&M invoicing. I pull an invoice to populate costs associated and then add/update the line items as necessary. However, my manager wants me to create a progress invoices BASED off the T&M invoice. I cannot void the T&M invoice or it removes the costs and puts inventory back into inventory. My accountant stated to zero out the T&M invoice (which I do) but doing this really makes the reports look incorrect. IE costs are correct, but I zero it out and create a "fake" invoice and send to client. How can I review the billable costs associated without creating an invoice? Is there a report that is combined for time as well as materials? I cannot locate.
Trying to create a custom report that looks similar to the attached example. Suggestions are appreciated. Thanks
I am urgently looking for a report like the Detail Transaction Report for a specific Vendor that shows what invoices were paid with each Bill Payment. I need to provide the vendor with detail showing them what invoices we believe our checks paid through all of 2024 to current, and the transaction report shows the invoices, credits and bill payments, but doesn't identify which invoices were paid with each check. The vendor didn't always apply the payments as we intended and so now we are at a point where they have agreed to review the detail we intended to help straighten things out. Is there a report that will show the detail on which invoices were paid with each check other than looking at each individual check throughout the prior year? Help!! Thanks in advance for any guidance on this.
Customer emails not showing on invoices
I run a lot of reports. I would like to set the RUN Date of ALL reports at THIS YEAR.Currently it's at past 90 days. SO each time I change a report, I have to go change the date and this has caused a couple errors from my assistant thinking she was running THIS YEAR and only ran past 90 days....I want the DEFAULT as THIS YEAR on ALL reports, I don't want to have to set EACH one as custom...as that's insane...wayyyyy too many reports.... just a default.... ???
I along with over 50 over my other friends hate the way QB is going. Is there and alternative to the non cloud based quicbooks pro? No intuit?
Hi,I need to generate an Excel report for a specific item or description sold from January to the present.The report should include every serial number invoiced for that item for each customer with invoice number and date I have the inventory serial number add-on for Quick Books. I have tried with no success.. Please help..
Also i do not have inventory i purchase parts for each job that i do...
How do I change the gl number for a deposit from a prior month?
I have QBDT Pro 2008. I cannot email statements. The "FORMS" does not list Statements. I can email invoices. I want to upgrade to QBDT Pro 2017 but it is not available. Any suggestions, please? I do not want to go on line.
Hello We just recently installed the newest version of Intuit Quickbooks. Upon attempting to export (a report) to excel we get the following error (also attached):"Excel allows 256 columns in a worksheet.This report has 7 columns (6 row title columns + 1 data columns)Use "Customize" to change the number of columns in this report."This does not seem coherent to me, but I might be misunderstanding it? Any answers would be appreciated.Thank you
We just moved from Quickbooks Desktop to Quickbooks Online. I found the below that cash basis is reported differently but can't find anything that actually says what that difference is. What are the differences between Desktop and Online as far as how cash basis is reported? As a company that uses cash basis, we have to be able to explain why the reports look very different from when we were using Desktop to now using Online.Cash basis — QuickBooks Desktop and QuickBooks Online don't track transactions as paid the same way. Reports may not match using cash basis.
Hi, Attached is a very detailed description of my problem. Every week I receive a remittance into my bank account. There are normal additions and deductions but a lot of the times there are deductions for an invoice, etc that I do not know how to post. There are some solutions from 2018 but not sure if they will work now.Thanks in advance for any help you can provide.Al
It looks like Quickbooks Self-Employed has a default vehicle listed under me. I have none. It's not an issue using this software, but when importing to TurboTax, it tries to add a form about my non-existing vehicle. How do I delete this? I can't seem to find a way to delete the default vehicle in Quickbooks UI.
Hello QB Community. I've seen a couple of older posts with this inquiry and am not sure if QuickBooks has updated their program to accommodate this yet. I did just spend 2 hours on the phone with customer support and was informed I should be able to do this but my QuickBooks is not allowing me to. I am trying to create and save a memorized report where I can customize which rows are collapsed and expanded. Every time I try to reopen the memorized report it expands rows that I have previously collapsed and saved. My preference is not to export this to Excel. If anyone has any feedback on this inquiry I would greatly appreciate it. Thank you!!!
I reconciled for 12/31/24 and everything matched the beginning and ending balance of my bank statement. I went in to reconcile for 1/31/25 and it is saying the beginning balance is off. When I look at the reconciliation report the balance there matches the bank statement which is what I want but not what is showing on the "which account to reconcile" page in Quickbooks. I look at the discrepancy report and the only things on there are the entries I corrected that didnt have class allocation. No number differences for any transaction showing. Any ideas on how to fix this? Or how to find an entry that may be the culprit that isnt showing on the discrepancy report?
