Reports and accounting
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I had a credit for a customer and was showing correctly on Accounts Receivable report. It was time to create an invoice for that customer. When I did, QB online automatically applied this credit to the invoice. All is good on that end. However, why is the credit balance still showing up on the A/R report? I would have thought when QB applied the credit to the invoice, it would have cleared itself from this report. What is the last step in this process to get it removed from A/R report?
Is there a report to run in QBO Advanced to show new vendors added?
I have a question on Sales Receipts. If customer deducts Withholding Tax, how best to deal with it? I know the accounting side well but in QBO what is the right thing to do? For example a customer's sale is 3,000 but customer pays 2,850 and withholds 150 which is supported by a Withholding tax which we can claim as tax credit. If we are to go the invoice route, we would bill client for full 3,000 and credit client payment (A/R) with 2,850 and pass journal entry debiting Withholding Tax account and crediting A/R with 150. That's easy. In the Sales Receipts route if we do a sales receipt of 2,850 received in cash, then do a journal entry debiting Withholding Tax with 150 and crediting Sales/Income with 150 the productivity Product sales report would be distorted although G/L would be correct. How best to deal? Thanks
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I want to issue a vendor report with open balance columns Debit-creditand the close balance..
Quickbooks is only giving the option of sending an email to contractors to request them to complete the W9. I've already sent requests via Adobe and I have the W9s on file.
This is only happening for 4 employees. When I run a paycheck history report it shows the check number. When I do a search for that check number, it says no results found. It started doing this on the 12/22/2023 payroll. They were not new employees and no information was changed for that payroll. I am also receiving sync errors for same dates as the payroll check errors.
I am employed at Company A, which has a subsidiary called Company B. I need to consolidate all the expenses from Company B into Company A, as Company B is set to close soon. How can I transfer all of Company B's expenses to Company A for the past year ?
I sent my contractors a while ago the W-9 via Quickbooks but they never did it. Now I want to resend it via QB but I am not seeing the option how to resend it.
I'm creating a report using QuickBooks Online. How can I change the width of the report so it uses the full width of my computer screen? It seems the report width is a fixed size which is very frustrating. The issue exists across multiple devices and browsers so it is not computer or browser related. Is there a way to change this?
Does anyone know how to combine two contractor profiles?
Hello, I am new to the accounting and this is my first year to provide my vendors with the 1099-NEC forms. Recently my company purchased a building. We hired a closing attorney. My questions are Do I need to send the attorney a 1099 form? if, yes, which one? How to calculate the amount that is supposed to be included? How to put this into the QB correctly?
Recently, Quickbooks will no longer allow me to record any negative number when creating a Bill, Expense, Vendor Credit, or Credit Card Credit. For example, I would like to record an itemized vendor bill, which contains 3 items, a shipping charge, and a vendor discount. It will not allow me to record the vendor discount, as this is a negative number.
I run a small computer repair shop. I'm coming from an old and long unsupported Microsoft Office Accounting to QuickBooks Pro 2016 and I'm struggling to figure out some basic invoicing tasks. Doing PC repair I often purchase non inventory parts for repairs and I can't figure out how to get this to show up correctly when running a report--- Say I create a new item, a non inventory part I check box for "this item used in assemblies or purchased for a specific customer" I enter the cost I paid for the part and enter it under the "Purchases-Hardware for resale -Cost of Goods Sold" expense account Then I enter the Sale price and enter that under the "Sales - Hardware" Income account. However when I then run a Profit and Loss report it shows the full sales price of the item as all income without any breakdown of the actual cost of goods sold. So say I make an invoice for $60 of labor and a part that cost me $30 for which I charge the customer $45. When I run a profit and loss report I
As a church our income is mostly donations. We want to know how much income comes in by cash or check, online, or credit. In QB Desktop, there were reports of transactions by payment method. Haven't yet found the equivalent in QB Online - is there one?
