Reports and accounting
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New to QBO this year and was wondering if there is a place in my account online to create a document file cabinet for attachments, invoices, receipts, etc.?? To have PDF copies to correspond to revenue & expenses, if i should be audited? My software I am leaving had where you could create a file cabinet to create folders (i.e. 2023 vendor invoices, 2023 Deposits, 2023 Customer Billings, etc.) of everything and label them. Yearly I could take the folder and download it to hard drive. Most files are .pdf, jpeg, .xlsx, .word Anything like this or any recommendations on a shared file system for me and my staff to file documents for future need. THANKS
When I enter deposits into QB (desktop Pro 2021), there is a long Memo field and in that field I sometimes place a note. For example, I receive product rebates so when I receive one of those checks, I will put in a note - example "Hills Q3 2023". I would like to run a report that will display that field but the only thing I can find in Customize is "Memo" and that displays the 'small' Memo field content. When entering the deposit, there are actually Two Memo Fields. I know I could change my process on my end and use the small memo field. If that's what I have to do, I will do it, but thought someone here might already have run into this before and solved it. Much thanks if so. Rob
I remember that the invoice showed date and time when the invoice was viewed. But now we can only see if it was viewed but there is no tracking of old sent/viewed
I cannot find a balance sheet report anywhere. Where can I find it, and then put it into my Favorites?
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This is my first year using quickbooks for my company. I have a different fiscal year that starts on March 2023. I am missing two months worth of rental payments (Jan '23 and Feb '23) on quickbooks and would like to know if there is a way to override 1099 amounts on the forms. I was thinking about making some journal entries before March 2023 but was wondering if there was a better way to do it.
Company is paying part of the child care expenses for employees.How can we set this up in QB?
A prior accountant set up account numbers in our chart of accounts using a 4-digit convention, which I would like to change. As an example, 64XX is "Office and Administration" and 66XX is "General and Administration". I want all these expenses to be in the 64XX series. If I change account numbers of existing accounts, will the legacy transactions be updated with the new account number or will they still show the account number which existed on the date when the entry was posted? Thanks for your help.
The switch from self-employed has been a pain. All I need is to categorize my expenses and income for my business. It seems Simple Start is even missing the ability to not import my authorized user cards either. How can I see all income transactions in one place? What about viewing all transactions from all accounts at once?
is there a way to void a batch of purchase orders at one time
- How to enter timesheets in batch - How to user these timesheets in invoice- How to use the time sheets in the payments
I want deposits into my account to automate a percentage into the tax envelope.
I changed our business address but it doesn't change on customers end. Still showing old address on certain invoices.
I have a User that only needs to lookup QTY ON HAND and QTY ON PO for Products. I can't figure out how to View only. Inventory Manager allows for editing and I don't want that.
I have two separate company files that we consolidate for month end reporting. I am needing to find a solution that will allow me to consolidate the two companies budgets (MTD and YTD) in excel. As of right now this being done manually and is time consuming.
I am trying to print a 1096 for my forms NEC out of quickbooks 2023 desktop. It keeps checking the misc box on the 1096. Have you encountered this problem.
For my quickbooks online i need to create a clearing account. How can i create this account. Can any one provide me the steps to create it.
why cant i save an invoice as a draft? when i click the save as draft button nothing happens
I recently sold a large portion of a rental property to an multi member LLC, keeping 10% for myself. Since i purchased the home first, I'm trying to figure out how to record this properly in Quickbooks. Here is the example:Home was purchased for $100,000 personally. One year later it was sold to the LLC, keeping 10% of the original purchase price as part of my equity in the LLC. Should the land/building value be $100,000 and the members all would record their contributions (mine being $10,000)? How would you record the 90% portion going out of the LLC for my original purchase of the home?
Hi there,I'd like to create a rather custom report inside of QBO... I'd like to create a P&L statement that includes two levels of Gross Margin... one level using some accounts in the COGS area... and then another level of Gross Margin that uses those and other accounts in COGS. (I have a service based business that uses both outside labor and internal employee labor. I'd like one Gross Margin that looks at Sales less just outside labor and then another level of Gross Margin that looks at Sales less both outside and internal labor)Is that possible inside of QBO in any version? (Simple Start on up to Advanced)Thanks!
