Reports and accounting
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I am looking to remove the open running balance on an invoice for a single customer. They wish to only see the current invoice amount and not the total balance due. Is this something that can be done between customers or just all invoices in general.
Who is making the AWFUL design decisions at Quickbooks Online?! The Classic View was visually beautiful, easy to read, quick to read, easy on the eyes, and all fit on one page. I just received an email that Classic View is being phased out and replaced with the UGLY, bold, truncated, impossible to read, doesn't fit right on the page, did I mention UGLY and GLARING, BRASH font. I don't need "hundreds of column headers" to waste my time and spend hours formatting. But I do need reports that provide the information in an informative and EASY TO READ manner. Please INTUIT, HIRE A GRAPHIC DESIGNER not just a software programmer. SO DISAPPOINTING. After 15 years of the reports becoming worse and worse, I will be looking thoroughly for a different accounting software. Simply cannot handle the atrocious changes that QBOE continues to make.
I know to show the payoff of the first loan I can use check and enter the appropriate amounts for principal and interest. Since the new loan includes an engine rebuild I am unsure how to show amount specific to the rebuild for our repairs account.
Any suggestions on how to resolve are greatly appreciated. Sorry, I am new to QB.
how to post sale of future accounts receivables in qb online
I own 2 hair salons and use DaySmart Salon software for our booking and payment services. Daysmart doesn't have the capability of having 2 locations within the same subscription, so we have 2 separate accounts; one for each location (I've looked at other options, but for our business, this is currently the best solution). They both connect to quickbooks for finance tracking. The problem that I've run into is that because they're separate Daysmart accounts, some of the ticket numbers are duplicating between the 2 accounts and when I try to sync the transactions from the newer salon with Quickbooks Online, it's leaving out hundreds of transactions because they're "duplicate" ticket numbers. We use the same bank account and everything for both locations. Is there a way to create a different profile or something within quickbooks for each location so that I can sync all the transactions separately to each location so there aren't duplicates, but still ha
Why is my manually entered Federal Estimated Tax not showing?
How do I clear out an accounts receivable that isn't linking up? It's up & down the same amount but won't clear against each other?
Dear fellow bookkeepers, The following question is advanced (maybe not for an experienced tax professional, but definitely for me) and I greatly appreciate your help! As you all know, from IRS Notice 2021-49, qualified wages used to claim the ERTC become a disallowed deduction and amending returns is required. Please consider the following:1. The IRS makes four separate disbursements of $10,000 each. 2. Two checks are from tax year 2021 and two from tax year 2022.3. These checks are deposited in the company bank account. Questions:1. What account in Chart of Accounts should the checks be categorized for an S-Corp? Please explain in terms of 1120-S.2. Do I create a journal entry to register these payments for tax years 2021 and 2022?3. What date should I put on those journal entries?4. What category should I put on those journal entries? Specifically, what category with respect to IRS form 1120-S? Please note the following as a refere
Hi, can QB do recurring discounts for specific customers? We have a large list of customers that always get a discount when ordering/purchasing product. It is time consuming to check the list each time and manually add the discount.
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greetings, We are using a custom template for our Estimates. When creating the template we can see the fields "Ship date", "ship VIA" and "tracking#" however when we use that very template for actually creating the estimate, we can''t seem to find these fields. We also cannot find the "shipping date" field amongst the report columns (though the "ship via" column is avalable) could you help me figure this out? Thanks
I changed admin and now I cant see my old account data
I have a deposit that was made and recorded in Jan 2024. Part of that deposit should be recorded for Dec 2023 (even though the deposit is recorded in the bank account for Jan 2024) and the remaining should be recorded for Jan 2024. What is the method I shoud use to make sure part of the deposit is recorded for dec 2023 in QB?
i have a quickbooks checking account but cant seem to find how to deposit a customers check into it. Surely this is a simple task that i have overlooked?
I can’t figure out how to sell a digital product through quickbook
Any suggestions on how to force payroll entries to export?
Hello, Can someone guide me on this world of bookkeeping. I sale inventory to customers that I purchase from a third party for resale. The person that I buy from sells me the product and does the service for me too. How should I be entering what I pay him since he gives me a total for product and service together? Im currently putting him under subcontractor expense.
My goal is to stop the transfer attempt. Any options?
I have generated a statement and I need to reprint it. Where can I find past statements?
I need to add income from another QB company to my books so it reflects on my P & L. It cannot go into a bank account though. Does anyone know how I might do that?
I have our PayPal account linked to our QBO account. Invoices come in and I match them to the deposit in the PayPal Banking view. I click on the deposit and click match to the correct invoice. However, some of these are being automatically placed in Undeposited Funds. I am able to undo the match and then when I match it again it goes to the correct account. How can I make sure my matches don't go to Underposited Funds?
