Reports and accounting
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I have clients who have figured out how to only pay the amount billed and not the late fees by partially paying the invoice. I’d like to remove that feature to partially pay.
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Cant get the opion in sales to add venmo to invoices so customer can pay
I know I have seen it but cannot remember which report will give me the option to see all of our items with their preferred and alternate vendors assigned.
and have it print on the 1099-NEC
1096 summary
Error message "Something went wrong. Try refreshing or check back later." it has been several hours now. Tried to open several different browsers on different computers.
I've just noticed that all the statements we've been sending out do not show our mailing or remit-to address. It seems kind of strange that when reminding customers how much they owe us, we cannot tell them where to mail the check. I've scanned all over the forums and google but found no way to add our address to the statement. It only lets us customize the invoices not statements.
An invoice sent for approval was automatically marked "Denied Approval" because it wasn't approved in 30 days. The invoice, however, is valid and not approving it was an oversight. I would like to resend it for approval if possible.
Hey guys, I need help with something on QuickBooks online. Our bank accounts and giving accounts are integrated with QuickBooks, so the donations come in 1 large lump sum. Is there a way to input what each person from my church donated without duplicating any entries? I've been trying to do this all day but nothing seems to work. Thank you.
Why can't I click on a total in a report to get the details? That has been a great feature for years! I don't see anything in the preferences to address this. What am I missing?
I am trying to record a contractor payment that I have made in 2023 but it won't let me record any payments unless they are a future date. How can I record this so it will be on their 1099?
Any suggestions how to categorize or which chart of account to use for events that take place in school? In other words, we have programming through out the year, and I'd like to know if I should categorize under Instructional category or create some other category.
My Quickbooks balance is showing -$68,150 which is wildly incorrect. It's been like this for a while and a few months ago, I contacted support who told me to create journal entries to offset the balance. After consulting with our company's QB expert, she told me that was not the correct action to take. Now, I can't figure out how to resolve this issue. I can't delete the journal entries, since they're tied to deposits. How can I resolve the issue of the negative balance? TIA!
We are a venue space company for customers to rent out for their events. Our Landlord receives a percentage of the venue rental income we receive from customers. We have other sources of income but they only receive a portion of our venue income. In the past we have just written them a check of the percentage at the end of the year and put it to "rent expense". However, I want to start tracking it more clearly, per event. But I am not sure how to add this account in quickbooks desktop. Would it be an expense account or a liability? I want it to hit the P&L so it hits our Net Income. Sorry - this is just a bit out of my wheelhouse. I appreciate any input.
Should ERTC payments be considered as taxable income? If so, under what category? If not, then under what category?
My audit he asks about trial balance by opening balance (deb. & Cre.) movement (deb. & Cre.) ending balance (deb. Cre)
I want to see a list of all my customers I have assigned a specific type.
Good morning, We'd like to have a monthly report for our accepted estimates divided by product line, as there's one for sales.We understand how to filter an estimates report so it only shows accepted ones, and we tried palying around with "all transactions", but we can't seem to find a way to group them by product line, which is of course very important.I'm sure there must be a way, as it's available for sales. (we have QBs plus so I understand there's limitations to our possibility to customise reports) thanks
We don't agree to their ToS that allow them to withhold funds due to vendor, ie, third-party, fault.
I keep running into this "Bookkeeping" heading but i cannot find it anywhere. Several isues i have researched have landed me here but i cannot fix them bc i cannot find this Bookkeeping.(**NOT LIVE BOOKKEEPING** that is something else altogether)
It is being added as a product/service to the invoice line items. Maybe I need to turn on late fees in the account settings and have them applied to the billings that way? I just don't understand if the service/product is mapped to other income: late fees, why wouldn't it be flowing to that account in the ledger when the customer pays off the invoice
