Reports and accounting
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Hello,I'm trying to figure out if there is a way to add invoice #'s to the A/R Aging Summary report? I'd like to be able to export to Excel and see each open invoice as a drop down under the customer. The A/R Aging Summary detail report would work if I could get in the same aging bucket column format as the A/R aging summary. Thanks in advance for any advice!
As a customer, if I am paying a subscription, I should control what I see on my screen. The ads are disruptive to my user experience.
Transaction name on credit card details
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The invoice/estimates are to vague for my customers. The custom fields created are so I have a place for PO#/ Job Description/ person who authorized. None of it is available on the app
I am unable to access my customers invoices. Was can I do to fix this?
I am trying to issue credit card refund, but your instructions are not matching what I can do
Sorry if this is a double post, QB was acting up while I tried to add this. I use Square for payments and my books are reconciled through 2023 with a $0 difference for each month. However when I run my balance sheet my sales are doubled and I have a lot of money in the "Payments to Deposit" account. What can I do to clear or match these transactions?
I use Square for my payments and have noticed that my sales are doubled. All of my accounts are reconciled correctly and show a $0 difference. I have noticed the account "Payments to Deposit" on the Balance Sheet, and I believe that is what is contributing to the doubled sales. How do I zero out this account? I don't seem to have the option to match these deposits to anything. Unsure of what to do and Live Bookkeeping is unavailable on the weekend.
Do you have to do one journal entry for each month if its the same
invoices do not show the "total" field
How do I get my categorized and assigned expenses to show up? My income does but not my expenses
I am new user of Quickbooks and not at all accounting savy. I am going to try and elaborate on the situation. In my chart of accounts I have: Inv Asset - Other current asset; Sales - Income; Cost of Goods Sold - COGS; Inventory Adjustment - COGS. I have been entering my bills in QB and applying the inventory to COGS-COGS account. I realize now this is very wrong as the COGS account type is really an expense. When I view my Chart Of Accounts there is not Value$ for any of these 4 account types. On my P&L the Sales-Income is listed as well as the COGS (which is really all my inventory purchases for resale). The difference leaving the GP. At no point does the P&L or Balance sheet note the value of the inventory assets that were not sold and remain on hand to be sold. Also, throughout the month I have to write off inventories due to damage or shrink.
Balance Sheet amount for bank accounts shows bank register amount in both cash basis and accrual basis. All settings are for cash basis, as that is what the business uses. Accounts have been reconciled but balance sheet still shows register amount.
How do you make an inactive customer active on QB Online
Is there a way to have orders that are STILL Packing slips noted as such on open balance and sales reports. We do nt convert Packing Slips to actual Invoices until material has been delivered and it causes certain reports to be misrepresented.
