Reports and accounting
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Is this a different version of QB on Mac products or not? I can not figure out what in the world would be causing me to not be able to create an invoice on here. I also believe I was able to when I first put it on a week ago. Now the option is no where to be found.
I have verified that my bank is on the list for this to work. I have tried asking support but the person I chatted with had no idea what I was talking about. It has been almost 30 days since we connected to the bank through quickbooks online.
Hi all - I don't need to keep track of inventory and so would like to use non-inventory products but do not see a way to keep track of COGS with non-inventory, other than recording spending on raw materials as COGS - but this is not very granular and could mess things up (huge spend on end of month on bulk materials and none the next month would skew P&L). The alternative for a more granular COGS is to use inventory products as they have a line for COGS. BUT, I am having a hard time finding a way to add new inventory of our products. Inventory adjustments on a regular basis do not seem correct and we make the products in house so adding inventory from a PO doesn't work either. How do add inventory to my products which we make in house? Moral of the story: if possible to have granular COGS with non-inventory that would be the preference as inventory management is not the most important, but if not possible and I need inventory products to achieve this, how do I add i
dissolving our s corp. mom & pop owners 50/50. Need help with how to transfer some assets to shareholders and what to do with the initial paid in capital. ThanksAlso,Will the amount of retained earnings be used as non-taxable distributions? If so, How do I account for this?
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In Quickbooks Desktop Enterprise version 23.0The Desktop Statement Writer report does not show the budget amounts.It used to. I have tried creating new reports, but that space does not show the budget amounts. I have used the Desktop Statement Writer troubleshooting steps to no avail. How do I get the budget to show in the Desktop Statement Writer?
Do I need to upgrade to QB Essentials to now get these fields? Also my invoices used to have an option to print packing slips whic is no longer there. When I try to print it from Batch Actions, the print packing slip field is greyed out. Can anyone help?
I have QB Desktop 2016 I have 2 questions 1. I am trying to extract in a spreadsheet format all my unallocated vendor credits. When I go to Vendors > Pay Bills > Select a bill > Set Credits...the pop-up window that opens here, can I get this in an spreadsheet format? 2. Secondly, I want to extract a report in spreadsheet format where I can see all the allocated vendor credits against the bill. Right now I go the bill, I either go to Reports > Transaction history or on the right hand panel Transactions > Related Transactions. This list now shows me all the vendor credits allocated to this bill and any payment for this specific bill. I want a report where I can see in a single sheet all the bills where I have previously allocated a transaction. Or all the transactions which have been allocated to bills? Thanks
hello. I just created an invoice and my client already made the payment, the payment says it was deposited but I don't see it in my bank account. To which account does the payment I receive go and how many days can I see it?
I'm facing an issue while using the .NET SDK to add a new invoice. On the invoice edit view, we display customer-specific custom fields with dropdown types. However, when attempting to add a new invoice through the .NET SDK, the custom fields are not getting mapped to the invoice.Can anyone provide guidance on how to implement a solution that ensures the proper mapping of custom fields to invoices when using the .NET SDK? Your insights and assistance would be greatly appreciated.Thank you!
When I used to send invoices through my own email I would receive notification of undeliverable or bas address with QB I do not receive notice
I would like to be able to create a report that I can group by vendors and see the expense totals for each vendor and also be able to see the total of all of the vendors expenses at the bottom. Currently I am only able to group the report by one grouping at a time. I have the following grouping options: none, account, name, transaction type, vendor, day, week, month, quarter, year. Thank you, Kayla
Hello! I could really use some expertise on how to handle this situation: I have picked up a new small client and I need to close out their owner distributions, but I am not sure how to handle it. They keep their books open for 24 months, so they just closed 2022 on 12/22/23. It is now 1/11/24, can I close out the owner distributions account now...or did that need to be done immediately after closing the books? They have these 2 equity accounts:Retained Earnings with a balance of ($1,170,581)Shareholder Distributions with a balance of $1,060,040
Where do I find my quickbooks invoice?
Paypal is a slimy company that offers zero security. AND I do not want to offer my customers PayPal or Venmo as a method of payment. THIS IS IT with Quickbooks. I am dumping Quickbooks. The ******* nerve of them.
We paid our contractor based in India with an Indian bank account and we used the bill pay option. All details were certified and correct, but he has not received his payment even though it’s 2 days past. His bank confirmed nothing has arrived or is processing.
In my Bank transactions window, there is an info box that says: "Add your QuickBooks Checking account". My account is already added and working correctly, so what's the deal?
Does Intuit have a plan for personal finances?
I have Quickbooks Plus, and the newest update has a lot of changes that I'm still discovering. I had an issue earlier today that I thought was resolved, only to find a new issue. I recently changed the name of our bank account in the chart of accounts. I noticed today that QB recreated the account with the old name (without the account number), and the last payroll tax payment went to it. It's the only transaction in that account. I realized I may need to reselect the account in Payroll Settings > Accounting, but I got an error: "Failed to load chart of accounts data." I was able to get that fixed through a QB support chat, but the tax payment still remained in the wrong account. The solution was to merge the 2 accounts. The support rep asked if I needed help, and I declined, since I have successfully merged accounts numerous times. So, I closed the chat. I went to the chart of accounts, looked at the account I want to keep and took a screenshot of the settings.Then I went
I have money in my bank account that I want to put into an investment. I want to leave enough in the savings account to absorb six months' expenditures without any new income. I want to come up with that figure by coming up with a total of all my expenditures recorded in my Quickbooks accounts for a time period of six months. What is the simplest way to add up all my expenditures, for all purposes, for six months? Thanks in advance for your advice.
