Reports and accounting
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Hello, I am looking at my chart of accounts and noticed that I have a significant negative "QuickBooks Balance" for my company credit card which is linked to my QuickBooks account and has been from the start. Every time I made a payment from my bank account to the credit card (also linked to QBO from the start) I matched that to the transaction so not sure why there would be a QuickBooks balance. I show a small balance in my bank balance which is the outstanding amount I owe on the credit card - so that part makes sense. Should the QuickBooks balance be 0 since the credit card has been paid off every month? Is there something I'm doing wrong here when matching those transactions? Thanks.
I feel like there should be a simple answer for this, but I have scoured the internet and QBO community and can't find a solution. Many are CLOSE to an answer but nothing exact. I'm going to use a real world example and hopefully I can find someone to help. I bought $28.75 worth of inventory (shirts) from Amazon. It went on my business credit card, which I matched on QBO to Inventory which went on my books as inventory - everything good so far. 2 weeks later, I had to return the shirts as they sent me the wrong items. This then shows up on my transactions as a $28.75 credit to my credit card. Naturally, I would want to categorize that as inventory and have it remove $28.75 from my inventory since it was returned....HOWEVER...you are not able to put a positive credit into inventory. This is where the issue arises. I now have the $28.75 in my inventory that I have returned, but I am not able to categorize as a return to take the invent
Hi, How can I create and save a change order to an estimate that will be used to create a progress invoice? Can I also create and send a lien waiver with an invoice? How can I allocate labor and material expenses directly to a change order as part of a larger project? Thanks You
I provide various services to a customer 5 days per week. This customer is also a vendor because in addition to paying me for services I provide, they also charge me various expenses that get deducted from the amount they pay me. this customer/vendor pays me daily after I finish working that day. Each daily payment I receive from my customer/vendor is the total NET amount I’m owed after calculating the total revenue from multiple income categories, MINUS expenses deducted for multiple expense categories. by the end of my work week I will have received payment for all NET income I’m owed for services provided. the following week, I receive an itemized statement from my customer outlining a detailed list of how much money I earned for each service category I provided and how much was deducted for each expense category. To be clear, the information on this statement is reflective of the PREVIOUS work week, and I don’t know the breakdown of which income and expense cate
i need a note for every time i contact customer
are there other way to set up autopay?
Had made several changes to forecast after creating and then error message when tried to create budget and save. When I refreshed screen kicked me out of Intuit. Is there anyway to recover forecast I was working on?
Hi, How do I change the font size for the reports? If you have a high resolution display, the default font size tends to make the report very hard to read. You know it is so much easier to change the font size on any browser and I wish there is an easy way for QBODT. Thanks,
We are having issues with Melio bill payment: a full day's worth of payments from Melio were never received by multiple vendors and Melio did not notify us that payments made were still outstanding. Multiple vendors did not receive payments (all were supposedly sent by Melio on July 14). Melio did debit our bank account for each transaction on July 14, but simply failed to send the payments to the vendors. 2. There is no way to detirmine if a vendor has been paid except to go the the 'paid' tab on the dashboard and open each payment to detirmine if the vendor deposited the payment. There is no reporting function. I have asked Melio customer service to run an 'outstanding check' report on their system and send it to me. 3. The lack of notification of uncashed payments is shocking. In essecence Melio is living off the float (time between debit and when vendor cashes check) but more importantly Melio is keeping any funds that are lost in the mail or not deposited by the vendor.
I recently upgraded to online quickbooks and when I classified a transaction, I accidently classified it as a transfer instead of income. How do I edit the transaction to reflect it is income? I only have the basic online plan and I am waiting to hear how to correct this mistake before I reconcile the month end report. Thank you!
I entered JE 08-189 and did not record
what is the email address to intuit
I can manually download the checking, savings and payroll but the credit cards say, "The uploaded file isn't a valid web connect file" If I use spreadsheet it puts the charges in the bank feed as payments and you cannot edit them to put in charges. In addition, at the end of all this, the bank balance, (not the QB bank balance) but the bank balances don't match. BOA says they can't do anything about that and that QB did this to all BOA customers so what bank is everybody moving to? It would have been nice to get a notice from QB and I have the advanced version and 24 accounts.
it currently only allows one assignment per customer
How to I account for my prepaid inventory when I have 4 shipments being received? Here is my scenario: I have created a December PO with the amount of $100,000 showing that the items will go to Inventory - Finished Goods when the bills are created. I created a check for $10,000 and posted it to prepaid inventory in December. It is now January and we received two shipments. Each shipment is $25,000 and the prepaid inventory received is $2,500 each. I entered each invoice from the vendor and then I attempted to applied $2,500 to each bill from the "check" which in turned became a bill payment. The credit on the check/bill payment is showing $5,000. Now to my dilemma, my prepaid inventory total of $10,000 from December has disappeared. How to I get back having $10,000 prepaid inventory in December? I need to have $5,000 of the prepaid inventory posted on 2 invoices with $2,500 each (which moves the $2,500 prepaid inventory to finished goods). and I n
I'm getting this error message when I try to add inventory "Error Message: You're Making Changes During Your Company's Close the Books Period". I can't save the inventory item.I started my company on January 1, 2024.Please help.
