Reports and accounting
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I have looked over the chat room posts and many have the same question but I have not found any that actually explain how to input the amounts so that they don't also affect the current reports.
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I am using QB Desktop and I need to change items from other current assets to fixed assets. I tried to change it but it is not letting me. I really dont want to reenter everything but the old bookkeeper miscoded all the vehicles as other current assets instead of fixed assets. How do I make the change without having to duplicate the work?
I have been submitting feedback to QB for a while asking for a solution. We need to be able to include tracking and ship date fields on the invoice, which show in the custom form but do not show in the new layout of the invoice. Is there an option I am missing that transfers these fields to the new layout?
I want to make sure my customer is getting an invoice.
Application Version 27.80.0+1
The downloaded PDF, however, shows this information.
Hello, We purchase raw materials in lbs, then combine those materials into finished goods that are sold in kg. We've used QuickBooks for years, but are just now exploring how advanced inventory and build assemblies can help us track our materials and finished lots. As we set up our raw materials and build assemblies, how would we set up the units of measure to accommodate the purchase in lbs, manufacture, and finished goods sold in kg? Any help would be much appreciated. Thank you!
I would like to know, why on earth the "new and improved" Account List has NO account numbers on it! When you go into the Chart of Accounts (where you can add/inactivate accounts) you can only print the COA to a PDF. To get it into Excel, you have to run the Account List report. However, this new/modern view strips the report of the Account number with NO option to add it back in! We NEED the account number to show up on the account list! Even better would be able to see parent account if there's a parent/sub-account relationship. Still without that, I would by happy to have the ACCOUNT NUMBER as a default to the report like it used to be. Now there's not even an option to add it. What use is an account list if there's no account numbers??!! Another "great idea" that someone thought they had, but is completely the opposite of the needs of the user. (Like the modern report for Trx drill down. . . ) Someone needs to stop m
I am unable to print a detailed Accounts Receivable customer statement
I am trying to figure out if I can split the transaction (I don't see anywhere within the transaction to do this, or whether I need to create a journal entry that splits it.
When I enter quantities on line items on an invoice most of them to no save. When I reopen the invoice later, or view PDF, most of the quantity entries are missing. Been dealing with this since Nov2023. Email today from Intuit states problem corrected. NO, it has not been corrected. Had six sessions with support people online and telephone. Patience at an end. I know I'm not alone. Anybody have any suggestions? This is unacceptable. If I don't get this fixed in one week I will demand refund for past months and trash the service, and recommend others to not use it.
I accidentally deleted a withdraw from the Register and now I'm not sure how to fix it? There is a discrepancy now that I am unsure how to fix? Please help. There's a discrepancy because at least one transaction was changed or deleted after it was reconciled.Look at each transaction to see what happened. Fix each one until the total discrepancy difference equals $0.00. If a transaction was deleted or if it was reconciled or unreconciled in the register, there are some special steps you need to take.
I updated because it would not show a preview in View PDF inside creating an invoice screen.
It seems that I put class on a invoice, however I can't get all of the classes to filter on a P and L. For instance I'll have a invoice the has the class "parts only" and one will show up on the P and L when I filter on "class" but next will not. For example the Klein steel invoice (Class PM) below has a class on the invoice, but is showing up blank on the report:
