Reports and accounting
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I refuse to pay an nsf feel because this account has good funds, Intuit is making this same mistake again and I refuse to pay when this checking account is active. I am very upset. I am not doing a wire transfer again, they need to use this account. Who I get in touch with letting them know that they are making a huge mistake.
I am trying to correctly enter a loan from an officer. I have set up a liability account, but the advice below does not say what tehg appropriate expense account(s) might be. Help!Select + New.Choose Journal Entry from the Other option.Enter the loan amount and log the appropriate amounts to the relevant expense accounts. For example, credit the Liability/Loan account and debit the appropriate expense accounts.Click on Save and close.
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I am not the only one it seems. When I import data to banking everything is fine until the last stage when all of the dates are changed to 12/31,1969 for every transaction. I need help.
I have recently had a problem generating reports. I can get to the report page, but when I select a standard report, I get a blank screen.
I am trying to create an invoice with several lines of description, some of which have no dollar amount associated with them. On print preview or email preview the items with no $ amount aren't there.I've changed the preferences to include zero amount lines.
Transactions from the bank and the invoices from a third party app are being counted as sales. My revenue is showing double the actual amount. I only need the bank transactions reported in the P&L how can I correct this?
I am new to accounting and I am asking for assistance on my inquiry, please. On my balance sheets, section of assets > cash on hand; it shows a value in ( ) ?Does this mean that it's a negative number or more cash on hand ? I'm really confused... Please assist
I am new to the use of Spreadsheet Sync. I took substantial effort to format the data once it was downloaded, but much to my dismay I found that upon Refreshing the report all of my formatting was lost.Is there a way to do a Refresh without using the formatting?
On the Products & Services page the Income accounts are not visible....is there a way to correct this?
I am wondering if anyone has ran across this issue: We recently found that QBO ran into some kind of a "glitch", after spending 6 hours on the phone with support trying to figure out what happened with no answer other than it must have been a glitch and I am going to have to do a journal entry to fix it. What has me concerned is that information in our system was edited by this "glitch" sometime after 11/01/24 that affected payroll information from 09/13/24. If I had not found it thru doing job costing this information would still be inaccurate in QBO without us even knowing. How can information be pulling into QBO from QuickBooks Time correctly and verified at the time that it is correct only to have it changed without our knowledge months later?
I have an invoice that was for the item shown. There is only one line on the invoice for the hydrocloric why is it divided up so many times?
How do I add another field to my invoices?
Is there a way to do a mass bulk journal entry to move unspecified transactions on the P&L by class report to a particular class in QBO? We have transactions that should be assigned to two classes and then we have the unspecified transaction column. Instead of going transaction by transaction for each entry from January to August 2024, is there a way to assign class to these unspecified transactions?
The Insurance company paid for a vehicle that was totaled. It was paid in full already, so no payoff balance. the check was entered in as a credit to the ins company. So now the ins. company has a credit on their account. Which they should not have...how do I correct this in QB online?
We have 22 Custom Reports that are Scheduled to run Daily. These reports are supposed to be emailed each day, but over the past few weeks *most* reports are not emailed at all. This issue has been a problem for years. It has gotten worse the past few weeks. Sometimes all 22 reports are emailed as Scheduled, but often some are missing.Are other people having this same problem? Is there a workaround? Our business depends on these daily reports running successfully. Each day the reports are NOT emailed as scheduled, an employee is required to download each report manually. I appreciate any guidance that the QB Community can offer.Thank you
Hi! I need to produce a sales report per USA state. I saw a few FAQ instructing to go to Report / Sales by Customer and customize the report by adding the State field. I have done this, however, I don't see the state field or any address field. I am using QB Online. Any advice? Thank you.
Hi, Is there a way to see monthly balance sheet report. So the same as the PnL report by month but for the balance sheet. I don't see an option in the reports section. I have used quickbooks desktop version and it's pretty easy to do that in it. I know it does not make sense to do a monthly balance sheet report but I want to use it a for a sepecific purpose. Thanks!
I can't get Quickbooks to pull in four months worth of data from my bank account. It has the first four months of the year and the last four, but it's missing April - September. What can I do to make it import this data?
My expense for healthcare is paid at the beginning of the month (health insurance for the month of July is debited from my account on July 1).My employER expense and employEE deductions accumulate into the health insurance liability account throughout the month. I would rather not leave the expense uncategorized all month long if I dont have to.I was told that I would have to create and expense at the end of the month choose the category of "health insurance liability" and any remaining difference to be allocated to health insurance expense. Is there a good (better) way to categorize the health insurance expense when it shows up in the banking tab and just apply the "liability" later as incurred ? I hope this makes sense.
I have identified a discrepancy in the beginning balance in quickbooks, it doesn't match with my beginning balance in the bank statement, while performing my reconciliation for November 2024. This seemed unusual to me because when I completed my reconciliation for October 2024, everything was properly reconciled. Upon review, I found that the discrepancy amounts to $2,041.18. After generating a "Previous Reconciliation Discrepancy" report, I discovered that my supervisor had deleted vendor payments from the years 2019, 2020, 2022, and 2023, which match this exact amount by mistake. These payments had already been reconciled.My supervisor has instructed me to make the necessary adjustments to complete the reconciliation. However, I have never performed this type of adjustment before, and I am unsure how to proceed. I know that one way to correct this is to undo the reconciliations and redo them from those years, but it would take me a considerable amount of time to und
I want to add a payment link to my statements
