Reports and accounting
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In addition Net Other Revenue should be Net Other (Revenue) Expense. How do I change that?
Is there a way to determine if expanded progress billing is even on the radar of Intuit? It is so very limited to the point that for most of my clients I have to manually create an Excel spreadsheet attachment in order to provide the details they need. Switching to another program seems overwhelming when I know that all the information I need is here. For instance, why is there not yet an Estimate Report that provides the % percentage complete by task? When I started with QBO, we were paying WAY less than we are now yet I have not seen anything that has really helped my business. And, yes, I have provided feedback multiple times. Venting but very hopeful....
My credit card balance is negative and I cannot figure out why it is not matching up with my bank account I have reviewed the statements multiple times and cannot figure it out could anyone review my credit card balance and statements and help me out?
Enterprise Solutions: Manufacturing and Wholesale desktop user.We offer free shipping on a few select products. How can we track the free shipping cost within the sale? We would like to track the free shipping as a Discount on the Sales by Item Summary report. Is this possible at all, let alone as a Discount? It just doesn't seem possible to add this onto the invoice as it would lower the grand total the customer paid us. I've tried by adding the shipping cost we paid to the sale as a line item then taking the free shipping "Discount" that I set up but that messes up the report by showing more shipping cost income. Hoping someone can help. Thank you.
Hi, Is there a report where I can see all new vendors that were added for the year? I'm currently using Quickbooks Desktop Pro Plus. Thanks!
I voided two checks. Now my check register is registering 2 checks behind. Even if I manually change the number of the check to be printed. Ideas how to fix this?
i paid money to a contractor in 2023. now he is not providing his Tax ID number. how may i complete 1099 NEC for IRS?
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I am an uber driver. I cash out daily to my bank account. So the money i earn is in my bank feed once that transaction posts with my bank. However, the amount i cash out is not the actual revenue i earn because Uber automatically deducts various expenses from my pay in real time. But here is the problem, these expenses that Uber deducts aren't shown to me until i receive my weekly statement on the Monday after the work week is complete. How should i go about recording the cash out payments throughout the week while also accounting for the expenses i wont be able to deal with until the following week? Essentially, how do i record income i NEVER receive because it is deducted from my payouts and i don't know what those deductions are until the following week?
Even though my customer is set up with a tax exemption, why does quickbooks add tax? It is my customer that is tax exempt and not my products.
QBO will not let me match the payment because it doesn't match. I tried creating a payment under the Customers profile and then in our bank account in QBO, I just added the payment and put the customers name but that didn't do what I needed it to do.
Hello. We are trying to add notes to our Open Invoices with Aging report. There is a Notes column but we can't seem to find the field that fills in this column. We have tried the notes field in an invoice's transaction and customer but neither worked. Since this is an open invoices report, it would stand to reason that the notes would fill in....from open invoices. A co-worker may have stumbled upon the answer that only admins have access to our notes. That would make absolutely no sense so I'm assuming she is mistaken. What would be the point of allowing everyone to see every penny the company makes...but not letting them see the notes that they made. Anyway, how do we get invoice notes onto the open invoice report?
I'm using QB Online
I have given our customer a credit, but it does not apply to any of the invoices on their current statement. Is their a way to remove that from the statement? It automatically shows up when you create the statement.
I have several distinct statement forms and several distinct statement email templates. How can I associate a chosen email template with a chosen statement form?
I am looking to update the default billable rate for our employees in Quickbooks Online. I have searched everywhere but cannot find the list of employee billable rates, only cost rates and product/service rates. This is for the rate that is auto-entered on timesheets as the billable rate.
I have engaged a PEO (Professional Employment Organization) so my employees are paid by them. How do I track their fees and the money they pay the employees?
Following the path:Edit > Preferences > Company Preferences > Send FormsThe drop-down list for Email Templates has various entries like Invoices, Statements, Estimates, ......How can I customize this drop-down to show "Statements type 1", "Statements type 2", "Statements type 3"?
Can't search customer's by address. No setting available to change it.
I saw the shipping manager feature but cannot figure out how to add and no one I have called has not provided me with the information I need.
Hi - I am a volunteer treasurer for a church (nonprofit). We want to use last year's surplus/profit (shows as "unrestricted net assets" rather than retained earnings because we are a nonprofit) for some repairs on our building. I see how I can "transfer funds from" "unrestricted net assets" to our operating account, so my questions are - (i) should the expense for building repairs be in our current year budget, and (ii) should I transfer the funds needed from unrestricted net assets as we can't pay for the repairs from the current year income? Thank you!!!
