Reports and accounting
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Is it possible to create a "Packing List"/"Bill of Lading" in Quickbooks for Mac 2013? If so, how or at least where can I find the information on how to do it?
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How to change my account to selfemployed
Journal entries
Hello, I have 4 items/transactions that I returned to vendors from an inventory purchase via my company debit card so shows as income transactions on my account. I would like to put this towards inventory so my inventory account would go down by that amount (as I have returned the inventory and received the deposit to my bank account in return). I am not, however, able to categorize the transaction as inventory because it is a positive number. I have been able to fix this on credit card purchases because I am able to enter a 'credit card credit' but cannot figure out how to do it since this went directly into my bank account being it was a debit card purchase originally. How do I account for this in this situation when it's directly to the bank account? I tried 'vendor credit' but it does not give me an option for an account to apply it to and does not show an option to 'match' in the bank transactions. Thanks.
Hello. If my limited accounting knowledge is correct, Billable Expenses can only be categorized as "Income and Expense" or "Invoicing or Payments" within QuickBooks. Both of those categories are fully included in Quickbooks Online Simple Start. So, how can that feature not be included in Simple Start? Someone please help me understand.
I'm the treasurer for a non-profit organization, and I'm hoping to replicate the existing activity report. As-is, we present the report with a revenue and expense column throughout. This makes is easy to view whether specific events managed to break even. My efforts thus far either have these events in classes, and the default report has them listed horizontally. It's not a practical format given that it stretches multiple pages wide. A second effort to categorize these event funds as revenue or expense separates them vertically on the report, making them more difficult to review. Is there a way to customize an activity report to have separate revenue and expense columns?
Hi, I'm using quickbooks premier edition, and I just noticed that any transaction that I've entered by just creating a deposit is not showing up under the customer's quickreport, despite my assigning the transaction to that particular customer. Is this a bug? Am I missing something?
I'm looking for a report that will show me the date and amount of the most recent payment applied to each open invoice. Is this possible?Thank you,D
I converted from sole proprietor to LLC on January 1 and had to set up new bank accounts to go with it. Fine. Accounts opened two weeks before LLC came into being, old accounts closed a few days into the year. Added the new accounts to my Quickbooks. I said sure, import everything from last year thinking it would be just the setup transactions for the new accounts. Surprise! It brought in what should be duplicates of all of last year's transactions. In addition, the old categorized and reconciled transactions from the old account, including payments matched to invoices, were gone! Only some transactions from a few vendors remained. Can anyone help me understand what happened and how I can get this fixed without having to review a whole year of transactions plus the now-missing prior year, as well? Thank you!
I am a sole proprietor that receives a commission via a 1099. I have some business expenses that are deducted from my commission check after taxes but before it is deposited into my bank account. How do I account for the income (the bank deposit amount does not match the 1099 amount - off by the amount of the expense) and add the business expense so that it is can be tracked as a deductible business expense. It is basically a pass-though expense, but since it neither gets deposited or expensed through an actual bank account, I'm not sure how to enter and track this. thanks,
Using the cash basis of accounting, invoices do not show up in income until payment is received. If I write them off using a credit memo (because I won't receive payment), the credit memo is giving me a negative income on the profit & loss statement. This doesn't seem correct. Should I write the invoices off using a different method?
Does anyone know if there is a way to show invoice details on a customer statement? When I say this, I mean show receipt information of items purchased for that invoice. On the old QuickBooks Financial or Enterprise desktop version all you needed to do is expand the statement to show the items purchased. The online version is not as friendly. Now it just shows open invoices with no details and a balance total at the bottom.
IN QuickBooks Help, there is an article that explains 5 separate scenarios for recording a Vendor Refund in QBDT.#5 looks closest to my scenario - in that we pay everything via ACH and receive refunds from Vendors by ACH as well - they go directly to the bank account. QUESTION IS - Will the below Scenario 5 work for ACH the same way as it works for a Credit Card? (although our credit from the vendor for RETURNS of non-inventory items is applied to our bank account via ACH).? Scenario 5: The vendor sends you the refund as a credit card creditGo to the Banking menu, then select Enter Credit Card Charges.From the Credit Card drop-down, select the credit card account.Select the Refund/Credit radio button.Choose the appropriate Vendor name and enter the Date, Ref No, and Amount.Enter an appropriate memo to describe the transaction.If you returned Items, select the Item tab and enter the Items and Amo
It seems the only selection in Bill pay is to pay with a check. How are the ACH payments entered in QBO?
We have a highly cyclic organization with period expenses changing and would like to project through the cash low point.
I use the QB Self Employed app. I added my accountant through the app and he joined but he can’t see any of my transactions. My name is in his clients list on his QB accounting software but when he clicks on it everything is blank. He can access his other clients QB’s just fine.
My clients have always paid directly via Zelle,Venmo,etc. Now they must be receiving a link to pay with these but through Quickbooks.
