Reports and accounting
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Can QuickBooks Self-Employed be used to record prepayments or retainer fees? Several clients prepaid for services in 2024 at the end of 2023. I need to record these payments in a way that reflects them as liabilities, not as income for 2023, since the services haven’t been rendered yet. Specific guidance for handling this in QuickBooks Self-Employed would be greatly appreciated. Thank you!
Hello hive-mind, I run a projects business where we have lots of time, bills & expenses which are allocated to various projects and classes in QBO. When invoicing we then add various different markups & hourly rates to the different line items. We also sometimes add ad-hoc line items to invoices to account for other services not recorded through quickbooks. Is there a way of running a report (or preferably export the data) that shows all of the line items as invoiced to the client to include the markups etc mentioned above? Thanks in advance!
When I'm trying to create an email for receipt forwarding. An error showed up " There was a problem creating your email. Try again later." It's broken for MORE THAN A YEAR. Could someone take a look?
How to make the parent account active first. My subscription is active and paid.
I am printing a collections report to sit with ownership on a weekly basis and review outstanding collections. Right now I am hand writing on reports and it is very cumbersome. How can I add notes and have them print on a collections report. This seems pretty basic for accounting software but does not seem doable in quickbooks desktop (enterprise)
My computer is running Windows 7 and I have QuickBooks Desktop Pro 2011.I'm thinking of upgrading to Windows 10 and QuickBooks Desktop Pro 2020.Will I be able to convert my 2011 QuickBooks files to 2020?
We have a company vehicle that is used 51% for business but also for the owners personal use at 49%. The vehicle is 6 years old and has only been depreciated by business use % so there is still an amount left to depreciate. The owner will no longer use it for the business and will now take it over as a personal use only with $0 exchanged. There is also a small loan amount that owner will take over on his own. I also have not entered deprecation for 2023, which also needs to be recorded. How do I record disposition and depreciation on the company Quickbooks as of 12/14/2023 for the following currently: Vehicle Asset $80,548.00Accumulated Depreciation -$30541.28Loan balance $7516
I am having issues with the prior accountant giving me a back up of the QuickBooks desktop. He cited legal and licensing issues with making a back up. He sent me the general ledger in Excel. Is it possible to import this into a new set of books. I have never had this happen and it appears you can't just import the general ledger? Any suggestions???
I am trying to generate a report with item numbers and serial numbers for those items listed in row format. When I run the "Serial Numbers in Stock" report, the serial numbers are listed as comma separated, not in a row. Is there a way to change this?
Can I send an invoice via text instead of email?
Can I modify the Customer Statement columns to include the customer's PO when printing the Statement
Hi! Homebuilder using QBO for the first time in 2023. We used the Billable Expense feature to track our build jobs by assigning each transaction to an internal customer/project (a project for each new home built) and checking the "Billable" checkbox. These expenses were categorized to an Inventory Asset account named "New Builds Billable". At the conclusion of each build job (project) we invoiced the internal project. This gave us a way to make sure we had assigned the appropriate costs to each project. We matched the deposit from the sale with the internal invoice. On the P&L, our Income now shows "Billable Expense Income" that equals the amount on the internal invoice, as desired. Now, we need to make journal entries to move that same amount from the Inventory Asset account (New Builds Billable) to Cost of Goods Sold so we relieve the inventory account and show a proper net income. Any advice on the proper GL entries to make this happen? Any suggesti
We just purchased QuickBooks Online Essentials. The chat support person said I could do budgets if we paired that with Payroll Premium which we also purchased. But I don't see how to enter a budget. Help?Thank you.
I just set up Quickbooks online today. when I click" reports" there is no balance sheet or profit and loss. in fact, the reports area is missing alot of reports. I'm not sure what's going on, but it looks like a defect in the program. when I search for "profit" in the report search bar, nothing shows up.
I pay for premium service yet chat keep hanging up on me after being in the chat asking for help
When I run the 1099 Transaction Detail Report for last year (2020), no data populates the report. The vendors that I would expect to appear have the "track payments for 1099" checkbox checked in their vendor record. I can't figure out why no vendors are showing up in this report.
I've used QB for 5 years, and always grouped invoices by "sub-customer" which is necessary in my field (legal), but with the recent update, this feature is gone. Now I have clients calling me because their invoices no longer have the necessary information. I can't be the only one dealing with this. This is so critical that I must find another provider if it can't be fixed.
I'm working on catching up and cleaning up books for my employer. They have never reconciled their assets and liability accounts despite using them as a holding place for all their policy sales and claim payouts. I have started to clean this up and I'm running into an issue I've never seen before in QBO. The balance on the balance sheet from 2020-2022 doesn't match the all the transactions that are present in the reconciliation queue for that account. There is over an $8000 difference (a lot of transactions) Everything is checked off "C" on both the debits and credits sides. Next, I went into the account register and placed the transactions in order by reconciliation status. The transactions fall in order by reconciliation status and then by date so it is very easy to look at the time period in question and see every transaction that is missing the "C" from the reconciliation status column. Obviously, they are the ones missing from the reconciliation queue. I have never seen
I have a recurring journal that I enter every pay day and a recurring invoice record that I enter every Monday. I do not know how to go back to see previous journal entries. Can you help me with that
