Reports and accounting
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I am trying to create letters to my customers and when i am running the letters to populate I receive an error message saying "The QuickBooks Letter Template that you selected does not have any QuickBooks Letter fields in it. "Please advise on how to add letter fields to a template and where to locate the template for editing.
I'm trying to track customer payment behavior over two different time periods, and I'd like to calculate the average time to pay from one period (Sep 2021 through Mar 2023) and compare it to another (Apr 2023 to present). However, when I use the average time to pay report in Quickbooks, all that comes through is the total average time to pay for the customer, regardless of what time frame I band it to. Is there a way to view a customer's historical average time to pay, or will the report only ever pull their present average?
How can I get the inventory valuation detail report to show the product/service? I've tried all the customization features but only get the product number - not the description. Thanks.
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I have been trying to let QuickBooks know, for one year by calling multiple times, that there is a constant issue with the Taxable Amounts. Sales by Customer Detail reports show Non-taxable sales in the Taxable sales amount column. Only by clicking on all wrong categorized amounts and reaffirming Automated based on location (which means clicking on it and saving it one by one), does the amount goes out of that column. All my retailers are tax exempt because of resale and are correctly put into the QuickBooks customer setting. Still QuickBooks adds all these amount in Taxable Amount column. If someone could help me get this issue fixed that would be more than awesome. So tedious.
QBO added in third-party sick pay data from an employee's short term disability pay, including employee taxes paid. They added it in as an after-tax deduction, I assume because we didn't pay it. It is now showing on our balance sheet in payroll clearing as a liability. What is the offsetting journal entry to get this off the balance sheet? Thank you!
*** IMPORTANT***We just implemented class tracking in our Enterprise Gold. When I first ran the P&L report for the board, there were 3 separate entries that were coded for a different class that appeared in the report I was running. I called up the 3 invoices for those appearing incorrectly: there was nothing wrong with those invoices.I deleted the class entry and replaced it with something else, then deleted the something else code and re-entered the code that was originally in the invoice, but still the invoices appeared in the wrong P&L by class!!! Why???? Is there something special that makes a class assignment not work?
Do I need to print and mail? Previous years emailed copied and send my mail.
I cannot run an accurate Balance Sheet report for the Last Calendar Year (1/1/24 to 12/31/2024). The Net Income number it shows is not for 12 months but only for six months (7/1/24 to 12/31/24 (beginning of the FY to end of the CY)). When I click on Net Income to look at the details, the report it generates confirms that it is only showing me six months of Income in by Balace Sheet Report even though it is set for 12 months. I can't think of a work around to generate an accurate balance sheet. I guess I can export it to Excel and fix the errors there. Balance Sheet is a pretty foundational report to have an error this big. Please fix now!
Have been trying to receive my money from Quickbooks. Any ability to receive funds is put on excessive hold times ( weeks to months ), with reps telling me I CANNOT contact their higher ups or the back-office department to verify pertinent information they need, to give me my funds. You may only talk to a customer service rep who cannot actually give you any help. They tell you they will forward your complain and that's all they can do. They tell you to call Saturday, and then you call Saturday and its closed.They cite 'security measures' as a reason why your funds are on hold, that will take 3 - 5 business days and that end up turning into MONTHS, with NO CALL BACKS or replies. When you question how did 5 days turn into months they state they're sorry, but they will "escalate" this issue. After you tell them every other rep has escalated the issue, to no help, they just say this time will be better.They also say the holds are tripped automatically by their tech with no way to override
How can I have line items in an invoice automatically code to a date and class without creating a separate Journal Entry for each line item? It is incredibly daunting having to create a journal entry for each line item in an invoice. I have invoices with 20-30 lines that are income for events throughout the year. So they all need to be classified to a specific date and class. While I put the dates and the class for each line item in the invoice, when it is paid, it all goes to Prepaid Revenue instead of the date and class associated with the specific line in the invoice. It is so time consuming and would be easier if I put the effort into the invoice, for it to use the information input.
Can I transfer my Quickbooks desktop files to Quickbooks online while accountants changes are pending?
When reconciling Jan. I realized a journal entry was a duplicate from Dec. With Dec being closed and not having access to open it, to clear out the duplicate, can I reverse the journey entry with Jan date and check both sides to clear out? Currently the JE is 12/16/24 Dr. Cr. Maint. $1000. Op Acct. $1000. When reconciling Jan to clear it out do I... 01/01/25 Dr.
What was your experience transferring all the data to online version?
Where can I find the "Net Amount" column that totals the net effect of debits and credits in the transaction detail report under one column? A net amount column is similar to any standard Trial Balance - General Ledger Report. I was able to add the Debit and Credit columns, but I couldn't find the "Net Amount" column in the available options for column selection or in the report filters. There is an "Amount" column, but that column shows the natural sign of the amount (whether it increases or decreases the account), rather than showing the trial balance net amount from the accounting effects of the debits and credits. See attached screenshot
Hello - QuickBooks Online seems to have experienced some kind of update over the weekend (i.e. the Invoice screen is different today with a pop-up announcing the new view). Simultaneously, a BUNCH of our vendor expense defaults have been reset to not have a default value (without us making any changes). Has anyone else experienced this issue, and is this a known bug that QBO is fixing? Or are we going to be left to manually correct all of them ourselves (which will take hours)?
I just migrated from Desktop, and need to create a Profit and Loss Detail Report for the whole fiscal year to compare with my Desktop version and make sure everything imported correctly (and we use this report frequently). We have Quickbooks Online Plus, and the "Reports included in your QuickBooks Online subscription" website says we should be able to create this report. However, in my list of reports, the only option presented is "Profit and Loss by Tag Group". Why don't I see the detail option? Do they call it something different, or is there a problem with my account?
I'm in QBO Advanced. We just migrated from QB Desktop. How do I create a "Classic" (not "Modern View") report showing ALL expenses in ALL our expense accounts, that does NOT include any income/revenue? I would ideally like to group these expenses by month in our FY, but I can't even figure out the basic report. When I go to the list of Standard reports, none of those reports produce what I need (not Purchases, not Vendors, not Expenditures). I can't use "Modern View" reports because none of those are shareable with my teammates, so I'm stuck having to use only the Classic reports so I can share them. The closest I got was to start with one of our imported reports from QB Desktop, which is a basic Transaction detail report, then Grouped by "Month" and added the following filters: - Class = [my specific class] - Distribution Account = "All Expenditures Accounts" The problem is that that report does NOT include Journal Entries that should be in there as expen
