Reports and accounting
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I'm using QB Desktop Pro 2021. I started my company in October 2020 so I have three years of history. I'm thinking I'd like to start using Class codes. Should I start over with a new Company File, or is it okay to just start using Class codes in the New Year in my exiting Company File? What issues might run into doing that?
I am reconciling the banks, and have had numerous troubles with QB online. I am showing many duplicae payroll entries in QB online when I reconcile. I do not know how to resolve. Anjd the entries are NOW going back to early in 2022 I have no idea how to resolve. I am an accountant of many years. I could really use some help!!
Every time I attempt to transfer money I get a message to try later. I spoke with QB and they say they are working on it. Its been a month already but I'm still having the same issue.
Can I schedule delivery of reports to be saved on desktop or on shared network drive
My Desktop Invoices had Batch, PO Line #, Desc, Qty, U/M, Unit Price, Amount in the columns. Our customer requires this and it must be on the invoice. I was able to add Batch and Work Order to the custom fields, but the PO Line # and U/M (Unit of Measure) are also required.
I keep receiving an error message when adding a new contact into a vendor profile. Attached is a screen shot.
The new invoice doesn't seem to allow me to change the email message that goes out with the invoice. I need to be able to include a custom message for every invoice. How can I make it work like it did before, when I could type new content on the left and see it change on the right?
Where do I find the Labor Sales by Tech Report?
There was a DSO report in QB Desktop. Is there not one in the online version?
i just set up bill pay and confirmed the bank account for transfers, and can't proceed because of the under review notification.
I am trying to run a report to find the transactions that I haven't tagged in QuickBooks Online. I can't see a way to filter the transactions or add a column on the transaction report. I know there are many missing because when I run a P&L vs a P&L by Group/Tag my expenses are off by $100k, so there is 100k worth that I haven't tagged. Any help would be great! I'm not opposed to using classes however I have spent a ridiculous amount of time tagging the transactions because it looked like it would be more dynamic than classes. Help please!
I have my own s-corp and I primarily pay myself through shareholders distributions. However, I do get issued a "reasonable salary" through a payroll service. This service issues me a monthly statement, pay report, and a year-end W2. A big oversight on my part but I have never paid myself the funds reported on the W2. I'm wondering what the best way to correct this is, for 2022. I don't need the funds, could I count/record them as a shareholder contribution -- so it reduces my overall yearly distribution?
You idiots forced the invoice # to be numerical only!!! LOL!!!
It seems QBO switched away from Melio towards Inuit's own payment service. The Melio version worked fine, but the new version insist on an SSN, and does not accept an ITIN as an SSN. What can we fill in as SSN to be able to use Bill Pay again (for ACH with a US bank account, the linking of that works fine), or how do we get our ITIN accepted as SSN?
system rapidly selects a category, despite that no rule exists
Hello,How to customize Purchase Order?I don't want description and want to hide my Email. Please Help its urgent.Thankyou
Does Quickbooks request bank account information from contractors for direct deposits or do I have to do that?
