Reports and accounting
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How do I enter a Vendor Credit?
Hello, Is there any way to specifically exclude the cost of Shipping and Freight charges from the totals generated in Invoices and Received Payments reports? If not, is there a way to deduct the discounts given from the dollar amount totals generated from detailed reports such as Sales By Customer Type Detail? In the past, we've had to essentially manually check each invoice in order to deduct Shipping and Freight costs from the reports. This was a very time consuming process given the amount of transactions and commissions we have to pay. Your help is greatly appreciated! Best regards,Carson
We never added our fixed-assets into Quickbooks. These are assets that we had before we even started to use the program. Items include a company vehicle and equipment (tools). How can I add these into QB so that it shows on the balance sheet? I have tried to add a new account in the chart of accounts but there is no option for me to add a value - so I then went into the chart of accounts - selected my newly made account and added the journal entry to record the fair market value. This resulted in a "split" and QB automatically deducted the value I entered. This caused our balance sheet to record $0 for the fixed asset. HELP.
Am I the only ProAdvisor who absolutely hates the new reports? The formatting is ugly, confusing, and unhelpful. Is there any way we can just permanently opt out? The changes serve no purpose whatsoever. Also, why does QBO roll out new formatting and features in November/December, literally the busiest time of year for most accounting professionals? Why??
I'm starting up a new Quickbooks online account for a customer that has several ongoing loans. The money from the loans was disbursed in previous years. The customer is still paying on the loan. It is an MCA loan. Their previous set of books shows the MCA loan as owing $6520.38 With the advance of $7673.76 and the fee is -$1153.38.I have set up several Other Current Liability accounts like I do for the MCA loans other clients have originated as follows: Main Loan1 Main Loan1 Advance Main Lian1 Fees Normally I would deposit the loan money to the Advance for $110,000 with a second line for the Fees of -$10,000 for a total deposit of $100,000. Then account for each payment with ledger entries for the advance and fees. How do I initialize this loan since it is ongoing and the deposit was made last year?
I have a General class that I would like to inactivate. I click on make inactive, but nothing happens.
Aloha. I will be closing my business soon, and I want to generate a list of customers who have paid me in the last two years, so that I can send them a 'thank you' and 'goodbye' email. I'm using QuickBooks Desktop Pro 2021. I found a way to export the check register to Excel so that I can get a list of all deposits, but the report does not include the "received from" info and I do not see this field in the customization dialog. So, how do I generate a list that includes the "received from" information? [Last name removed], Harry Z
I NEED TO GET BACK TO MY OLD FORMAT FOR INVOICING. URGENT
When I create a estimate under a project it gives me option to markup. When I create an estimate under sales its different. But both of these show up on the project as an estimate, doubling the quoted price.
When I created my Quickbooks Online account, I had some business transactions from a personal bank account that I wanted to import into my QBO account. So, I connected that account and categorized all of the business transactions and excluded everything else. I then disconnected that account from my account. When I go into Bank Transactions, I can only see the categorized transactions from my business banking account. The transactions I had imported from that personal bank account are nowhere to be found.I know however, that QBO is still accounting for the transactions I am trying to find based on the P&L on my dashboard. Does anyone know where these transactions live? Thanks in advance.
Before this recent update, it was simple and straightforward, now I don't think it's possible
Some recent change has "broken" drag/drop operations to add attachments to a new bill. It used to be possible to drag/drop a selection of multiple files as attachments into a new bill in a single operation. That no longer works. Even if you select multiple files, it only adds the first file in the group. In order to get them all added, now you must do them one at a time.
Set default date for transactions to populate
How can I view the details of a customer's balance as a register or ledger page? I recently encountered a situation in which my client was acquired by another company. This client was a service provider with a monthly automatic billing, and their customers were transitioned into the new owner over time. When service was cut off from a customer in my client's company, their clerk marked that customer "inactive" and disregarded the warning that the customer balance would be deleted on the advice of her supervisor and the buyer. I do not believe that Intuit has the right to remove or alter numerical data in my company file because of this toggle, but that's another conversation. My issue is that between these system-generated credit memos and any mirroring system-generated invoices for subsequent payments have skewed my sales reports and inhibited my reconciliation of subsidiary ledgers in my Accounts Receivable. Because the customers are marked "inactive", I cannot pull them i
Scheduled a vendor ACH payment instead of credit card payment. I need to change it.
How to log small business shirt expense, not uniform for employess
Why would sales tax not be charged on my invoices?
How can I get rid of this message? I can't use my QB online program at all! please help
