Reports and accounting
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Is there anything I can do to correct that?
Monthly Sales Detail Report:- What would be causing this (see yellow hi-lite), non-tax charges showing up in the "Taxable Amount" column. There are six invoices doing this adding over $5,000.00 to my taxable sales amount for the month. In the actual invoices affected, the tax box for the yellow lines is not checked.
How do I create a report showing total income (just want that year's total) over several years IOW a list of each year with a single total income amount for each year?Quickbooks Mac Desktop
I have not found a way to see all payments received by customer/job, or run a report to show this. I use Quickbooks Desktop 2020, Contractor edition, and when I click on a customer or a customer:job in Customer center, there are no transactions listed, even though I have Deposits entered in checking account with Job Income associated with that customer:job.
Is it possible to add unpaid time off codes to Contractors in Workforce?
Hi,Is there a way to run a report that is a P&L split by account (as usual) and then by vendor?I want to see how much I spend on each vendor inside each expense account.I know I can run a transaction by vendor report, but that gives me all the vendors in a period without any indication of which expense account everything is in.Any ideas?-Yehuda
I know I can change the due date on individual invoices, I'm trying to avoid that. Every new invoice I create defaults to a due date that is 30 days in the future. I want it to default to due immediately or in 1 day.
When creating a new project for job costs purposes on a new construction home we're building to sell when finished, who should be listed as the customer?
when you were in an estimate you could hit the more toggle at the bottom of page and copy it; no more it is gone!
On 12/11/23 my version of QuickBooks Online was one way and when I signed back in 12/14/23 EVERYTHING was changed. What happened?
Is there a quick way to set up payments in installments and what kind of report can be created to work from?
We have a vehicle we purchased for $24,795 in 2019. We sold it for $13,000 last Friday and deposited the check into our bank. Now I need to enter that check deposit into QB but think I need to do something with the Fixed Asset register; can someone tell me what I need to do? Thank you!
When creating an invoice, the software had an ADD ALL button. It would group the servcies automatically. That feature seems to be gone. How can I do that now?
Example: Invoices 1831, 1832, and 1833 invoices add up to $22,265.37. The amount of one payment received was $22,175.37. How do I adjust the payment on one of these reconciled invoices (short $90) and move the uncategorized asset and transfer to show as a payment to accounts receivable?
Why doesn't the Trial Balance in QBO offer the same level of customization as other reports?It does not offer the "Filter" option.This means that I can not create a Trial Balance for each specific business that I have in QBO.How can I provide the Business Trial Balance to my accountant without this functionality?
New at quickbooks and small business. Help!!!
Good morning. Right before Thanksgiving we changed banks for a high school booster club. We left a credit union for a larger bank for mobile banking capabilities. I am trying to do the month end reconciliation. When we closed the bank account, they closed all the transactions so the final transaction of us removing the funds doesn't show that it occurred but it does appear on the bank statement. I tried doing a Journal entry to physically $0 out the checking and savings accounts from the credit union and transferring those funds to the new account but that ended up doubling the new bank account funds when it processed the deposit to the new bank. Any suggestions on how to do this properly?
Has anyone had this issue??
How do I eliminate the "modern" view of the transaction drilldown report? I always want the classic view
The Company bought some small tools small Equipment how do set that up
I can't find the "Account Chart" - it's only letting me connect bank accounts and credit card accounts, but not an Equity account.
I am a one man shop running a very small consulting business using QB self employed. When I travel for a client, I pay for the expenses out of pocket and then they reimburse me. When that reimbursement deposit comes through, what should it be categorized as? income? I can't find a clear answer on this. Thanks
