Reports and accounting

How do you get inactive items to show on a sales summary report for previous years? 

Hello,We just switched to QB Enterprise from another accounting software this month. We purchase from a vendor and drop ship to customers. We enter a sales order with the customer's order (the items are set up as a service) and  then create a PO for the vendor with the drop shipment.We invoice the customer when we receive the bill from the vendor. What is the correct way to invoice the customer, make sure that the sales order is closed and the bill we received from the vendor is passed on to the customer? I want to be able to run a report to make sure the customers are being billed (it was missed in the past with the other software). Thanks in advance!

Greetings,I am currently in the process of downloading my 2024 yearly mileage log and I have noticed that my downloaded excel file contains the field "Starting Address / Ending Address" which contain no data. My customer's names/locations were originally saved as "favorites" that I pull from and utilize every time I make MANUAL entry for my mileage online and with the mobile app. The addresses were originally saved along with the customer's name when they were initially set up as favorites, but does not carry over in the "Starting address / Ending Address" field in the excel spread sheet; nor does the customer's name.This data is saved in QB online and does appear in my mileage log online as "Starting Point / Ending Point". I have NOT HAD THIS PROBLEM in the previous years but seems to be a problem now in 2024.Is there any possible way to have the fields "Starting point / Ending Point" downloaded with the mileage spreadsheet or all pertinent fields associated with my manual mileage ent

We are trying to get a P&L that has Current Month Actual, Current Month Budget, Prior Year Month Actual, YTD Actual, YTD Budget and Prior YTD.  We were told by Intuit that we could create that in Advanced Reporting but I am not finding it very easy to use and select the fields that we need.  Does anyone have any suggestions on using Advanced Reporting to create such a report? Thank you

Under Sales and Members, I can print a statement for each transaction, but I want to include each line item in one statement for annual reporting.

Hello. I serve as Treasurer for a small church that uses Quickbooks for its accounting. We use Invoices to set up annual pledges from members of our congregation, and post their payments as they give toward their pledges over the course of the year. Some members do not make their pledge in a given year, and some give more. I record giving to a pledge (invoice) as received payments, and giving in excess of a pledged amount as sales receipts. Annual and quarterly statements show both types of giving. I want to use Balance Forward statements for reporting as these statements show a member the amount of their individual giving over the year, when they gave, and the total amount of their giving against their pledge (invoice). However, Balance Forward statements show open invoice amounts (unmet pledges/invoices) from previous years. We do not think it is appropriate to remind households of prior year's giving in the current year, so I want to augment past year's invoice amounts so there

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I am using QB's Premier Plus Edition Desktop and I am trying to export the "Notes" section from the Items & Services tab. Does anyone know how to do this. There is nothing I can find in the help or support sections

I like to have my invoices set up in system, but always send them manually. Why is QBs all of a sudden auto-sending? How do I get it to stop?

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When I run a "Profit and Loss" report for the year of 2024 and an "Invoice list" for the year 2024, the total income on the Profit and Loss report is showing a lower amount for total income than the Invoice List report is showing. What am I missing? 

Hi folks.......For tax purposes, I want to create a QBooks report for my equipment purchases. My account 1710 is for new equipment purchases and I'd like to create a report that would subtotal purchases by year.Is this possible?Thanks.

I own 2 companies and Company A purchased Property Z. However, I then deeded Property Z to Company B, and the loan still has a balance. Company B will take over the payments for Company A. How do I account for this in QB? I need to transfer the Fixed Asset (Property Z) from Comp A to Comp B and the loan balance. I am unsure of which accounts to use for the loan balance to clear it from A and add to B. Thanks!

Print Transacrions

Hi, I entered an expense when it should have been entered as an Deposit, this occurred last September and the month has been reconciled, how do I remove the expense and replace it with a deposit?Best Regards,Noel 

Good morning, I am expanding my horizons with the QuickBooks Desktop program looking at various items I have not seen or used before. Very interesting of all the helpful things, I see that I have never used that could be of benefit to me. One link I notice today was "Unbilled Costs by Job" under the Receivables Reports. I have four entries from 2018. I guess the first question is how they got here and what is this. 2nd, how do I clear these items or correct the entries? Thanks!

Hi, So i've matched most of my bill to bank feed. I see the amount. Originally it had a bill that it was making a payment towards. I re created the bill, but cant seem to attach that bill over to that bank feed.

 Hi - How do I see which GL account is mapped to a Purchase Order? If it matters, we use QuickBooks Desktop Enterprise. Thank you in advance for your feedback!  

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I am having the devil of a time unmpapping accounts with the 1099 box in Quickbooks Accountant Online.  I know where it is in QB Desktop, but all of the instructions I found in the forum to not translate to QB Accountant Online. Can someone tell me where to go to uncheck the mapping to the 1099 that I currently have?  My boss wants to revamp the COA and I can't make accounts inactive that are mapped. Thanks so much for your help!

So we use shopify for sales and in 2025 Shopify started collecting sales tax and remitting those sales tax collected to the states. How would this be recorded on the books? Would we just reduce our sales tax liability when recording the sales on our books? 

I'm looking to find any transactions that were NOT assigned to a project. Orphan transactions. You can run a general ledger report which has a column for "project/Customer" but even if a transaction is logged to a project, it won't show in that column. There doesn't seem to be any report that will allow you to show all transactions with the projects they are assigned to. Only reports on a single project which won't allow you to see any transactions with no project assigned.

I deposited a check, went home and printed out some checks, but QBO shows the checks done first, giving me a negative balance, and then the deposit going in. I just want to rearrange the entry to show the deposit went in before the checks were printed.

I had a sale to a customer who then sent a check that bounced and then they sent another check that cashed.My bank register shows the original sale(Credit) then it shows the bounced check(Debit) and then it shows the reissued check(Credit) that actaully cashed.. I need the entries for QBO for each item so our bank register matches the books.. However when I do the Bounced check(Expense method) for some reason with the other two SALE ENTRIES the A/R Aging report shows that there is still 6500 outstanding that they owe us however in the Sale register it shows the two sales entries are paid and the expense item as well.. What am I doing wrong?Thanks

I have a user who wants to run a report on Invoice Status. When I go to create a new report, I see options forPurchase Order > Attributes > PO Status Estimate > Attributes > Estimate Status But I do NOT see Invoice Status anywhere. Invoice attributes only show "Approval Status" which is different.I know this is the wrong field because when I run a report on it it ONLY has blank values. Am I missing something? The user wants to list all Invoices that say "Status: Opened".