Reports and accounting
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I am new to QB online and need to know if you are connect to your bank to download transactions do you still need to enter the transactions manually. Thanks Rocco
Based on Shopify Sales Channel, I want to select different customer in Quickbooks. For example, if it is the Shopify Sales Channel, I want to use the Shopify Online customer in Quickbooks, if the sales channel is Amazon, I want to use the Amazon Online Customer.
Net income on my Profit and Loss Report doesn't seem accurate. It shows I have an outlandish net income which I don't currently have in my bank account. Am I reading it correctly or has something been entered into my Quickbooks incorrectly? Is something carrying over from the previous year, if so.. How do I fix this?
In addition to the product description, I would like to add the Shopify Order Number and the Shopify Notes Field
I no longer can see when and if my invoice / estimate has been viewed by my customer, why?
We need to assign an income account when creating an Invoice but we don't see how to do that. The choice is "Service" but that's not an account (or category, as QB Online calls it). The A/R is created but that doesn't help.
Hello! We utilize plenty of budgets for expenses and goals for revenue for our company. I have entered these into the Budgets module in Quickbooks and I am able to pull a Budgets vs Actuals report with the data I need, but was curious if there is a way to create a Dashboard of sorts from this data. Our ownership loves visuals and we would want this data to automatically create graphs, dials, or charts that show locations being over or under goals/budgets. I am great with Excel and can export the report monthly to build these out, but are there any other options to automate this further? Other apps that integrate and automatically update? I have attached a photo of something similar to what we are looking for.
Hi, I know this question has been dealt with on the regular such as this thread (https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/link-cogs-for-non-inventory-drop-shipping-items-to-sales/01/726247#M100663). We have suppliers that drop ship on our behalf. The process is the customer places their order on our website for the non-inventory items, we then create a purchase order with our vendor, when the vendor has fulfilled the order we mark the order complete and it now pushes over from the ecommerce to QBO. At the same time we now convert the purchase order to a bill. Since these items that are being drop shipped are of substantial in value ranging anywhere from a few hundred to to ten thousand or more and a major component of revenue in our business it would be ideal if we were still able to track these in COGS. We could create a separate expense account for each of these items by category but how would we now get them to reflect in the "sal
Is it possible to run a customer list, including addresses for customers who have purchased in the last 2 years? I can do one or the other but haven't figured out both.
Is there a way to create a excell spreadsheet or a quickbooks report for invoices. Trying to project sales for 2023. I would like to have date, amount and name of customer. Thanks!
We would like to have a report that allows us to see the sales per product line and its variation over the months of the current year. It seems to us like there's no option to compare sales by product with the previous year (as you can with sles by customer) and if we go into the "sales by product" report we can't find a way to split by month.Sales by product details allows us to group by month, but then we lose the grouping by product. Any solution? Thank you
We are a Quickbooks Online Advanced customer. We recently entered all of our Fixed Assets into the Fixed Assets Manager (Under the Advanced Accounting tab). How can I generate a report that shows totals for each Asset GL Account, Accumulated Depreciation Account and Depreciation Expense?. The Only report I see has everything listed together. There is no "Customization" ability, only a Filter, and Column adjustment. Please help. Thanks
We took a payment thru the app for payment from a customer and it was declined for risk check
Does anyone know how to print a journal report after entering bills? Can QuickBooks be set to automatically print a check register after writing a batch of checks?
Anyone have issues pushing invoices into QBO using Palmate? The sales # does not reflect in Sales Overview or on P&L.
Hello, I have a client who created a bunch of invoices in QBO, but then randomly made bulk deposits for services from their customers. I was able to match up a few invoices they marked as paid to deposits, but many don't equal up. They explained their clients are all paid up but I have several older A/R payments showing up in my reconciliation that essentially make it look like double entries. I thought of voiding those invoices but their customers are connected to those invoices. I tried to split those deposits and pair them up to as many of the invoices as possible, but nothing equals up to the exact amount. (I even asked Chat GPT to figure out possible combinations since there was a lot, and nothing) I was thinking I could do an expense for the total amount of invoices not counted in the reconciliation process, label it as a correction, then count the deposit in the reconciliation. It won't show which customers the deposits are applied to, but it also won't inflate th
update: Autotask support has been fantastic - basically reactivate the API user in Autotask then disconnect and reconnect the app in Quickbooks (take a screenshot of all your settings before disconnecting!)
*rate
Does the state want to collect taxes with use tax for meaning that, If we only sell assembly, we do not collect sales tax because it is put into service during assembly. Sales tax is not collected from the customer. Since it is not a good, the previous step does not happen and we do not pay sales tax. Do we have to pay use tax?
please advise because I'm not able to take the next step to creating the bill
My Dashboard "Home" screen has been down for going on 2 days...everything else seem to work fine. Anyone experience this problem?
