Reports and accounting
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When I wanna send reports to Excel, only one option is activated. Can you explain me how activate other options?
I can add processing fees to a sales receipt but I need to do this for a payment made online for accounts receivable (a pledge).
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Hello! Because of how our bank works, ach charges all get batched together. I can go in and split the different category and in our case location fields, but there is only one "Paid To" option no matter how many lines you add. This confuses me as when you split a money in transaction there is a "Received From" Field next to every line which is exactly what we need on the money in side. Is this some sort of configuration I can change to have money in be the same? From our perspective this causes a lot of headaches for 1099 tracking in particular. Thank you in advance!
the feature for expenses to tag is unavailable
The bank will only pay 50 percent of total invoice on the first draw of money
I have seen online where it told me to do credit memos, bills, invoices and I'm just not sure the most work way to do it. Since I'm doing all of this manually
I need to create a yearly sales report that is reported for each rep by month. How do I accomplish this in QB Online?
I saved a default template but it keeps going back to the modern one.
I clicked "New" and "Invoice," and the number that is autogenerated on the top of my invoice is a number I've already used. Why did QBO pick a number I've already used? And how can I edit it?
New update won't allow me to see my Product/ service when I make an estimate or invoice. Please help.
I am trying to add Customer Type to the AR Summary and Detail Report, so I can sort by Customer Type. Is there a way to add that field to the reports?I did get a reply from QB saying the AR Reports cannot have this added. They suggested I run a Customer Contact Report and add the Customer Type into the report display fields. I do see how that can be done. I was hoping there was a way to get the report without having to run 2 reports and combine them.
my problem is I have a shop and a store some product kept the shop and I kept to store and I have been categorized my product with the symbol and I have been in just doing the transfer by doing the adjustment from store to shop with considering of all product same cost and the same quantity but nowadays, it's affecting the profit and loss someone of someone of this community suggested to you say new private window in order to escape some errors and I have caches but still proceed, so is there any other option if you have please give me another suggestion
Reconnecting to bank account deleted all the transaction with receipts. please let me know how can I get all the transactions with receipts
I want to create a report similar to the Open Invoices report, but without any grouping. It should be a simple list of open invoices, sorted by due date, but not grouped by customer or job. It would also be great if I could add a customer phone number column. We plan to use this report as an easy way to start calling all our late pays.
We are a local government agency. We have no cash account.
If I send an invoice to a customer on the 1st of the month and they make a partial payment, say half of the invoice, on the 5th, which is after the due date, the auto reminder they receive still indicates the full invoice amount as due. Why doesn't the email reflect the amount already paid?
We split out our deposits with multiple line items to record revenue to various classes. The line items will post to the revenue accounts on the income statements, but they do not post those same amounts to the asset accounts for the balance sheet:( I want to pull a system balance sheet by class, but it's never balanced because of this discrepancy. Does anyone know why this may be happening and what I can do to solve the problem? thanks.
