Reports and accounting
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Hi In QBO, is it possible to run open invoice reports divided by TAGS? I would like to see in a specific tag how many open invoices I have. As of now I only see the option to run a P&L for tags. I would appreciate any insight Thank you!
I have accidentally switched to the old experience and I hate it. I've researched articles and asked two different people in the chat and I cannot get back to the new experience.
Hola Norma. Agradezco la captura de pantalla que proporcionaste. Permítame compartirle detalles adicionales sobre las categorías de gastos que aparecen cuando configura su COA. Una vez que seleccione su tipo de cuenta, la sección Formulario de impuestos ▼ mostrará todas sus categorías debajo. Esto puede ayudarle a comprender qué tipos de transacciones rastrea cada tipo de cuenta. Cada tipo de detalle incluye una descripción de cómo usaría esa cuenta. Si no encuentra uno que se ajuste, seleccione el más cercano o puede comunicarse con su contador. La categoría o cuenta que elija para una transacción determina dónde se aplicará a sus formularios de impuestos (generalmente el Anexo C). Por ejemplo, si elige Alquiler de equipo en la cuenta de Gastos, se mostrará en la categoría de la página Impuesto sobre la renta en QuickBooks como Alquiler y arrendamiento de equipo. Mientras que para la línea del formulario de impuestos se mostrará en la línea 20a del Anexo C. Para o
MY bank account has a 2 step authorization that will not play well with quickbooks and I miss so may bank transactions every month it causes pain. What I did is downloaded this years bank transactions last week and imported them in, causing many many duplicates. I had reconciles all the way through September but then when I went to delete all the duplicates that were throwing off my reports now I have about 20 transactions that threw off my reconciliations. I dug myself into a bad hole trying to fix this and at this point I feel the best thing to to is start over. All I need to keep is my invoices and new customers and then manually import this years banks transactions and start clean. How would I wipe out all the recorded banking transactions and reconciles but keep my invoices? Bank transactions I can easily get from my bank manually but I just cannot lose my customer invoices.
I want to refund an Invoice through api without giving deposittoaccountref value. Is there any possible way to achieve this. Because deposittoaccountref column is mandatory to initiate refund. And I am not getting the refund option in more dropdown in salesreceipt. Why is that happening, do I need to change any permissions?
When I log in I get the message "You’re all set upLooks like you already have this feature.". Then the next day I keep getting the same email.. "You have 24 hours to access funds your customers have paid you in QuickBooks. After that, we’ll return funds to your customer and close down your payments account. Once we close your account, you will not be able to get paid online, in-person, or apply for QuickBooks Cash."
Customer did not pay for repairs, we filed a mechanics lien and now we have the vehicle and the title in our business name. How do I record the asset on the balance sheet?
I need to move the size of the columns size
Hi there,We're integrating our platform with QuickBooks Online (QBO). In our Sandbox, we successfully synced both main products and sub-products. However, after deploying to production, we're unable to locate sub-products.Could you please guide us on any specific settings in QBO that might be affecting sub-product synchronization? This is crucial for our upcoming release, and your prompt help would be greatly appreciated.Thank you in advance for your support.
I followed the instructions (gear icon, custom form, content, table, show balance forward) and it shows ok on the example PDF, but not on my actual invoices. I also chatted with QB help and they did the same provedure, and it did not work, and then they just said this is not an available feature on QB online. Surely this program has this capability? Thanks for any advice.
Hi, I have to make a journal entry adjusting income from sales. My accountant wants me to adjust "services" , "Refunds", and "Fees"Services is our income account. The refunds are ones that had been made through the credit card company and I was posting them under services... which is wrong.
Hi, We are looking to segregate our PL for each facility we run production out of. Do you have any practical guidance on how to best track expenses for invoices that apply to several different facilities? Would tags be the best approach to separate out these costs?
The two lines in the bill are line 1 "Cost Goods Sold......." Line 2 is blank - I never see any of the 18 lines that are in the PO in the bill. I deleted the PO and recreated thinking that there was something wrong with it, but still not working. When looking at the PO the category is set to "split" not sure if this is causing an issue. I am at a loss on what to do. Hope I have explained this well enought to make sense. Thanks. for the help
In Quick Books how do I update a vendors address and phone number?
Every time I receive inventory into QuickBooks, I enter the date it was received. Sometimes an order will be broken into multiple shipments, so different items will be received on different dates. How can I see the dates that each item was received?
Lost visibility of payees, so I can not add them when entering expenses. Can not find a way to get them back can anyone help?
Hello,I'm trying to create a report that shows all vendor invoices linked to customer jobs, can anyone help with this?QB Desktop
