Reports and accounting
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How can I reorganise the order categories are in a P&L report?
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I have a client that with two locations. He uses the "location" option in QBs online, but it doesn't allow him to split an invoice between locations. How do others record income and expenses of two locations?
How do I add payment options to invoice email?
Hi every body, good timeWhen I make two reports (1. by filtering All-Sites, 2. by filtering Multiple-Sites) of Quantity on Hand by Sites for a specific item at the same time; it shows double values for the report using All-Sites. But when I click on each site and drag down, it shows the correct value. I will be happy for your guidance.
The company I work for just got QB and started a new QB Desktop file. We imported our Chart of Accounts, which already included an undeposited funds account, into the file. I saw two undeposited funds accounts so I deleted one of them. It turns out, I deleted the account that QuickBooks automatically created with the new file. Now, I want to receive payments to the undeposited funds account that I created, then make deposits to the checking account from that undeposited funds account. But QuickBooks will not recognize payments made to the undeposited funds account I created when I go to record a deposit, so even though I receive payments to that account, I cannot find a way to record the deposit. What are my options? Is there a way to specify my undeposited funds account as the account which I want the file to recognize as the "undeposited funds" function?
I need a receipt for tax purposes.
I sometimes need to reference estimates that have already been invoiced to a customer. How do I search for those? In my QBO, these do not appear in the universal search or the advanced search. I have to go to the customer and look for it manually which can be very time consuming and frustrating.
Michaels is like Etsy, so I would need to make sure I add all of the pieces that Etsy has. Step-by-step instructions would be very helpful.
Hi, I switched from desktop pro to online in May. Banking balance all looks good but my profit and loss is way out of whack as I assume the expenses or COGS before May did not transfer properly. I backed up my desktop version to my PC at that time but I cannot open that file to try and fix this because my desktop subscription has expired. How do I open that file to see what I have to do? stressed.... Pat
I don't want to do all this to find where my money went? Why do I have to wait 5 days now?
I have the program setup to bring in my bank transactions automatically and also I have the program setup to bring in sales data from Square. This seems like it will create a duplication in the income account. Any advise is appreciated.
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I am volunteering with a Non Profit to get their books in order. They are on QB Online Advanced.I am using "Classes" to track the programs. Everything seems to be going well except that I cannot understand the mechanics of using Projects to track a grant. I come from the for profit world as a small business owner for over 30 years.From all I read and watched regarding non-profits I do not see how to use the grant for program fees in Projects.So- ABC gives us 10,000 to use on researching the effectiveness of our programs. I record it as a Foundation grant Income under the Project "Research" under the ABC donor.Donor: ABC / Project "Research"I use the money to pay for rent, phone, office supplies for 3,000. I look at the Project and it shows 10,000 - 3000 = 7000 balance. All good.For Joe Average it is a $100 Program Fee to take their course- which is revenue for them. I need to pay for 25 people to take the program. So 25 x $100= 2,50
How do i finish set up account?
I am looking to track multiple clients financials each month, do they all need a subscription? or is there a subscription I can purchase that would handle that?
I've migrated my desktop data over to online. It went well. I ran a P&L with All dates. Only one number different: Cost of Goods sold is higher by $502,830.96. Coincidentally, on my Balance sheet, there is an identical entry under Accounts Receivable. Fix with a Journal entry?
