Reports and accounting
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I've used QBO for several years and have (had) many reports set to "favorite" (i.e. starred). Today I logged into QBO and the Favorites section is completely cleared (no reports showing). What happened to all of my previously-marked reports? Most were standard reports, some were customized.
When I click on an expense or account within the Profit and Loss report in order to see a detailed list of what is included in the total, I get the "Modern view". This view DOES NOT show me the detailed list until I click on a button which expands to actually show the list. "Modern view" is creating more work while I'm using QBO. When I pull up a report, by default, sections are collapsed for some reason. The reason I pulled up the report is to look at the data - why am I having to click something else in order to see it? The classic view presents all data immediately, which is the expectation when clicking an amount total - I want to see what comprises the total. This "feature" of the modern view is debilitating our use of the product. Please explain how to disable "Modern View" so I may use the product as efficiently as I was able to prior to this change in March of this year.
I've noticed that I can disable reminders when I'm writing an invoice, but that it saves this preference and none of my reminders go out even though I only intended to disable it for one. Is it possible to disable this for one client and keep reminders for all of my other clients?
One of our craftsmen used his personal credit card instead of the company credit card to purchase supplies for a customer. He will be reimbursed for his out-of-pocket expense on his next paycheck. I need to capture the job materials cost to our company. How do I do that?
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In the past, my company has marked expenses that are billed back to our customers as "billable" and then added the billable expense charge to the invoice created for the customer. Due to some changes in systems, we are no longer adding billable expense charges to the invoices but rather manually entering in amounts owed to us. Can someone help explain to me: 1. Will this create any issues with duplicate expenses in the Profit & Loss statement?2. What happens to the billable expense charges if they are not added to the invoice? Do we need to delete them?3. Should we stop marking expenses as billable as we will not be adding individual billable expense charges to the invoices going forward?
My custom reports work fine but the management reports get stuck in a loop when I try to save as PDF. Just a temporary bug, I hope? Thanks
QBAR continues to crash or give an error message. This is what we know...PLEASE HELP!- The crash and errors are isolated to 1 specific company file- All updates installed, running QB Enterprise 2024- Reinstalled all updates- Running the newest version of Advanced Reporting 3.3.1- Tried multiple computers- Tried different user login and admin- Changed the date to the standard format- QVConnect32.exe is not blocked by AntiVirus- Added an exception for the QlikView connector- License data has been synced- Company file name has no brackets, parenthesis, or apostrophes- I called customer support, they sent me to Qlik- Qlik sends me back to QB Support
I am trying to keep my line items within an invoice in a certain order, but when I go to print said invoice, they have all moved to different places. Is there a way to ensure that my Time, Expenses, and Charges do not move when I go to print and deliver to the customer. For example: my Overhead and Profit is classified as "Charges," while my labor items are classified as "Billable Time." I like to have Overhead and Profit at the end because it is a summation of all the other items with a percentage markup. Therefore, I click the drag option on the left to bring the Overhead and Profit to the bottom, but when I go to print it appears at the top. What is my best course of action to solve this? (see attached photos for further information)
i still don't see this new estimate feature, will be using another CRM software if QuickBooks doesn't update this version.
In Desktop 2022 I weas able to make discounts a category on the Items list and then make individual discounts for Seniors, Guild Members, Etc. and these discounts would adjust the price of the single item on the line above the discount. How do I do that on QB Online?
Apple payment
We are an ecommerce business and sell product both from our online store and on Amazon. Our inventory is located in our onsite warehouse, and we also send product to Amazon for FBA. I see that Quickbooks Online doesn't support multiple inventory locations, so what is the best way to track our inventory that is located at Amazon? Ideally we would like to see the amount of inventory available at each location in the Items list, and have the value of the inventory at FBA show on reports like our balance sheet.
Should have noted problem occurs after two edits, then pops back to dashboard. Back to Recurring list, same limit, then back to dashboard
i would like to see the notes from vendors any report or anything
I have QB online (Plus subscription). My team and I track our expenses through Expensify and capture our receipts and tag the expenses there. Everything gets synced to Quickbooks pretty seamlessly. However, some of my clients require receipts with our pass-through expenses. Every expense doesn't need to be itemized on the invoice, but they do require it as support in their procurement system. My question is if there is a way to export all the receipts for a project from Quickbooks online? I'm looking for some way to make it easy to download all the receipts needed to support my invoices without having to do it one by one. Expensify has a way of doing that when you export a report. So that's a back up - but since it's all exporting to Quickbooks, I was wondering if there was a way to do it there. Thanks!
I have a credit memo on A/R that was applied and I don't understand why it is still appearing on A/R. The transaction history shows 2 invoices. 1 invoice with a 0 in credit balance column and the 1 that appears on A/R report showing the full amount in the credit balance column. The credit memo is from a prior year. How can I remove this credit memo without affecting prior periods? Thank you in advance.
My boss and I are stumped on how to reactivate an inactive class. It's not as simple as reactivating a vendor or customer. Neither of us seems to have "permission" to just click the X and make the class active again. I am seeing help for QBO but not QBD. What are we missing?
