Reports and accounting
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Hello - I am trying to add paid date to Sales by Rep Detail Report. When I customize the report to add the paid date, it leaves that data blank in the report. Does anyone know how to get this data to show? Thanks,Katie
I am looking for simple step by step instructions how to export 1099NEC info into Excel so I can use the Tax1099 portal. I will enter each vendor by hand as today is the deadline for 2023 filing but for future tutorials and to be ready for next year, any assistance would be helpful. I am using QB desktop Enterprise Solutions 22.0. Thank you !
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We're a not-for-profit but we bill for advertising. We don't want our bills to be referred to as "Pledges".
When I try to import W2's I get an error. Also when I try to update.
Trying to correct a SSN on a 1099 that has been accepted thru QBO filing. The "actions" menu does not have "corrected" as described in the instructions for correcting 1099s. It only has the action "view". Any ideas?
I am unable to drill into the QBO Project Budget vs. Actuals report to see the original budget or even into the actual transaction detail. How do I get to the details (ex: cost is over budget for a certain cost code/service item)? When I click the drill down, it takes me back to the project page. The only ability I have from there is to click on the total project cost that takes me to the general ledger detail. This is absurd! I have been on the phone with Intuit for the last hour with absolutely no answers. Please help!
Hi, I'm using QBO and getting negative retained earnings. Hoping someone can clue me in on what I am missing. Using simple numbers to show what is happening: first year we bought an office suite for $100K. At year end, gross income $50,000, expenses $40,000 (not including depreciation.) Had $10,000 in the bank, and took that as a distribution. Also at year end, included $2500 for depreciation on the office suite. QBO P&L shows net income $7500 (it includes the depreciation as an Other Expense.) Retained earnings seems to calculate as follows: previous end of year retained earnings ($0) plus current end of year net income ($7500) less current year distribution $10,000 equals negative $2500. If we do the same next year, the negative retained earnings would be larger by the depreciation amount (goes to negative 5,000.) Is there an accounting entry I am missing - or how would this be handled? Thanks in advance for any help.
Is there a way to hide subaccounts in reports?
I need to send money to a vendor by direct deposit or ach. How do I do that?
Hello QBO,As far as I could see, our team has set up the Shopify integration by using "Shopify Connector by QuickBooks" and it seems it's syncing the orders where the payment status is "paid". So far so good.In our shop though, we have products that can be pre-ordered and those orders are getting synced when the order's payment status changes to "paid" too I believe. However, we would like to set a rule for the synchronization process so that it only pulls in information of orders that have been paid in case of non-pre-order products, and orders that have been paid AND where the fulfillment status is set to "fulfilled" in case of pre-order products. I would like to know if that's possible or not, and in case it is possible, I would like to ask for a detailed description on how to set that up. Thank you very much in advance!Kind regards
I imported data from QB desktop to QB advanced online. I am having problems trying to figure out how to fix unapplied payments, even after searching for answers. Since we pay our bills as soon as we get them, I have been avoiding using bills. There are some cases where I would debit the expense and credit accounts payable for some vendors. When making the payment the cash account would get credited and the debit would be to the corresponding payable account. Evidently this causes problems. From my searches it seems like I need to create a bill, what concerning me is if the expense account will be charged twice, once when I made the original entry to accounts payable and again when I create the bill. Or do I expense the unapplied cash payment account.
Apparently, Intuit is using their user base to get free tech support for customers. Even a simple task, as exporting a specific estimate into the txt or csv file is too much for them to accomplish. They rathe sell us some useless features that they can charge more for.I am just trying to compare and optimize a few different estimates, have the same products in one column and then multiple columns with different pricing for some pricing analyses.Too much to ask it seems for a service like this. It is indeed time to move on and find something better than CrapBook Online.
How do other companies or what is best practice to handle Amex CC reconciliation for current month statement when syncing Concur expense management; there is a lag because employees submit 3rd day of month and then managers review and then finance, so by the time it gets to QBO its day 10; which then we have to match up transactions and finish reconciling the account. How should we be handling this (besides going faster with expense report reviews)
Some background: I am not a TSheets/Time Premium user - just QuickBooks Online with basic "Time." 1. I have set up several Projects for our client work. 2. I have also set up several employees via the Payroll tab, including their hourly cost and their hourly billing rates. Some employees are set as "billable by default". 3. I have entered time for several employees, making sure to select the relevant project and include a detail note. However - when creating an invoice or viewing the labor costs for the project, the billable rate always shows as $0 for all employees and I can not manually enter anything different. Help!
I've reconciled my bank statement which included payments to credit cards. Now I am trying to reconcile a credit card account. The cc account is showing the payment at month end but the bank statement showed the payment coming the day after month end, so the payment in my register is not within the reconciliation period for me to clear. EX: For January reconciliation cc account shows payment 1/31 but the bank account has the payment out 2/1, and so trying to reconcile cc account for January isn't showing that payment to clear. What can I do?
The QuickBooks Support article “A complete guide to account types and detail types in Quckbooks Online contains a table with the account type “non-current asset” and the option to have an Investments account with that account type. However, when I click new to create a new account in QB Online COAs, Non-Current Asset” is not an option. This appears to be a bug in QBO or an error in the documentation. Please let me know how to create this account so I can record non-current investments like stocks and bonds.
Our company Picks Up products and Delivers To another state. We'd like the invoice to say: Pick Up and Deliver To instead of Bill To. Thanks for any help.
I can not create an account simply under income. It must be under other accounts.
Part of my duties is to record the services done by providers for students at different schools. Each week, I am given the provider's time sheet where it records the different services done for those students. What I need to do is to record those services in an itemized fashion, which is then combined into an invoice each month. There should be one invoice per school site, upon which the following fields are all included: service, student, provider (which I have set up as a class), and rate. Essentially, it should look like this -- There are 2 things I want to figure out:1) Linking students to schools, but still itemizing services on invoices2) Creating an invoice based on individual services which were noted elsewhere Point 1--In the past, we've had trouble with invoicing where students were accidentally put on the wrong school, leading to delays and issues in payment. As such, I want to make sure each student is specifically linked to their school, and only shows
Hi! I have a problem with uncategorized income. I manually added transactions to uncategorized income as I wasn't sure where to categorize it at that time. Now, I want to reclassify it to the correct account. What should I do? Please help me. Please. Thank you!
I need a list of accounts and vendors that includes the QBO ID. I have read that QBO does not offer this as a standard report. I've read you can do it in Zapier. Could someone point me to the ZAP that will get this info for me. But why should I use my monthly zaps for this? How can I contact QBO and request this report?
