Reports and accounting
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Invoices don't have a place for ship dates, trackings numbers, and ship via. Where did it go?
HI All! We manufacture items and we frequently use different sizes (width) of rolls. The different roll sizes have different part numbers. For example MAT36 is a 36" wide roll but MAT48 is a 48" wide roll. The MAT material can be used for widgetA. So widgetA can use either the MAT36 or MAT48 material. Is there any way to note in the system that it can use either material? We usually buy one size, but sometimes if the lead time is crazy we have to buy the other material. We have two different materials in the system because the cost of material is different depending on the roll width.
Hello, I have a list of P&S where the descriptions are incorrect. I would like to remove the descriptions altogether. However, when I import the same P&S list without a Description column in order to overwrite the P&S list without descriptions, the old descriptions remain. How can I delete the descriptions of all the P&S in bulk?
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Hi All! I co-own an LLC S-corp software start-up with 2 other partners. We each put in some capital to start the business and have a business checking account but have also each purchased things for the business on our own to go to a conference (airfare, booth pop-up, business cards, meals, etc.). In researching how to enter these expenses it seems there are multiple ways (either by creating a journal entry and treating each partner/owner as an employee, or by treating them as a partner and creating a partner contributions equity account, OR by creating an expense and then crediting it to the owner's investment account) to record these transactions. My question is, which is the correct way to do this so that I can link these transactions to the receipts (should I even do this?), and so that I can create a check to pay back these expenses when we have the income in the future? I'll attach a screenshot so you can see what I've done so far. If a journal entry is the right w
For my daily reconciliation I normally run the invoice report (to show what is charged for the day) and then a transaction report that showed the actual payment received and their payment method (since QBO doesn't have a report that shows all of this information in one report 🙄). Since QBO updated their menu sometime in the last few days, I can't find the transaction report that can give me the money received. I've attached what this transactions report looks like that I'm trying to find now. I used to be able to just go to Transactions then change the parameters to Money Received and needed date.
we converted from Xero to QBO. It resulted in dozens of zero-balance AP accounts with a JE debit offset by a JE credit, resulting in a zero balance, but the account still shows in the AP report.
I have created a customer and generated an invoice and made that invoice status to paid using QB Payment API on the same date. Again I created a new invoice to the same customer, it automatically marking the invoice status to paid even without calling the QB Payments API. How to stop this from being marked as paid?
It is beyond frustrating using these barebones built in ugly templates. How can I add customer name to subject line of invoice templates we can easily retrieve from our inbox via company name, vs only showing invoice number, which helps NOONE.That QB no longer offers option for users to upload custom forms (gone from QB lab) is ridiculous. QB Templates are pitiful three fonts, severely limited options. Tried adding [customer display name] [fullname] and other variations which appear within email, but they do not work on subject line. Beyond frustrating and disappointing. QBO all hype with minimal functionality.
Hello Is there a report that lists the details of unbilled client expenses that were paid for by the company. I want to see the details of the transactions.
I am currently using the Pro desktop version of QuickBooks, and I run an academy business that offers 10 to 15 lessons. I want to track the profit and loss for each lesson.Currently, I use jobs for each lesson, but it is cumbersome to input entries. This is because, to record daily transactions, I need to create 10 to 15 invoices for each lesson. Is there any other way where I can create only one invoice to record all the lessons for daily sales? How do you typically track service items in QuickBooks Desktop? Thank you.
i need to add an option to give a tip on my invoices
I started a new Class. I am trying to run a report for that new class, but almost all of the activity is missing from that report. They show in deposits, and are attributed to the correct class. To complicate things more, when I was trying to create and set up the new class initially, I got turned around and ended up making new accounts instead of fee items. I'm not sure if that is part of the problem. I tried to inactivate on of the fee items, and it didn't show any difference in the report I ran. So now I have no information, two accounts that don't need to be in my chart of accounts, and no idea of where to go from here. The trouble-shooting pages have not helped.
