Reports and accounting
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I have a customize P & L report that compares current Fiscal YTD and Previous Period. I want to add additional columns for Budget YTD. Can this be done?
What are my options for automatically exporting financial statements to excel on a recurring basis?
I have quickbooks online and quickbooks payroll. How do I merge them?
I reached my 250 entry limit for the chart of accounts. I read the article on how to reduce usage, and I made some of the accounts inactive (as the article explained). I am trying to input new entries, but it still says I am at my 250 limit.
When I try to add as of date I get error message invalid date.
If I add a new expense with the same payee, it will update the date to the new entered date.
Have placed two support calls now regarding the standard report "Estimates and Progress invoicing Summary by Customer". The "invoiced amount" column on this report is incorrectly calculating and does not tie to the actual invoiced amount. I have provided in-depth walk-through's and print screens to show this issue and show that it occurs no matter what way you run the report. I've shown the accounting behind that supports the correct numbers, and how that does not tie to this particular report. I have received zero follow up or traction and support doesn't even seem to know how to escalate this within their own team. This is one of the top 5 reports we use in our business and I am really frustrated the Intuit wouldn't take more seriously an error on a standard report that is part of my monthly subscription.Any help is greatly appreciated
I think it has something to do with old/new layout. Frustrating......
Is there a way to create a P&L to include the previous month using my companies accounting month that is not a calendar month? We follow the 4-4-5 week accounting calendar & need to view months side by side.
I'd prefer if Quickbooks did not create rules unless I specifically asked for a rule to be created. What is happening to me is that Quickbooks wants to create new rules and then I have to tell it not to do so, which is annoying.
1. Here is a sample use case:a. Assume that I sell clothes in my store. i. For a shirt I have variants/options1. Size: S,M,L,XL2. Sleeve length: Short, Long3. Collar type: Button Down, None4. Color: Blue, Black, Brown, Tanii. I also sell pants that have the following options customers can pick from when ordering:1. Inseam length: 24, 26, 28, 30, 32, 34, 36, 38, 402. Waist: 24, 26, 28, 30, 32, 34, 36, 38, 403. Fabric: Wool, Denim, Polyester, Spandex4. Crotch Fastener: Button Fly, Zipper, Velcro, Noneiii. As the variants and options are created in Squarespace each is assigned a unique SKU which is a unique, random number (as it should be). Based on the permutations and combinations of the options items each product can contain hundreds of SKUs. Combine that by all they types of clothes, shoes, etc you can easily get to hundreds or thousands of unique items. b. All those variants and options come across to QuickBooksOnline (QBO) as individual SKUs which but none of th
I recently started using the quickbooks bill pay service to send ACH and paper checks. Previously I was using the billpay.com service. I cannot find information on the fees for stopping payment on a check that was already sent. I sent it to the wrong address.
My customers need to see the quantity and also the rate. When I go into settings and turn them on it does not change anything.
I can set up budgets for calendar year 2023 and calendar year 2024, but Budget vs. Actual reports that span say October through April only look at one budget or the other.
Where I the money I transferred
Looking for a report that will show all Items NOT assigned to a customer:job. Thank you
I've been experiencing issues with various reports where the filters are simply not working. I've noticed it this week definitely and possibly the previous week as well. I've called QBO support and they acknowledge it's a problem and that others have reported this issue as well but, as usual, they are not giving any timeline for this fix whatsoever. I end up feeling like they're not taking this seriously, as it does not seem to be acknowledged anywhere on their site. Does anyone know the status of this and ETA for when this will be fixed? It's creating a lot of extra work for me. One of the reports I'm having trouble with involves the employee 401(k) contributions from their paychecks. I use this report to submit the contributions to our 401(k) plan. Thank you.
