Reports and accounting
Recently active
Our customers typically start the purchase process by generating a Purchase Order, which details the services and quantity of hours they are buying from us. Once we deliver on the services we generate an invoice and must reference their PO. Is there a way to do this in QBO? Ideally I'd be able to attach a PO to a customer, and when the invoice is created associate the invoice back to the original PO?
Hello: We are a corporation and received sponsorship money from other companies for an event that we hosted. To what account should we credit the inflow of cash? Would this be considered income or other? Thank you.
When I take pictures of certain receipts, it says there is missing info. The picture seems clear enough, but I don’t know what the missing info is
Original commenter did not share additional details
Having issues printing invoices with Mac Sonoma 14.0 with Quickbooks Online. Only part of invoice form prints, no data.
Does QBO Online have an account ready to track payment to a Flexible Spending Account in the chart of accounts? We do not use QBO Payroll as our payroll processor. I just need to track the amounts in the chart of accounts. Where would I need to add this? I'm assuming it goes under Payroll Expenses. What do you think? Thank you!
Hello,I am trying to create a report that will show me what we paid certain employees vs what we charged for labor services. I have tried to customize a few different reports but I can not seem to get what I need. I added a snapshot showing a report I tried to customize, all it is giving me is the income for the services and it will not let me add the wages for certain employees. Any help would be appreciated!
Hello! I have a very small discrepancy in my September reconciliation that I have been unable to solve. The amount is .04 (yes 4 cents!) but it is throwing me off and I fear will cause an issue with October's reconciliation. I have combed through the bank statement and our company's QB register but unable to find the error. I played around with how to make the Difference = 0, I added .04 cents as a credit to our ledger, but I am unclear what to call this type of entry. Attached is a screen shot of the register. Note that I did not check the .04 cent entry which is highlighted. Once I select it, September will be reconciled but I am not sure if that is the right thing to do. Any thoughts or is there a better approach? Thank you so very much!
If there are no direct way to add a project via API, what alternatives are vailable?
One forum answer was to add them as a "User" with "Time tracking only" settings. I tried that, but it tells me to add them via my Quickbooks Time subscription. I go to QB Time and select "Add Contractor" and it takes me to the Contractors page, but there isn't an option to add them to Quickbooks Time.
Is anyone experiencing that duplicate a bill is not working like it did up until last week? Use Case:"As an accounts payable admin, I want to be able to copy a bill and use for multiple vendors so that I can save hours from inputting identical data for multiple vendors."1. Save Current Bill2. Select Duplicate from Bill Line Item Menu in Bills OR Select Copy at the bottom of the open bill that you want to duplicate.3. The bill is copied exactly as the current the bill. THIS PART WORKS.WHAT BROKE LAST WEEK:Scenario: The user has many employees that use the exact same bill for the week, for example: Per Diem Payments that have two lines for each day and all have a project associated to each line. Time consuming to create.1. The user would like to change the Vendor name only on the copied bill.THIS WORKED UNTIL LAST WEEK. You would get prompted. Do you want to keep existing data from previous bill for new vendor? Yes or No. Hit No and I had the bill all created for the next crew membe
The recurring invoices were sent fine. It was only customers that set-up Auto-Pay had their payments not go through.
How to remove vendor telephone number from Unpaid Bills report
I would like to know the QB mobile app allows for creation of recurring invoices, say for either daily, weekly and monthly billing or even a custom date range.
QB Online is displaying incorrect sales for September 2023 - it seems to be doubled. I use Square for my online payments but it looks like QBO is showing all of those sales as unpaid invoices for the month. I'm unsure of what to do and have never had this issue before. When I reconciled for the month everything was correct and now it is not.
The full message says, "We're sorry!You don't have access rights to view this data, please refresh the page to see the new experience or please do logout and login again."
