Reports and accounting
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When I run a balance sheet report YTD it is returning incorrect shareholder distributions. It returns a running total of all distributions back to 2018 and not just the 2023 distributions. I cannot figure out why or how to fix it. Any help would be appreciated.
My invoice shows a Transaction Number and a Payment associated but I'm not sure if that is the payment that is linked to the Deposit. I would imagine, but I don't understand why both the Invoice and Deposit are showing up on the Statement of Activity (both positive numbers).
I have a Samsung Galaxy S8 tablet
I am trying to add additional notes to an invoice after I have received payment. For instance: Check number, last four of the Credit card used, etc. I do not want to save this and have it sent to the customer. I have tried to just "Save" after I have typed in what I want saved and it will not save it. How can I save my necessary info without saving and sending it to the customer? (Title has been edited by moderator for clarity)
I need a report that has the following.:--Invoice Date --Invoice Number --Invoice Amount --Balance Forward --Customer Full Name--Billing Address--Balance Forward The Invoice List Report has a this infomation EXCEPT the Name it uses is the Customer Display Name and I need the Customer Full Name (Title, First Name, Initial, Last Name, Suffix) and it does not have an option to choose the full name.
Does anyone know why QBO will not allow you to create or update budgets by class as it did before. Since the new update I am having a hard time trying to work with classes to update my budget. HELP!!
Does anyone know how to 'select all' customers to bill all the same invoice in one-step as Desktop does?
No additional.
I have a line of credit with my bank, that internally I would like to divide into 3 separate sub accounts for operating expenses, inventory, and building improvements. If I sell inventory, I would like to credit the inventory sub account. If I am doing services, I would like to borrow from the operating sub-account, but then pay it back when I get paid for the service. How can I record the advance from the bank in the main LoC account, then transfer into these separate accounts, which ultimately get transferred into the bank account, then all that in reverse order?
This is a HP 8025e printer.
My QBO automatically imports my business bank account transactions, including my credit cards.I would like to break down each credit card transaction into sub-expense categories, as my accountant would like to know what expenses I'm charging to each month.For example, one month, my Visa bill may be $4,000 and that's how it is recorded as a Credit Card Payment. However, I would like to manually break that transaction down into sub-categories, so I can show I spent $1,0000 on office supplies that particular month, or $500 on software that month, etc.How can I accomplish this? Many thanks!!
Please leave our invoice in old format, we and our customers do not like the new format, yet it keeps coming up with no other option.
If so, what does the email look like and can it be edited? And if the customer sends only partial payment will they also get an email about their payment being received?
I have done all bank reconciliations for this year and while they match the statement, the GL and therefore Balance Sheet do not match. I see that the GL has not been correct for quite some time (I'm new). But instead of going back years, I'd like to start fresh this year and ensure that my bank beginning balance at 1/1/23 is correct. The only way I've seen this being possible is by going to the opening balance, changing the date to 1/1/23 and entering the correct amount. Can I do that, or will anything historically be negatively affected? Thanks!
I imported using transaction pro a lot of invoices from my old copy of QB. The tax code imported properly, but I had not set the tax percentage before importing. I now went and set it. But the invoices are still showing 0%. I need to go the each invoice manually and reselect the tax type and that corrects it. Is there a way to bulk update it? I cant set everyone to that tax code, because some customers are exempt. So I just need the ones that are that tax code to have the invoices updated to show the correct percentage. Thank you
Recently had an update to the Quickbooks Online app for my Mac and it started causing all sorts of printing issues where the forms would print blank except for my imported company logo. This was on all forms, ie: invoices, estimates, AP reports, statements, ect. I was able to fix it for invoices and estimates by going into custom forms and changing my font color to black instead of the initial setting and changing the font type. I cannot seem to figure out how to fix the same thing for reports, statements, ect, because I can't seem to figure out how to change the format for those forms. Seems like the issue is somehow with the conversion from printing it to whatever format it prints it in. Even when I go to print, and click send in email to print it off in pdf format, it comes out the same way. Only way around fixing it is downloading the form and then converting it to a jpg and printing it that way. Very annoying.
We have a service company and I would like to give our service manager a card to use but I want to also keep one at the office.NEVERMIND! After I posted the question because I couldn't find the answer via google, I then found multiple people have asked this same question in the community. So we cannot get an additional card and we'll have to do something different for our staff.
It particularly happens on this report: Reports>Jobs Time & Mileage>Time by Job DetailCustomize report>filters> then I select either "name" or "customer: Job" it doesn't filter, and it shows you all time in the date range. QB version: Quickbooks Desktop: Intuit QuickBooks Enterprise Solutions: Professional Services 21.0
