Reports and accounting
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Hello,New to QBO. Is there is a way to have the Total Amount Due to be included in the email to the customer just like having the invoice no using [Invoice No.]? I was able to do that in QB Desktop using [Transaction-Total], but can't seem to figure out the QBO equivalent. Thanks.
The page comes out with the PAID on it, that's all
I would like to keep all of my invoices in one place. All of my invoices from the past year are stored on my computer is there a way to import these files into my QuickBooks account?
The report Time by Job report crashes Quickbooks. What is being done to solve this??
We received payment on an invoice, but the deposit of this payment was split between two banks. The invoice still shows and open balance because the deposit to savings was not applied to that open invoice. Can I fix this?
The business made a purchase in 2022 that was not going to get delivered or claimed until 2023. The down payment was made in Nov of 2022. How do I bring the down payment amount into 2023 to add it to the total purchase price?
Every time I open up a report it defaults to "Modern View". I think this view looks horrible, and I would much rather have Classic View continue to be the default. Even when I manually change it to Classic View, if I were to drill down on the transaction details, it still automatically pulls up the transactions details in Modern View. I need to be able to turn this off, so that everything appears in Classic View right away, as it is slowing me down a lot to have to keep changing this. Where can I find the option to turn off Modern View entirely?
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It would be great to not have to go back into many hundreds of transactions an manually apply the Class. It looks like it is set up to automatically assign the Class when I create a new item in the Non-inventory category, but the sales we've had so far are not showing that the Class category was applied. Is there a way to correct this on my end?
Has anyone faced this issue where inactivated items (which you sold previously) are not appearing on the sales reports? How can we get sales reports that include ALL items that we sold? We are using QBs Desktop Manufacturing & Wholesale version. Thank you in advance.
I need to collect W-9 info for a contractor. Is there a way that works to send a second e-mail request?
I want to have rental invoices generated and sent out automatically at the beginning of each month through Quickbooks online. I created a recurring template in QBO with prices, etc. Is there somewhere I can put the rental period and it will automatically change when the system generates it and sends it out each month?
When I run a job cost detail report I would like to total by the vendor. The Column is named "Source Name" on the job cost report. When I click Total by Vendor on the report options, I end up with a blank report. I am able to easily total by Job Cost Item but not by Vendor. This is very frustrating and seems something that should be easy for a job-costing software.
Hi there, I use Quickbooks online and I got an issue in the balance sheet. There is an account named "Stripe (required for Synder)" in the balance sheet, as part of the bank accounts. I am not sure if that number is really cash and as such, it should be considered part of the cash balance... or something else. Thanks for the help!
Hello, I'm trying to run a report that tells me the total usage of an Inventory Part. I have several Inventory Parts that are only used in Build Assemblies, so I know you can run a report that shows total sales of those build assemblies but, I want to know individually how much of one of those parts I used in an entire year. So for example I use widget A in 4 different Build assemblies, what was the total amount of Widget A used for all those builds. *Side note: I know the Inventory Valuation Report shows how much is used in each build, but I want something that can show me totals, not adding and subtracting based on builds and items received. Thanks!
Just set up QB and I am not seeing any area where I can add my CPA
I have a stock of a product, from that stock I sell it both to private individuals and to stores at a different price. How do I divide it? Do I make two products? Do I send an invoice and change the price in the invoice itself?Thanks for the helpers.
I would like to print the viewer history that shows at the bottom of the invoices and estimates. I need to provide that information to my attorney thats handling none payment from a customer. Any ideas?
The memo line doesn't print either...any suggestion?
I need a separate custom invoice for our annual dues (which will include additional info in the memo section) and a standard invoice for everything else. When I created the custom invoice it applies the memo to all invoices.When creating an invoice can I choose somewhere which invoice form to use? When I used QB desktop I was able to do this.
