Reports and accounting
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I have a report format that I find helpful (created using my old accounting software)and am trying to figure out if I can create this report in QB Advanced, printing this report for each class. My nonprofit uses classes and I need this report for each individual class. A redacted version of the report is attached. I would like the report to show: Rows showing all receipts and expenditures Columns with:actuals for the monthbudget for the monthYTD ActualsYTD BudgetYTD VarianceAnnual Budget
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I am determining which accounts I need to write off as bad debt at FY end. is there a report I can generate that shows only open invoices, but also has their last payment or all payments within a specified period?
Buenos días comunidad Al analizar la logica de QBO en el balance general, concluyó lo siguiente:1. Dentro de los activos se encuentran las cuentas de banco vinculadas a QBO, al adentrar en estas cuentas se observa todos los movimientos de entrada y salida de dinero, QBO muestra las entradas de dinero como positivas mientras que las salidas de dinero las muestra con signo negativo, al final muestra el monto total de la cuenta de banco revisada y si las salidas de dinero han sido mayores a las entradas de dinero el saldo se mostrará en negativo y viceversa.Esta correcta mi deduccion?2. En los pasivos, compuestos por las cuentas por pagar y las tarjetas de credito vinculadas a QBO en este caso, si hago click en una de las tarjetas de credito estas muestras los montos en positivo cuando se compra con la tarjeta de credito y negativo cuando hay un pago hecho a la tarjeta de credito, ¿es correcta este argumento?en el caso de las cuentas por pagar una de ellas son los payroll, esta
Update cost form my purchase orders that are made from vendors.
Hello,I have an S-Corp and I Transferred funds (cash) from my business checking account to an investment account. How do I record that transaction in QB Desktop?
I am needing to create a Profit and Loss statement that has a column for the month, % of income for the month, Year to Date, % of income for Year to Date. Is there a way to include all 4 of these columns in one report or customize one to include all 4 columns?
My invoices won’t email through quickbooks because it says it can’t make the pdf.
We also are still just able to look at one invoice. Then close the app. Reload. And start again. Very poor update.
Lot of data in email but no direct name or invoice number...
When I look at my daily expense transactions, QB puts my ebay seller fees and shipping expenses in the same expense account. What do I need to change in ebay or QB to put the shipping expenses in an actual shipping expenses account in my GL. I can do it manually but seems it should be able to pull correctly on a daily basis.
Hello!First, I'm using Quickbooks Online - Simple Start. I'm just getting started with QB Online and I am so confused on how to set up the vendors in my boutique and how to do payouts. I have vendors that rent booth space in my store. Say their monthly booth rental is $20. For a given month they make sales of the items in their booth and I payout the amount of their sales minus the booth rental. So if they make $100 in sales, I payout $80 to the vendor. I have the vendors set up as contractors and also as vendors in the expense section (not sure if this is right). Sometimes the vendor makes less than what they owe in rent in a month. So say they make $15 in sales and rent is $20 so they would owe me $5. How do I set up an invoice (or other kind of form) that will show this. I tried using invoices, but it doesn't work if I owe them money. Second part of my question, what accounts do I use for this scenario? Do I use an expense account to pay the vendors and an income account
The issue is that I prefer not to be paid by credit card because of their service charges. This box should be editable!
Can only the "edited invoice" events be viewed within the audit log? Is it possible to see who entered the payment date received from the audit log? What does indirect edit mean? What kind of action does that indicate? How can you tell what action was taken by the user?
The "From" address is xxxxxxxxxx@xxxxxxxxxxxx.xxxxxx.xxx and not my Gmail address. Not sure if that matters.
I use an app called Jobber for scheduling clients. I've already synced the Jobber and Quicbooks together so that my Jobber invoices go into QuickBooks when they are created. In Jobber my invoices do NOT have sales tax (which is correct), but as soon as they integrate into Quickbooks sales tax is applied, which is incorrect. I can't 'turn off' my sales tax in Quickbooks because an error message comes up that since I've used it in the past, it won't turn that feature off. Does anyone have similar issues with other integrated applications?
Hi!Is there a way to produce a report of all products/service price and costs? For some team problems, I realize that some products have cost but no price correctly set and vice versa. It would be great to have a report with all the information to check and correct all mistakes. Thanks! C.
I need to be able to change my service on invoices to either hourly or per unit depending on what i am billing.
Is there a way to customize the General Ledger report to be run for a range of accounts? If not, is it possible to select a parent account and have the report include all of the sub-accounts?
How do I update an estimate and not lose the information on the original?
