Reports and accounting
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Is QBO is set up wrong on MO sales tax?
Hello Everyone!I'm trying to figure out how to upload a CVS for the sales provision.I need to record this within the "Sales Provision" account in my Chart of Accounts.Should I use the "Sales receipt" import function?; or do you have another suggestion? Thanks in advance!
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Hi, I have different properties, and need to claim a custom percentage on each within my P&L (e.g. 25% on one, 100% on another). I share one property, while another is a full rental. Is there an easy way to do this in the reporting? Right now I have to break my P&L out by proeprty, because I don't know how to apply percentages to each property to get the correct totals. Thank you!
1 main company with different sales channel. Shopify and Amazon.Shopify is being categorized under sales (general) with COGs and expenses as well. Which I can edit name to designated shopify so it's broken down As for Amazon, when I import the sales and expenses, do I create a sub account under SALES AND COGS or do I create a new account for Sales: Amazon and COGs: Amazon. Does it matter? As for the company, as a whole, I buy from same vendor SKU ABC-CUPS-1000 and ABC-LIDS-1000. These two SKU I use for website. Now with amazon, these SKU, SKU ABC-CUPS-1000 and ABC-LIDS-1000, gives me a Amazon SKU: AMZ-CUPSLIDS-100 x 10. So basically buying these two SKU from the vendor gives me 10 sets of 100 for Amazon. How would I record this in QBD?Right now I have ABC-CUPS-1000 and ABC-LIDS-1000 set up to be Sales and COGS for Shopify. Would I be able to also set it up for amazon?
I have followed the directions and tried to set up a schedule for a report 5 times now. It either gives me an error saying to look at my info, or it acts like it saves. I have tried to view schedule to modify it, however I cannot find where it is scheduled. The info I get from Google and this dashboard is all incorrect for my situation. None of the steps work.
Can the cosmoprof store credit card be linked to Quickbooks Self Employed for automatic transaction input? It doesn’t have a Visa logo. The CosmoProf card is serviced by Comenity Capital Bank
When creating a build assembly, I am receiving shortages. When I run the shortage report, the "For This Build" quantity does not match up with my assembly build quantity. I have checked the BOM for item 123.. and it has the correct qty for that raw material , which is qty:1. But when I run the shortage report, the quantity short in the "For This Build" is qty:8. Why is it off by qty:7? The "For This Build" qty should be 1. Thanks in advance.
My Wodify (CRM) is integrated with QB. I absorbed my processing fees from January '23 to July '23, so they were categorized as COGS. In August '23, I passed them off to my clients, however, they have still been automatically categorized as COGS, due to a Wodify bug that has not been fixed. Wodify has not solved the issue, so from August '23 till now, it shows these transaction processing fees as COGS, thus counting against my income. All of my accounts are updated and reconciled properly, even though these processing fees are showing up on my profit and loss statements. Is there a way to manually delete these processing fee amounts from Aug '23 till now? Since it is a Wodify integration bug and they have not fixed it - I do not know what to do.
just migrated from QB online to Enterprise. I did payroll and saw that the YTD amount is only for this payroll and not the other two payroll checks this year. I migrated after the second payroll check this year.How to do I correct the YTD amount so that the other two payroll checks in my register are included?
Or is there no extra protection, and it is best to have a customer wire the $ bank to bank ?
I created a budget and it is the only budget I have for my account. How come when I generate a budget v actual report it says the budget is 0 for everything? I tried clicking the drop down to use the budget I made but it was not an option. The budget title it used was some random title
My Client charges business expenses on her personal American expense on a monthly basis. I created a liability account and recorded journal entries for all of these transactions, but they are not showing up as vendor expenses. Do I need to actually record them as an expense, thru a "fake" account and debit the vendor and credit an "Owner equity account " for them to show up in expenses?Please provide step by step
Why is the Add Field Option under the Custom Fields section Greyed (Light Green) out? I need to add PO to my invoice and all the self help says to start by adding the field here. I do not have that option it seems. Please tell me this is not an upgrade feature.
Is it not possible to customize columns on the Create General Journal Entry screen? Or am I missing something?
I want to be able to edit the check template so that I can change positioning of the address and memo line. How do I do this?
How do I edit a W-2? In desktop, I could right click and "override" it.I need to add an amount to box 14 and edit Box 1.
Is is possible to access the Received From field in QBO that you see in the deposit entry? No it is not available in the Deposit detail. While Customer Name is the same as received from when customer name is used it skips all the SPLIT deposits which is most of what we have. This basic stuff and was fully available in QBDT. Whats the deal QB?
The check's are printing the following fields:First Name, Last Name (if those fields are populated)Company Name or Name to print on checks (they are duplicates)AddressCity State ZipI am also seeing:Company Name Name to print on checks AddressCity State ZipWhat I am desiring:Name to print on checks AddressCity State ZipAny guidance would be appreciated as the contact person we put on the check is not the AR contact but the sales contact..
Suspecting fraud, I received a credit card chargeback from a customer after receiving their $1000 payment via QB Payments. The chargeback amount was $1025 (including a $25 fee). The issue was eventually resolved in my favor and I received another $1000 payment via QB Payments. In my customer's transaction list I have the original $1000 payment and in my bank feed I have the $1025 chargeback expense and the second $1000 payment. How do I record the three related transactions in QBO?
Background: last year I transitioned my business' accounting system from a discontinued Microsoft Small Business Accounting 2008 to QuickBooks Desktop Pro 2020. I made initial entries to my balance sheet to match my old system as of FYE2019--including Retained Earnings. Now a year later I want to close my books for FY2020 and I see on my FYE balance sheet my FY2020 Net Income as Equity, which is fine. But, when I run a balance sheet report for FY2021, I see that my FY2020 Net Income has been transferred to a new Members Equity account rather than adding it to Retained Earnings. Why is this happening? And, better still, can this be changed? Everything I've researched thus far says that QB automatically transfers Net Income to Retained Earnings (not Members Equity) in the new FY--and that's what I actually want to happen. Thanks in advance for any insight and assistance.
When are you going to let us edit the email that goes with our invoices that are emailed from QuickBooks?The email automatically take our QuickBooks Company file name which is not in the correct format. This makes our invoices look very unprofessional. This has been asked of your before from several others. PLEASE LET US KNOW HOW TO GET ACCESS TO EDIT THIS. Thank you [email address removed]
No need to mention that 1099s are not required for less than $600. I'm aware of that. I have a client that is requesting one although the total amount is less. I'd like to make my clients happy, which is a lost art these days. How can I generate a 1099 for this and other clients that want one? I've struggled trying several avenues only to come up empty. Thanks!
