Reports and accounting
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It is faster and most clients check their text messages first.
I have tried to customize sales by customer detail report and transaction by customer report and it does not allow for this customization.
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Before online, this was automatically done when I would enter the new bill with pricing. At least, the cost was updated. Now nothing is updating.
Wow, I can't believe people have been complaining about being unable to uncheck a payroll item since 2020!!This is costing Quickbook users a lot of money.I was just audited by the state, and have been paying taxes on sick leave and L&I Compensation all along. The auditor just told me this was incorrect (maybe some prior direction of WA State would have been helpful!).Now I went in to correct this in my payroll item list, and it won't "uncheck" it. Worse than that, I come to the community for answers and it seems there are none!It seems like a simple thing, let us uncheck so we can pay taxes correctly. ]
I am a professional fiduciary. I serve as executor, trustee, and guardian in many cases. When going to close out those cases, I need to submit a fiduciary accounting to the court for approval. It has to show every receipt and expense, and it needs to distinguish between principal and income. I currently use Lackner 6 in 1 for this, but the software is very clunky, largely because it does a lot more than just produce accounting. There is also OneSource by Thomson Reuters, though it is very expensive (several thousands of dollars per year, depending on how many cases you have). A colleague has suggested using Quickbooks. I already use it to keep the books for my own business, so I am somewhat familiar. But now I will need the ability to create clients/cases and to input all transactions specific to that client and to produce acceptable fiduciary accountings for it. The form of accounting required by the court is attached as
I have searched here for how to set up QB for an Estates and Trusts General Ledger (not Law firm Trust Accounts). The only relevant postings were under 'Quickbooks for fiduciary accounting'.But they don't solve the problem, and the solutions proposed are for QB online only. To restate the problem, how do I set up an 'Estate or Trust' Chart of accounts in QB, including Principal Accounts and Income Accounts? Both Principal and Income Accounts need sub accounts for assets, liabiltiies, income, and expense. Both Principal and Income Accounts are in the same set of books. Reference: Google 'Bloomberg.com, accounting for trusts and estates'.
Regardless of how many times I try to remove them, they keep giving me the same message. Some, I am able to remove but others won't budge.
I'm pretty sure this was a legitimate survey from the Quickbooks Online Team. There was also an email at the end of the survey but I clicked through it too fast and wasn't able to get back to that page. The survey itself has one of those no-reply emails.
How do you stop printing on both sides of paper?
I need to pull a daily check detail report that has the "Print As" not the "Pay to the Order of" listed along with check number and amount paid. This is for a positive pay report that is required by the bank. When I print the daily check detail report, it only lists under Name on the check as "Pay to the Order of" but the check is written out to a different name. It has to be the exact name that is printed on the check, not the vendor or "Pay to the Order of". For example: vendor is F/V Ann but check is printed as: Ann Sportfishing. We cannot change the vendor name to match "Print As" due to a different regulatory agency's requirement.
Hello, I think we stumbled accross a problem with modern view inventory reporting and I am hoping someone can verify and report. We have been using the Inventory Valuation Summary report (in classic view) for end of period reporting. Today we ran it in modern view and our qty. on hand changed. It looks like the modern view does not take into account "inventory adjustments" and leaves items that were removed in inventory. Thanks.
Hello,We use Construction Online (a program for construction management purposes) and it integrates with QuickBooks. For example, I can send Estimates created in Construction Online to QuickBooks. Construction Online estimates have both a "Category" and "Subcategory" (ie: Category is Planning and Subcategory is Architect) and both import into QuickBooks as a Product/Service titled "Category" and "Name" and into the Estimate accordingly. Here's my problem: Only the Subcategory affects QuickBooks Chart of Accounts (COAs) and subsequently Budget reports. So, in my example above only "Architect" is reflected. I need the Category to be reflected in the COAs and on Budget reports. I reviewed Settings and watched many videos trying to figure this out. Any Suggestions
I've seen several threads on here from users up to 8 years ago asking for the capability to convert an unpaid invoice into an estimate. This would simply mean developers coding a transaction that copies the line items from an invoice to an estimate template and perhaps asking the user if they would like to void the invoice from accounts receivable. Other accounting software have this capability in 2025. Is there any update on getting the ability to convert an invoice to an estimate in Quickbooks?
I have recently converted from desktop to Quickbooks online plus. I am trying to attach reimbursable expenses to already created invoices. I do not have an "add" option, nor do I have an arrow beside the balance due as has been referenced in several provided instructions. I have already entered the expenses and applied them to the correct customers. Now the issue is pulling the expense over to the already created invoice. Thanks in advance.
All I could find as far as articles was concerning credits to customers. I'm unsure as to why we even have overpaid our vendor in the first place.
Hi. Currently some reports have a "smart page breaks" feature... but it's not an option in all reports..... The unpaid invoices is one I print often.... is there a setting where this can be enabled..... It would be nice if the page break didn't happen in the middle of a vendor.
Online payment disputed. Funds Returned. Customer sent check instead. How do I fix the payment records?
I recently volunteered to help a non-profit with their accounting. I am also trying to help them track profitability by project. I am a CPA but am new to QBO (they use QBO Plus). I tried setting up a Project and assigning certain expenses to it. Those expenses are showing up in the Project Transactions tab but are not reflected in any Project Reports. Based on numerous other threads on this topic, I have cleared the cache and verified the transactions are expenses not assets, but they are still not showing up. Any other ideas for how to get this reporting to work? Looking through these threads makes me wonder if this feature is even worth using, so I'd also welcome any feedback on whether it's worth setting up/tracking Projects in QBO. If not, any other ideas on what features could help with this? I'm aware of Classes, but they sound like they're intended more for fund accounting, and I'm trying to track more granular projects than that. Maybe that's the way to go a
I spent over 2 hrs with QBO chat trying to figure it out. I thought it was limited to multiple email address Customers. But I just tried to update a Customer's 1 email address & that doesn't propagate either. New Projects are ok. Invoicing at the Customer level is ok. But if I try to invoice an existing Customer:Project with multiple email addresses or an updated email address it doesnt work.
sorry Liability.........
