Reports and accounting
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I need help setting up my used car dealership with QuickBooks pro desktop. I am a beginner. I don't know how to set up accounts since we primarily deal with cash.
How do I apply a journal entry to a bill?
hi, would like to ask question about unamortized prepaid expense. my company's previous accounts did not amortize the prepaid expenses such as rents and insurance for 3 years. what should be my adjustment with this matter? thank you hope someone can help me.
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Has anyone ever had an issue with QB Desktop not holding past bank recs after a client sends an accountant's copy? My firm has a client that when he sends over his accountant's copy, all of the bank recs, back to 2016 disappear. We keep record, of course, but this is a pain and very time consuming every single time. Has anyone else had this issue?
Hey Quickbooks... I need to resend a link for one of my contractors to fill in their W-9 information. I have followed all of the "solutions" posted in here without success. This issue has apparently been a problem for years and the fact that it is still happening sucks. Your product doesn't work, and I don't have the time to sit on the phone or chat for hours with someone telling me to "clear my cache" or "use an incognito window". IT DOESN'T WORK, so STOP telling people to do it. Neither does making the contractor inactive and then reactivating. Neither does using a different browser. There is NO "personal information" in the contractor's details to delete. FIX THE ***** ISSUE. This is basic stuff. Seriously, what is going on over there?
How can I lock the books after each month end close is completed?
We use Square as our credit card processing provider and Quickbooks to invoice. Quickbooks invoicing has an easy integration with their own credit card processing service, but no option to allow Square, or any other processing company, to seamlessly work with invoices. To compound the problem, there are cumbersome workarounds outlined in the support forum to make Square "work" with invoicing, but this isn't practical for numerous transactions. Has Quickbooks come up with an easier way to allow Invoices and Square to be matched without manually digging into each transaction to prevent payment double counting and adding processing fees?
Credit card payment fees charge to the customer
I need to run a Bill Payment Stub report to send with checks, I am using quickbooks online. I do not want to have to write several checks to vendors every time I have to pay them. I ran this all the time in the desktop version. This seems like a no brainer to have this option in the online version. I work for several different companies and they all need this feature.
I want these transaction notes to show up on the AR Aging Detail report or any AR report for that matter. I want it on a report that can be exported, printed and or emailed. Not interested in copy/ paste or opening each individual transaction to see the notes. No, the memo is not a good option. I want a report. A report that I can give to anyone in the company and they can follow-up on past due invoices and see all the previous efforts noted.
I have 8 projects for the same customer. They would like them all put on a single invoice. Is this possible?
Please make these go away when I click on them like every other software developer knows how to do.
I'm trying to create a report that shows the "Created User" as the row, the "Date" as the column, and the sum of created transactions as the values. I've tried this and about 1808123 other combinations of Rows/Columns and I never get anything to show up in "Values". In Excel, this is pretty easy. What am I misunderstanding in QBO? I can just never get "Values" to show anything.
Hi there, when I 'Download to PDF' my teams' payroll reports, the layout has changed. This new layout is harder to read/follow. How can I get the old layout back with the greyed out background, cell outlines, etc?
I would like to create a budget vs. actual report that gives the actuals for a date range (for instance, last month to date), vs. the budget totals for the ENTIRE fiscal year. For instance, our fiscal year is Aug - July. I want to hand a department lead a budget vs. actual report that shows the department's expenses through January 31st (six months), and compare that to the entire fiscal year's budget totals. When I select a date range of 08/01/2020 - 01/31/2021, the report only includes the budgeted amounts from Aug - Jan, but I want to compare to the entire year to show how much money is left to spend in their entire fiscal year budget. For instance, if their budget is split evenly across each month and they are have a $1,000 budget and they spent $700 through Jan, I want the report to show that they have $300 left, not that they have overspent by $200. I do not want to do a report that includes the entire year, because I don't want to include transactions from 2/1/2021 unt
Hi,Received a Covid-19 EIDL under the CARES Act in July of 2020. Shortly thereafter business went through a 6 month revenue hiatus due to Covid-19 disaster related work stoppages. The LLC weathered that storm with the help of the loan funds and managed to stay afloat until 2023 when revenue pretty much came to a screeching halt due to Covid-19, economic and U.S. Government Administration changes and policies that impacted the oil and gas industry. Now it looks as though the LLC will have to close and dissolve and be unable to pay the remainder of the loan. Any advice or personal knowledge/experiences would be appreciated. I am especially concerned about he TOPs (Treasury Offset) impact to me personally from a forced default.
I work for a home builder. We enter vendor bills and assign a category and a customer. I need a report to show if bills were accidentally not charged to a customer and the charges are just hanging out in the “black hole”. Me had QB desktop Contractor edition and we were able to run a report. Now after upgrading to Online Advanced we can not figure out how to run a report.
In QuickBooks Desktop My client has a credit card account - A/C 4926, this is the parent account and there are two sub accounts underneath it. In the past the charges have accumulated in the sub accounts and the payment in the master account. This is how it shows on my balance sheet. A/C 4926 Sub A/C 1 50,000 Sub A/C 2 10,000 4926 Other -47500 Total and correct balance owed is 12,500. On the credit card statement, sub A/C 1 and Sub A/C 2 do not have an ending balance owed. The 12,500 entire liability is reported on card 4926. I am looking for find a way when i reconcile the parent account that the charges to the sub accounts and the payments on the parent account, get reconciled and report a single balance of 12,50
anyone ever figured out how to clean up UF on QBDT
This new invoice is terrible! I cannot get my client's invoices done today and am going to postpone because I cannot create them properly until someone responds. Numerous issues!I cannot see the dates column on the screen. I have to open the print view to make sure items are in the proper date order.I don't see any way to add a subtotal within the invoice. I used to click "add subtotal" at the bottom of the invoice then drag it to where I needed it. How do we add a subtotal???I do progress invoicing and there used to be details on the screen. Now I have to use print view to see it. UGH!
When I change estimate progress to "accepted", can I convert to a project? Only option I see is conver to invoice.
