Reports and accounting
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Every Monday for months now, I have printed an inventory report showing all of my stock but filtering out any product that is not greater than zero. However, on Monday 12/9/24, this option no longer functions and it appears QBO has removed it entirely. I'm not sure why they would have removed this feature or how to get it turned back on but I can no longer provide reports to my customers of what we have currently in-stock. How can this be fixed so I can get back to business and provide my customers a professional looking report to show what we have in-stock? BTW, I tried chatting with a QBO rep online but they wanted me to spend 1-2 hours with them troubleshooting the problem rather than just reporting it and getting back to me. Apparently, Intuit doesn't understand small business and their time is limited and we pay for this product and have an expectation it works.
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my pos software tranfers into the category section. that does not show up on purchase report..if i maual enter in items it will show up on purchase report.i can not figure out how to get it to transfer to itemshours on phone with qb and no help.sees to me if its under inventory asset and on that bill. it should show on a p
If I am selling in person Square gift cards, and online eGift Cards, and I also offer discounts for in person Square Gift Cards, and a promotional discount for online eGift Cards. I want them to populate in QuickBooks under service categories titled "Gift Cards" and "Gift Card Discounts". Yet, they are only populating as Square Items. I know by default they populate as such if they are not mapping or assigned to a category, but I checked my mapping and it should be correct. What else could cause this to happen? Do the names, price, discount amount etc need to show as an exact match on QBO for it to map correctly?
I have set up reorder points in quickbooks. However I am not getting notifications that items are low. Is there a setting that I have to enable to get notifications?
Your answer was useless
We have multiple accounts for accounts payable, but we are not able to determine how to change this for posting bills.
Hi, I have to provide a report to my cpa that shows a summary of customer name, sales for the year and state they reside in. Can someone help, I can't figure it out.
How to add Customer's PO number, Ship Date, Shipping Method, Terms in QuickBooks Online's SALES ORDER?
FYI, I export my time from TeamWork.com (TW) to QuickBooks Online (QBO). The time comes in as decimal portions of an hour and shows a varying number of significant digits, which looks awful. For example, one hour shows as "1" whereas an hour and a half shows as "1.5" and an hour and 20 minutes shows as something like "1.3333" I would much prefer 1:00, 1:30, and 1:20. If that's not an option, uniform significant digits would be OK (e.g., 1.00, 1.50, and 1.33)
QuickBooks Online sells itself as being the answer for Nonprofits, but doesn't allow NP's to create End-of-Year Donation Letters/Statements for Donors (Customers), which is one of the most important ways to cultivate and appreciate donors - and is required by the IRS. Does anyone know of how to create end-of-year statements for donors? I've scoured the web and the QBO Community but to no avail. Thank you anyone for the needed help. Jeff
Hello, when trying to pull a custom transaction detail report for last year, totals by customer to account for all donation received my report is not pulling all donations. I have tried to check this by having the report select from all accounts and one where I individually selected all donation income accounts. Neither showed all. I know there are other donation amounts logged in QB from doing a quick deposit report. For instance for one customer it only lists them with $25 in donations and yet they also donated $500 in the same calendar year. Any help would be appreciated. Thanks, Endy
I have connected my square account to my Quickbooks account since my business uses square for processing transactions. Why in the world does Adding a transaction from the app transactions page and then matching with the bank transactions tool work differently than adding the transaction from the bank transactions and then matching from the square app transactions? Doing it the wrong way completely screws up the journal entry for my bank account. Also, why does the connect to square app not have any method for syncing product and customer names? The documentation for doing it manually isn't very helpful either. I am quite disappointed in the experience I am having with Square/QBO integration.
My Business information is inaccurate. I had to update everything. I can't find previous invoices from clients. its just not working right. I've spent over 3 hours on the phone with intuit and no one resolves it. its been a waste of my time. I need this resolved asap.is anyone else dealing with this?
The sales tax rate shows up on the invoice but the box where the amount should be shown does not calculate and does not let me enter it in manually.
How can I see all transactions associated to a payee? Bills, expenses, journal entries all of them.
I have converted to the new invoice template, however I can not figure out how to add times sales. previously there was an arrow in the upper right hand corner that could expand to show link expenses. The new template lists linked transactions but does not have my timed sales that was there before the conversion. How do I revert to old template or find my timed sales?
I'm looking for a way to pull a report that allows me whether a customer is assigned or it is blank for transactions within an account. Is there a way to do this in QB Desktop? If not an option in Desktop, is it an option in QB Online? I don't see a way to do this in the Transaction Detail by Account report or the Transaction List by Customer report. I've also struck out with the Custom Transaction Detail report. Any help would be greatly appreciated.
Is there a way to customize an AR Aging Report to always exclude a particular Customer? In other words, I want to filter the report to always include all customers except for a specific one. Since our customer base is dynamic, new customers are added continuously. I cannot rely on a static filter to specify customers to include; rather, I want to specify a list of customer(s) to exclude. Bottom line: I want to avoid having to select all customers and then deselect this one customer each time I run the report. Thank you!
I have set my Companies preference that Reports be run in cash basis. When I run a Profit and Loss or a Balance Sheet "Standard" the report runs correctly under Cash basis. When I run the Profit and Loss or Balance Sheet "Detailed" the report runs incorrectly under Accrual basis. Anyone having this same issue? Is there a fix/explanation for this?
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We've used Enterprise for nearly 10 years now. The biggest issue that we've come across is finding out how old our individual inventory items are. I've just discovered that I can run an Physical Inventory Worksheet and customize it with columns for Purchase Date and Date Received. However, the fields are completely blank. What use is it to have the option if there's no data? As a small retail shop, it's imperative to move 'dead wood'. I've asked this question in the past and have gotten nowhere. But, here goes again. Is there a way create a listing of in inventory so that we can see how long items have been here? And, if not, why not? We enter all of our inventory when the invoice is received. Why is the invoice date not connected to the inventory item? Somehow, I think the capability is there, since an individual item can have a Quick Report done and the dates of any transaction are shown - sales or receipt of new stock. So, why not a report for all inventory?Certainly, we a
