Reports and accounting
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I am trying to create a report of Budget vs. Actuals for current year with the next year's budget alongside that. I don't know if that is even possible, but I can't even try. There is no "Create new report" button on my Reports page in QB Online. I've seen it in videos that on the right side of the Reports page there is a green button to "Create new report". But my QBO does not have that, and I've spent a couple hours using multiple browsers on Mac and PC and none of them show that button. I've seen other people report the same online, but no answers as to why some people can't see the button. I've search through Intuit's help articles, and there is very little on creating a new report, and nothing on troubleshooting this missing button issue. I'd appreciate some help in how to create a new custom report.
An employee now wants to have no withholdings and become a contractor. How to change this ?
Hi, this has been a mini nightmare as I am self employed and have minimal time to deal with this. My last upload of transactions, the last three months, have some transactions as numbers, but not all. Online help was no help as they stated this was above their expertise. They booked me for a call back and no one called. I have done all of the troubleshooting, multiple times and without a live person who will call me back I don't know what else to do.
I am a relatively new business owner, and have been managing the books myself. I own a small wine shop, running Square as a POS, and have the transactions automatically imported into QBO. A (real) bookkeeper helped me at the beginning with the workflow of matching the deposits and bill payments, and I have been reconciling the credit card and bank accounts every month with few issues. The undeposited funds account seemed to be humming along correctly as I matched transactions daily, so I sort of forgot about it. However, I was recently poking around in the chart of accounts and realized it had been off by about $1600 for some time. I did some digging and found the biggest culprit was a duplicate sales receipt for $1392.92 that did not have an R in the bank feed column. I have hesitant to delete it, because I'm not really sure what the ramifications will be- there is no such duplicate in the bank account, but that month has been reconciled, and since my bookkeeping experience
I helped the tenant pay some utilities fees, and the tenant asked me to issue a chargeback invoice. I noticed that this chargeback invoice is always recorded as income. How should I avoid this and correctly record the process?
I have some inventory items set up as groups with several items in that group. Is there a way to just print the one group item on the P&L instead of every line item in that group? My sales lines on my detailed P&L are getting way too long with all the individual items being listed.
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We use classes to segment projects and different lines of business. However, there are many corporate transactions for which a class is not specified. I'd like to run a P&L that includes transactions with certain class designations AS WELL AS those for which the Class is Unspecified. I don't see a way to do this other than by generating a P&L for all classes, exporting it to Excel, deleting the classes I don't need, and sum up the results. This is a huge pain and has to be re-done every time there's new data. Question 1: Is there a way to generate a P&L and filter by certain classes AND unspecified? Question 2: If the answer to question 1 is No, then I suppose I could go in and add a Class to all transactions for which class is currently unspecified. Is there a way to do this in bulk? I can't take the time to individually edit thousands of transactions that have no Class specified.
Hello, an employee was given cash advance of $600 first JE DR CRemployee cash advance 600 Loan 600second JELoan 600Stockholder Dividend 600this was done when paidbalance sheet shows zero balance but on statement of cash flow Loan shows -600what do I need to do to correct
The default tip amounts offered to customers on invoices = 5%, 10%, 15%, Other, None. My usual tips are 10%, 15% and 20 %, but I can't see where I can change this as a default for all invoices.
Starting balance, ending balance, transactions and payments are all correct as well as the number deposit and payments - but the cleared balance is showing as negative. If it were positive, the difference would be zero. How is this possible?
QB worked fine yesterday, and today even after clearing browsing history/cache, QB keeps saying to verify CC information is correct and will not save the new card information.
There is a slight discrepancy between my P&L and my Taxable Profit.A) Is there an easy way to see why these figures are different? B) For the purposes of calculating my profit for determining contributions to my Solo 401k, which figure should I use? P&L or Taxable Profit?
I just installed the newest update for QB 2024 desktop premier and now the general journal entries do not expense or job cot correctly. Can the update be uninstalled? I have installed it for three different companies on different computers and none of them are working properly. This really is an urgent matter with year end processing coming and must be addressed.
I am trying to filter in-progress and completed projects. But all of my projects coming in In Progress where I have few completed projects.
I am trying to sell individual parts as a kit. What do I need to do to take the individual part and make it part of a kit? We sell the same part as itself and part of a kit. Part "A" inventory to sell by itself. I made an inventory assembly that contains part "A". If I try to sell part "A" in as inventory assembly, it does not come out of inventory from selling by itself, to selling under the inventory assembly. What am I doing wrong? I thought QB would have allowed me to take an individual part and sell it as part of a "kit" (inventory assembly).
I run a business that buys, renovates and resells homes. Therefore, our primary sales income comes from the sale of these renovated properties. Because we buy and sell quickly, these properties are treated as inventory as opposed to fixed assets. We need to be able to track each home as an individual inventory item that includes the purchase price, renovation costs and closing costs. Upon the resale of each property, we need to assign the cost of each piece of inventory - cost of goods sold - to the sale of the property. It is important for our company to be able to track the following items as separate costs of inventory that are assigned to each property because we need to track our profit margins for each individual property:Purchase Price of PropertyClosing CostsRenovation CostsWhat is the best way to track this using Quickbooks Online?
My BS Inventory Balance doesn't match the Inventory Valuation Summary report. I followed the other article regarding running an Inventory Valuation Detail report and drilling down on the BS Inventory and totaling by Item Detail and found that a specific item on the BS Inventory report has a negative value but on the Inventory Valuation Detail report it has a positive value. Inventory Adjustments don't correct the problem.
I requested 2 call backs and a chat. Nobody answered any of them.
I have a transaction report broken down by a handful of accounts from our Chart of Accounts and grouped by account to see a total for each account. However, we need the transactions sorted by date within each account. If I choose to sort using the "Date" column heading it throws our accounts out of (numerical) order. How can I sort transactions by date for each account? Thanks,Lisa
I have not found how to add new invoices paid by 27 facilities monthly here. Can somebody help me?
I can write a balance sheet report (in QBO) that shows account balances month by month. However, I would like to limit that report to a specific set of asset accounts, and have none of the other assets or any of the liabilities show up. I cannot figure out how to do that. There doesn't seem to be a way to filter a balance sheet report by account.If absolutely necessary, I can export to excel and manipulate there, but that seems cumbersome.Any ideas?
