Reports and accounting
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Similar to QB Desktop, I want to add a "markup" column to my estimate template. I want the ability to manipulate the markup for each item directly from the estimate. Can that be accomplished?
We invoiced our customer for commission due to us. They wired the payment, and the payment was applied to the invoice. Two days later, they contacted us to tell us that the commission was wrong and deducted the overpayment from our bank account. How do I record this in QuickBooks online?
Using a Sales Receipt template, I can change most labels to "Donation" or "Donation Receipt" but I can't get ride of the "BILL TO" label. "Bill To" is inappropriate for a donor. The Email also has a section "Sales Receipt Summary" with the "Sale #" and "Sale date" that cannot be removed. I tried to customize an Estimate template, and this got rid of the "BILL TO" and I can live with the "Accepted By" (though it is irrelevant) but the Email has the "Estimate Summary" section that cannot be altered, and that would be confusing to a donor. I tried the Invoice template, and I can replace "Invoice" with "Donation" but it still has the "Bill To" label, plus it has a "Balance Due" line and the Email is all wrong, with its "Review and pay" button, Terms, and Bill to. My question to the community is about whether a nonprofit organization can customize a sales receipt to truly look like a DONATION receipt. What do nonprofit organizations do?
Is there a way that we can make a journal entry to credit a customers paid invoice?
Hello, we manage the books for 70+ companies on QB Desktop and receive quite a few invoices. I would like to input the invoices as they roll in, however, it may be a week or two before it's time to pay them. My question: is there a report that will go across all companies to search for unpaid bills? Otherwise we would have to go into each of the 70 books to see if there are any unpaids. Any help or workarounds or other advice is greatly appreciated!Thanks!
I have a antique business where people rent booths and sell their own inventory. I charge them a monthly booth rental fee and then reduce their rent due if they sell items (I keep 10% of the sale price). Can someone give me some insight on the best way to set up this business? I would like invoicing to happen automatically every month.
I am trying to post a journal entry to two AR accounts and I am receiving an error that I cannt post to two AR accounts. We had to set up and ADA account that had to be listed as an AR account so we can get to the net AR balance. Here are the transactions: A journal entry was made for potential write offs:Bad Debt xxxAllowance for doubtful accounts xxx The entry we are trying to post once the account is realized to be uncollectable would be:Allowance for doubtful accounts xxxAccount receiveable
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The instructions given to create a mailing list do not match up with the options given to me. Has something changed?
I love the Projects feature in QB, however, I recently discovered that not all of our project time is being reported. It shows it is coded to the correct project in the Weekly Timesheet, however, when I pull a P&L for the project, it is missing some of the labor. It is hit or miss which hours/time gets sent to the projects and which don't. There doesn't seem to be any rhyme or reason to it, but it does seem to be getting worse. Some of the time does go correctly - so I know it's supposed to. But currently this year, I have almost $160k in labor costs that are unassigned to a project. Again, when I dive deeper to the exact time sheet that is "unassigned", it is correctly assigned there. It also doesn't allow me to "fix" it. I have tried erasing the assigned project and adding it back in on the timesheet and it doesn't fix anything. I have been on the phone, chats, and requested a manager to help me with this issue. I have spent over 5 hours on QB support trying to resolve this
I have been having an issue with Projects not showing all labor in the Labor Cost section. This has been going on since I started using QB Time and QBO. There have been two case numbers regarding this 15103018080 and 15101045458. I received an email that the case has been resolved. It looks like my labor costing is showing up on the most recent projects, but the previous projects do not have all of the Labor Cost. I have a job that had 5 employees working on the same project and only one person's labor appears. Is this going to be fixed? Does anyone else see that projects are showing all of their labor going into the project?
2 users were creating invoices and when one was completed, the other was told that number is in use. We had to redo the invoice from scratch. In desktop version it just went to the next number. How do we duplicate the desktop solution?
Our company has a few dozen credit memos with the description "Created by QB Online to adjust balance for deletion." These were created during our in progress conversion to QB. These transactions only display on Statement of Activity when run accrual-based. Really not sure what purpose they are serving. Ok to delete these manually? Thank you .
We recently upgraded to QuickBooks Online Advanced, because we want to make use of the fixed asset module to automate depreciation. I have an employee who is assigned the "In-House Accountant" role, and she cannot access Fixed Assets. She can see the "Advanced Accounting" tab in the navigation pane, and she can see the Revenue Recognition sub-task, but Fixed Assets does not appear. When I make her a Company Admin, fixed assets appears, but she shouldn't need to be an Admin to access this module. The In-House Accountant role is supposed to have access to all accounting tools and reports. Is this a bug? Fixed Assets isn't even mentioned in the roles descriptions, so I'm not sure how to configure this.
How do I create a commission report including cogs in qb desktop? I have tried customizing some reports, but cogs never appears.
The payroll check info was entered correctly in QB, but then the check was written for the gross amount. It has been deposited by the employee and cleared my bank. How do I fix this?
Simple question I hope. We raise both sheep and cattle. I just bought some alfalfa hay that will mostly be fed to the sheep, but some may go the cows. I want to track the costs to each species. So, if I enter that hay into inventory, what type of item is it, inventory part or non-inventory part (or something else)? Then, as I feed it out how do I track it? TIA
The register completely matches the bank statements, even when I compare the starting/ending balance of a month. However, when I go to reconcile it says that the beginning balance is wildly off. I kept undoing the reconciled months thinking that the beginning balance would get to the same number but the amount I'm off for my beginning balance only continues to grow. I've now undid 12 months of reconciliations in an effort to find the month where the starting balance is off and still can't find it. If I continue going farther back to undo more monthly reconciliations I will be into years that have already been submitted for taxes (and I can't mess with that). This whole thing started as having a beginning balance off by +$3,000 and now I'm off by -$107K! For additional context we were behind a few years in our books and when I picked up the books again I noticed that things that should've been labeled as transfers between our bank account and Paypal accounts
Hello all, new QBO user here, migrated from Desktop Pro 2018. I'm attempting to recreate all my go-to reports in QBO and struggling with this one. I've done a ton of searching of the community here, QB help resources, and Google, but I'm not finding anything that really addresses what I'm trying to recreate. Hopefully, you can point me in the right direction. I'm trying to have a report that shows certain bank balances on a specific date (month end), with a total at the bottom. I can run an account list, but there's not a total and any transactions I entered after the end of the month are included.I can run a Balance Sheet (using month end date) and ignore the non-bank account information below them, but I can't exclude a couple of bank accounts using this method. For those wondering why I'm looking to report this way, these are the books for a volunteer fire department which has an explorer post (junior FF's) that is technically part of our
I have made edits to a saved budget, but they do not appear in the budget overview report...?(Quickbooks 2019 for non profits)
The default margins for the reports appears to be .5" and most printers cut off the edges when they are printed. How do I adjust the right and left margins to expand them to a more standard 1" margin?
I want to see each name of the transaction. Please help me to present each name in a report.
