Reports and accounting
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Its under self employed version and I was told I would be able to input vendors
Context: I'm a long-time QB desktop (for-profit) user and a NEW QB Online Advanced user for a NON-PROFITFirst, I'm wondering if I've made a terrible mistake subscribing to QBO... but we'll leave that for the moment.I transitioning our church from fund accounting software to QBO (existing software has been used for years and is a hot mess, i.e. chart of accounts 12 pages long, and pass-thru accounts with huge negative balances.) I've been doing a ton of research on the best way to set it up, etc.. It looks like QBO is not optimized for non-profits who have to track designated or restricted funds. HOWEVER, I've come across a couple suggested ways to do it, but I'm not sure which one is best... Using CLASSES or using LOCATIONS (2 locations: 1 - with donor restrictions, 2 - without donor restrictions).So, I'm asking the hivemind for help!Our primary source of revenue is member donations. We rarely do fundraising campaigns or receive grants. 99.9% member do
changing transaction from a bill payment to a standard loan payment. Bill was deleted and accountant does not want bills in the system. how can we correct prior years without affecting numbers? none of the payments are showing against the loan and it does not allow me to change it from a bill payment to just a standard check. I want to avoid having to re-add all the bills that were deleted.
I would like to set up a monthly direct debit (I have authorization) for all my customers where I have the flexibility to change the amount of lessons they used (their base rate will stay the same). I would process their account/routing number. What is the best way to go about htis?
I must send hardcopy invoices to my customers but I also would like to have a recurring feature or at least clone the past month invoice.
Hi I'm analyzing a vendor report and i exported to excel but there are new registers and I don't want to export again all the report only a need to add new register in my sheet in excel how can i select this cells from my vendor report from quickbooks copy them and after paste in my sheet in excel. Before i managed SAP and click on ctrl+y and i did it but in quickbooks i don't know if that is possible could you help me please because this function is good tool for my job Thank you Andrea [removed] [email address removed]
Need some help on how to capture my situation in QB. Here are the facts: I created a liability account at $200k. (an interest free loan someone gave me years ago)Payback method for our donor is applying credit towards other purchases (e.g membership fees)He wants credit for $50k (first time I am applying credit towards something)I need to create a receipt of payment for the 50k (ofcourse I'm physically not collecting)I need to debit his original loan amount (so the balance now shows $150k)I need to actually pay the $50k from the bank account So my question is how do I # 4,5 and 6 in QB? Please let me know if any clarity needed. TIA,Ali
I would like to set up recurring invoices where I have time to go in and change the amount of services they used in a period. I teach lessons and some months they take 4 lessons and some months 5 lessons (their base rate stays the same) so I would like the invoice to be created and not sent out giving me time to modify how many lessons they have taken that month.I initially tried scheduled but even if you do not click the automatically send emails, it will still automatically send emails. Thanks!
Hello, We use the QTY column for the purpose of keeping track of weights. We sell goods with weight and also freight as a service. In the past, I was able to leave QTY as blank or as a zero when invoicing for freight. QBO now forces a "1". How can I disable QB from doing this? Note, if I place a zero it will zero out the dollar amount that we are charging the customer.
How should I categorize expenses in QuickBooks for Amazon and Uber gift cards purchased for customers who participated in my market research survey? These gift cards were given as incentives for completing the survey. Would these fall under “Marketing,” “Research Expenses,” or another category? Thank you for any guidance!
I created an estimate, I invoiced my client and now they want additional work. now I need to create a change order. Can someone please help?
Using QB Online Plus, and I have a lot of expenses marked as billable that I would like to unmark in bulk. I do not want to delete the expenses. I just want to unmark them as Billable. How can I do this is bulk?I tried following the guidance via the link below, but could not find what was required for Step 5 onwards.https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/remove-billable-expense-charge-quickbooks-online/L27Keynmq_US_en_USThanks.
I just transferred my credit card account to QB's to get a more accurate picture of my small company. When I purchase items for my business, to resale, with the credit card, they are booked to expense-inventory. When I make a payment, I book it to credit card payment which is a liability account. Both items seem to be increasing the liability account instead of the payment decreasing the account. What am I doing wrong? Where do I book the items for resale and the payment? Thank you for all your help.
Like the desktop version
