Reports and accounting
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How do I change the file format my reports are downloading in?
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I have double-checked our Template settings and they are still saved as they always have been, i.e. "Invoice [Invoice #] from our company name". But the email subjects that are going out to customers have been everything from "New payment request from (owner's personal name - not company name as it should be)" to "(Customer name), you have a new invoice from (owner's personal name - not company name as it should be)". What is going on?! And how do we fix it, since our template settings are still set to what they have always been, and not these new subject lines?
I have looked in my COA and they are all in order. When I print my financial reports they are out of order. It looks like the codes I put in recently are moving to the top of the reports instead of the COA order like it should. How can this be corrected.
I need help creating an entry for overhead charge per project without affecting banking. Each project requires a 15% overhead draw from job total before I can start allocating commissions. How do I go about doing this?
When viewing a balance sheet in the "Classic View" there is a "customize" link with an option to show only non-zero rows. That option is not available in the "Modern View". However, if I go to the Classic view update the selection and then switch to Modern View that preference is saved.However, when creating a custom report, from a Balance sheet there is no classic view options, so all non-zero rows are still displayed. Is there a way to change the report to show only non-zero rows?
This new feature in QB that appeared out of nowhere is the absolute WORST. I went to send a reminder invoice and the AI bot said it wrote something for me, instead of using the email I wrote and had in my settings that worked perfectly FINE. It is this "Generated" feature.I would NEVER send an email reminder to a client using what this AI bot wrote so I have to fix it manually EVERY time.It is AWFUL. Please. How do I turn this OFF? It worked just fine until I woke up one morning and it didn't.
I have tried to turn off including zero and non-active columns in my custom Class report and it does not work.I clicked on Customize -> Rows/columns-> Show-> Columns, then clicked on "Show non-zero or active only"and it does not work. $0 columns still show up in the report. It does work for Rows but not for Columns.is this a known bug?
Email was sent to my address at @qbodocs.com, so I have no way to access this email.
We have revenue accounts by two different choirs. We use class to differentiate between them, but I want to present our detailed P&L by summary accounts.
Is anyone else running into issues where a very large report with many columns will not print on multiple pages? I have reports I'm trying to schedule to be emailed to managers on a regular basis but it only creates a report that puts all the rows and columns on one page regardless of how big the report is rendering the report useless unless you are willing to just scroll on the screen. You cannot print it with page breaks. QB suggests downloading to Excel which isn't an acceptable solution. We pay for the software so that we can easily share financial information and this should be a simple programming fix but we're years into QB Online and no solution appears to be in sight. I'm curious if others are frustrated by this, found a solution; or, how many of us send feedback that they just ignore.
Hello, We switched to a Jan-Dec fiscal year. I closed the books (July - Dec 2024) today. I set the start month the January. This all appeared to work fine. However, when I look at the retained earnings acct in the chart (as of 12/31/2024), the balance is for 07/01/2024 and not 12/31/2024. How do I correct this? Thank you for your help. Debbie
Hi! I'm manually tracking inventory value as outlined here. When I look at the Inventory Assets and Cost of Goods Sold accounts individually the journal entries are present and the ending balance is correct - however if I try to run any reports the Inventory Assets and Costs of Good Sold accounts ignore the journal entries and my numbers are thrown off. I did at one point turn inventory tracking on, but didn't have a use for it and turned it off. Is there a setting somewhere I'm missing? Am I supposed to validate the journal entries in some way? Thank you for your time!
Our scheduled QB Online reports ran as expected today, however all the file attachments are an unknown file type. The file type is supposed to be an Excel file.When the scheduled reports have been running over the past several years, the attachment has always been an Excel File. Something changed yesterday.An example is attached. Is anyone else having this issue?
New Estimates and Invoice templates stink. How do I revert back.
Hi, I notice that one of my Assembly Builds (2nd photo, build #9750), increases not only the Inventory Assets, but also the Cost of Goods Sold account. An almost identical Assembly build (1st photo, build # 9751), only increases Inventory Assets. I did not create the system so I don't know where to find where these accounts were set up? Plus I don't understand why the COGS account is being altered. Note that the quantities to build for each item are different. But I am just confused about the different accounts. Please let me know what other info I can provide!
Hi all! I am looking to change the number of decimals for our quantities in BOMs and costs. We create a bill of material that have multiple parts. We can only enter qty with 2 decimals, sometimes we need to go out to (and see) 4. The BOM cost only goes out 2 decimal places, but with a lot of our parts also need to go out to (and see) 4. Any help would be greatly appreciated. Thanks! PS I think this may be a double post. Sorry :(
I must be missing something as this cannot be normal or expected. How is this not capturing the email as a receipt? I can’t imagine having to take an image of the email only to attach it to the same email being forwarded or log in and attach to the receipt on the site is the expected process.I’ve been forwarding email receipts to our email to be scanned in. Upon review I find that nearly all information is consistently missing.It will capture the name of the business and the amount (presumably).Sometimes will capture the PDF. I say sometimes because apps like gmail & iMail will frequently refuse to attach PDF’s from certain companies and will only work through a browser.
What’s going on with the system? I’m trying to “review” receipts under the “transactions” tab however, when I click any of them they immediately zero out all the amount information.Supposedly it’s keeping the Vendor & Category information though there’s no obvious way to see that or effect a change after clicking on it.
I turned on my Purchase Orders & at the same time, I have enabled the 'Custom Transaction Numbers'. When I create a PO, it still is being assigned by Quickbooks on the PO. Adding a custom field just adds another field of info. I am not finding where I can add the # to start our POs with & disable the one that QB assigns. Where do I go to do this?
