Reports and accounting
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We paid a bill through Intuit, so in our ledger it is showing as paid, however the bank transaction comes later, so the bill is not open for us to assign the payment to it. How do we do that?
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I keep getting botted from the app and now I can't gain access to they customer info to send invoices
I have clients who owe for multiple invoices. They request a payment link to pay all at once, or several at once. Since the Payment Links create their own Sales Receipt, it requires me to then create a credit memo against those invoices (because I don't want to delete them and the info in them for reporting purposes). This shouldn't be so hard to do. The current payment links are useless to me.
How do I unvoid a voided check?
Will I still need to enter each transaction separately from the statement?
I paid the $35 3 days ago and it still says account is suspended and looks like i havent paid. Can someone help me with this?
How can I create a Budget to Actual Report in QuickBooks Advanced Reporting?
We use you guys for every business. Is there a function where you guys can notify us if there has been a substantial increase in any P&L line item?
My transactions from Square are showing as revenue, but the only thing that shows in the Sales mini-report on the dashboard, or the Sales tab are the invoices that I've sent. Do I need to reclassify? Do I have a false definition of "sales"?
Hello, I haven't posted anything here before, so please let me know if my format here is incorrect. We currently have QBO set up so bank transactions import to the "for review" tab. Most of the time, these transactions are superfluous, since we usually put in transactions whenever we get receipts. We've found, however, that if you try and delete a transaction that was imported from a bank, it will "respawn" in the "for review" tab, and will stay there no matter how many times you exclude it. We recently had a transaction reappear that we had dismissed in February 2023, and my boss is sick of seeing it. How can I ensure that transactions don't reappear when I exclude them? Thank you so much for your help.
I need to start working on 1099's but I have huncreds of vendors. How do I sort the list so that only the ones active for this year appear?
How is everyone handling factoring in Overhead expenses into their project profitability? There doesn't seem to be a way to see an overhead analysis in relation to project estimates, etc.
We are having a difficult time clearing a balance from 2016. The customer's account says he owes $109.90, yet the AR Summary report shows a credit of $109.90. It appears an attempt was made to clear the balance in 2019 by creating an invoice to off-set the credit. Can anyone help us clear this before our audit?
How to void an invoice from prior year?
If it is my card for depositing funds how can I change it if that card is no longer open?
