Reports and accounting
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I am trying to run a collections report but need to specify a certain product/service. Collections report can get me there but when I go to the filter, it will only allow me to filter by customer, Due Date, Terms, PO Number, Rent, Rent (project). We just switched to QBO and I am hoping I am going to get the hang of this sooner or later!
How can you reconcile profit and loss
Used the Settings - Tools - Export Data menu option. Resulting Balance Sheet and Profit and Loss reports are all zeros.
So I have looked through the community and found nothing on this. I am running the payroll report for excel sick and vacation and the dates are NOT in order. Why would this happen. It's very hard to ready this way.
Change print order of checks?
Hello, I have created a billable expense, added it to an invoice and now I see it in the Billable Expense Income Account. However, the income will not be realized until the customer pays the invoice. Is there a Report that I can use to see what billable expenses have been paid and which ones are still outstanding? Thank you, Leslie
I'm using Recurring Transactions for monthly billing. Have a workflow issue in that, the only way to seemingly trigger the "Update the recurring template?You're saving changes for a recurring transaction..." dialog is to choose Save and Send. However, I'm only ever sending the transaction when there are billable time entries in it, but when you do that, QBO will usually throw an error you can't get out of, and you have to cancel and re-open the invoice, so I'm manually going in and editing the Recurring Transactions every month, which is not ideal. Quickbooks Enterprise had no issues doing this (as with many things). Also, your pop-up survey cannot be bypassed, forcing you to complete it whilst in the middle of trying to post this, which is extremely irritating. I had to open up a new tab and start over.
occasionally I need to personalize invoice messages before i send the invoice - that useed to be an option - however, now - i HAVE to use the template. Does anyone out there have a work 's around for that? I don't call qb's customer service anymore because they are not helpful - and i'm usually the one "supporting" them and showing them how to do things
Gear>Tools>Export Data>Change date range to last year>Export to Excel The General Ledger report is empty (yes I clicked "Enable editing" after opening the excel file). The P&L and Balance sheet are exporting correctly. I've confirmed that there is data in this date range for this company. There is information on the General Ledger Report when I run it normally from the reports section in Quickbooks. I've tested this with 3 other company files and the same result. This is a huge bug, please fix it immediately. I use the export feature to save a snapshot of the books each time I close the books and file a tax return. I've already done about 50 of these this tax season and now I have to go back and manually re-export the Gen Ledger for all of them. I rely on this feature to work, and I use it frequently in case numbers in a closed year have changed, in case the client is audited, or if the company closes. I only caught this because I needed
We have a number of vendors that we pay monthly and they have dozens of invoices & credits. I need to send them remittance advice so they know which items to clear from our account.
I can print the invoice showing it as "PAID". But the Total at the bottom still shows the total amount due. I want it to print Balance Due = $0 at the bottom. I've seen others done this way. On screen at the bottom, outside the invoice information, it shows Balance = $0. But this does not print.
I cannot use an existing account to create a new one inside Chart of Accounts. Previously this was possible. It seems Intuit has removed this capability.
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We have several individuals who have access to the QB database, but only one should be able to add transactions to/view one of the accounts and reports generated from that account. Is there any way to password protect the account to avoid inadvertent access to it?
I use Quickbooks online on a mac
how can i have my part numbers populate when sending to vendor?
trying to move from QBD (premier Plus Pro) to QBO+ bit it's becoming frustrating.... I imported 25 years worth of data into QBO... all went OK with some various problems One major one is that in QBD we had many jobs with "children"... Client>Job>sub-job where the clients for the "sub-job" was the "job". The sub-job is a "child" to the Job. I went to convert all of our jobs into projects in QBO. The problem is that it will only covert the job furthest out on the tree... so with the Client>Job>sub-job scenario, only the "sub-job" will convert to a project. If there is a Job without a sub-job then the Job will convert. I have spent hours on the phone with QB support and was essentially told it wasn't possible to convert a Job with children into a project.... they said I could create a new project then go in and associate all of the expenses with it, but that would literally take months of work.... &n
I want the customers phone number to show on the invoice
Hello everyone, I'm a web developer who is trying to integrate Quickbooks into our farm management application so I'm not an expert in accounting practises. I have a few questions about the value of purchased inventory. If I buy 5 items at $10 each and then the supplier increases to purchase price to $20, is the current value of those items $50 or $100?If I then buy 10 items at $20, what's the value now?I buy 5 apples at $10 each. I add them to Quickbooks. At the same time, I add oranges which are also $10 each but I haven't bought any yet. I then go to the store and buy 5 oranges. I now have $50 of apples and $50 of oranges. A week later, I see that the price has doubled to $20 each so I update the purchase price of both. I then decide to buy 10 more of each. I now have $250 worth of apples and $300 worth of oranges according to Quickbooks. Why are they different? Thanks in advance
How can my vendors see quantity on Purchase Order's? My vendors can't see quantities of items I'm requesting unless I type it into the description box.
I have 18 employees who are expense submitters. They primarily use their phone's browser to log in and submit expenses. There have been no issues doing this until very recently. Now, if an expense submitter tries to change the date for the expense they are trying to submit, they receive an error that says the date is invalid and they can't submit the expense. If they leave the date alone, they get no error, but then the date for the expense is wrong. This only happens if they use their phone's browser, and this does not appear to be specific to one type of browser. I tried it with Chrome on my phone and got the same error. No issue if I use a computer, but that isn't always an option. QuickBooks chat said they can't help unless the issue is happening on a computer where they can screen share. How do I fix this issue?
A client is requesting one email with all of our monthly invoices attached to it.
