Reports and accounting
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I charge a 1% interest charge on all late net30 invoices, i have multiple invoices that are between 1 and 19 days late for different amounts and i need help adding on the interest
How do I create an annual report for an individual cis subcontractor?In layman's terms please!
Is there anyone else having issues with the loss of formatting of their memorized reports after updating Enterprise desktop to R9_50? Our Balance Sheet and Profit &Loss reports now show fully expanded and then when you collapse rows, you end up with two rows and your net income (Row 1: Ordinary Income/Expense; Row 2: Other Income/Expense and Row 3: Net Income). I tried to collapse and expand the rows I wanted so I could memorize the P&L that way but when I go back to the memorized report, it opens in the 3 row only format, then I have to manually expand the rows again.
I am using QuickBooks Advanced report writer, and using a slightly modified version of the starter report for Job Profitability Summary. I am trying to get the included pivot table to exclude any customers who have not been invoiced yet. The only modifications I have made is a list box for Job Status, and added an expression for Job Profit Margin as a percentage (Diff/Actual Revenue). Long story short I am trying to exclude customers/jobs who have not been invoiced. Again this is the starter report for Job Profitability Summary 🙂 If this can be achieved via a list box filter that's fine too, expressions make my brain hurt haha.
Horrible!!! Constantly changing up my estimate template. I use the app and half of my customers don’t show up. When I go to preview the estimate, it states “I’m using an Old Template Design “ which I’m not!! I tried turning off progressive invoicing and changing it to a standard design and STILL having issues! Someone please help me with this. It’s such a necessary evil.
We recently decided to organize our projects on QBO so we can track their profitability. I cannot seem to find a field on the invoice where I can add the project once it has sent and paid. Is there any work around?
Is there a report to show the original invoice amount and the payments applied to that invoice by the invoice number for a particular customer?
I have been running QB DT 2017 since 2017. This problem has been present since 2017 and earlier. I recently upgraded to QB Premier DT 2020 because I was told the reporting fixed this problem. That is not true. My problem still exists...We use QB for managing our non-profit's finances. We get donations by checks and most of the time, we deposit the checks in batches. Her is a fictitious example. Yesterday (05-18-2020), I deposited three checks totaling $1000: John ($250); Mary ($250); Larry $500. This is reflected as a single transaction SPLIT with three entries.At the end of the month (and at the end of the year) I need to run a report on all donors that contribute to our mission. When I look at the transactions, these three transactions DO NOT APPEAR. When I go to Customer List and specifically look at these three customers, this 5-18 transaction is not on the list.This is a SERIOUS FLAW in the software. It makes it look like we are getting fewer donations than what is actually true.
how to record a credit card chargeback in QBO
All my reports only collapse completely or expand to the account level. Super annoying!
The double-sent reminders are typically sent at the same timestamp to the same recipients. Occasionally, a reminder will resend hours later for no obvious reason.
Hello, I created a journal entry in Aug 2024 to recognize and accounts payable balance. Since then an employee made a payment on their personal credit card, which we subsequently reimbursed which offset and reduced the account payable balance. For the employee reimbursement I assigned the payment to the same accounts payable account with the same vendor, but the entry did not offset the accounts payable balance, it simply created a new negative amount aging accounts payable balance. Does anyone have advice on the proper journaling to recognize this?
Hi all. I noticed a weird bug for balance sheet report. When I click on "collapse", only the asset accounts collaps, not liabilities and equity.
wanting to charge the customer for the processing fee rather than myself
Is there a way to do a filter on the memo field that is generic to catch all the values? I have tried a couple different ways and no luck. Memo field may contain the following -Personal - PestPersonal - DogPersonal - Mower I want to catch all those entries that start with "Personal". Nothing seems to work.TIA
