Reports and accounting
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I know accounting but I'm new to quickbooks. I'm sure the info is in manuals but I don't have time to learn new systems every day. (My philosophy of UX is that) things need to be made intuitive. So my question is: I linked bank accounts to my QB bookkeeping account and I'm classifying the transactions. That's nice. I like the linking feature. This one specific question will probably address multiple questions I have about the platform. I paid $201 with my management company (this qb account) to a landscaper on behalf of a different LLC client entity (in a different qb account). I then reimbursed this management corp from that LLC via my bank website- so both of these transactions show up in the set of quickbooks transactions to be categorized. While I don't know exactly what the payment on behalf of the LLC should be technically (GAAP) classified as, I know they are an asset/receivable so I put them down for now as uncategorized assets, similar to how I put paid to this
When exporting detailed reports, they are formatting extremely strange. Always portrait style, and data is spread out across multiple pages. So a 10 page report is 40 pages when I export. I know I can export to a Spreadsheet, but I'd like it to export simply as it looks on my screen. Is this a known issue?
Hi, I voided two invoices for a customer that were both unpaid and QB gave the customer a credit. How do I delete the credit?
I am unable to print reconciliation reports in portrait. Is there a way to do so?
I use intuit data protect. Many previous back up dates are shown with backups complete. I would like to choose one of these older backups to open. How/Can I do that?
Does anyone know if there is a way to assign a class code to a specific account? I have a few accounts that are class specific I would like to have automatically assign a class code to without having to choose it each time I enter a transaction. Not sure if this is possible yet but would be extremely helpful at the end of the month for reports.
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How can I show my credit cards as a negative number or the remaining available credit as a positive?
Hello...I hope someone can help me. We are a small dance studio, using an old 2010 desktop version of Quickbooks. The invoices & deposits are both showing up on the report as income, so basically doubling our income. We're recording the invoice, receiving payments into 'Undeposited Funds" and then recording the deposit. How do I correct it so our income isn't double?
Using Quickbooks Online advanced - when I look at the products and services screen and click the down arrow (next to the edit link) under the action column (far right), I have the option to 'run report'. This feature is extremely important in my business, however my office manager (role: standard limited customers and vendors) has the option but the report will not run. Does anyone know of a non payroll/non financial role that will allow this action?
We are using landed costs with our inventoried items. We have multiple inventory sites (2). We sell the same items at both locations. The freight on the products we buy is different depending on which inventory site the products are going to. However, when looking at inventory valuations for each site, it looks that the landed costs on items are the same at both sites. How can we have different landed costs for each site?
I've mastered the learning curve to move from QBD to QBO; but the reports are still very confusing. And some of my custom reports did not import into QBO.So my question is: Is there a P & L Budget Performance report? Something that would show the monthly columns of actual, budget, % of budget AND the YTD columns of YTD actual, YTD budget, and YTD % AND finally the annual budget column?
We have a need to show all ACTIVE accounts on reports, including those with zero balances so that budget lines correspond properly with the actual P&L lines. I'm not finding a way to do that without including all the inactive accounts as well (we have hundreds of inactive accounts and can't show all of them on a report, OR go in and delete them/merge them in order to get rid of all those. So, just want ACTIVE accounts....ALL of them.
I keep getting two invoices for the same reccurng invoice.
My invoice is now pledge. I didnt know why i may have done something that changed the name. How can i revert it back to invoice
I am looking for a report of all of my items sold within a year without having to manually total up sales of each item to get a grand total from the "Sales by Product Service/Detail" report. Is there any way to get this?
