Reports and accounting
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posting a phone number in the Country field now causes issues with calculating taxes correctly.
Now that tags are going away, how do we create a P&L using a custom field.
On certain tasks, the word "hidden" is written in smaller font beneath the task. This is a new issue so not sure what has happened. Curious if anyone has seen this.
We have a user who needs to combine reports from a number of company files on a semi regular basis, and complains of the amount of time it takes to log into each company file after beginning the combination process and are looking for a way to skip the password prompt on the company files. Understanding that this potentially has serious security implications, does anyone have a way to do this? We have turned on the setting to only ask for the password for the individual company files every 90 days and have confirmed it is working for normal login, but this has no impact on the combined reports feature.
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We are new to QBO Advanced. When creating a purchase order from an estimate, key pieces of information from the estimate do not transfer over to the purchase order. This includes Rate, Customer/Project and Class. Do I need to enter the customer/project name and class for each line item or is there a way to get them to auto fill on each line. We have purchase orders of up to 35 lines and it would be highly inefficient to add this information to each line. As far as rate, I understand that the rate pulls from the Item List so if the rate in the list is zero, then a zero will be entered in the rate column. This makes it a challenge for us as we have may items that have a zero cost in the item list and the rate entered on the estimate is the current market price. This was not an issue in desktop since the rate on the estimate was the rate that was pulled over to the purchase order, not the rate from the item list. Is there a way around these issues? After having entered all
I need to run a transaction detail report in QB online and dump it to excel, but because I want to run pivot tables on it, I need for it not to be in outline format in Excel. I just need the Account type (P&L accounts), account name, etc. to show in separate columns like a data base. Is this possible?
Seeking some way to import an estimate -- typically an Excel or comma-delimited file -- directly into QB (preferably Online) such that it is recognized as an estimate (whether mapped manually or automatically). Based on cursory web searches and perusing this forum, it appears that the only way to import anything -- estimate or otherwise -- into the transactions database is as an .iif.Further, based on the existence of many plugins that claim to offer interoperability with Excel, my current best guess is that such a transmittal would entail a somewhat involved conversion process. Seeking confirmation or advice either way. Thanks.
In Desktop I my Workers Compensation Summary showed Gross wages, OT Premium wages, WC Wages Hours and Exp. Mod. HOWEVER the online QB report only shows premium wage paid and Gross wages. Where do I get the total hours and EXP Mod. ????? I've customized the Payroll Summary by Employee report but the hours aren't showing even though I have the report customized to show hours.
I recently uploaded a transaction, and I'm trying to match it to my invoices. However, the transaction uploads with a 1969 date and I can't edit. What did you do to the software? You are really pissing me off.
I need to import my transactions from our app called Invoice ASAP. I wondered if there is anyone who has experience doing this.
I am trying to sync an invoice in a foreign currency from our own application to QBO.I have GBP as the main currency in our app and QBO. We have added two additional currencies namely, USD and EUR to both our app and QBO.However, when I create an invoice in EUR in our app and it attempts to sync to QBO, we get the error "You can only use one foreign currency per transaction.".Surely we can sync invoices in a foreign currency or maybe thats not available ?
We are using a Quickbooks Desktop version. We voided a check, which seemed to go normally, but when we went to do the reconciliation, I am off by the voided check amount. I went back and looked at the register and it shows the check and it has a $0 amount with a checkmark in the cleared column. What should I do? If I go ahead and reconcile, then my next months balances will be all wrong.
Has anyone else had an issue today emailing paystubs or financial reports? Yesterday I emailed a paystub with no problems and today it is telling me my credentials are incorrect?? Literally nothing has changed on my end with my Gmail account from yesterday to today.
We just migrated from QB Desktop Enterprise to QB Online. We are only seeing our invoices from the last 12 months. How do we access older invoices? Thanks! Q18
We are wanting to run a report showing service/non inventory items listed on open sales orders. Currently all reports i run will only show inventory items on open sales orders.
Why is it, that after being required by QB to update QB, that my Memorized Reports are all screwed up? They're missing fields that were there before the update. Doesn't seem like much of an update if it breaks all my reports. (QB Enterprise Manu & Wholesale 24.0 Release R14P)
Payments have been entered (for multiple years) and not reconciled.
I would like to be able to add a text box under my address on my invoice, but there is not option. I only need to add one line and it won't allow me to add it to the company address either. On top of that, when I go to print my invoice, QBO jumbles the information I need formatted in a specific way. I see people from 2024 have had this issue and no update has been made. Any help is appreciated.
The company I work for flips houses and sets up several new accounts in the chart of accounts for each property it buys (repairs, legal fees, licenses, borrowing costs). Over many years there are now over 600 accounts that I would like to inactivate all at once. Is there a solution?
Please help me understand this how to deal with my situation. You have been charged $100,000.00 legal expenses in 2024 and you paid $90,000.00 in 2024.The vendor applied to $10k toward General Corp, and the rest ($70k) to IP costs. The remainder of $10k was kept in their trust account without applied.All was entered as Expense ($90k) in QBO and categorized as spread as IP and General Corp Expense account. The year ended and now when you reconcile, I need to enter $10k of debit for the vendor, IP cost to enter in Asset account (since it is intangible asset?), and the unapplied $10k in order to correct the ledger. Can you please explain if I am thinking wrong and if not, how do we do that?Too basic? Expense or Asset? Please help me understand this how to deal with my situation. You have been charged $100,000.00 legal expenses in 2024 and you paid $90,000.00 in 2024.The vendor applied to $10k toward General Corp, and the rest ($70k) to IP costs. The
