Reports and accounting
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I am trying to complete a batch of invoices, and I have no errors but when I save and send, it will process only 1-3 and then I get an error on the rest about the system administrator working at the same time and my job wasn't saved.
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Call succeed but payload is empty
Back in July 2024 this was happening only to customers with outlook. We were told to email all invoices to a gmail address or download and send. neither option works when and how is this going to be fixed
Hi ALl,when I run a trial balance some items in it contain an opening balance only and they date back to 2021/2022, I have no idea how they were created, is it possible to remove them so that they do not show in the Trial BalanceBest Regards,Noel
How to link a line item on an invoice to an estimate?
I need to add an income account in the chart of accounts how can we do that?
My settings and spacing is all messed up. It worked 2 weeks ago, but now it is all over the page.
This feature is particularly helpful if a vendor has multiple costs, items, etc on one bill and does not provide a total. Since switching from Desktop I cannot figure out how to do this without manually calculating each line item cost and total using a calculator. Is there a way to do this?? Thank you!
I am doing an estimate for a landscaping project in QB Online, and after marking up all the service and non inventory item costs in the estimate like I usually do, the report in the upper right hand part of the page is showing the costs actually larger than the estimate total itself, like it is reading some hidden cost or negative markup value somewhere. What is going on? I went through the estimate and added all the costs and all the mark up values and the estimate total correct, but I think there is something wrong with the program, because it is showing a large negative profit (loss) up in that upper right hand corner of the screen. After subtracting the costs from the estimate total, I should be showing a potential profit of about +25%. Instead QB is showing a profit of about -39.55%. Everything else in the estimate checks out, but I am afraid that this glitch may mess up things when I convert it to an invoice or do a job profitability report when I finish the project.
I used the email function to send out multiple customer statements at a time. Some of them were sent as Statement from Company in the subject line, and others were sent as Transactions from Company. In both cases, the document attached was the customer statement. Why are some of them generating as "Transactions" vs. "Statement"?
Hi,I processed my first sales receipt for a payment received from a customer. It seemed to have worked perfectly, receipt looks good and the cash hit my checking account. However, when I run an Invoice and Received Payments report for the period, only invoices show. The cash receipt is not there. How do I see a complete report of payments received?Thanks.
I know there's a report with Actual versus Previous Year (including dollar and % variances), AND there's a separate P&L report for Actuals versus Budget (including dollar and % variances). But with several companies over my career I've been used to being able to generate ONE report with Actual vs BOTH Prev year AND versus Budget, including dollar and % variances for both. Is it possible to create a custom report in this format?
Owner has multiple companies and grabbed wrong company credit card to pay for material purchased. I am entering the expenses in quick books, but unsure how to enter since it is another companies product. Owner then proceeded to make a deposit, a week or so later, in checking account to cover those expenses. He pulled the money from the correct company to deposit, but needing guidance on how to proceed. Please 🙂
I order parts and sell them to my customer. The parts are unique and I rarely sell the same item more than once, so I don't think it makes much sense to create an inventory for each item. My question is around the tracking of the Cost of Goods Sold. I found I can make a monthly journal entry or I can select COGS under the Product/Service line item on the bill I receive from the manufacturer. It seems much easier to select COGS on the bill than to enter a journal entry each month. Is it recommended to just enter COGS on the bills I have in QBO instead of a monthly journal entry?
Can a customizable report reflect gross hourly and overtime wages for all employees for a certain time period? I've been combing through reports and I'm not seeing what would fit my situation.
I've seen Docuclipper that converts statements into QBO documents. I'm looking for something that also matches the transactions and only leaves the errors or missing transactions to resolve. Is this "pie in the sky"?
I have a couple of invoices that got paid but they have a status that says "Paid (In review)" Why am I getting this status and how do I fix it?
