Reports & Accounting

The connection is good, re-established yesterday

Hello, I’m concerned about how to record an incurred bill before the end of the fiscal year (31 march) for the service received. The vendor send me the bill (estimate) and said that the amount could change depending on the participants. So, my question is : how do I adjust this bill for the next fiscal year ? For ex : let’s say, I recorded a bill with $1000 in march, then I received the vendor bill $900 in April. So what will happen to the remaining $100? Thanks  

How do I automate number sequencing in journal entries? I have put in a starting number a few times when I made an entry, but the next journal entry window is again blank in the entry number box.

Does anyone know how to set up group and heading on chart of accounts?

We are into the second month of using quickbooks.  We are linked to our chequing account and have categorized monthly bank fees as Transaction type: EXPENSE and Category: Bank Charges.  On the balance sheet this shows up properly as a credit transaction in the Assets section but there is no matching debit transaction showing in the Liabilities and Equity section.  Any ideas why and where to look or do I just need to do a journal entry for the debit transaction?

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Hi - I've linked my Acuity account with QBO and I understand that every time I add an appointment in Acuity an invoice is created (unless I choose only add customer). My problem is that I routinely book appointments a few months in advance and as the date gets closer they cancel or reschedule.  All of this is fine on  my end, and I know QBO would automatically void them, but this would create a mountain of voided transactions. So - what I would really like to do is to Batch Import invoices from Acuity to QBO once the appointment is finished.  Is this at all possible?  It doesn't even need to be Batched really, I would be happy with doing it one by one if needed. I'm pretty sure I am SOL here, but I thought I would ask. Thanks!

Now there is "Tag" cell in all bills or invoices page. And I can run Tag summary report under Tag item. But there is no Tag option in any of report customization column. So I cannot add Tag in any of reports. This is very important feature. Can you please add it ASAP?

I am putting the opening balances in QB. When I enter my bank opening balance, QB is entering an equity entry for the same amount. However, I have my own amounts for equity accounts.

Hi, I'm currently working on an automation tool to convert estimates to invoices. The problem is that the tool I'm using (Zapier) does not have the "Create Invoice" action on Quickbooks. Instead, I'm reading the estimate and creating a new invoice with the same line items. I'm just wondering if the "Create Invoice" button does the exact same thing or does it have other logic?

I can not insert more than 1 acc. payable in a journal entry. Do you have any idea why?

Can you set up so only some Customers have the Automatic Statements sending out and not all Customers?

I have entered vacation accrual at the proper rate for each employee. Each pay stub shows employee what they have earned in hours for each pay but I would like to see a report that shows me $$$ not hours. There is a report that shows total accrued $$$ todate but want a break down.

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If I have home office expenses such as rent, hydro, utilities, etc., how do I categorize them in my expenses? I have been using "business use of home" but it doesn't show up as an expense on my tax summary which doesn't make sense. Is there anywhere I can enter this information so that it keeps track of it for me (the running total and the business percentage)?? Please help.

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I want to disable the copy function for journal entries in Quckbooks Online.

We received fully refund for a fix asset that has been partially depreciated. What is the right journal entry to post? Can someone help?

do I make the heading account, "Discounts given" inactive? The discount filed was currently added in January.

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