Reports and accounting

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Hello,At my job I handle invoicing which we send out to be reimbursed for services rendered. As such I have had to use the Intuit Quickbooks platform for awhile now. The most frustrating part is the character limit on invoice #'s. Is it just impossible for a $200 billion financial giant to be able to allow for 26 characters? what about 27? Is it really that hard. Will it just cost too much money?

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To all users reading this, please submit Feedback, asking Intuit to include a feature in QB Online that allows us to delete customers bank or credit card information on file.  Currently there is no way to do this, which is absurd!   To provide Feedback, login to QB, click the gear icon in the upper right corner, and under PROFILE, click Feedback.

I'm looking to find any transactions that were NOT assigned to a project. Orphan transactions. You can run a general ledger report which has a column for "project/Customer" but even if a transaction is logged to a project, it won't show in that column. There doesn't seem to be any report that will allow you to show all transactions with the projects they are assigned to. Only reports on a single project which won't allow you to see any transactions with no project assigned.

Why are my exports to excel showing the wrong date?

Reports tab does not open

is it possible to run a budget vs actual report and have a column for the full year budget also?

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Billable rates specific to project

I have been charged processing fees for ACH payments from customers. The check box to require customers to pay the fee has been enabled since it's been an option. I noticed some fees starting to be deducted from my account in June. I called customer support to check the settings and try to troubleshoot the issue and they wanted my social security number, my date of birth, and access to my computer when all I want is to understand why this account has been debited. Anyone else experience these types of unethical business practices with Quickbooks customer service. I have PHI on my computer and am unable to give any type of access without a BAA/QSO being signed.

Is there an easy way of reprinting multiple invoices for a single customer?

I want the customers phone number to show on the invoice

We keep having issues with the new layout. Some of the issues:- the feature to copy estimate to PO is MISSING (who removes a feature with an upgrade?)- Now we see the "display name" of a company being treated as a first and last name, which we did not input. When we create invoices, the company name now simply shows twice, is there any way to fix this? we cannot manually edit hundreds of customers- the invoices page is not showing, if I click on 'overdue invoices'  from the overview it redirects me to 'https://app.qbo.intuit.com/app/invoices', and there I get the message that "the page is missing", to check invoices I have to go straight to the invoice through the customer's page. Needless to say, we need to revert ot the old one, but given the instability of the whole thing I'm really worried to do so and break something else. could you kindly provide us with a detailed list of everything that will be affected by a revert to the old layout so we can make sure

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this is for the green check reporting we do on a monthly basis

I have the basic version of QBO and I don't see a balance sheet report or a P&L

It looks like Quickbooks online offers you the option to add a customer filter inside the AP Aging Detailed Report but not QB Desktop.I want to create an A/P aging report that shows me all the vendors/bills associated with that customer/job that are either outstanding or coming due. When I use the AP Aging Detail report, there is no customer/job column available to select from when I try to customize the report. There is no customer/job filter option either. When I filter by name, it excludes the vendors/suppliers because the report excludes the vendors' names. I run into similar issues when I create a custom report. I want my accounting team to be able to pull this report if they don't know which vendor have outstanding bills associated with a job.  We use QB Enterprise 2024 we for General Contracting w/ advanced reporting so if you have a quick tip on how to create it in there, that would be helpful too! 

We’re trying to use the Sales tax categories feature so Automated Sales Tax can correctly calculate tax on our snack and beverage items. Unfortunately it is not saving any category selections. What happens • Navigate: Taxes > Sales tax > Sales tax categories (beta). • Choose a category, e.g. Food & beverages → Food products not for home consumption → Unprepared and in vending machines costing $1.50 or less. • Click Confirm. • QBO returns the toast: “1 weren’t categorized. Try again.” Nothing saves. What we have tried • Multiple items and categories. • Chrome and Safari, normal and private windows. • Cleared cache, signed out and back in. • Automated sales tax is enabled. Screenshots are attached showing the page, the category we select, and the error. Company: DealerSnack Solutions LLC Use case: unattended retail in Ohio selling snacks, drinks, and bottled water. Could you please: 1. Enable or fix Sales tax categories for our file or advise if this is a known issue with the b

At my firm we often receive bills in foreign currencies from vendors. When we go to pay the bills in QuickBooks the exchange rate has frequently changed from what it was when we received the bill. So we pay the bill and now it either looks like we haven't paid the bill in full or it looks like we've overpaid. This is further complicated by the fact that we include 'billable' bills on the invoice to our clients. Our process looks like this: We receive the bill and then invoice our clients first for the amount of the bill and then after the client pays us we pay the vendor. In that time the exchange rate has changed several times and the amount we are paying is no longer the same as the amount of the bill on the invoice. I'm considering changing the amount of the bill to reflect the rate on the date we pay it???If you can make sense of this somewhat jumbled question I'd really appreciate any advice on resolving this issue.

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Where do you find reports on app

How to print CC and BCC fields in a Customer Contact list or export this information? CC, BCC and other customer data fields are not available to choose in report customization.