Is anyone using an app to run financial statement analysis that they love?  I am interested in hearing about applications other than Fathom.  I have tested out Syft which provides a general analysis.  Looking for any additional recommendations. ... View more

Our company provides professional services.  We often have many contracted professionals we use on a single large engagement.  I want to invoice our client for the engagement and link all of the bills for the contracted professionals we used to the invoice; however, I do not want the detail of these contracted professionals bills to appear on the invoice. Is there not a way to accomplish this?  For example, we invoice our client $100,000 for services. We use 3 contracted professionals who each submit us a bill for $25k each. I want to link their bills to the invoice and record our markup and not show any of this detail on the invoice.  It does not appear that I can link these bills from our contracted professionals into a bundle on the invoice.   Are there any workarounds to this? ... View more

I would like to use Time Entry in QuickBooks Online; however, for privacy reasons I do not want the entire customer/donor (we are a Not For Profit) list visible to those I grant time sheet only access.  Is there a way to modify what customers populate in the drop down menu?  We would like to use Time Entry for our tutors and consultants to use this feature to log their time.   Thanks! ... View more

We are a non profit.  I am looking for an e-commerce platform to use on our website that integrates with QuickBooks Online.  The platform we currently use does not integrate.  We run monthly reports and enter the information for each donation (date, name, amount) into QuickBooks.  Any suggestions would be appreciated. ... View more

We offer 100% health insurance coverage to our employees (26 person office).    We have 2 employees who are obtaining health insurance on their spouses plan.  Therefore, we reimburse them for these premiums, up to the amount we would have paid for their coverage.  We want to include these reimbursements on their paychecks as an other addition as non taxable; however, we were told these payments should be taxed.  Anyone else have this situation? ... View more

I have a new client.  The A/R summary shows substantial transactions creating credit balances in A/R from 2003-2005.  I have close to $100k in credit balances.  In looking at what the prior "accountant" did I can determine the following -  A journal would be booked (instead of creating an invoice) debiting A/R and crediting the income account.  The customer name was noted in the memo line.  When the payment was received a customer account was created  and the check was received against the customer account; however, there were no invoices to post these checks against because the invoice was created with a journal entry.  I now have hundreds of credit balances for customers whose payments were received against their account but they had no corresponding invoice to post these payments against because a journal entry was used to create the invoice.  Any suggestions on how I can clean this up? ... View more

I purchased the 4 part perforated W-2 paper from Intuit marketplace.  The forms do not seem to properly fit in the envelopes provided.  The addresses (both return and recipient) do not completely show in the windows.  I have my settings properly selected for the 4 part perforated paper.  Is anyone else having this issue?   ... View more

We use bundles on our invoices.  I have billable expenses I want to add to my bundle but each time I add the  billable expense it creates a new line item.  I would like all of these billable expenses to total in one line item as I do not want all of the individual detail to show on the invoice to the customer.  Is this not an option?  It seems odd to not be able to do this. ... View more

How are others collecting customer credit card information to input into Quickbooks Online?  We are trying to find a PCI compliant manner to collect this information and retain it in the customer file for future purchases.   We do not want to ask our customer to pay the invoice each time with a credit card via the Pay It Now option.  Our customer agreements state we collect this information for new clients at the onset and retain it for future purchases.  Our current data collection manner will no longer work for us.   ShareFile has been suggested. I was hoping to have a couple of options to research. ... View more

How are others collecting customer credit card information to input into Quickbooks Online?  We are trying to find a PCI compliant manner to collect this information and retain it in the customer file for future purchases.   We do not want to ask our customer to pay the invoice each time with a credit card via the Pay It Now option.  Our customer agreements state we collect this information for new clients at the onset and retain it for future purchases.  Our current data collection manner will no longer work for us. ... View more

Does anyone use a webhook or Authorize.net to capture customer credit card information? Looking for advice. ... View more