Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Activity Feed for Isaiah58Financial
- Posted Re: Memorized Transactions for Monthly Utilities on Payments. 4 weeks ago
- Posted Re: Memorized Transactions for Monthly Utilities on Payments. 10-15-2019 07:32 AM
- Posted Memorized Transactions for Monthly Utilities on Payments. 10-15-2019 06:03 AM
- Posted Re: Invoice created from billable Vendor Bill/Check on Other questions. 09-16-2019 02:00 PM
- Posted Re: Invoice created from billable Vendor Bill/Check on Other questions. 09-16-2019 11:15 AM
- Posted Re: Invoice created from billable Vendor Bill/Check on Other questions. 09-16-2019 10:58 AM
- Posted Re: Reporting Apps on Reports and accounting. 09-16-2019 10:39 AM
- Posted Reporting Apps on Reports and accounting. 09-15-2019 07:34 AM
- Posted Invoice created from billable Vendor Bill/Check on Other questions. 09-15-2019 06:00 AM
- Cheered Re: Printing hard copies and creating PDF of P&L indenting differently than screen for RoseMarjorieA. 09-10-2019 05:23 AM
- Posted Re: Printing hard copies and creating PDF of P&L indenting differently than screen on Reports and accounting. 08-29-2019 10:29 AM
- Posted Re: Printing hard copies and creating PDF of P&L indenting differently than screen on Reports and accounting. 08-29-2019 10:27 AM
- Posted Re: Printing hard copies and creating PDF of P&L indenting differently than screen on Reports and accounting. 08-29-2019 10:26 AM
- Posted Re: Printing hard copies and creating PDF of P&L indenting differently than screen on Reports and accounting. 08-29-2019 10:25 AM
- Posted Printing hard copies and creating PDF of P&L indenting differently than screen on Reports and accounting. 08-29-2019 02:39 AM
Isaiah58Financi
Frequent Explorer **
Member profile
10-15-2019
07:32 AM
Hello, I was already doing that but was hoping there was a more "automated way" that would work when I go to create the transactions. Something like, could it ask me if the amount is correct as it goes to post the memorized transaction and change it as it pops up to post
... View more
10-15-2019
06:03 AM
Hello, I can't seem to find an answer to this. I have to pay multiple utility bills every month and have setup memorized transactions for the entries. But utility bills have a different payment amount each month based on usage. Is there a "best practice" way to setup memorized monthly transactions for bills that amounts will be different month to month? Thank you!
... View more
Labels:
09-16-2019
02:00 PM
Thank you - I was doing that already BUT I had hoped that there was a real QB link that would be able to be used and not something I have to create on my own. It is disappointing that there is obviously something in the QB system that knows that the invoice has been created or not but yet it can't figure out a way to find the link when you are in the invoice. Thank you for weighing in.
... View more
09-16-2019
11:15 AM
Hello again, I was just relooking at your response and I can see that your 2 lines of the transaction report are the same as mine listing just the customer. The one with "Vendor" under the name is a line item for sales tax with 0 amount. We don't do sales tax in NH so we would never have that transaction. Still looking for a way to tie back an invoice to the billable Vendor Bill/check Thank you
... View more
09-16-2019
10:58 AM
hat doesn't seem to pull the Vendor name for me when I follow the steps provided. I've tried that already and both line items of the transaction journal point to the Client/Job. I tried to print screen all the key parts for you to see - I redacted the name of my Client for privacy but left enough for you to see what I'm seeing. The invoice is in the back left, the transaction journal is on top left, the initiating bill is on the right Any other suggestions?
... View more
09-16-2019
10:39 AM
Thank you for weighing in. I'm trying to avoid the export to excel option and manipulating the data in XLS to meet our needs. I would prefer a better reporting tool that accesses the "live" QB data. I've been poking around the QB apps and was hoping someone had some 1st hand knowledge of reporting apps and ease of use and functionality.
... View more
09-15-2019
07:34 AM
Hello, Does anyone have a reporting app they recommend to be able to get full reporting capability that QB Desktop doesn't seem to have? I'm fairly new to QB and am finding the reporting pretty limiting. I take existing reports and try to add additional fields from the customize option and many of those fields contain NO data in many fields at all because the field level data isn't stored with that transaction that the report is pulling from. You have to run multiple reports to get the data you really need to see. (why show fields to report against if the fields aren't available for reporting???) You also can't seem to change the column headings on reports to more meaning titles - that is a bummer too. Sorting is very limited. Can't seem to create calculated fields to show on reports. Any suggestions on products would be greatly appreciated. Thank you
... View more
Labels:
09-15-2019
06:00 AM
I have invoices created for customer jobs via Vendor Billable Checks/Bills and selecting the "billable" option. Later when I go to the jobs, how do I know which Vendor Check/Bill the invoice was created from? Thank you!
... View more
Labels:
08-29-2019
10:29 AM
Hello, thank you for trying to help. I'm still having the same problem Both the hard copy and the PDF come out indented as per the file I attached. I installed the file you linked for me. And then I did the PDF & Print repair function still not working
... View more
08-29-2019
10:27 AM
Hello, thank you for trying to help. I'm still having the same problem Both the hard copy and the PDF come out indented as per the file I attached. I installed the file you linked for me. I also did the PDF & Print Repair Tool function - still no luck
... View more
08-29-2019
10:26 AM
Hello, thank you for trying to help. I'm still having the same problem Both the hard copy and the PDF come out indented as per the file I attached. I installed the file you linked for me. I also did the QB PDF & Print Repair Tool option still the same results.
... View more
08-29-2019
10:25 AM
Hello, thank you for trying to help. I'm still having the same problem Both the hard copy and the PDF come out indented as per the file I attached. I installed the file you linked for me. I also did the QuickBooks PDF & Print Repair Tool still the same results.
... View more
08-29-2019
02:39 AM
Hello, QuickBooks Premier 2019 User - I am seeing my P&L on the screen and everything is all lined up in one column. When I go to print the report or save to a PDF, there seems to be indenting of the numbers that make the report hard to read. Is this expected? See attached pics of what prints vs what shows on the screen. THANK YOU!
... View more
Labels:
Membership stats
14
Posts
0
Solutions
1
Cheers Given
0
Cheers Received
Member Since
8/12/2019