Expenses & Suppliers

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Hello, Today I received 2 bills from a vendor from 2020 that we had not received prior. I've closed and locked 2020 and do not want to disrupt the financials for the year. How do I record these bills? Do I use the date I received them (May 28, 2021)?  Thank you! 

Hello, We are a subcontractor and have a client who supplies the materials required for the job and applies the amount we owe for these materials on our invoice we provide for the service. How can I create the expense to reflect the invoice entered into quickbooks? Example:$5000 materials purchased from client$20,000 Service OWED from client We receive a cheque for $15,000 however in quickbooks how can I track this expense to reflect the entered invoice? The amount we receive obviously does not line up with the invoice we send them. Thank you in advance.Mike

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Hi -We have just upgraded to QBO advanced in order to better separate what our employees have access to. With the new permissions, our AP manager does not have access to enter vendor credits although that role has full access to bills and checks. There doesn't appear to be a permission to check that allows this role to enter vendor credits without giving the user full access. Is there a way to turn this on for our AP manager?

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Our landlord is terrible at providing accurate bills for utilities and rent and doesn't follow up on payments. As such, we have unpaid bills from 2019 and 2020 (both of which are closed years). We just paid it all in full but there will be a few changes to the bills. How do I account for the changes to the bills without disrupting the books for the closed years? Further, the owner is concerned about what month to account for the differences as he doesn't want one month to look lower than it actually is. Thanks! 

One big bucket for these is enough. Our cheqing account actually contains half of the resere funds so its really a notational amount.

Hi, I would like to know when will we be able to pay our suppliers with direct deposit like we pay our employees ?

Hello, While creating invoices we became aware that QBO creates a line item for the markup on billable items and services. While the markup doesn't show to the customer on their invoice, we have never tracked our markup this way, and it is not something we are interested in starting now. We set up our markup parameters in desktop, NOT in online. Please advise how we can disable this "feature".Thank you!

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Hi there, New to using QuickBooks and having a lot of fun (not really) recording vehicle mileage. I have a work truck that is 100% used for nothing but work purposes. Do I really need to record each individual trip? Or can I record the KM at the beginning and end of the year to simplify the whole matter as this vehicle will never be used for personal? Thank you very much!

I have to return some damaged product back to a vendor. I want to print a packing slip, to send with the returned product so I can enter the Credit Memo when I receive it. Does anyone know how to do that?

Hi! I'm looking into using WayPay to pay vendors and syncing back to Quickbooks Desktop. Has anyone used WayPay?? What are your thoughts on the app?

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So being able to import the PDFs of receipts for expenses is pretty convenient (Rules (intuit.com)) but I've noticed that it recognizes or assigns categories inconsistently. Is it possible to set rules to assign a certain tax category, expense category, account from which the expense was paid, etc. when the PDF is uploaded? For example, let's say I always buy widgets at Betty's Widgets with my credit card, widgets are always charged GST, and widgets are always expense category Laboratory Supplies. When I upload a Betty's Widgets PDF receipt and the QBO system detects that text, I want Bank/Credit account to select my Visa, assign tax type GST, and assign Account/Category Laboratory Supplies. (Being able to teach the system where the total/reference no./description/memo etc. is found on these consistent invoices would be nice too but baby steps.)

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I'm setting up a new client in QBO, first transaction 01/01/2020. I'm attempting to add their inventory for proper tracking and QBO will not allow me to use the 2020 date.   

For example, I need to print all bill payment stubs for one particular vendor going all the way back to 2017. Is there a way to pull payment stubs by vendor instead of simply by date and having to weed through them all?