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Hello,  Is there any way to combine the processes of "Progress Invoicing" and "Invoicing for Time and Expenses".  Each method works great on its own, but to be able to combine the methods when you are invoicing values instead of percentages would be wonderful.    I prefer the format of the progress billing because a client can see what they have paid to date against their estimate using actual values in the Progress invoice function.  I have to use the "Invoicing for Time and Expenses" because my time is precious and don't want to go back and uncheck all the unbilled expenses after I billed them through progress invoicing.  It is manual function dependent on the user that opens up the possibility of errors if you forget to uncheck an expense.   What would be great and more efficient is that when a user go to enter a value in progress invoicing, that the "Choose billable time and costs" pop up window would appear and the user is abl

Hi there , I am currently conducting a research project for my client as He is new to using Quickbooks online Pro . He asked me to help in researching the following : -          Where to find Purchase order number on QuickBooks Online-          How to add Sales Rep to Invoice-          How to receive goods against the Purchase Order-          Sales by Rep. Reports Mthly-          Total Inventory Report Mthly-          Total Sells by Month Report-           How to Receive Payment-           How to Add Shortcut onto Dashboard If you can help me with getting or pointing m

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We have been entering all supplier invoices directly to COGS for a year eliminating the need to do a separate journal transaction for every invoice. Our investor has asked us to switch to inventory tracking and COGS tracking. I set up products + services in QBO and started entering all my items with the expense account inventory asset. I do the entire month of February adjusting invoices to ensure everything matches and then I pulled my balance sheet and P+L. I was extremely dissatisfied to see that all purchases ended up in inventory and COGS was reporting nothing.  Someone please help me track inventory/cogs in QBO by using the products and services tab. I cant go on like this.. too many invoices/too little time.  Thank you 

I’m trying to reconcile my bank account and I noticed that the data imported by the bank feed doesn’t match the paper statement. The bank fees that appear on the paper statement don’t appear in the imported QBO bank feed. I tried looking for them in the “For Review”, “Reviewed” and “Excluded” tabs and they are not there. Is it possible there was a problem with the upload or there is something else I should look at? First time it happens to me, very bizarre

I'm doing a cleanup job for a new client for fiscal year July 2018 to June 2019.The bank feed shows a payroll check cashed on July 10 2018.The July 2018 bank statement also shows the picture of the cashed check and it's dated 29 March 2018 (previous fiscal year), So the employee cashed the check almost 4 months later.When I go to the "Payroll Details Report" under the employee name I find the entry on 29 March 2018.So far so good, the bank shows the check cashed and QBO shows the transaction was entered.The problem is when I press "Find other records" to find the match, I set the date for the search way back to March 1 2018, but the results shown only go back to end April 2018.Doesn't matter how far back I set the beginning search date say 1 Jan 2015, it will only show transactions from April 2018 forward..So it won’t go far back enough for me to find the entry and be able to do the match.

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How do I transfer Quickbooks Desktop Pro 2013 to my new computer?

I sent a wire payment to a US supplier via my bank.They charged me $25 cad for the service.My bank account is in Canadian dollars.The feed came in with the wired amount in its Canadian equivalent plus the $25 dollar fee.To match the amounts I have to select both expenses my suppliers amount plus the bank fee of $25, and they do add up if I use my calculator.I found the supplier amount in the US tab of the "find Match" tabI also found the fee charge using the "find match" on the CAD tabI cant find a way to select both, if I use the "add new transaction" it wants to change the exchange rate.What is the procedure?  

Has anyone out there ever gotten an error message:"The file you specified cannot be open. Make sure that it is not currently being used by another program or a read-only file" I get this here and there and when I click "OK" it goes away and QB's continues to work.  I just find it a bother and was hoping someone has a good idea to correct this. Thanks-Kerry

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Is it possible to edit a QBO invoice template for the following:change column widthschange "standard" labelshave default text appear in standard or custom field

I'm going into the next year with some products that haven't sold from inventory. Do I write these assets off? If so, how do you do that?

Hi there, As of December 31, I had $14000 as due from shareholder. I decided to issue a T4A (commissions paid) for that amount on the same date.  Right now, quickbooks online shows $14000 as due from shareholder and I would like to transfer it to commissions paid (expense). what journal entry would I use

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I am wondering when an employee logs in to Quickbooks Pro desktop version and makes a copy files to an external drive, is there a record of this and how would I access this?

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When downloading QBO reports, I like to rely on using dates to find exchange rates associated with that date. Typically will use a vlookup function that uses the date as a key. All reports I download from QBO render the associated dates as something that cannot be modified within Excel in a way that gets Excle to interpret it as an actual date. I ahve tried everything, from formatting the date cells, to using text-to-columns, to copy/paste in gsheets and re-download. Nothing works here. Meanwhile, if I type out the date, Excel recognizes that as a date easily. Could this be due to use of a dated Excel version? Using Microsoft Office 2010.