Video

Steve, Can you recommend any QBO free lancers in South Texas? I need some help on my initial set up on my small business. Thanks

Very heplful. Thanks

Thanks

Hi Steve, I moved from Desktop to Online Quickbook platform. I print checks to pay my bills so there is no transfer to credit card, it is just the way my boss prefers it. So My question is Do I record my payment in Charge of Accounts (credit card) Like I did in Desktop QB, or do I write a check through the +new,Check or Do I record it as a bill and print my check that way??? Please advise.

It puts my whole credit card balance(s) in cash out so it is not very helpful in making predictions

The last part of the correction was not stated: how would you link up the paid invoice to the actual payment?

Thanks for letting me know😊.

Thank you, sir.

I have been trying to figure this out for weeks... nomenclature was making it difficult to find and answer, thank you!

I switched from QB Desktop to QB Online. I used to be able to reconcile to the penny but now my accounts are so messed up. I do not have my accountant linked to my QB. Is my accountant the only one that can unreconcile so I can start over?

Thank you! My connection to Amex stopped working so someone told me to disconnect the connection then reconnect, bad idea. This removed the tile and I couldn't do a manual upload until I came here and discovered you and this showed me exactly how to do it! Thanks so much. QB says it will be another week or two before they fix the problem with some Amex Delta Mile customers.

thanks, man! I learned two things from your video: 1. getpivotdata 2. cell locking reference cheers!

Thank you! Such a helpful video!!

This was great. It teaches you when you make a mistake what to do.

Hi Steven-We have services where we owe back 10% of the revenue to another company. Is there a way to get that to auto code to payable & expense as the sales are being recorded? I tried to set up the amount in my product under the expense with an amount but not working as I thought as it's not recording the expense/payable. The reason I ask is the % changes per product and will save me so much time. Then I can just grab the payable and pay to the vendor.

Hey Steve, I have a question. I took over managing my clients QBO and she has unapplied payments from 5 years ago. I know these are not credits for the customer. I believe the Invoice was either never created or deleted. Also this customer had Quickbooks Desktop prior to me and switched to QBO so not sure if something happened in the transition. Would you suggest creating a new Invoice dated from 5 years ago and then apply it? Trying to find the best solution to this issue with out messing up the AR from past years. Thanks!!

Hi Question not about this but have you done or seen a good video which explains setting up inventory for a Used car dealer where the inventory is purchased from and auction and resold. I need a better explanation to use either Expense or Bill. As all the "Products" are different it can become huge if one uses this to create inventory. Hope this is understandable.

Exactly what I was looking for. I was making one tiny mistake, keeping the "=" sign in the imbedded formula.

Thanks

What if mapping was changed and bank register went negative and all payroll transactions within register are red

Hi Steve, I've cleaned up the Unapplied Cash Payment Income report for the most part. What remains is a pair of transactions with the same date: "Payment" (overpayment by customer) and "Check" (refund check issued by the business); the payment is applied to the check. Why are they still showing on the report, and how can I clean them up? My client actually runs the Balance Sheet reports on accrual basis, while Profit and Loss on cash basis. (In what circumstances would this make sense?) And that's why it's important to clean up the Unapplied Cash Payment Income account. Thank you in advance for your expertise.

How would you customize/generate a report that shows invoices with a credit balance?

Before you did the refresh, you deleted the top and bottom rows. Your power query script already had those steps, couldn't it have taken care of the deletion?

Hellow steve , im one of your subscriber , can i ask something about how you ge >=25000 and display "large" This criteria. Thank you for your answers

Hi Steven, I was wondering if there is any way to map revenue generated from invoices to certain line items based on the customer? So for example all invoices to walmart go to "wal-mart income" and all invoices to target go to "target income" ect. Currently all invoices created go to "sales of product income" and we manually make a JE to move to the customer. My only other work around would be to create the same item for each customer.

Is this still the only way to send letters via QuickBooks Online?

The opening in Edge trick did not work for me. I just got off support with Quickbooks Online and they say we have to Upgrade to Quickbooks Online Advanced, we are on Plus. Not going to do that. Will have to figure something else out.

What can you do if you have a lookup value that is not found in the table array but you want a specific value or text in those corresponding cells? For example, you typed “F” as a value that was not found in the table array, what if you wanted all cells next to an F to say something?

I need a report Sales comparison previous year but no with amount but with total quantities of items sold by customer.

What about when the invoice isn't deleted, but is voided because the sale is cancelled. The customer payment is now unapplied and I need to issue a refund of the payment by check....

Great video. Thank you for sharing

So how is it different from just creating a pivot table with the same format used above in the video?

TQ Boss

How do you download bank activity if the amounts (credit and debit) are listed without - for debits?

thanks man

Hi Steve. I'm new to your tutorials. Just watched the one about Projects. Super! Thank you.

Steve, is it possible to print a profit n loss report and to see these categories? Thanks!

I don't see this option in QB desktop 2017

Hi Steve, I'm wondering about the time span. I'd like it to show farther into the future and less of the past months. When I choose 12 months it seems to go back 9 months and only show three months into the future. Is there a way that I can adjust that?

Thankyou Sir🙏❤👼👼

Thank you for the video; however, I do have a question: What if the payment is already reconciled? Does changing the date of an invoice mess up the reconciliation?

hello. How about if i have different sheets. I see all the data in Find All, but how to copy all those data to one single sheet? Any idea?

can you bulk move existing invoices from a customer to a sub customer.

Thank You sir, it helped in my critical situation

Hi Steve, I am helping my girlfriend wit her Quickbook 2019 QBDT inputting creating PO's and then creating invoices for her customer/clients. How can I transfer all info on a created PO or PO's to a new customer invoice? Without having to type all the same info over and over again,, there has to be a better way? (she has been doing this for years) Please help Dave & Kim

Thanks

How can I copy the entire rows?

Thanks for the vid! Can we create customer statements by customer type?

Hi Steve, what does it mean when Unapplied Cash Bill Payment Expense shows up as negative on the P&L? in your example: -$5000

Respects From Afghanistan, thanks a lot.