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  • Aging Report

    From the answer: Thanks for the quick response,  nessllc1 .... Let me take over and help you organize your customers in alphabetical order on your A/R Aging Summary report via QuickBooks Desktop.

  • Hierarchical View for Chart of Accounts

    From the answer: Thanks for reaching out to QuickBooks Community, .... The Flat and Hierarchical View options are available from the Account drop-down at the bottom of the Chart of Accounts.

  • Can I add a field that is on a customers Invoice to the Statement for that customer?

    From the answer: Hello there,  langka6 ,  Once a custom field is added in your transactions form (invoice), you need to enter the information in the custom field so it will appear on the printed/sent invoices.

  • Need to Change Payroll Item Type to Bonus

    From the answer: Once an item is created you can't change the type.... Instead, set up a new item and use it.

  • Existing Mortgage New Company File

    From the answer: Quick example.... You purchased property for 170k just there are closing costs (transfer tax - recording deed- etc) that must be added to the asset value.

  • How do I remove items from inventory that should never have been in inventory?

    From the answer: Hi there, .... Thanks for sharing your concern here in the Community.... I can help provide some information on how to correct your inventory item and recording transactions in QuickBooks Desktop.

  • Correct payroll mistake

    From the answer: Welcome to the Community, .... As long as the number of hours for both holiday and vacation are the same, you can go ahead and edit the payroll from the last period.

  • Email history

    From the answer: Thanks for getting back to the Community and doing a follow up, Shortgirl06 .... Yes, you are correct.... Upon creating invoices, only the 2019 transactions will show on your sent emails.

  • Accounts Receivable and accounts payable

    From the answer: You've come to the right place, Mike1141 .... I'd be more than happy to share some information on how to handle the scenario that you have in managing your transactions.

  • What do I do if the occupational codes that I need aren't in QuickBooks Desktop? I need 151134 (Web Developer) and 151141 (Database Administrators) and neither of those is an option.

    From the answer: I ended up quitting and manually entering the codes on the spreadsheet because I kept encountering codes that weren't available.

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