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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.

  • Logs trips I have not taken ?

    From the answer: Let me help you resolve the error you've encountered with auto-mileage tracking,  mclelandjd1 .... The app should only track the trips that you've taken using the auto-tracking feature.

  • Correct accounting for sale of a fixed asset

    From the answer: Create an income account called gain/loss on asset sales.... Calculate and post partial year depreciation.

  • Hi I recently signed up to quick books, I only went self employed three weeks ago, and its coming up with all this years transactions, can I have it just from 1st of July

    From the answer: If these are downloaded from your bank, you can definitely exclude them in your QuickBooks Self-Employed,  mitchfergie93 .

  • Customer Rebate Entry

    From the answer: You're right with creating an item, NaturalStone.... We'll just have to do a few more steps to correctly create the item and record the redeemed rebate.

  • How can I set up a recurring invoice to go out quarterly?

    From the answer: Hey there, m.gutman.... Thanks for reaching out here in the Community for support.... I'd be glad to provide some info on setting up recurring 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 to sort a list by customer type

    From the answer: Hi ,   As of the moment, there isn't an option to sort your customer list by a customer type.... But don't worry I'll pass along your request to our product developers.

  • 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.

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