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  • Finanancial reports

    From the answer: It should say 1/1/2019-3/31/2019

  • Reconciliation discrepancy - Non-profit

    From the answer: Hello,  LSE.... Yes.... It’d be best to go over each month to locate the transaction that is causing the issue.

  • tax forms

    From the answer: I don't think the new form is ready yet.... The fed forms used to be available in Jan, but not so much anymore.

  • How do I create an invoice from an estimte with service items and then add time and costs to that same invoice

    I understand how to create an Estimate and I understand how to create an Invoice from that estimate and...

  • converted quicken 2016 to quickbooks 2019 bank acct are labeled acct payable

    From the answer: Hello todd5,   Thanks for reaching out to the Community.... Converting company file from Quicken to QuickBooks 2019 has a lot of steps to do.

  • Entering a Sales Receipt doesn't Remove Item from Inventory?

    EDIT: Turns out, I didn't run a report correctly, just can't delete the post.   In doing a spot check...

  • Undeposited Funds

    From the answer: Those are customer payments that have been recorded.... You can delete them, but that's likely only appropriate if you didn't receive the money.

  • Customer Deposits on Sales Orders

    From the answer: Yes what you have described is one way of handling deposits and its probably the best.... FYI - you can add the deposit deduction onto the sales order so you dont have to remember later.

  • Report for deposited customer payments

    Hi, I am looking for a report which will show me payments made by customers and the related deposit +...

  • QB for Mac 2019

    From the answer: The bank fee you enter might match a bank fee that has been downloaded.... If the fee has been downloaded you may not need to enter it in the "overview" sheet.

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