Ability to exclude subtotals of Classes, Customer:jobs, Accounts, Items:Subitems in summary reports.
Account Type should be a dimension for Total By in detail reports and a row/column choice for Customer Transaction Summary reports as well.
A Customer (without jobs) And just a JOB dimension (without customer name) for Total by.
At least one more pivot dimension on Columns and Rows in summary reports (dimensions needed: Transaction Type, Transaction Number, Debit/Credit, Account Type, Account Type Summary (Asset, Liability, Equity, Income, Expense, COGS, Other Income, other Expense), and Account Report (Balance Sheet or Profit and Loss).
Secondary Total By dimension in detail reports.
In any Detail report, the Account should have an option to show the entire Account:Subaccount name instead of just the sub-account.
How to delete a deposit in quickbooks mac 2019 trial#
Summary Reports where all tables with subs (Classes, Customer:Jobs, Customer/Vendor Type, Item, and Accounts) show as separate (tabular) format, as well as FLAT view like in the Trial Balance or Customer List Report.
This concept can be called “Horizontal Collapse” which as already started a little bit in the 2020 version of QB, but I want it developed some more… Plus, ability to EXCLUDE total column when there are sub accounts.
Collapsible Columns for Classes, Customer:jobs, Items, Accounts.
Ability to choose to show accounts, Customer:jobs, items, or classes as flat vs hierarchy (current mode) in custom summary reports.
User Permissions: ability to limit which customers and/or vendors a specific user can and cannot access (Added in Enterprise Platinum 2020).
Landed cost: functionality that allows for external costs to be added to the item’s posted valuation cost, Adjusted from COGS Account – Added in 2020 R5.
How to delete a deposit in quickbooks mac 2019 serial#
Enable/Disable Lot Numbers on specific items, so QB does not require or prompt for one – AND require users to enter lot/or serial as a preference (Added in 2020 R8).
Show preview of attached docs before your send a transaction with additional attachment.
Bank Feeds: add/modify the memo on the main grid.
Bank Feeds: Shift-click and batch modify multiple transactions in one click.
Bank Feeds: Ability to search within rules or filter by payee/account.
Bank Feeds: Improve the overall look and feel and make it more stable when sorting and filtering by dates.
If this is a bank account, enter the amount in the Deposit column.įinally, if this an asset, liability, or equity account, enter the amount in the Increase column.New 2021 Features added from my wishlist… Thank you Intuit! Also, add the date you want to record for the opening balance. Add a transaction to the register with Opening Balance Equity as the description. If you never added an Opening Balance Equity entry in your account’s register, you’ll need to add one. Locate the Opening Balance Equity entry and change it to the correct number. If transactions have already been recorded, you can open the Chart of Accounts and double-click the account to open the register. Then, you can enter the correct opening balance. In cases where you entered an incorrect amount and did not record any transactions yet for that account, you can simply edit the account from the Chart of Accounts. If you entered the wrong amount or never added an opening balance to one of your accounts, it’s not too late to make changes. For example, if you have $5000 in a savings account when you start using QuickBooks, you enter that as your opening balance when you create the account.
The opening balance is the amount of money or value of an account when you start using QuickBooks.