Mark_R
Moderator

Banking

Let me address your concerns one at a time.

 

Yes, @J1801. Loans should be recorded as liabilities since you'll need to pay for them within a specific time frame. However, I encourage seeking help from your accountant for more guidance. They can review why it shows up as a sales in your QuickBooks. If you don't have an accountant, you can find one through this link.

 

We're taking notes of your feedback and suggestion, @Procradminator. I understand how beneficial for you and your company to have an option to send a scheduled monthly statement for each customer. Please know that all suggestions are being considered by our product engineers based on the volume of requests and their influence on the user interface before they are implemented.

 

For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion and consider adding back the option in the future update. To send feedback, please follow the step below:

 

  1. Open your QuickBooks Desktop company file.
  2. Go to the Help menu, then select Send Feedback Online and choose Product Suggestion.
  3. Enter your feedback and click Submit.

 

It’s nice to work with you, @J1801 and @Procradminator. Please touch base with me here for all of your QuickBooks needs, I'm always happy to help.