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cash basis entity: What is the correct way to progress bill different amounts, including when to charge sales tax (in a non-working sales tax component of QBO)?

“What I need to know is whether Progress Invoicing is the best way to accomplish what I want.”

No, it’s Not. You are not asking them to Pay for Progress Done. You are asking for Money in advance of doing any work for them.

“For a prepayment I would create a Receive […]

Resolution for 'cash basis entity issue: 'What is the correct way to progress bill different amounts, including when to charge sales tax (in a non-working sales tax component of QBO)?' available: Yes.

The cash basis entity issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the cash basis entity issue yourself by looking for a resolution described in the article. If it is a complex cash basis entity issue or you are unable to solve the issue, you may contact us by clicking here or by using other cash basis entity support options.

For more information about resolving issues related to cash basis entity in Quickbooks/QBO or to get support for the issue 'What is the correct way to progress bill different amounts, including when to charge sales tax (in a non-working sales tax component of QBO)?', click the link below:

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cash basis entity: How do I clear up pledges that are not met?

Did you already Invoice them?

If so, and you are an Accrual Basis entity, you need to offset them with a Credit Memo.

If so, and you are a Cash Basis Entity, you likely can Void them.

And you can use Estimate and not invoice, to show someone has Committed, but doesn’t actually […]

Resolution for 'cash basis entity issue: 'How do I clear up pledges that are not met?' available: Yes.

For more information about resolving issues related to cash basis entity in Quickbooks/QBO or to get support for the issue 'How do I clear up pledges that are not met?', click the link below:

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cash basis entity: How to post pledge income rec’d this year for the next church year?

“but don’t want it to show up as income for the current year.”

If you are a cash basis entity, it is Income when you get it. If you are an accrual basis entity, you can hold it as Liability.

Resolution for 'cash basis entity issue: 'How to post pledge income rec’d this year for the next church year?' available: Yes.

For more information about resolving issues related to cash basis entity in Quickbooks/QBO or to get support for the issue 'How to post pledge income rec’d this year for the next church year?', click the link below:

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