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January 5, 2021
Question

Can Quickbooks actually get someone on the phone who knows the product?

  • January 5, 2021
  • 2 replies
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2 replies

john-pero
January 5, 2021

Do not be afraid to pose your query here in the community.  As long as it is not something related specific to your account chances are we may be able to help

January 5, 2021

I literally have tried ALL afternoon to get help... My question is how can you recategorize all line items on a PAID bill???  I had to change 26 of them one by one today bc the user had used the wrong expense acct.

January 8, 2022

I have two issues.  My chart of accounts "list" is scrambled, not in the correct order.  My second issue is my "checking account" is missing from the chart of accounts and it is not inactive.  I cannot transfer funds to checking as it does not appear as an option.  I have used QB for 25 years, I have never seen this happen.

Can someone help me please?

January 8, 2022

I want to ensure this is taken care of, @merlot14j.

 

Let me share some information on how solve your chart of accounts concern. 

 

The default arrangement of your accounts in the Chart of Account is by Account Type. It will display first on the list all your Bank Accounts, then your Account Receivables account. You can change the sort order of accounts in the Chart of Accounts.

 

Just click the header of each column in the Chart of Accounts page. You can re-arrange it by Number, NameAccount Type, Detail TypeCurrencyQuickBooks Balance, and Bank Balance. This action will not affect your Profit and Loss report or your books.

 

With regards to your missing transaction, let's try logging into your QBO account using a private browser. There are times that the browser is full of frequently-accessed page resources, thus causing websites, like QuickBooks Online (QBO), to act uncharacteristically. Here's how you access a private browser.

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

If this works, it means that you need to clear your browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different browser. 

 

You can use the following articles to help you organize your Chart of Accounts:

 

I'd be glad to help you if you have other concerns about managing your chart of accounts. Have a great day.