Account management
Recently active
Is there anyway to export the list of client data INCLUDING Inactive Clients? In QBO from the Clients screen, when I click the gear icon, click include inactive, & then export, only active clients show up in that xls sheet - even though they are visible & in the list in QBO.I also tried select all, but once you click the select all/name check mark box, the export option disappears & only gives 3 batch options (create statements, email, make inactive). The only option I see right now is making each active again & then making them inactive - which is ridiculous. Especially since I've learned from this thread that you would have to do this individually for every single inactive client. (It would be nice for those needing to reactivate clients, it if it were in the batch options just like "make inactive" is....... no sense). I personally prefer not to make inactive clients active again, just to export a past/present client list. This seems like a simple request, that o
Original commenter did not share additional details
I would like to make an expense and income report for one bank account, including transfers in and out.
Hi-We are looking at converting from QB Desktop Premiere to QB Online Advanced. Looking to hear where problems occurred and what recommendations any has to avoid problems in the conversation. Thanks in advance.
Up until recently, I had "Reports" bookmarked.Now, it dropped off of "BOOKMARKS" and is no longer an option.Either this was an update bug, of Intuit made a decision to remove "Reports" from "BOOKMARKS".Thank you for your input,Michael.
For an individual business, $60 a month is too high. What can you do for me?
why do ı get different result on the report regarding quantities of items, When I choose different date.? I choose 01/01/23as beginning and qty showned 0. If ı chose 01/01/15 Qty is 3. I use inventory valuation summary report by using begginning date as of 01/01/2023 and Quatity of item is 0 and ı see the value as 600usd and then ı choose different beginning date for the same report as of 01/01/2015 and report shows quantity as 3 and value is 600 usd. how can ı see the same quantity of item whatever date ı use as beginning date?
Hi All, I recently enabled multi-currency in QBO. How do I assign a foreign currency to existing Vendors? I know how to create a new vendor and assign them a foreign currency, but I cannot find out how to do it for my existing vendors? I've made sure the currency is added to my Currency List, so that's not the issue. I tried to merge the vendors, that didn't work either.
I can't connect or update accounts in quickbooks. My bank said that Intuit changed their IP address and I need to tell my bank the new IP address so they can add it to their list? This seems very strange to me. Anyone else know about this?
I used a journal entry to change a deposit from one account to another but the change does not appear on the profit and loss report. Why not?
would I go into my chart of accounts and create a vendor called "MISC CASH TIPS"? clearly I would not want to create a different vendor for every $10 or $20 cash tip spent.
Stock sale on 11/13. I'm staying and will continue to use same vendors/clients. Do I need to setup a new instance of QuickBooks or can I get the G/L and Trial Balance correct for the opening balance sheet using current version?
The app went backwards, everything is way more complicated than it should be. Give me the old platform back.
Get an error message about there being a problem on their end when trying to add a user
How do I export my Quickbooks Online back to Quickbooks for Mac?
I am trying to help a friend clean up their books. I did not know exactly what I was getting into. The prior bookkeeper was managing four separate businesses under one set of QuickBooks. They have shared charts of accounts, shared customers, venders etc. I have already started creating each of them their own set of books. Is there any easy way to move invoices and to link payments back to them?
HiMy client has created a loan account under long-term liabilities in QBO. The loan amount received is categorized into the long-term liability account, and the repayments of the loan are being categorized into the same loan account. Is this categorization appropriate? Or do these need to be recorded into the interest/loan repayment expense category and then, at the end of the year, adjust the loan (liability) account through a journal entry?Thankyou Regards,Marufa
How can I condense a customer file and delete the old data. I am going to create a backup before I attempt anything. The file I am working on is from 2023 to 2007. I need to remove all the data from 2018 to 2007. What is the bet way to accomplish this process?
Greetings,I have a client that has newly installed QB Desktop Premier 2024 on a laptop. No data has been entered into it yet nor has the setup been done yet. We are helping them to migrate their current data from QB Online to this QB Desktop. What I am not sure about is how we as a CPA firm should approach being a User for their QB Desktop program. We will either have access to their computer via remote access, send us accountants copy or let us borrow their laptop for a short time. Since this is their software, I assume we will enter their email address as the Admin contact. But how to manage when the software needs us to do that 2-factor authentication where it texts or emails the Admin? We don't want to have to bother the client with that every time we log in to their system. So would we as the CPA firm have our own separate user name for the software? How does it work? Can this data be accessed any other way (ie. through our own CPA f
The "new" update with quickbooks online keeps saying that my login account isn't associated with my company. It's the end of the year people. I need to access my company !!!!!
