Account management
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I entered a journal entry for November and I cannot find it in the register or chart of accounts, can you please instruct me to what I am doing wrong?
I do bookkeeping for a small law firm. They don't use any other software for client account management, i.e. Clio or Leap. Bookkeeping for both client and office accounts is regularly done in QBO. All are okay but when I try to see the client ledger for both the office and client side, it seems not possible in QBO. On the office side for a client, like- disbursement, and invoicing, office ledger balances don't show alongside client-side transactions in the ledger like in other case management software. Is there any possible way out to get a combined ledger report from QBO? Please see the attached combined ledger generated from LEAP for a clear understanding of the issue.Thank you.
Hi all,I'm used to using complex ERP systems and am new to QB. Typically with a software license, you can also install a copy for testing (sandbox). The test company universal to QB doesn't seem to have workflows enabled which is what I want to implement. We have QB Advanced. In looking at a older thread, it looks like we have to pay for each company and there's no way to copy data from one company to another. Is that correct? Do I need to do a 30 day trial for advanced even tho' we are an existing customer? Thanks.Tracey
I just started using Quickbooks online to track my business this year (2023). I’m trying to determine the best way to track my credit card expenses and payments. I pay off my credit card monthly. I just don’t know where to start tracking. My beginning balance for 2023 was from the statement of Nov 15-Dec 15 which I paid January 6th. Do I record that as my opening balance? Do I record the expenses from Nov-Dec or do I start Dec 15- Jan 15? The payments for the credit card are in my bank feeds which I have left to categorize for the year. Do I categorize them as credit card payments? How do I make sure they correlate to the expenses I put in from each statement? Thanks for any tips/help!
I have an Intuit account that I set up for Mint. I would like to permanently close my account. I have already requested that the data be deleted. I have seen on other threads that nobody has said how to just delete the account. I am not paying, nor have I ever paid, for a subscription, so I cannot simply cancel any subscription. I cannot find any way to contact Intuit directly. The phone number, when called, requires that I pick a sub-brand. But I am not trying to close my TurboTax account (for example); I am trying to close my Intuit account itself. As I have seen resistance to answering this question in other threads here, I will reiterate: I would like to CLOSE my INUIT account. How do I CLOSE my INTUIT account?
I would like to change an account number so a particular revenue account falls under a different category of revenue.
Or is a customization option to total the deposit detail report?
There is a way to make a back-up of the company data file from Quickbooks Online Advanced. I don't see a way to do this Online Plus version. Is this correct? If so, how can I back up without paying additional for Advanced?
Hi, I'm having trouble with a Y/E adjusting Journal entry that is sitting in my Pay bills. The entry was made in 2021 to adjust my accounts payable at Y/E to match actual and is not sitting as outstanding in my pay bills. If I clear this entry from pay bills with a created Credit of the same amount It will in essence reverse my adjusting entry and therefore make my accounts payable incorrect again.I've also tried to create two new journal entries pulling the amount into an expense account and then pay off the adjusting entries in pay bills with the new entries. however this just created two new adjustment entries outstanding in my pay bills. Is there a way that I can remove a Y/E adjusting entry from pay bills without unbalancing my Accounts payable?
The money does not show back as available in the ledger
My company is switching over from Quickbooks Desktop to a new ERP solution, and we have a ton of historical data (~20 years worth) that we are not going to be transferring over due to cost and complexity. Will we be able to still access our Quickbooks data in a read-only mode, or would we have to pay for a subscription to access this historical data? We are currently using Quickbooks Enterprise Solutions: Retail 22.0.
New User question: Should I scan receipts into Quickbooks that I accumulated prior to purchasing the Quickbooks software?
My city wants gross receipts for sales with the city. I have sales from other cities and counties and would like to exclude those from the gross amount so they are accurate.
Is there a way to access a backup file?It makes no sense to me that I cannot go back to a previous file.
I am attempting to change an account type from Long Term Liabilities to Other Current Liabilities. From the chart of accounts, I found the account I want to change and selected "edit". From that dialogue box I changed account type to "Other Current Liabilities" and Detail Type to "Line of Credit". When I select "SAVE AND CLOSE" nothing happens. The button is not greyed out, it is active green. But clicking it does nothing. I have not been able to change this account type. Please and thank you for our help.
When I try to link my credit card account (from within quickbooks), I repeatedly get an "unable to login" my message and it says that the credentials are incorrect (the credentials are, in fact, correct). The credit card bank is citi bank. Out accountant has also tried on multiple occasions. Necessarily, we have made sure that the credentials are all correct double checked when we input them and we are following the procedures precisely as listed on the quickbooks guide. There seems to be some internal issue. Has anyone come across this issue before? Whom should we direct this question to?
My money has been withheld for over 2 days. When will you release my money to my account?
