Account management
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says not associated with company file
When searching for an expense, I see a choice to search by Account - that is easy to understand. I can choose the account called "6500 Materials", for example.BUT, if I instead choose "Chase Bank" as the account, and open up one of the expense transactions returned in the results for Expenses in Chase Bank, I see there is a Category that is listed, and the category for one of the expense transactions was "6500 Materials". SO, what is the difference between Account and Category and why does QB sometimes seem to use Account and other times Category to define what really is the same thing?
I use QuickBooks Online to help a local non-profit. They used a desktop version of QB for many years. In June 2022 we migrated the old desktop version to QB Online. My role is to help them prospectively keep their records in order, which is easy to do. Volume is manageable. In the past, entries were not accurate -- or -- not entered -- bank accounts were not reconciled, etc.Their CPA processed the 990 tax filing each year and recorded a lot of journal entries.For historical record keeping --- we are going to refer to the old desktop version for the period prior to 1/1/22. We will refer to the QB Online version for the period on and after 1/1/22.I decided to rebuild 1/1/22 and thereafter. All transactions are complete and accurate for 1/1/22 and after. Bank accounts are reconciled. Activity is low volume for this non-profit. I was able to resolve the Accounts Payable -- and -- it is now correct at zero. However, I am concerned with how
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I saw another answer in Help suggesting that I can click Customize and there should be a Filters section where I can choose Distribution Accounts, but when I click Customize there's only two sections available, General and Rows/Columns, and neither of those has any option for filtering by distribution account.
I am needing to know how to change the primary admin when the one that is listed currently is no longer in business and we have no way to contact her. Someone please help! I have called in 4 times and I have been given the run around and they sent me the form to change the principal which is NOT what I want to do. The company file for my client is on our company license but we are not showing as the primary admin. I need to know how to fix this!
"I can use Sales By Customer Detail" and then select "non posting" in the filters. This will show all delayed charges and estimates. But I am not able to filter out only Estimates and only those that are accepted.
I have read other questions and replies, but still do not see a definite answer. I was planning to upgrade my desktop file to 2021, but am waiting until I find this answer. I have 1 desktop file on a stand alone desktop computer. I am the only user. I do NOT use any other Intuit services or keep any sensitive data in my file. Will I be required to have an Intuit account and log into it to use my data file on my computer? or is this requirement only for users of connected services?
I'm using Quickbooks Desktop Pro 2020 on a PC. I have multiple companies that I track, and one of them as not too much activity. I know I added transactions in October, but there's a backup file (QBB) dated 12/2/20 (I may have added a transaction or two then - can't remember). When I went to open the company file the other day it was not there - it had disappeared. I went to restore the backup file and after selecting it and choosing the new location it would not load - the open/restore window simply returned and nothing happened. I had copied the QBB backup file onto other drives so I tried to restore those, but same result: nothing loaded. I can see that the QBB file is not empty as it's over 21 MB of data. The QuickBooks Tool Hub and repair file options are only for QBW files, so I don't know how to repair the QBB file, or even if that file needs repairing. I then was looking at my other company files and noticed that even though everything is working correctly, there
how to change my company address and add gst no
From a report, the "Export" icon now gives options to export to Excel, PDF, or Google Sheets. Clicking on Google Sheets returns a message, "You’ll need some help to do this. Contact your company administrator to connect Google Sheets to QuickBooks." I am an administrator, but need some instructions on how to connect. Thanks!
I would like to save the current version of my file before making some changes, because I want to be able to revert to this version in the case of mistakes. How do I do this?
In Desktop version, I would go to customers, then create statement which would allow for single or multiple customers.
Greetings!I do not know why I am seeing a negative in my quickbook balance column. Can someone please help me understand and make corrections if needed? I am not sure how to create a screenshot. I've also attached my Bank Register of Notarization Services as a pdf attachment. Please see the 2nd page. The two amounts are listed in the "Payment" column and I do not recall entering those amounts in that column. I attempted to correct the amounts by placing them in the "Deposit" column but the system will not allow me to (see 3rd page - shows message why edits are prohibited). When I click the "Edit" button it takes to me to the "Bank Deposit" page (see page 4). I am not sure what to do on page 4 - Bank Deposits. I hope that the additional information helps you to help me. Kind regards, Candice
I set up a user with an accountant role for the company file and as secondary admin for the intuit role and yet when I look at her permissions everything shows as "none". She should have access to everything. What is wrong here?
Where do I report if I received and email from Intuit with all my licenses info. because someone requested this information, but none of our team did? Thanks
