Account management
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Where do I find the security apt?
Does anyone know how to remove credit balances when running my accounts receivable report
Quickbooks Online User ~ We NEVER ship anything ~ we are a store that has a point of sale in our business. However, ever since the update I don't have a choice but to have at least the name in the shipping portion when creating a new customer. Then I have to physically delete it in an estimate or invoice (and if I don't it yells at me that the tax can't be calculated, etc). I have gone into the settings and turned the shipping preference off. I've cleared my cache. It keeps getting turned back on. LIke it just reverts and I don't understand this. I NEED this shipping option to go away. For my sanity and for the tax purposes. There is something wrong with this and I am not sure what else to do.
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Hello!We are a small healthcare practice and take insurance. One network in particular has varying policies, so the entries are inconsistent. Does anyone know how to set up QBs Desktop progress invoicing for coinsurance payments and in-network rates? There must be a way but this isn't our area of expertise, so any advice would help and be appreciated!!Tom
I accidentally merged the wrong accounts in quick books online causing the tax payment to show up in a different account then it was actually taken from. what do i do to correct this?
There has been a breakdown in my business and prior bookkeeper have ran a scam within my business in keeping many things in the dark without my knowledge. It's complicated and so now I am having to await some legality matters to dig into my company's file for everything that I have not known since 2016. I am fairly new to using QB on and off. I have some questions as to how to use QB as beginner. Can someone help me please to how to look up my company's income from year 2020 and where to navigate info on my QB Online?
We recently upgraded to QuickBooks 2023. We have Enterprise Solutions - Manufacturing and Wholesale. For whatever reason, the two bank accounts on the dashboard and on the chart of accounts only show the last transaction amount. They no longer show the actual balance. If you click on the account to see detail, it will show the correct balance. Any ideas why this is happening? Also, gives an error message about the account # and routing #. Note: We do not do online banking. Only process credit cards though the merchant service. Not sure if that still works as haven't had any to do. I have tried to add the account #'s and does not work. Was on chat for 2 hours with QuickBooks and no answer was given. Help!
I have a product and service that seems to be a default account whenever an employee inputs time without choosing a product. I would like another product/service to be the default. When I tried to make it inactive, the system stated I could not because it was a Default Product & Service. I am not sure how this happened? I have asked QBO support how this became the default and they could not help me. Anyone know?
When I try to export Intuit payroll transactions into QuickBooks I receive an error message that states: You are trying to open a QuickBooks file.... and the export fails. Why?
this has happened to me 2x in less than 7 days
Comfortable with this user accessing GL and all other accounting functions except the ability to create and print checks. I can't see where I can fine tune the user permissions to that level of detail but admittedly I'm new to QB Advanced.
Is anyone having software issues?
For example, if I create a bill under a vendor, when I click save, it brings me back to the home screen, so if I want to create a check for that bill, I have to click on Vendors, search for the vendor and open it again. Once I create the check, it will take me back to te home screen again. This makes getting any work done take so much longer than normal. I have cleared my cookies and site data multiple times and tried in both Chrome and Edge and have had the same issue for weeks now.
I made an entry into my ipad several hours ago. It showed up in the Time App but never appeared in the Quickbooks online. I am now wondering how much billed time we have lost over the last year. This is very scary.
Hello! In our business when we place an order for via a purchase order to a manufacturer, they can deliver +/- 5% of the quantity for request (e.g. and order for 5,000 widgets can be delivered with a quantity ranging from 4,750-5,250 units). When they go over the requested amount, quickbooks has no problem with the quantity adjustment when copying to bill and closes the transaction. However if we receive an under amount and adjust on the bill, quickbooks leaves an open amount. Is there a way to close the transaction without altering the amount within the purchase order? Thank you! -Randy
I came from desktop and that report shows total sales, total nontaxable sales and then difference total so you can fill out tax form to Gov. I shouldnt have to get a calculator and find all my totals
