Account management
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I'm trying to send an email to our customers and I get a message saying that our account settings are out of date. When I hit the FIX IT button it doesn't do anything.
I asked for help through chat and the guy ended up un-reconciling my account back through July. I’m panicking. I know what I did but don’t know how to fix it. I forgot to enter a few bank transfers in between savings and checking. Can I add those? Do I add them during the months they occurred? Then do I re-reconcile each month one at a time? Please help!
The mobile app is and always has been opening and running extremely slow. Is there a way to fix this or leave it open/ accessible for quick access?
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The manager that runs my store added a case of stuff that are sold individually and made the base unit the case, the cost of the case she added as the average cost, etc.etc.... TOTALLY screwed my margins, COGS and then did a quantity adjustment! I've seen other posts similar and from what I'm gathering, there's no fix for this, a QB F:ck up incapability. If I were to go to all the sales and reverse them, putting inventory back into assets, somehow revert the quantity adjustment, go back and fix (enter) the inventory item and then resell the product, thereby fixing the history that's calculated wrong. I thought if I could revert the revert, the items would refer back to the original customer , but that doesn't work. I tested part of this theory on my own sale,( not the item that needs to be fixed) which when I reverted, it refunded the cost as cash, I then resold it to myself as cash. Will this work if I revert all the customer receipts, fix the item and then as a one time ca
I have just bought QB desktop 2023 for my business. I need to create my first invoices for customers that shows the current rent due, plus a past due balance that is not already in my newly set up QB.
When I go to the new QB online, I will delete one of the companies but I will also upgrade the remaining QB online company.
Hi,How do I delete a customer with a re occurring invoice?John
Hi,Does anyone know how I would change the role for admin (I am the admin). I want to change the area under "Customers and Receivables" > "View Credit Card Numbers". I would like to make this not accessible so the credit card numbers cannot be seen by anyone. The response I get is "The Administrator role cannot be edited". If I cannot edit this area, how do I mask the credit cards under the admin sign in?Thanks!
I have hundreds of blank Vendor Names from years past (before I started adding in vendor names). I would like to be able to go back and update the blanks with actual vendor names.
Good morning. I have a question, I am taking on a client that has two small LLC's running on a cash basis only recording cash receipts and paying bills and running payroll for 4 employees on one LLC and 1 employee on the 2nd LLC. They had been using QBD Accountant using their accountants license which they need to get off of by 1/1/23. I am struggling to figure out if I need to purchase them two versions of QBD or can purchase one and have two company files with two seperate EIN's as I have done with my other clients. And if so, how do I enable it so that three users can be in the software simultaneously? In the past when I have set up two users one logs on it kicks the other off? Purchasing two sets of QBD for a small company would be a bit too costly for them right now and they are not interested in online. If I an do this, I am assuming that I simply purchase the software, back up my company file, and when I install the new company file, I just p
I login to my account but do not see any pertinent information that I need. Quick Books stole money from my bank account without my permission! A bad actor(customer) file free credit card dispute and I responded through quickbooks site on the due date by uploading many documents and photos. Quick books said will review documents and respond in 2 days.They responded and said case closed because no response from me(merchant). The system has a lot of glitches in it. I spoke to Marta she said "yes I see the documents you uploaded and its a lot , we do have a glitchy system" I apologize I'll reopen the case and escalate to my supervisor(s).They have just continued to ignore us and now I get a collections call and they prematurely closed our merchant account while in dispute making it even more difficult. I am very disgusted with quickbooks tactics . I had a very high opinion of them until I started researching and seeing all their complaints(2,900 of them) wow! that's a
I am a QBO ProAdvisor and I just started managing a non-profit company as a volunteer. They are not set up as my client. They have added me to the company as one of their users. I am able to see the company as a Business View and as an Accountant View. However, I don't see an option of a "Book Review" to start cleaning up the books. Is it because the company has not been set up as my client?
I have Quickbooks 2021 Desktop and now I'm unable to log in without providing subscription payment information. I purchased this prior to Sept 2021 and it was my understanding it would be grandfathered in before their subscription change, and wouldn't need to subscribe.
Our firm is needing help on how to assist on getting their QuickBooks desktop subscription on their own intuit account instead of being on their previous accountant's. Thank you, Cecelia Frost
I need help. I've been tasked with inputting all the financial data for my company and I'm having trouble ensuring what I'm doing is correct. I've been a bookkeeper for about a year or so (at a different company), so I'm still quite a novice to the accounting world. I am inputting the expenses for our company through receipts the owner has collected throughout the year, but I want to know if I have to put the expenses (supplies, furniture expenses, etc) into a purchase journal, or if just entering the expenses as is, is okay. I also have a few questions about recurring expenses and how to categorize them properly, i.e. if a subscription service is considered a prepaid expense, etc. I would love some assistance or guidance through the QB Community! Please reach out if you can assist me in answering any questions I have regarding inputting this data properly into our QB. Thank you in advance for your help/tips!
i have a desktop pro 2019 quickbooks and i am trying to add a second user, i am not able to, can someone help please.
Hello, I am trying to print out my receipt for this month for each of my companies and keep getting the same error message. "Unable to process your request at this time. Please sign out and try again later. If the issue persists, please contact support and reference message. How can I rectify this message? Thank you.
Hello. I am new to quickbooks as I am working as an independent contractor for a gutter company, for the first time. I noticed that quickbooks often does not have the same reading as funds I have in my accounts. I understand that I move money in and out often, but it isnt matching in my savings which has much fewer transactions. Another example is it is saying my transactions are cleared, but I have made transactions in the past week, maybe more. Is there a system in place regarding updating the current balances and transactions? once a week, every other, monthly, etc. I am probably being impatient at times. How often should i check my quickbooks (online) to move transactions to their appropriate files.Thanks in advance!-MikeyB
cannot login suddenly
Hello, I run a small marketing agency. I have a review/reputation management software that many of my clients would like to integrate into their invoicing workflow. I need access to their QB accounts so I can set up the integration through Zapier. What is the best way to go about this without them giving me access to sensitive information? Is there a way to do this? Thanks
