Account management
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QBO: Can I export a report to an existing Excel Workbook, but onto a new sheet?
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copy of online books
I have recently added a second bank account to quickbooks. I need to complete direct deposits from both accounts but when I attempt to use the second account I get a pop up that states the deposits will only be taken from the account on record for direct deposits. Help.
I have a more advanced QB level for one company and it lets me do more customization to reports than the basic version that I have for another company, where I can't really do any customization. Is it because of the QB level?
Hi Guys, I switched to quickbooks online from quickbooks PC desktop in 2012, after changing bookkeeper, and we set up everything up as if it was a new company. All good! Now I need to access and include some data from the 2007 to 2011 desktop accounts, and I have a backup of the original backup file that was made for me in quickbooks for mac 2021. Looking at the excel sheets that were made for me at the same time I can see that there are time gaps between the two sets of accounts, and so the numbers don't match. I'd like to import this backup into my current quickbooks online, but I'm very concerned that it might just totally screw everything up - and yes, I'm a chicken! Is there a way of trying this and being able to undo the import if it does go crazy? Or another solution that doesn't involve the expense of adding another company/another account...
I have three different companies but only my main admin user on one company can send emails via gmail. The others all give "wrong password" error. Password are correct. All settings the same as main account. I tried to give second user full access but that also did not work. I now save to pdf to send outside quickbooks.Any ideas appreciated.
I show all of my sales taxes under the taxes tab but they are also showing up in the product and services list. I am trying to clean up my QB's before integrating a new software and don't want them in the multiple times and they not get synced with the new system correctly.
I have a client that wants to reconnect their Self-Employed QB account. But this message keeps popping up, without the option for the basic Self-Employed option. Anyone have advice on how to reconnect it? I can't even exit the pop up to get to their main homepage or cogwheel.Thank you in advanced!
I have been told multiple times through sales that I could get appropriate reporting and I and not. I only use the invoice piece of the software and even upgraded to get additional reporting but still can't get what I need.
Need 3rd quarter WR-30 reports
Balance sheet, Balance sheet detail and Profit & Loss reports are not listed as choices in Reports tab
Please help! I have a Quickbooks Accountant Intuit account with one client file (my own). I am working on a MacBook Pro with OS Catalina v10.15.7. When I open the QBO App on my laptop it shows my "client list" but when I click on (my own) client it looks like a new empty client. Where is all my historical data? I set it up in Feb of 2020 and was fully reconciled through Nov 2020. I can log into my Intuit account in any browser (I've been using Brave with no problems for years, also tried Safari) just fine and see my products - Quickbooks Online and Mint. (I switched from trying Mint to the actual QBO Accountant in Feb of 2020.) But on the browser, when I try to go to QBO a box opens and notifying me that when I click "continue" I will have agreed to the Terms of Service, etc. When I click "Continue" a new window opens and the page starts trying to load but just spins and spins repeatedly trying to load, with no success, not even the blank client I'm seeing in the desktop QBO App.
Hello, I made a custom sales report, and I set the email schedule on "daily" (every 1 day). Instead of receiving the report at the end of the day to show my total sales, it sends it in the morning when sales are 0. Is there a way to set a time for the report to send? Thanks
Hi, I hope that someone is able to provide some insight since Intuit unexpectedly terminated our account without notice. All advice is highly appreciated! We rely heavily on our business data in Quickbooks, and we have no idea why our account has been terminated.Details- We were on the QB Plus subscription with 3 users, and I was the admin- On 09/15, we started getting a billing error (code: -81624). To this date, all subscription payments had worked fine. We had just changed our business address in both our bank system and in QBO, so we suspect there was a billing address matching problem. We tried everything from updating addresses, deleting our cache/cookies, different browsers etc., but nothing worked.- On 9/21, my user profile was terminated. When I tried to log in, it said that no such user existed. I enquired with QBO support 3-4 times, but they all said that they were not able to support since my account was terminated.- when my colleague asked QBO support 2-3 times,
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I have been going round and round attempting to find a way to contact Intuit/QB, even though it has a supposed link which only circles around but doesn't provide an email/link/form. I've wasted hours on this. We are a non-profit 501(c)(3) organization and Intuit has been billing us sales tax that should not have been billed. Thanks for any help anyone can provide.
