Account management
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Change or add rule
Hi there,Our new QB Online is set up to sync with Clio for our client trust and operating bank account(s). This causes the Client Funds bank account to appear in the QB General Ledger and on reports. And, to also requires balancing separately from the balancing in Clio where the 3-way reconciliation feature works (and is required for our industry). It would be great if we did not have the General Ledger involved with these client trust accounts since they are neither our funds, nor affect our financial picture. I would like to be able to set up checks in Clio, the way it currently works, and have them printable through QBs without having to link the Client trust bank account to our business general ledger. We do clearly need the sync between the two for client payments to the Operating bank account, so we can't just shut down the sync entirely.Does anyone know of a way this can be done? Thanks so much for your time in checking this post out!
The "Connect to Square" app stopped importing transactions from Square to Quickbooks Online after March 18, 2025. There are no apparent ways to force an import or to troubleshoot the connection or the app. Is anyone else having issues with the Square app and connection being broken?
I have been using QB Desktop for years and years. I currently have QB Desktop Pro Plus 2024. My Subscription expires in 30 days. If I choose not to renew the Subscription will I still be able to use Desktop pro plus 2024? I don't care about the online services. I just need it for my accounts, making invoices, and reports. I don't use the payroll services, the downloading of my accounts or any payment services. Can I still do the basics but not have access to the online services or will i get totally locked out of using QB Desktop Pro Plus 2024? Thanks for your help!
We sell consulting services and downloadable software. We do not ship or maintain tangible property/inventory. We use QBO Advanced. We operate under the Accrual accounting method. Our company is currently configured under the Sales Form Content with “Shipping” turned on and under Products and Services with “Track inventory quantity on hand” turned on. Within QBO, we have two products created as “Non-Inventory” and the rest of our products were created as “Service”. Having the “Shipping” setting on is causing issues with Sales Tax calculation. There are times when a shipping address is not associated with a client, so QBO uses our company address (the “ship from” address) to calculate sales tax (which is incorrect). To avoid this, we are wondering if we can solve this issue by turning off the “Shipping” option in the company configuration. Before we do this, we want to assure it will not adversely affect our books, historical data, or products. Two questions: 1) If we turn off “Shipping
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how to remove primary admin without him
I stepped into a controller role for a construction company and as I am going through the process of getting everything set to me as the primary administrator, I am seeing the person before me has 3 quickbooks subscriptions. Seeking advise on whether all of these are needed. Running Quickbooks Desktop Enterprise Gold Edition Standard , paying for the annual subscription for that product. She also has an annual subscription on auto pay for Quickbooks Plus Annual Subscription Premier and an annual subscription for Quickbooks Payroll Annual Enhanced. This is a small company with 18 employees, I am unsure why she has almost $6000 in annual subscriptions. Until they transfer of primary admin is complete, I cannot get straight answers, but it seems to me they are overlapping products. Can anyone get me any insight to this?
I've tried multiple times. It just says "fetching your data" and never moves past that.
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Need to record check payment but it only show deposit as cash no check
My previous accountant used my debit card and purchased quickbooks desktop 2021. They registered it in their name. Now I have a new accountant and I would like my software and files to be transferred to my name. How do I facilitate this transfer?
I have 20+ users, 18 Company databases and everyone is located at different locations. All databases are on our company server. I believe if I upgrade to Platinum, no one will have access until they download the new software. Since I have many users not in one spot, I have some questions. 1. Once I upgrade and download the new software, do I just connect to each database? Will it allow me to open the companies? Or do I need to convert data first?2. How will users download the software? If they open the old software will it prompt them to download the new version? Or do I need send them a link? Where is this done?3. What other issues may I encounter? Has anyone here done this with mutli-users?4. Why can't I speak with someone at QuickBooks other than sales consultants? This question seems to be too difficult for them to answer and there isn't a technical support numbers to call. Help!
The system does not recognize the file if it is opened in Acrobat and simply re-saved as a .txt.
I have expenses that i used a debit card. How do I manually enter these?
Late payment fees is turned on in settings. But it is not showing up on overdue invoice
I really need to save some money, please help!
My understanding was that when you did invoicing, if you inserted a class assignment in the header area, it would carry forward into all the detail lines entered in the body of the invoice being prepared. In actual experience, I'm finding that the automatic entry of the class assignment only happens maybe 30-40% of the time ... most of the time I have to enter the class ID in the body of the invoice. If the body of the invoice has multiple lines and the class ID doesn't appear on the first line, I'll need to manually enter the class ID on every detail line. Just curious if my experience is common among users (and therefore a QB fubar) or if something I might be doing or have set up that is causing this failure (my own darn self fubar!) Appreciate any feedback. Thanks in advance.
