Account management
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I want my online file exported to my desktop
So it's not showing any of my accounts. The transactions show up but when I go to add anything none of my accounts show up. No bank accounts. No expense accounts.
I just started my QBO business. I failed to create a subscription for my first client and unknowingly put all of their company transactions into my QBO business file. It's about 4 months worth of data that needs to be moved. How can I move all of their transactions into their client file and out of my business file? I do not have any of my business transactions in my company file yet. My company file should be blank. What can I do?
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Bank register report does not show any deposit amts and shows "n/a" in the balance columns
Hi, QB checking (Green Dot) added two extra bank accounts. These were removed with help from support after merging, changing names, and merging again (though no explanation of why QB messed with our Chart of Accounts). Since then payroll was run, but it tried to draw from one of the accounts that was removed and it caused an NSF charge of $100 from QB third-party provider, Paycycle Inc. The money for payroll was wired for payroll to them - but we're unable to reconnect Payroll. QB Payroll (XXX XXX XXX) is unable to create a case. QB support passes us off to them without creating a case number. Intuit Office of the President (https://www.intuit.com/company/contact/office-of-the-president/ ) won't do anything without a case number. Does anybody have a personal contact at Intuit to resolve? thanks.
Hello, I would like to know is there is an easy way to send the invoice to my accountant? My first idea was to select each invoice, download them an send them. There several steps, so I was wondering if there was another way?
I found a payment that went to the wrong account(Category) a few months after the correct account account was reconciled ex: a credit card payment went to cost of good sold instead of the credit card account. I found this error a few months after both bank account and credit card accounts were reconciled. If I change the posting account -cost of goods sold to the correct account- credit card- will it effect my bank account and or my cost of goods sold account? Any suggestions on the best way to correct this?
I need to transfer our customer list to the company buying our business. We both have QB Desktop Pro. I think I've got the idea for exporting the list. Do I need to set up the export using only the columns suggested in the example spreadsheet, or can I use all the info?Also, how to import this list into Desktop Pro?Thanks so much.
I'm going to need to use my QB in an offline situation for a while, and I want to go back to using the desktop version. Can I convert or use my company file from QBO back in Desktop?
I am unable to organize expenses by category without the iPhone application crashing and having to restart it. This has been going on for several months now.
I cannot express my disgust with QB and their customer service anymore than posting this. Not one person that I speak to knows anything. Not one. Wasting life with waiting is the worse thing you can do to a customer. I just learned that the software engineers are not smart enough to set a system up where you list a Bank Transaction to a project that it does not automatically populate in the project section. So you apparently have to go into the Project sections and re do it. So what is the point to giving me the option to identify the bank transaction as part of a project if it does not link to that project? I wish I was smart enough to be a software engineer. Instead I am gods cruel joke of being the moron who can't his books done correctly.
On September 6, all 800 of my company's projects disappeared. A QB support tech online was able to locate the discarded projects and restored them one by one. It took him approx. 45 minutes to bring them all back. Since then, some jobs in QuickBooks and Tsheets are showing multiple duplicates. To further explain, Customer A has an ID number of 1234, and they have a job code located under their customer profile, labeled as 111. Now, 1234-111 still has its job on QB, but there is also now an individual, new customer profile with the account number and name identical to the job. There are two lines of the same number. One a customer, and one a job. In Tsheets, this is populating as a duplicate, empty project that does not feature all of the same Project Posts that are located in the original project that was restored by QB support.This new pattern is seen in some customer accounts and projects on Tsheets without any common denominators as to indicate why. What do these accounts have in co
Hello all ! I have entered and recorded an incorrect amount on an invoice in the "received amount" box. It is off by $140.26 and won't let me edit it ! I cannot reconcile my books till I get this corrected. I have googled everything for hours to no avail !Anyone ??
We are a small nonprofit, barely familiar with QB 2015 Windows version for years...A little over a year ago converted to an Apple Mac mini with QB 2021 Desktop and transferred files successfully. Switched to QB online and could not complete setup. Been writing checks and entering info in Desktop. Recently attempted printing monthly P&L statements for fiscal year of 06/01/2021-05/30/2022 but missing mid-sept 2021 through mid-march 2022. ?
Is there a report or way to create a custom report that converts the unused PTO to dollars?
These are existing clients and products/services. With Deposits I can save the deposit and reopen it. The field will be blank, but I can click and see the name. Not super helpful. On expenses, it won't save the transaction because the field is blank error stops it. I have found no way to get an existing transaction to start showing the information. I have to delete it and start over. Sometimes I have to log out and back in to get it to start working correctly. I'm using QBO Advanced. Has anyone else experienced this and now how I can make it stop?
How do I change the prompt for SSN to EIN so it will be accepted?
