Account management
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I'm using the test site - trying to toggle Enable account numbers and check Show account numbers - but keep getting the same error message. I've cleared my cache and history, and even waited 2 hours. Still the same error message
Yes, I checked Spam. 2 hours on the phone w/support who wants me to report to the bug team when support has a case number w/all the info.
how do I get my gl and a/r aging summary reports to download as excel files? they did until last week
I have to send invoices that are due on specific dates rather than in a specific time period like net 30/net 60. How do I change the preferred terms to say that it is due on that day? For example, I create an invoice in January for a payment that is due August 14 and I don't want the invoice to say Due on Receipt or Net 30/Net 60. How can I change the preferred terms to reflect this?TIA for any assistance.
I send out a monthly recurring invoice to a client. I need to increase the monthly invoice and keep the recurring. How do I do that?
I am using a vendor name and the program does not see it?
How do I print a report?
I send quotes to several emails and invoices to another. Can I add a contact list per customer with multiples to choose from instead of manual entry each time?
I would like to pay a Contractor a fixed amount weekly, I have already set them up in QBO with direct deposit, but dont see how to automate the payment.
I'm stuck on "We're fetching your data" when setting up Quikbooks Self Employed. I'm a new user trying to set up direct deposit and payment information. I've cleared cache and cookies, and tried incogneto mode to ensure it's not causing issues but still can't get past the initial screen.
Hi Everyone,I'm looking for a way to import invoices incrementally from a CSV file, ensuring that QuickBooks only adds new invoices while skipping duplicates.I recently tested this by creating a simple CSV file with one invoice and a specific invoice number. The first import worked fine, but when I tried to re-import the same file, QuickBooks parsed it again and attempted to create a duplicate invoice for the same customer instead of recognizing that it already exists.Is there a setting or a best practice to make QuickBooks detect existing invoices and prevent duplicates during imports?Thanks for your help!
support video states I need to change them to admin so I can transition them to primary admin, has anyone had this issue?
I am using an android Pixel 8 Pro.
I have new accountant and I need to remove the old one but there is nothing under manage useres action
Some employees haven't been working with me for years and one even is deceased. With other payroll companies you are only charged a fee for an employee if you actually send them a check. I didn't realize that QB charges you regardless of a check being sent to that employee or not.
I sent a link for someone to have read only access and they received the invite but when they try and open nothing is there.
I created the 2025 budget for my organization in February. Now I need to add a new line item to the budget. How do I do that?
