Account management
Recently active
I get this note in the directions Note: If you have banks or other third party apps connected, purging your company can permanently damage these connections for this company.
Hi. A new client which already has Quickbooks will be inviting me to their Quickbooks. (I have a QB Pro-Advisor account with about 15 clients and 3 team members aside from myself). Most of the day-to-day bookkeeping will be done by my team members. Does my client need to invite me as an accounting firm and/or as an Admin in order that I may assign team members to a client, or does it not matter? Thanks
The company I contract for sent my 1099 thru quickbooks. I guess I’ve used quickbooks self employed in the past, so when I log in to view, it tries to makes me resubscribe, and there is no earthly way out of it. I just want to see my tax form! I don’t use this service and have no interest in doing so. It shouldn’t be legal to hold a tax form hostage like this.
On my desktop QB if I began to bill a client and they had an outstanding balance it would appear on same screen. this eliminated having multiple invoices for 1 client. i don't see that feature on QBO.Thanks
Original commenter did not share additional details
Quickbooks desktop - How can I move the QTY FIELD in the desktop version? when Im typing my invoices, the QTY field USED to be over on the right right before RATE, now its moved to the LEFT before the description.
My shared document tab has no clickable buttons and only says: You don't have any documents here yet - add some files to get started. Nothing to click - all dithered out.
I have a contractor that is listed 2 times and I cannot find a way to combine them to just be 1....Anyone have any ideas?
getting bad gateway error 504
I purchased my business for $150K. I am new to this and I am getting my reports together for my accountant.I received 3 different loans to cover this which were deposited into my business account before I had the cashiers check made out. My question is where do I put the cashiers check that I gave to the seller that came out of my bank account. I have it under a general expense but I don't think that's correct. It doesn't look right on my profit and loss.
I hope my question about invoice templates is clear!
I have tried to reach support via callback, to QB's credit I get a I get a callback right away. Unfortunately, it's useless, it's always the same M.O. After they get my license ID they put me on hold then hang up on me or when they hear about the problem and realize it's a tough one, they put me on extended hold or tell me that I have the wrong department and then ask me to follow the same steps that got me to them in the first place. What happens when the often redundant copies of the same 'expert' advice on your forums don't work? What am I, S.O.L now since it appears I can't get a hold of anybody with proper knowledge of the inner workings of your software or even willingness to help?
My vendors do not want their personal information stored on QB website, how can I remove this information?
We apply two or more tags to every transaction. How can I run a report that shows all the transaction data AND the tags assigned to it. E.g I want to see date, type, number, name, memo, account amount and tags assigned to each transaction. I want to be able to review all of our transactions and make sure the right tags are assigned without having to open every single transaction to check what tags are there. Please note that running a report by tag does NOT do this. Thanks.
I am an owner and have rented out my condo for 5 years with a property manager but starting Quickbooks for 2021. I have a property management account set up as a "bank account" just to simulate what goes on with the money. How do I get that account to show the accurate beginning cash balance since it is carried over from before and I am not planning to enter in all of my property management statements retroactively? I would like to start it from Jan 2021, so I can accurately reconcile.
Hello, I am trying to see if there if there is anyone in Yuma, AZ that could possibly take about an hour to show/make sure I am setting things up correctly. Or if you are willing to possibly call n go thru with me. I have used QB self-employed which was a breeze you chose business or personal and a category. I am now using QB ONLINE and am totally lost. I have taken many of the QB webinars, tutorials and received some phone help, but I am still unsure, and it seems if it gets messed up it is very hard to reverse or fix. I even paid for the one-time QB online set up, but it was not how to set up your account it was the same information that was in the webinars. : 0 {Any help is most appreciative.Thank You!!
I have 255000 targets in my file.When I start the "preparing your file for the move" process. The first two legs go quickly. The third runs to about 95% complete and then hangs and never finishes. I do not get any error messages. I have changed browsers with no success. Suggestions?
