Account management
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I've tried to setup my team using various user types and roles and only admin rights gives them access to process payments. The custom roles are a joke and I can't restrict access on as needed basis to many areas of QB.
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How do I find all transactions of checking all the way from prior to having quickbooks?
I have eight companies on the list, but have another one that is not showing up. I can't remember where to find it on my computer and open it.
Hello, We're wanting to try out QB Desktop. However, my employer has requested that for three months, we run Desktop and Online simultaneously to make sure they both do everything we need them to. All of our data is currently in QB Online. If I export it to QB Desktop and start running them side by side, will the data vanish from QB Online? It's very important that we don't lose all of that.
I can't share or upload file with My Accountant page.It shows "You don’t have any documents here yet. Add some files to get started."However, there is no link for upload and no Action column.Also my accountant who is activated can't look into any file of my company.I use QuickBooks Essential and windows 10.Please advise.
our Vendor, Henry Schein gets paid via bill pay thru our bank, as does 25 other vendors. This particular one does not reconcile with the invoices I've put into QB...our banking registrar shows tht the payments are going through, but our QB register doesn't connect the
Quickbooks is currently "reviewing" a deposit a client made to me. I call it holding my money hostage. I can't operate a business this way. Has anyone else experience this? I'm a general contractor and this obviously is VERY disruptive to my business, my client and my vendors. My question to other contractors or construction companies - have you researched other accounting software? Does anyone have reviews of Sage? Thanks!
When I log off all bookmarks disappear
I’m using QBO. I’m a sole proprietor but I didn’t find out about QBSE until way later and I don’t really want to make the switch. What happens if I just leave personal transactions, that don’t have to do with my business, unreviewed? Does it matter? Should I just exclude everything that isn’t business income or an expense?
I am primarily interested in the way that income and expenses are categorized using the field labeled, "Account" in the bank register. But in reports, sometimes "Account" refers to the bank account(s). Sometimes, there is a filter by "Distribution Account" (which is the one I want to use) and other times, "Account" refers to a very limited list that does not include anything we've added (for our reporting purposes) to the "Chart of Accounts". So, I've spent the year using "accounts", or categories set up by my predecessors that have meaning to our organization, but it is extremely difficult to use them in reports.
As the accountant and admin, how can my client log into the app and track mileage and input receipts? Do I need to make them the admin?
I would like to know how to export contractor payments after you've already tried to export them using export transactions. This is to an IIF file, not excel. You used to be able to see list of previously exported transactions before the forced upgrade and price gouging. Now that is no longer available and quickbooks payroll routinely throws an error during export. Then it thinks it worked correctly so it says no transactions to export. So you're left having to manually import them. I did figure out how to export the employee paycheck list to iif after a failure and the tax payments, but contractors I can't figure out at all.
Choices are unclear in settings
Hello All! I am new at this, and I've hit a snag. Hopefully someone can help point me in the right direction. The owner recently started the business. In order to have funds in the bank, 4 different deposits on 4 different days were put in the account for general operating purposes. A few months later the loan was repaid. However, the JEs want me to have one per deposit, and to have each one balance out for debits. This won't work in this case, as again, the loan was for general purposes. Either taken as individual deposits, or lumping together in one sum, the debits do not equal the credited amount. Is there a way to create one JE to show the total 4 items credited, and yet show that the numbers won't match? Or, if multiple JEs need to be done, how to account for the fact that the credits and debits won't match, and that the owner was repaid (current liabilities) shortly thereafter? I appreciate the time! Thank you.
My current company was having quickbooks together with my partners account as a sub company in his quickbooks account. He did not renew the subscription for this company and can't see any details in his login anymore for the company. on my login which was a user i can see all the previous details on my app in the phone but i cannot see anything when i login online. i also cannot edit the subscription as it is associated to his account. How do i solve this problem. Thanks,
