Account management
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I have a check dated 12/11/23. Since 2023 is closed out. How do delete this check now since we're in 2024?Thank you.
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Can I download QB Checking Statements in a CSV or QBO format? It looks like only pdf's are available. If not, is there any other way to get 2022 QB Checking data back into QB Online? It appears to have been deleted.
Is there a way to have a column directly in the register to tag a customer / project while in the credit card register without going to "edit" for that transaction? Nobody wants to spend the extra time with entering the transaction twice just to get it tagged to the correct customer or project. That was the original question, and seems that once again, its another item that people have been asking about since 2019 that still has no capability, yet we keep paying more for this software. QUICKBOOKS - PLEASE HELP ADD THIS FIELD
KEY:(removed) REG# (removed)
I have created a new company file and saved my old one. So starting Jan 1 2025 in the new company. We are in Canada so the condense data method did not work here and I had to start from scratch to set up my Chart of Accounts. I have that now. Now I need to bring in a Journal Entry from the old. So I printed the Balance sheet and the Profit + Loss reports in the old. It seems to me since there are amounts in Accounts Payable and Accounts Receivable that I may need to make a few journal entries as both AP and AR require to be on the first line in a Journal Entry. I am second guessing which entry has to be made so I have all my right amounts for the start of the year. Can I get some help in walking me through how to proceed?Thanks!Pat
How or where do I add my CCB number to my estimates and invoice templates? I can’t find an area to include this on my forms.
Hello, Our church needs to track multiple funds within one bank account. I can see multiple ways to do this, and I'd like some advice on which way is best. The funds we're tracking include money held in reserve for an employee that will be paid at a later date. Another fund is money earmarked by our Board to give to people who request help with travel costs to attend events and services. Both these funds decrease periodically as money is paid out. They increase annually when the Board earmarks more money for the travel fund, and monthly in the case of the employee fund. So one way to track this would be to create liability accounts for each fund. I like the way this shows up as a liability line on the Balance Sheet. This is better than where it's been showing up as a sub-account of the Bank account under Assets. My question about this is if it's legit to take the opening balance for this fund from an equity account. We report all previous years net income and our o
I am the new CFO of a company in the interior design business. We currently have Quickbooks Desktop Enterprise 2024 Contractor Edition. I assume "Contractor" means our Quickbooks is for the Construction industry? We're considering switching to Quickbooks Online. Is Quickbooks Online generic or there is a Contractor version of the QB Online? I was talking with a salesperson from QB and it seems she has no clue about "Contractor" edition. Thank you for your help!
I really hope someone can help me. I am a CPA who uses QB 2018 Desktop Pro for several clients. I recently downloaded and installed the software on a new computer. QB is now asking me to login (see screenshot). When I put in my email address, it wants me to update the software (see screenshot). But, I have already updated the software. I then click the non-admin to login, but it tells me it will ask for the login information in 14 days. Does anyone have thoughts on how I can get logged in properly? Or can I?
I don't want it at the bottom of the report. I want it between Income and Cost of Goods Sold.
We recently onboarded a client and transferred them from QB Desktop to QBO, when our import was finished, all of our bank reconciliation records were missing, and our transactions had been unmatched. we would like to be able to solve this without having to manually re-match every transaction and redo every bank recon. please let me know if anyone else has ran into this issue, and how you went about fixing it. Thanks in advance!!
Good morning, all. Current user of multiple 3-user licenses of QB Desktop Pro 2022 & 2024. I need to open a support ticket re: license usage (specifically, releasing a user license if user is leaving company). Trying to resolve in a chat session but the chat person is woefully inadequate to the task.Thanks.
We recently activated advanced pricing and have created a few price rules and were successful in making that change. However, I am unable to edit one of the pricing rules to make a change and save that change. I have logged in as single user, admin and run all QB updates and still no ability to save changes to that price list rule.
It is supposed that when Import Data Tool detects duplicates based on unique identifiers (like Vendor Name), QBO will prompt you to decide whether to:Update existing records with new data.Skip importing duplicate.But instead, I get "We didn't import some of your data because it's already in QuickBooks. If you still want to import it, change the info in the highlighted fields and try again."In short, does QBO Adv allow adding new additional data using Import Data Tool? Or is there a restriction?Thanks!
Does anyone have experience with the new "Account Manager" program? It seems like a great idea that I was excited about (one point of contact, cohesion with support,etc) but we have been re-assigned to 4 different managers in 4 months and our most recent manager will not respond to us. Is the program already closing down? If not, does anyone know how to request a new account manager so we can be assigned to one that will respond to us? We're working on some long-term issues that regular support has been unable to reliably fix and having someone to assist at a higher level would be so helpful
I have my main small business and a small reselling side hustle. I am wondering if I can use one account for both of these and if so, how do I sort the different businesses I see that when I record a payment it wants either business or personal, but I want to sort it into business A business B or personal is there a way to do that? If so, how
I feel like I'm going in circles trying to get in touch with a real customer support person. My company has two instances of Quickbooks Desktop Enterprise. The individual that managed the licenses and payments is no longer with the company. I'm trying to log into their Quickbooks Online account to update the contact information and manage the billing information. While I do have access to their old email account, I don't have access to their phone for the 2FA. I tried calling the support number and while I did get through to a human I could not understand what they were saying as there was a baby crying in the background. They mentioned something about a transfer ownership form, but I would need provide my a copy of my Government ID?!?! I'm absolutely not providing that. Please, is there any way possible to talk to a real person either via phone or email? I have admin access to the Quickbooks company files and have the 2 license keys.
New year so finally surrending to moving to the online version. When trying to checkout I get this error message:You can't add QuickBooks Online Simple Start to XXX L.L.C. with your existing subscription. Try another company or contact customer supportfor help.I clicked on add another company and it just gives me a payment form.I don't want to pay unless I know what that actually means. I really dont want to get stuck with more than one account. Of course it is sunday so they are closed This kind of Intuit customer unfriendliness is why I am still using 2018 desktop - every year I look at online and just get annoyed. I seriously wish I had bought a newer desktop before they killed it. I used to just buy a new version when support ran out as our business is pretty simple. I ahve been on Quickbooks since 2000 and am seriously wondering how they can continue with these unhelpful support at error message explation options
On QB self employed auto mileage tracking for 2025 it is not correct for new rate
Where to find my account number
