Account management
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Hi, Can I invite an accountant for free (I know it will cost me nothing)? What I mean, if it my accountant need to pay something when she accepted my invitation. Thanks
Hi,I'm trying to find a user role that will have access to create projects and input bills without access to the bank feed or the bank tile that shows the bank balance. I've tried roles that say the user will not have access to the bank register, but when I put in a sample user with the role the bank feed is still there. Any suggestions?
i want to create leads from outside and submit it to quickbooks any help plz?
Hi,I’m working with the General Ledger report through the API, and I’ve noticed that for transactions with multiple lines (such as an invoice), there is no unique identifier for each line within the same transaction ID. This makes it difficult to track changes or map lines when comparing data between requests.Is there a way to retrieve a unique identifier for each line within the same transaction (e.g., invoice line items) using the API? If not, is there an alternative method or approach to reliably match lines from the General Ledger report to the detailed transaction lines from another API call? Thank you for your help!
How can I divide Gas expense into two projects?
IE: Why don't the subtotals export to Excel like they do when exported to a pdf?
When entering a deposit, there is a field for payment method. I see no way to use payment method in a report or as a filter in a report.
Invited my Accountant and he cannot open the link. It returns Wrong Link.
Spam?
We have a vendor that I will occasionally transfer money into the account so that our employees can use the service for their projects. The money eventually will be used on a project, but until it has, what account would I use to code the charge to? Thanks!
I currently have QBO Payroll and a desktop version of QB 2014. So far, I have been unable to merge the two together. When I add qb online "accounting " to my qbo account, I am not able to import my existing data as it tells me i must DELETE all my employees in QBO first. Has anyone had any success with adding accounting to payroll and merging in your data?
I have now spent over an hour with QBO on the phone multiple times and each time I show how the reports don't match up and each time they tell me they need to keep me on the phone to figure this out and each time I have to give up because I don't have hours in the day to be on the phone while they try to figure this out. Has anyone else seen that the two style reports don't match up as well?
Need a specific report created based on 2023 year for sales by location
If you login to QBO, then close the browser window, the next time you go to access QBO you are prompted again to login. Is there no cookie setting to allow automatic login? This is the most frustrating thing. Support says to keep the browser window open, but I am on webcams off and on all day, and do I really want to risk a client grabbing a glance at my Quickbooks account? Obviously no. So how can I bypass the login every time I want to access the account?
Good morning, is anyone having the below issue? (screenshot is attached) When I go to the client list using the menu, either through sales or clients and leads, there are a few issues that are happening. Either it takes me to a page where I see the attached screenshot OR it will bring up an error that says "failed to fetch" but at least then it gives me the search bar. I am able to enter the name of a client and it will bring that client up. But, it will work for a while and then I will have issues such as trying to open an invoice and edit I get an error message that something went wrong and I need to refresh the page or try again later. Well I run a business so I don't have time to continuously come back and try again later. I have called support and of course, can get no further than read from the script triage support people who lead me through the same course of action, of which none work. Just for the record here is what I have do
My customer overpaid in May and has a credit on their account. How do I give them a credit memo for it?
Hi, the client currently has a QuickBooks account where they manage their books. We were requested to assume the bookkeeping. How do we transfer the account for us without adding more cost. Client already pay for this.
Someone added translucent to my account and I don't know what this is
- No manage users under settings... I had to search for it and click a link. - using QuickBooks Self-Employed- I have 'upgrade' option under users tab but if I click it, it immediately gives me an error and says 'Looks like something's not quite right'.
on the desktop version was more straight forward
When I edit the time frame for a general ledger report, the icons to print or download are not present. how can this be fixed?
