Account management
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I am selling my company and have 23+ years in my QB DESKTOP that I need to share with the new owner. I am going to set up another QB account for them. What is the best way to transfer all the data from first to second?
With little fanfare other than pulling the plug on at least a dozen profiles (yeah there are certainly more but not that have noticed or complained) today Intuit rolled out the new criteria but in their way has not indicated up front ALL that will be required. "We’re changing the way we publish profiles. First, we need to confirm your information" The bold is my emphasis but surely, first means one of more than one steps and I would really be interested in what the followup steps might be before I scan and send my ID to Intuit. I don't even need to provide a signature or whip out an ID when using a chp enabled credit card (even a stolen one, haha) anymore. Just curious as to reasons for additional intrusion into our privacy and what in entireity the whole process now is
We operate a children's play place. We essentially have 3 product types: admission, parties and food/beverage. Admissions and F&B are daily income, but parties are not. Parties are typically booked in advance and consist of a booking deposit and a final payment when the party is delivered. The POS produces 3 daily reports: a accrual sales report, a z-tape, and a liability report. The accrual sales report includes all income realized for the trading day. The z-report summarizes cash, check and credit cards taken for the trading day. The liability report shows the party deposits taken (new liabilities) and any executed or cancelled parties (executed liabilities).I've been trying to use the daily sales method to record sales, but I have a heck of a time ever getting the total to zero out. I'm reaching out to the community to see if anyone has any advice before seeking professional help. 😉Thanks in advance for your thoughts!
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Can multiple users on our account screen share with a Live Expert during an appointment call? If not, are Live Experts able to zoom with us if we provide a zoom link/invitation?
I cannot save the settings for the Quickbooks Bank account nor the "recommended matched transfer account".I think this is what is preventing me to being able to use this app to import transactions. I have no idea what I need to do to get it to work.
Seek easy way to change -- see attachment [attachment removed]
xxxxxxx@xx.xxxxxxx.xxx.xx ??? I didn't click on any links.
As the owner/principal of our QB Enhanced Payroll subscription, how do I change my email address? Is there a form that I can submit? There doesn't seem to be a way to edit that with the payroll system.
Hi Everyone! I'm just wondering if anyone else is getting daily calls from QB Support Team telling them their files are corrupt and we are not getting the proper updates because we are not connecting to QB Servers? They want to remote in to my computer and make some changes... but I was able to upgrade from Desktop to Online with no issues........My CPA tells me its a scam so I was just curious if anyone else has received those calls?
I manage a non-profit's finances & am new to QB Online. I am looking for ways to track funds that are committed (albeit not legally) but not yet spent. Two examples:1) we received a donation that is earmarked but not yet completely spent; I need a place to record leftover earmarked funds. 2) funds that have been committed internally to a philanthropic purpose. I want them to show up in reports as committed but not yet spent. I created an 'Other Current Liabilities' account for each, but wasn't sure about 'Starting Date & Opening Balances' (I picked a date and used $0). I misspelled part of the Account Name & it will not allow me to edit the Account Name. Then I started looking at the Register. I'm assuming that I make a Journal Entry in the register. Payee would be ourselves, I guess? Is a new liability an Increase or Decrease? When the funds are eventually spent from the asset account, do I make another JE to simply reverse the l
Hi,In preparation for a conversion to QBO Advanced from QBDT Plus Pro 2024, I have imported our company both by exporting the company file from within QBDT and also by uploading a backup file to the online conversion tool. Both worked well and came through cleanly. Is either method a better choice for the final conversion? Thanks!
I do not want my accountant to change anything without my permissions.
I have a vendor than now will be a customer as well. I have the company listed as a vendor and periodically add in expenses.I was hoping I could use that same name to reassign and/or duplicate as a customer. I could not seem to do that. I tried to create a "new customer" from this information, but QB would not allow it, asking me to use a different name. Is there some sort of work around to this???
QBDT Enterprise 22I understand how to implement barcode scanning. However I don't want to track inventory or have it effect the accounting side of things. Is this possible?Thanks,
I am having an issue where I cannot open/view an uploaded receipt or bill in the desktop app. When I try I am sent to a screen that says, "This XML file does not appear to have any style information associated with it. The document tree is shown below." (Screenshot attached below) The really strange thing is when I am logged in through my web browser (Safari) I can view all of them, no problem. The other solution I found is to just attach an image once I have created a bill/expense, but that it a tedious pain and it completely defeats the purpose. I have deleted the app and reloaded it, restarted my computer, searched for settings/permissions and I cannot figure it out... Also, my Mac is updated to the latest OS (macOS Sonoma 14.5) Any help would be greatly appreciated! Thanks!
Hi,We are transitioning to QBO soon, but our organization's founder would like to know that she has access to historical data in QuickBooks Desktop Plus Pro 2024 after the subscription ends. I understand Intuit's policy for View-Only Mode for 1 year and that appears to apply to our product. Does View Only allow for viewing individual historical transactions, or just reports? If we don't renew, but decide that we do need full access to QuickBooks Desktop Plus Pro 2024 at a later date, can we renew then since we are an existing and not new customer? I know this wouldn't apply if the product is discontinued entirely. I saw a recommendation to download the trial version of QBDT and open the company file in that as a solution that would work indefinitely. Is this correct? When the trial period expires, do you download another copy of the trial version and start again? Anything I'm forgetting? The goal here is to have access to historical data indefi
How do I keep track of bank transactions for my Square Checking account by Sutton Bank? QB only seems to recognize Square as a POS app to track sales, but I also need to track expenses incurred with the Square Debit Card.
I created a demo company in the educator portal for demonstrating procedures to students, and made an irreversible error. How can I completely remove the demo company I created. I don't want to reset or purge which would leave the company existing. I need to completely remove the company, and recreate.
I need to see a detailed breakdown of all transactions inside of the category..
