Account management
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I imported my QBD file into QBO and inadvertantly overwrote important data. How do I revert to the original QBO file?
I have several fixed asset accounts that are zero now and would like to make inactive. I continually get a message stating "unable to make account inactive." Can anyone help me understand why? thanks.
What is the difference between a subscription Quickbooks product and a non-subscription product?I called customer service and they either don't know or won't tell. Or else they guy didn't understand me because he did have an accent and I had a hard time understanding him. So I haven't done this community thing before, but I'm hoping you can help me. In the company I used to work with, we always bought a new version of QB every several years and then we had a subscription to payroll. When the version we owned no longer had a payroll subscription available for it, then we'd buy a new one. The company I work with now has an annual QB subscription. But we just outsourced our payroll process, so we no longer need QB payroll. So I think we no longer need an annual subscription. We're really basic - no customer records, no inventory, no class tracking, no job costing or projects. We just pay bills, post deposits and run financial reports.
I am trying to switch single user mode (desktop version) - the system keeps telling me "We weren’t able to close the company file for all usersSome users may have a window that prevents the company file from closing. Contact them to ask them to close any windows they are working in and log out." Except nobody else is logged in, this just starting happening a few weeks ago and I can't get around it. Very annoying. Any suggestions?
It tells me to go to "transfer funds" and then I should be able to create a NACHA file through "banking" I don't know where any of this is in my system and I am an administrator?
Change From self-employed to corporation?
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I have 10 years of history in QBO. Because of a new software integration we need to implement, I need to set up a new company file that can have data from 1/1/24 on, while keeping the 2012-2023 data in the old company file. I'm encountering an obstacle in setting up the new company file under the same account. What are my options?
Manually posted outsourced paychecks are showing up as expenses so everyone can see them. I have created new roles excludeding all expenses and they can still see them. How can I remove all asset accounts from appearing in the expenses?
It is mission critical to our business to be able to pull a "Customer Ledger." A report which shows all Debits, Credits, Bills, Journal Entries and Balance for each customer separately. This seems to be impossible in QBO. Has anyone found a solution?
need a book keeper near me in charleston sc
We needed to purchase some items from a vendor that required us to send them a purchase order. I followed these instructions for creating the purchase order: https://quickbooks.intuit.com/learn-support/en-us/help-article/purchase-orders/create-send-purchase-orders-quickbooks-online/L2mVpjOoq_US_en_USI am now at Step 3 and have followed the directions to add the purchase order to the bill we just received from the vendor: I linked the Purchase Order to the Bill, and the Item Details show all the items from the purchase order and the total. According to the directions, I should be done. However, for our budgeting purposes, I need to assign a category using our chart of accounts. When I add this information in Category Details, my total doubles. How do I avoid this, and still assign an account?
I want to have a report with the customer, sales tax, taxable amount, invoice amount. I figure the easiest way to do this is to customize the sales by customer report but I don't have the option to add any tax items as a column.
Did anyone notice a change in the roles and permissions and the ability to create custom roles not appearing anymore? I need to create a role that allows for someone to enter bills, expeneses, and receipts/bills from the transaction tab in the banking center on QBO. None of the roles in the dropdown menu allow for this type of access even under standard limited vendor access. Any ideas?
We just switched from Quickbooks Desktop to the online version and migrated the data fairly smooth. One problem I have is the memorized reports from Desktop. The Primary Admin can see the reports under Customized reports in the online version but the other users who are Company Admins cannot. Seems like the Company Admins have enough privilege to see all the reports. Any suggestions how this can be fixed or other ways the customized reports can be shared with them.
I've taken over helping reconciling a previously set up account. They have two credit cards/users on the same account. In Quickbooks it has them listed separately but they are included together on the monthly statements. How do I fix this so I can properly reconcile the monthly statements since they aren't connected in Quickbooks?
when information is entered or switching to another page, the green dot circle thingy sure takes longer it used to
I have a 2013 set of books which I have been using. Unfortunately, my computer crashed and I need a validation code to register the program on my new computer.
I have a very small company. No payroll. Only enter deposits and check writing. Can I have a personal account as a 2nd user with Simple Start?
QBO says I need to set myself up as an employee but how do I do that? I don't need to run pay myself I just want my hours worked to show up on reports.
I keep getting a notice when I first log on daily about a QuickBooks 2023 upgrade being ready to download and install. Is this an upgrade that is part of the annual contract, or is this a sales notice that we will be asked to pay for upon download? When I click on the "check out what's new .." I get a screen to take a product tour or "Buy online". Why would we "buy" when our existing system works and is still supported? Is it required annually to upgrade? How long will QB continue to support 2022? I also would guess that we would need to coordinate upgrade with all users and our server ... true?
I am trying to set up custom roles and workflows. Which role allows a user to approve purchase orders? Right now the company admin is the only approver I am allowed to select.
