Account management
Recently active
About 2 years ago i transferred money between accounts and then closed some accounts. QuickBooks Online seemed to get confused and I have not been able to get accurate balances since then. What can I do to get accurate information again?
I need to change the email address that is showing up on the Reconciliation Report. It is from a previous manager.
Original commenter did not share additional details
I'm planning to start using QB and have a question about how invoice numbers are assigned/managed using different sources. Example I have an e-commerce site and as orders are received Woocommerce records the transaction and assigns the next invoice number in sequence. As I understand Quickbooks can sync or download the Woocommerce transactions including the pre-assigned invoice numbers. I also have a lot of orders that must be entered manually. Is there a way to sync the invoice numbers (Woocommerce + manual orders) in Quickbooks and avoid having to use two separate series of invoice numbers?
I'm able to everything else on the app and on quickbooks on line?
My bank balances and QB are not matching. I believe this disconnects have to do with the beginning years (2014-2018), not the recent years. I don't know where to start.
How find search mag glass upper rt of screen?
We are adding a bookkeeper to our team and want to limit the possibility of Fraud. How can I make sure that they are not able to send themselves money? Can I approve all payments? I'd love for them to be able to reconcile all accounts, process vendor payments and run reports for us. TIA,Jeff
Full admin cannot access areas of junkbooks
Is there a way to make information entered into Desktop automatically update the Online version?
Using landscape or portrait, all of my reports cut off the right side of the page
Need to print a detailed report reflecting all unbilled charges and billed charges (invoices) per client. This would be helpful when supplying this information to clients for their taxes and when you need to provide information to court.
I currently don't have access to edit invoice templates—see settings menu screenshot below. Is there a way my administrator can turn on this option for me without giving any other additional access?
I have client specific recurring prices that some are due for increases. Thanks!
This used to be easy to find, why is it so well hidden now?
I've added mileage to track my vehicle business use, but I cannot find any reports to send this information to my accountant.
