Do more with QuickBooks

Under the transactions tab, nothing is listed for this year or for the last 6 months. I can't pull appropriate profit and loss reports until things get fixed. Please help!

I’m using QBOA and trying to use spreadsheet sync with either Google Sheets or the cloud based version of Excel. While I can import data from Quickbooks, I can’t edit or add data to the spreadsheet and have it be pushed back into Quickbooks. From my research, it seems that I should have the option to “Create or edit records” in the right hand sidebar menu. But I don’t see that option in my sidebar. I’m attaching a screenshot of what my menu looks like. 

A few days ago, I saw my susbcription was about to auto-renew, at $320/yr. Today my card was billed $378 + tax. I received no communication about this rate increase. It is disingenuous to have one rate listed and then without warning charge a different rate. Has this happened to anyone else? Is there an explanation for QB to act in such an unreliable way?

I have a client that sells product by the ton. He wants to show tare weight and final weight on invoices and receipts. His scales show results in pounds. How can I show the weights and convert from pounds to tons on the invoices and receipts?

I really need a feature to generate a recurring invoice on a certain date and have it send out automatically at a later date. I have customers with a flat rate recurring charge every month. Sometimes these customers make additional one-time purchases during a given month. I would like to have the following month's invoice generate 10 days in advance so that I have time to edit it before it sends out to them on the 1st of the following month, with the option of having the additional charge(s) only apply one time without changing the recurring transaction template. I thought the current feature of generating the invoice a certain number of days in advance then setting the interval to repeat monthly on the 1st would accomplish this, but it turns out all that does is generate and send the invoice at the same time, however many days in advance you set. This is no different than just setting the invoice to send out on a different day each month and does not add to the functionality

There should be two different date boxes when entering bills to be paid.  A bill from a vendor could have a date of 12/1 but the service was really in Nov, so I want to post it in November, but the post date is driven by the "bill date", which is very frustrating.  Why can't there be an 'invoice date" and a "posting date", with a default to the invoice date unless something is entered?  This is a basic feature of any accounting system and would be very easy to fix!

Hi all, maybe a dumb question...but how do i find a button to create a budget for a project? or for the whole year? i cannot find it anywhere... thanks

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I'm trying to create a rule in Quickbooks Online that will assign a class to an expense downloaded from PauPal based on the amount of the expense. For an expense over a certain amount, the expense (in this case, paypal fees) would be assigned to one class. And for an expense less than a certain amount, it would be assigned to a different class. I've tried various options, including designating specific amounts rather than above and below, but none of them work. I noticed that the rules include a minus sign in front of the amount (picture attached). I tried adding a ,minus sign to the rule, thinking Quickbooks can't figure out how to deal with this situation, but that is not allowed. Any ideas?Thanks.

I just got an email that tags are being removed from QuickBooks online, how does everyone feel about this?   I personally find lots of uses for tags and don't understand why QuickBooks would completely remove, I'm not too fond of the idea of having it set up like "Locations" and "Classes".  As a bookkeeper it is a convenient discreet way to mark transactions so I can pull reports later.  I like the different colors.   Example: I have a tag group "accounting" with options such as "Needs Further Review", "Missing Information", "Confirmed with Owner".   I also use for client specific tags that is makes more sense as a discreet tag.  Honestly, this makes me wonder about Intuit QuickBooks abilities to create good software when you remove something as basic as tags, it makes me wonder if maybe the software engineer just forgot to include in the next update and that's the real reason.  Sounds like incompetence when I know for a

Welcome to our discussion with talented product expert, Kristian. Kristian is excited to be here today answering your questions on QuickBooks Online and all of its capabilities. He will be here live from 6am-10am PT answering your questions in the thread. After 10:00am PT, this discussion thread will be closed. Here’s how to participate:  1. Press Join the Conversation to log in to the community. Once logged in, press Reply.2. Write your question, feedback, or idea as your reply to the post. Press Post to submit.3. Keep an eye on your notifications, or simply refresh the page periodically for a response from Kristian    

Hello everyone, figured I'd start a new thread. Since June the eBay connector has been spotty at best. For almost a month it didn't work. Finally, after some internal issue was fixed, I was instructed to disconnect and reconnect the eBay Payments app to sync all my transactions with QuickBooks. It worked the first night and I was finally able to updated my books after a month.Now, for the last 2 days, the plugin has stopped working. I click update and get the following: We're bringing in your transactions.It may take a while to bring them all in. Check back soon to see if some are ready. Refresh to updateAnd then it just sits there. I've left it alone for the whole day, even overnight. No matter how many times I click update, it is not updating or importing anything new from ebay. I have tried the following to correct it:1. Disconnect the eBay Payments App2. Go to ebay and cancel the 3rd party authorization3. Clean the data/cookies from all 3 of my browsers.4. Run CClean

When I restore backup file Qb would not allow to use same name ask me to change name before saving,Any way to save by the same name?

I have been tracking job profits with tags in QB online.  Since tags have been eliminated, QB online has added projects. Our jobs are imported from Job Nimbus as sub customers.  When I read the instructions on the projects feature, it wants me to turn the sub customer into a project, which is perfect.  But before I do this, I want to make sure the information is still going to sync from QB on that job (sub customer now project).  Does anyone have any insight on this?

Hello, I use QuickBooks Advanced. I want to apply the latest QB AI tools (Intuit Assist) to my account but it appears it is not available in QB Advanced. Is that true? Have any QB Advanced users found a way to apply QB AI tools? Thanks. 

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I have set up an email to have employees forward their receipts in QB. The receipts do get uploaded to the receipts section for my review, but we keep getting an error saying the the file format can't be processed by our system right now & to use a supported file type. We are using a supported file type - we are sending them as PDFs. Is there a reason we are still getting this error? Thanks!

"Airy New" is the ONLY template that allows the "Message to Customer" text field to use the full width of the paper. It works fine when the Admin views/edits/prints an Estimate using the Custom Form that is using the "Airy New" Design Template. When a User views/edits/prints that SAME template filename created by the Admin, it reverts to being like the other design templates which only allow the "Message to Customer" to occupy the LEFT half of the template, making the Estimates use more pages. This feels like a BUG. It's bad enough that only one Design Template allows you to conserve space by using the entire page width for "Message to Customer", but Custom Forms are useless if Users can not use them the exact same way the Admin does. Why, Intuit?[Screenshot removed. Contains PII]

Hello - I need some information about the inventory system in QBO...  Backstory: I own a construction company that primarily bids jobs to acquire and install a multitude of products, but also occasionally sells products. Because we are a construction company, we quote jobs by total price and invoice that same price. For example, we might quote $10,000 for a project, and then order the materials to complete the work.   Explanation: When we purchase materials, it is easy to allocate the expense to a particular job, but sometimes, after we complete a job, we are left with extra material, or scraps that are still useable for another project. I am considering setting up inventory for job costing purposes for when we do use those left over materials because I currently don't have a good way to add those to the job costing without messing up the invoicing of it.  Information Needed: Before I go through the process of setting all of that up, I want to make su

Hi Everyone I cant figure out why when i try to print reports it wont fill the screen and only prints very narrow.

As some of you know QBs is discontinuing it's POS. I also have QB Enterprise and want to know if I can use it for my retail flooring & furniture stores. I pay my sales reps commission on delivered goods. I will need info on how to close out a customer order, so I can pay commission. Can QB do a commission report on these sales or do I need another software app? Right now all I use my Enterprise for is financial reporting. I do not have any inventory or services setup in it. POS does a financial exchange on customer info, vendor info, and payments to Enterprise.

I would like to set up a user to be able to view and edit Pending Estimates only.  I selected the appropriate boxes when making a custom user in QBO Advanced.  Then I checked the users view and they can see everything on the Estimates page including converted Estimates.  I want to be able to do this for my field service techs so they can edit the Estimate in the field and select the items they used on the job.  I don't want them to see other jobs that have been converted and the dollar amounts on those. 

I just upgraded to QB essentials and have activated Multi currency ... however when I go to create a new account in "Chart of Accounts" the currency drop down doesn't appear. I have cleared my browser cache and cookies... in Chrome.Tried Edge Seeing as I just upgraded ... about 20 minutes ago do I need to wait a while? Thank you,Blaine

syncing vendor credits with bill.com

I have added the app Canon's Scan for QuickBooks Online. When user tries to add a scan it says she does not have permission. There is no such permission listed under settings/manage users. Do I have to have Quickbooks advanced to do this?