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I am writing to ask if anyone knows if Quickbooks can be set up for fund accounting for a municipality. We are a very small City and currently use QB Desktop. We cannot afford the big city fund accounting programs and we are hoping QB enterprise would work for us. Any help would be greatly appreciated. Thanks
I can successfully use Excel to run a report and get data from QBO -- and it's a pretty nice feature. But beyond that, I can't do much with it... and can't find anything in the documentation to help. As usual, "support" is useless... they know how to do as much as I do and have no concept of how spreadsheets work, how companies work, or how people actually use the software. So, here's my SPECIFIC QUESTION: I have a report in QBO called Elk Street Invoices. It is a simple and just shows me all of the invoices for Elk Street. I have Excel connected to that report and it displays all of the relevant data. I save Excel. Three days pass and I want to quickly see if any more invoices have been created for Elk Street... the Excel file has that report so I SHOUDL JUST BE ABLE TO OPEN IT AND SEE THE LATEST DATA. However, that's no how it works... when I open Excel, I have to go through he whole process of re-running the report to extract the lates
There is so much in QBO that completely mystifies me... and support is more than useless. They are a time sinkhole where you have to teach them what QBO is and how to use it. Not once has the person in support even known what I am talking about. I used Desktop for ages and I am new to QBO... and completely underwhelmed by how bad it is at nearly everything. Some of that is growing pains... but a lot is just 80% of functionality implemented by Intuit. Today's problem is Recurring Transactions... do they actually work for anyone. I know a moderator will get on here and point me to the online articles about Recurring Transactions... please don't. Those articles assume the software works, or reference features that no longer exist. The articles are of no help whatsoever. Let's take a prepaid expense. I p[ay for insurance today for $1200 as a prepaid expense. Now, I need to enter a transaction every month for $100 to
A few months ago, on the "App transactions" page, I noticed a Stripe connector listed next to eBay, PayPal, Shopify, etc. I was excited because I've wanted this connector for a long time. The 3rd-party Stripe apps are not satisfactory for my small needs. When I clicked on the Stripe connector link, it said this: "You don't have access to this yet. We're currently testing this experience. Check back soon for availability." But now when I go to the App transaction page, I don't see Stripe there anymore. Is QuickBooks going to support Stripe finally, or have you given up?
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Has anyone tried the new enterprise suite? It seems interesting but not sure if worth upgrading. What does it give you that is not in Advanced and how well does it work? Thanks!
I need to edit a packing slip. Is there a way to add the SKU to the packing slip or add or remove other information? Really need this feature if not. Packing slip currently offers very little information and includes shipping charges as a line item.
Hello, we want to send certain templates for certain purposes to different e-mail addresses in the customer profile.Something like this:Invoice to email: [email address removed]Order Confirmation to email: [email address removed]Tracking to email: [email address removed] Possibly also several e-mail addresses for one template. How can this be set up in Quickbooks Desktop Enterprise?Currently, when using the Send Forms function, it always pulls the e-mail address in the customer profile which is saved in the field Main-Email.Thanks for your help in advance!
Is it possible to have two payment methods for one sales receipt? For example, customer pays with cash and credit card. I saw the answer for the Online version but it doesn't quite work in Desktop.
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-2:30pm PT answering your questions in the thread. After 2:30PM 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
Desktop Pro 2023 subscription to renew fee is being charged?! I am desktop only. We don't use payroll or any on line options. $750 for the year?? I didn't pay it and QB has disabled my desktop. I can't even write checks. This is total BS
Hello, I have books with transactions that were never reconciled prior to 2023. Only year 2023 and 2024 were categorized and reconciled. The profit and loss report (Income statement) show accurate info for 2023 & 2024. However the balance sheet is misaligned with huge discrepancies due to unreconciled transactions sitting in the books for the bank and credit accounts. The discrepances is in $1M between QBO bank/credit balance vs. actual balance in the bank/credit accounts. That is causing issues on the balance sheet. The volume of transactions prior to 2023 are a lot and I donot have statements to go back and review transactions and reconcile. I want to keep books clean for 2023 and 2024 and going forward. How can I accomplish that? Do QBO has an option to download all data and upload back only data for 2023 and 2024 and until present date? Can you help or provide some direction? Thanks,Ravi
The Flow (arrow) in my Quickbooks Desktop pro 2021 goes from ESTIMATES to Invoice. That works. The flow from ESTIMATEs to create Purchase order - while the arrow and flow exists, I don't have that option within the Estimates window. How do I fix this? I don't want to upgrade. I am still inputting TWICE - create purchase order and create invoice - I would really like to make an estimate and create both the customer invoice and then the vendor purchase order inputting items once. CanI fix this? [Photo removed due to PII]
Is anyone bothered at all by the discontinuation of scan manager in QB 2022 Desktop? See attached image.
Is it possible to import invoice information into QB desktop from an excel or csv file? I don't mean a list of customers or services, but all of the invoice information.
It's a busy morning at a small accounting firm, and the team is gearing up to migrate their QuickBooks Desktop software to a new Windows 11 system. The decision to upgrade the operating system was made to leverage its enhanced security features and improved performance. However, what was anticipated to be a smooth transition turns into a frustrating ordeal as the QuickBooks Desktop migration unexpectedly fails. We initiates the migration process, everything seems to be progressing as planned. The installation wizard launches, and the initial steps go smoothly without any errors. However, as the migration reaches a critical phase, the unexpected occurs. An error message flashes across the screen indicating that the migration process has encountered an unrecoverable error and must be terminated.
Greeting:I am the bookkeeper for a property management co. We handle over 75 properties for over 50 different owners. We have two separate bank accounts; one for the property management co. and the other a trust account holding the funds for the property owners. The trust fund account receives income from each rental property and pays the expenses related to each property. Each month, each property owner is paid the net income for their property(ies).In addition to tracking the income and expenses for each property separately, I also need to track the balance in the security deposit and repair fund for each property. I also track the separate income and expenses of the property management co.Each month, I need to provide each owner with a report of the income and expenses for their property(ies). I also need to prepare a report showing the balances in the security deposit and repair fund for each property. I also prepare reports for the pr
How do switch between multiple company databases in QuickBooks Desktop Pro Plus?
I can't believe this isn't a more popular issue. I can't find much support about it anywhere. Online support just tells me to turn on things that don't exist (like displaying Tasks on the Dashboard -- it's not an option). PROBLEM: in QBD there was a REMINDERS pop-up every day that would tell me the invoices overdue, recurring transactions due, and other info, including upcoming items. There is no such thing in QBO that I can find. I can't be the only one who misses not being able to see, all in one place, the things that need attention? I understand there are TASKS now... but they really aren't that helpful or inclusive. My recurring transactions setup as reminders don't do anything... I never get reminded anywhere. I've read online articles (from Intuit!) about how they will show up in Tasks when their time comes... but they don't. Ever. Where can I go to see what recurring transactions are due? How do I get reminded about them?
We sell a "gift card" of credits that gives the buyer an additional 15-25% credits that they can use towards purchasing coaching calls and attending workshops. We need to track the purchases, the use of the credits, and provide a monthly statement of the balance of credits. What is the best way to do this in QBO? Thank you so much for any help!
Background: we use Quickbooks Desktop for payroll and Quickbooks Time for employee timecard tracking, to calculate time off earned and manage/approve requests for time off. We only have 1 bank called Paid Time Off, we do not track vacation or sick separate. I have turned OFF the sick or vacation amounts in QBD, so it does not show on the paycheck as I am not sure which systems (QBD or QBT) balances or accruals will print on the paystub. We track time accruals on an anniversary basis, NOT calendar year. Scenario: in Quickbooks Time our PTO policy is set up as the following: Earn 2 minutes 53 seconds for every hour worked with a maximum accrual of 100 hours per anniversary year. Math = (40 hours x 52 weeks) x .0481/hour = 100 hours earned Many of our employees work more than 40 hours per week which means they meet their maximum earnings of 100 before the end of their anniversary year. The only solution I have found is to manually subtract the
and my follow-up email to the agent who ignored the appointment. We currently use desktop pro plus, whatever that means (id think its a thing anymore?) and I'm looking into upgrade options to Premier or possibly Enterprise. I had an appointment yesterday with sales support, I was getting email and text reminders prior and thought I was emailing the agent, who in hindsight was only sending form emails. Angel never called as promised. I'm just curious if QB is doing such great business that they don't even need to sell more?
I have a dymo printer 550 and it works great to use to print from Quick Books. However, its not wanting to print the way the label is set up. Is there anyway i can change those settings?
Hello, we switch from QB Premiere to QB Enterprise a few days ago.We are having issues how to assign Bin Location to our 750 items we maintain in our only warehouse.Can someone please help with this! Thanks,Tomas
