Do more with QuickBooks

One thing that bothers me about QBO is that we cannot print a reconciliation report reflecting what we need as accountants.   I'm glad that it has "hide additional information", however, doing so also hides outstanding items.  If there is a back reconciliation that has any outstanding checks, I have to also include transactions after the month end.   For example, Bank statement ending date: 9/30/2024Period ending date: 9/30/2024 Statement beginning balance   125,000.00Service charge   -529.59Checks and payments cleared (57)   -834,515.60Deposits and other credits cleared (325)   835,045.19Statement ending balance   125,000.00 Uncleared transactions as of 09/30/2024   -7,378.23Register balance as of 09/30/2024   117,621.77Cleared transactions after 09/30/2024   0.00Uncleared transactions after 09/30/2024   1,084,887.36Register balance as of 11/03/20

if a customer schedules an autopayment for recurring invoices will that autopayment also pay non recurring invoices?

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Does anyone else find HIGHLY inappropriate that QB forces you to do an up after three passes? Better yet does it on the 1st of the month when you are trying to close out the previous month. SMH. Couldn't be at a worse time. and to force you to do it is ridicules.

I do traveling sales and have a lot of mileage that I use for deductions. I have used the mobile app for years and recently noticed that it stopped tracking on October 5th, 2024. When I called, they said it was a known issue and they are working on the issue and would keep me posted. I was told to manually track my mileage until then! 

Hi.  We are having several customers ask us if we can have Bar codes on our invoices.  Is this possible?

Is there is a way to add a column to a QB sales order, pick list, and/or invoice that shows the number of cases the customer ordered. Let me give you some background. My company bills in units. This information shows up and prints out on these forms. We then manually convert the units to cases for our warehouse personnel. For example, a customer orders 96 units of a particular item that is packed 24 units to a case. We convert 96 units to 4 cases and write that information on the forms to assist the warehouse in picking the proper number of cases. It would be easier if this information were automatically provided by QuickBooks on these forms.  Is there a way to do so? 

 We part paid the vendor and now I want to match the payment to the bill. I go match and the bills come up including the one i want to match this payment to but the tabs where I normally punch in the amount do not allow me to type anything in. It is just greyed out which is weird. I have done this countless times by the way and somehow this is weird.Please help me.

Was there a recent change where you cannot print packing slips from the actual invoice screen? the option disappeared from my "more actions" section. When I try and print from the sales list under batch actions, it prints, but does not print the ship to address field. 

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We have been using QB since 1999.   We have been using the desk top version Enterprise Solutions for about 15 years.  We have over 4000 inventory items and 500 customers, so the file gets large quickly.   We have started over with new company files 3 time in the past and it is always a pain because of the number inventory items and customer.  We need to start a few data file for 2025 since the current file is over 2.8g. We would like to make a copy of the current file, then erase all transactions in the new copy, leaving the info for each inventory item, customer and vendor.   We would then simply just do a journal entry for opening balances. Is there a way to quickly delete all transaction from a QB file?      

Is there any way to use Quickbooks to sort my personal income and expenses as well as my business income and expenses?

Can QuickBooks keep credit cards on file to charge for incidentals?

I am trying to create a category hierarchy in QBO (QuickBooks Online).During testing in the sandbox, category creation works normally after creating the sandbox.However, after resetting the sandbox, category creation fails.The CompanyInfo.NameValue.Name.ItemCategoriesFeature flag:• true — categories are enabled• false — categories are not enabledAfter resetting, this setting changes from true to false. I would like to know how to set it back to true.Let me know if you’d like any adjustments!

Hello, I have a situation, where single check is issued to pay multiple contractors. When I categorize the transaction, I can only split under category - Contractors. But I do not see an option to split across each contractor record. Is it possible?   Thanks, [Removed]

Hello,Can somone shed light on how quickbooks payroll works? Can I have my employees W2 maintained using quickbooks payroll module? Can we pay employee deductions towards taxes (IRS and State) directly via payroll module? Please assist. Thanks,Ravi Koorapati

I am experiencing issue related to QuickBooks data backup signing in as it does not allow me to sign in whenever i try to sign in it shows some kind of error.Can anyone here resolve my issue related to this problem.

How do you perform a yearly inventory count using scanners for counting inventory items on hand?

i like the feature to link purchase orders to sales orders. is it possible to link previous purchase orders to sales order that were created prior to this new feature?

Hello!My company's revenue is User Subscriptions that I receive from Apple and Google.Is there any QB module that can make breakdown to Annual/Monthly/Quarterly amount and make a proper accruals to a correct accounting period? thank you!  

I saw the below comment in a Facebook group about QBO. Have SALES ORDERS been finally added to QuickBooks Online? If so, please share some screenshots to direct me where to find this feature in my QBO. 

I want to understand the steps for writing-off old partially paid invoices. I am following 'Cash Accounting' method. Will it impact my P & L if I write-off old partially paid invoices? Thanks.

I found that my QB Pro doesn't show the QB POS sales record of 8/22/2023 only.I can see that on QB POS.QB pro can show the record of 8/21 and 8/23, but 8/22.How can I correct this?

For years and years I have input purchase orders to sent to vendors and then input basically the same information to bill a customer after orders ship.Is there a way to change a vendor purchase order to a customer invoice without having to input the same information twice?

I am new to setting up revenue recognition schedules. We have a Chargebee-QBO integration that syncs invoices from Chargebee to QBO. However, the service date at the item level is not being synced during this process. Since revenue recognition requires a service date, the Chargebee sync fails with the following error:Third party request failed [ERROR CODE: 6000, ERROR MESSAGE: A business validation error has occurred while processing your request, ERROR DETAIL: Business Validation Error: Enter a service date for the revenue recognition line item., MORE ERROR DETAIL: ]What can I do to resolve this issue? Any suggestions would be appreciated.Note: Before enabling revenue recognition, we used a script to retrieve the service date from Chargebee and populate it in QBO for the corresponding invoice.