Do more with QuickBooks

Our customers were originally set up last name, first nameNow boss wants them all changed to first last I can do that but after I change each record I have to go back to record one instead of advancing to the next record...  Since i have over 3000 records this is very cumbersome is there another way to one by one go through and change the records? 

I'm experiencing a strange issue where the QuickBooks application keeps opening up randomly on my computer, even when I'm not actively using it. It interrupts my work and is becoming quite frustrating. Has anyone else experienced this problem? What could be causing it, and how can I stop QuickBooks from popping up automatically?

I have a landscape business and do lots of estimate. They generally fall into categories that all have the same basic line items. For instance, lawn mowing will always have mowing, and treatments. Landscaping will always have labor, mulch, etc. Can I create separate estimate forms with the line items filled in so that they will update those products or services in QBO when I fill in the quantity and price numbers? 

Quickbooks claims that it can "Automatically add late fees to your invoices". I have been unable to get this feature to work. I have been in contact with Intuit on 3 different occasions trying to get this functionality to work. They cant even get it to function correctly. Then to top it all off, I get an email that says "This is currently working by design and is not a bug." and that they aren't going to work on it. Any advice on what to do? I'm loosing my patience with them. They charge more and more and then you get service like that?

We're big fans of QB's Enterprise and need all it's deep features, but it's not user friendly in the field and our sales reps are required to return to the office to write and send estimates. Yes, we host and they do have the ability to access the file everywhere but its interface is not mobile friendly. I'm thinking of implementing QB's online solely to give my sales people the ability to write and send estimates in the field from their phone or tablet. That's it, estimates only. We will continue to use Enterprise for everything else.  Anyone have experience using both softwares for a single company?

I’ve been experiencing issues with my antivirus software interfering with QuickBooks. It sometimes blocks certain features or causes the software to crash. Does anyone know how to configure exclusions in an antivirus program to avoid conflicts with QuickBooks? What and how files or processes should I exclude?Any help would be appreciated!

Currently using QuickBooks online. Wondering if we can make phone calls through the QuickBooks software or if we have to have another software to accomplish this?  If we do need another software is there one anyone would recommend? 

There is a setting in Company Preferences / Accounting that allows Classes to be assigned to accounts. Creating new accounts, however, I can't see the option to assign a class when creating a new account in the ledger. 

I need some Help we recently had a Quick Books update and now when I go into the Pay Bills section Under Credits it has added some old checks that have been paid 2 months ago as credits it even shows the check number and dates of the original payment,  I've tried to make a bill to use up the Credit to remove them, but it wont let me use them in this way is there any other way to get rid of them, I've looks up everything I can think of and coming up empty handed.Thank you in Advance

How do you calculate Common Area maintenance charges? I prepare them manually and create invoice in QB online.   Thanks

Hello, we are considering upgrading to Quickbooks Online Plus in order to use the Projects and classes features for tracking, however after trying out in the test database I'm not sure this will help us achieve our goal. We want to enter the amount of each subcontractors contract for this project and be able to track how much is remaining.  I don't see a way to enter a contract amount with projects and classes.  I welcome suggestions to help us accomplish this. (Note: QB help just keeps pushing QB Advanced to get personalized help and classes but we are a very small business and trying to keep costs down)Here is an example: Project A (Client) – Contract for 15 training sessions with 2 facilitators subcontracted for each, throughout the year invoiced as they occur                Subcontractor 1 (vendor) – 8 sessions for a total of $X, paid after each session delivered     &

I can't mail invoice, it keeps asking me to log into intuit account even though I already did it.

Error: Verify U/M Set list. Duplicate name encountered. Name: piece Records 164 (98) and 163 (99) To fix, edit this element in the list and change it's name. Details: List: 'U/M Set', record name: 'piece', List: 'U/M Set' , record name: 'piece'I looked through the U/M set list but am unable to find any duplicates. Any help would be appreciated. 

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Is it possible to import customer statement charges from a google sheet, excel or csv file into desktop and or online?

We converted QBD to QBO. QBD has all the historical records so I do not need to keep any of the previous years on QBO (I will keep 2023 on QBO so I do not need to look into QBD). In the conversion, previous records from 2018 - 2022 is in QBO. We do not want any records from those previous years to be on QBO. How do I purge all the information from those years from QBO

In order to take items out of inventory, I want to sell and close a work order now, but not bill the customer until January 2025. I do not want the customer to be "Past Due" in my accounts receivable.Is this possible?       Thanks for any help you can offer.Wadego

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I'm just trying to understand how Bin Locations in Advanced Inventory Settings works. I have MAIN WHSE as my Inventory Site and in there, I added BIN A.  I have 5000 items, all of them have no bin location. Let's say those items are located in BIN A in the warehouse, Don't I need to assign each of them to BIN A? or am I doing this all wrong? Thanks for any help.

I need a custom defined field (called property address) to display on the Collections Statement. Quickbooks "jobs" are properties in our business and we send an invoice for each job/property.  I need the custom field (property address) associated with the job/invoice (property) to print on the Collections Statement alongside each job name, which is just a property number that the client would not recognize.  I know Quickbooks standard functionality does not allow this, but is there a way to modify the quickbooks software or integrate another software to accomplish this? Thank you.

is there a way for vendors to email (upload) their invoices directly to quickbooks desktop

I need a digital address from quick books to send receipts 

someone can kindly help me  if possible to add line numbering on  quickbooks desktop invoices . that makes it easy to see how many item u have on each invoice . thanks  

I am a bookkeeper for several companies, but I have a couple that have closed.  I use QB online, is there a way to keep the information available without paying the monthly fees?  I guess I am asking if QB has a storage solution.

i want to create a build sheet from an invoice in quickbooks. have been using a packing slip printout to produce the order, however it still has all of the customer info on such a sheet. would rather have it simply have the customer #, not the complete customer information.