Do more with QuickBooks

Hi! I currently use desktop pro plus 2024 version. Is it possible to transfer this version to a laptop going forward?

Does anyone know if it is Possible to integrate Quickbooks with Microsoft Power BI in such a way that we can see the invoicing data on quickbooks to our Dashboard on Power BI?For example all the status of our invoices, such as pending, paid, etc, being displayed on the dashboard. If anyone can help with this would be great.

I do not have a button to send a client request on my QBOA. It is supposed to be under Work > Create client request. I was told by QBO support that some new accounts are part of a pilot where the feature is being moved under the Client List. But when I go to the Cient List and click on the client name as instructed, I still do not have the new tab or button. I have no way of sending a client request. One of the reps had me clear the history, go into multiple browsers, different computer, etc. The result is the same on every browser and every computer, so this really isn't a browser issue. I have also received several follow-up phone calls regarding my open cases to see if I was still having this issue. But nothing has changed and I am still not able to send client requests.  Is anyone else experiencing this problem? How do I go about getting the programming team to expedite addressing this?  I was given two case numbers # 15123005036 and 1512300839

Hello - what is the correct process to follow when allocating inventory items to a particular job (for job costing purposes).... but you do not want those items to appear on the invoice... but still want your inventory levels to reflect the correct quantities? We are a construction company, and our customers accept quotes for the total project costs.We invoice the customer the quoted price (ie: $10,000 for a project/renovation), and then use materials out of our inventory to complete the work.   How do I post entries within QB Desktop to reflect the materials used for a particular job (DR: cost of goods sold,  CR: Inventory), but not have the program create the sales side of the transaction? Thanks in advance for your help!

Question: If we make a local backup and set a maximum number of backup files to exist, is there a way to have the system automatically delete the oldest file when the max number is reached? Ideally I would like the backup to run at night when no one is on the system, but if the backup doesn't really complete because it's waiting for someone to respond to the question of whether it's ok to delete the oldest file, that sort of deletes the purpose, sort of.

I sent out a number of invoices to only have them come back because the Customer Name is not printed on it. The Customer Name is entered in its appropriate field in Customers but I don't see where I can edit my invoice using Layout Designer to add the field to the invoice. I've checked online and it talks about Display Field drop-down which doesn't exist, at least not in Quickbooks Pro 2020 for Mac which is what I am using. What gives? Am I to just copy and paste the name to the Bill To field. A solution but not elegant.

desktop payroll not calculating federal or state taxes.

I have a 3rd party application that I have used without issue since 2009. Whenever I import the accountant's copy I have to reconnect the application. Since "upgrading" to 2024 I have periodically not been able to complete the application permission process. As seen in the image, I must type YES to accept the potential risks, but the space to type YES is grayed out. I have spoken with the application developer about the certificate issue. He says he's never had a certificate, nor has he ever needed one (even so, why is the confirmation box grayed out?). Quickbooks' support is typically apathetic. Any help is appreciated

I have a product list that I am working with. Because QB online has no nice way to make batch edits, I sometimes export the product list to a spreadsheet for manipulation. Then I re-upload the product list. (Sometimes I just upload only wholly new products, as that's a reasonable way to create several new products at once in QB because it's much easier to manipulate prices and costs and other data in a spreadsheet, again because QB annoyingly has no batch edit functions.)  Here's what actions I took to end up in my current situation:1) I went into QB online and manually edited about half of my products and included them in a new category, which I named "Parts and Accessories".2) I filtered by the new category, and then exported the resulting product list to a spreadsheet. 3) Problem1: is that when exported that way, every single item in the first column(Product/Service Name) has the words Parts and Accessories: added in front of the product name! (i.e. so the cell might

I'd like to export all our general journal entries to an IIF file.  I'm using QB desktop premier nonprofit edition.  I know I can export it directly to Excel, but I want it in the format used for IIF files.

I have been helping a vet clinic using QB Desktop Pro Plus 2020 for their accounting.  I would like to set them up so that I can access their account from my office and access the company file without them having to send me a huge backup copy via Google Drive, worry about file synchronization, etc.  I tried to set up multi-user mode, and even got some help from Intuit's tech support, moving the file to Intuit's cloud server, but it isn't working, and I don't want to waste any more hours on an unreliable phone connection with no callback, if this is not the best solution.  My needs are: 1) Access to the company file, even if that means locking out their access for a few hours.  2) Remote access, so I don't have to travel to their clinic. 3) No major upgrades to their network, which is running a mix of Windows 7 and 10.

Hi, We are using projects in QuickBooks Online and I want to be able to create a project profitability.  We are not using QuickBooks payroll however.  How do we add labor costs to a project without using QuickBooks payroll?  We import time from another project management software called ClickTime.  Thank you!

How can I make the invoice number to show up automatically in the subject line when sending an invoice or estimate email to clients?I tried to make it work by adding "<NUM>" in my subject line of my email, but it won't work. I tested it by sending an email to myself and see if it would work, but it still won't show up with the invoice number.Please anyone who can help with this. I would appreciate it! Thank you! Below screenshot of sending an invoice email. 

I have a 1 user license of 2020 Premier edition. How do I buy additional 2 user licenses, and what will be the cost?I already called the US line, but I was told they attend to US customers only. I am from Nigeria.Thanks.

Hello community,  Any of you has implemented QuickBooks in Europe? We are exploring the option to implementing it in the country of Luxembourg.Thank youMiguel

Is it possible to add barcodes to my templates, so that they are available to scan when I print a form?  For example, on my purchase orders, so they can quickly be scanned when receiving items?

We run QB Plus Online. We are looking to categorize our customers into 3 types. We would like to be able to mass email each type, a different email with their invoice.1) How do we create the customer type? I found the field in Additional Info, but cannot find where I can create the Customer Type category to assign.2) How would I run a report to find all of one type of Customer Type?3) Can I mass email all of one Customer Type based if there invoices are paid?

Simple (ish) version We're basically a 3rd party administrator for insurance claims. We earn 10% of our clients revenue.  We have 2 ways this happens:The claim payment is direct deposited into our bank account by the insurance company. We keep our 10% and then send the rest to the client with a sales receiptThe claim payment is sent directly to the client from the insurance company. We invoice them for our 10% Each client is in QuickBooks as both a VENDOR (for scenario #1) and a CUSTOMER (for #2). Occasionally, a claim will be reversed by the insurance company. When it happens we need to invoice the client so they can return the payment to us.  The issue is when the reversed claim was a VENDOR transaction. We sent them $1,000 with a sales receipt. 6 months from now we need to send them something (like an invoice) requesting that $1,000 back.  How do we request money from a vendor?? (or do we need to send an invoice from their customer profile and then move

I would like to see what transactions on my Profit & Loss have not been assigned a Tag. Is there a way to view all "untagged" transactions?

Hi! I'm new to quickbooks and feel I need a lot of help so thanks in advance. I want to "tag" expenses (meals, hotel stays, hardware store trips, etc.) to specific jobs, but not bill the customer by doing so. We have a line item in the invoice for these things, we take on the cost for some things and we bill some. I just want to get a better idea of what we're spending per job. It might be helpful to note that we do multiple jobs for companies so I need to specify which job each expense is for. 

The Add field button is disabled in QB Online, and I can't figure out why or how to enable it. Has anyone else experienced this and fixed it? Thanks!

We have QB Premier Non Profit 2019 Windows, probably upgrading to 2021 before it is no longer possible to do so. We have 5 users on our license and the file is on a shared fileserver directory mapped to each local computer and accessible for off-site computers via VPN (currently, some users use VPN to connect to an on-premises PC, such as their desktop while others use their home computer to VPN into the server). Issues are: (1) can we install extra copies of the software on people's home office PCs on the same license as their desktop so that people can work from home and connect via VPN to the server hosting the data file and we do not need extra licenses from them, or do they have to VPN into their workplace PC running their copy of QB Desktop? (2) Only one user can currently use the program at a time (no concurrent connections to the datafile). I understand there is a way to have multiple people logged in at once, but I am not clear from the instructions on how to activat

I need to add more info to the header of my invoice. Id like to add 3 or 4 lines of licensing info as required by my state. I dont see the option to do this. The only thing  close I saw was to add some custom fields but that doesnt work for me. Thanks in advance.Anthony

Error code: H202 (Problem with multi-user hosting setup)We tried:restarting the server;closing all the connections to the file;reopening the file and rebuilding it;But stil cant switch to multi 😞Please help.Thank you.

Hello.  We put on the bottom of our invoices 1.5% Monthly Interest charged on all past due accounts.I just printed statements and I accessed the finance charge.  I wanted to make sure it was figuring the amount correctly so I went under Edit, Preferences, Finance Charge and under Interest Rate it says 18.0% (previous owner must have added that).  I am wondering how I should set this up if I just want to charge 1.5% Monthly on past due invoices?  Thank you.