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I emailed in receipts to QB Self Employed and it hasn't matched them to transactions on my bank account. Can I merge them? How do I connect them?
I signed up for a QBO EasyStart trial on Apple's App Store, created a company in QBO, and entered some journal entries. Decided to upgrade to Essential, but couldn't find the upgrade button. So I purchased an Essential plan, but it created a new company. I don't want to re-enter all the entries. How do I move data from the trial company to the new company? I tired using the import/export features, but they don't work for me.
For 10 years, I have sent invoices, payment receipts and statements using the Send Forms function.I have altered the defaults a little and my E-Mail server is Outlook. When these documents arrive in Outlook, I customize further by adding the company logo and a personalized signature.On Monday, April 19th, this stopped working - the Quickbooks template was all it sent, regardless of how I customized it.Is this an Outlook issue or did something change in Quickbooks cementing the templates - no customization allowed?
We have a large vehicle fleet and multiple divisions. We currently use Classes to allocate expenses for each division; i.e. Class 1 is Utility, Class 2 is Construction, Class 3 is HVAC and Class 4 is Broadband. What I'd like to do is allocate tool purchases to specific trucks. For example, we have 4 Construction trucks and management would like to be able to identify the amount of money spent just on tools for 1 of those trucks. (The operator of that truck seems to purchase the same tools for his unit several times throughout the year). I was hoping that there would be a way to set up a fleet list similar the the Class list and then just select the fleet unit # for items that we want to track when I enter in Vendor invoices. (I currently use individual GL accounts for each fleet unit # but that doesn't give us the information we want to see because all of the repairs, fuel, maint., etc are also in that GL).
Hello, I started a trial membership for QB online. After exporting QB desktop, I received an email saying my migration was complete and to log on to QB online and finish the set up. But, when I log in I don't see anything migrated nor anything to finish set up. Any tips? Thank you,Rhonda
We own a house that has 2 rental units. We sold the house and both tenants are moving out before using up their last month's rent. I have to issue their rent back to them. Their last month's rent was issued in a Sales Receipt and I posted it to the "Rent" Item. The "Rent" Item is linked to a rental Income account. Should I issue another Sales Receipt with a negative amount posted to the same Item? Then write a cheque to apply to the Sales Receipt?
Hi, Anyone have experience fixing the chart of accounts when importing from Sage 50? New QBO account here...used the dataswitcher to import the last 2 years worth of data from Sage 50. The total assets/libailities/equity/revenues add up fine, but the sub accounts do not. For example chequing account = total cash, and savings account is listed under other current assets. In Sage it was obviously chequing + savings = total cash. Same with all revenue categories - they are randomly placed instead of keeping the same order and sub totals as in Sage. I called QBO support - they referred me to dataswitcher. I emailed dataswitcher (can't find phone number) - and they say it's not part of their functionality and I need to speak with QBO. Called back QBO - essentially useless. Anybody can assist? Thank you
