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Hi All, I am trying to upgrade my QB Premier Desktop to 2022 from 2021. I received the license number and product number in September. When I go through the steps to upgrade, QB tells me the product number is invalid. Is there an easy fix? What should I do?Thanks!
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We have a US-based client who we work with very closely on a number of projects. For a Canada-based project, we ended up taking the lead. We ended up borrowing from this client to cash-flow the up front costs. I recorded these amounts in a Liabilities account I set up specifically for the loan. I have just issued an invoice to that client for services (unrelated to the project we took the loan for). Our client would normally transfer funds for this invoice right away. However, we agreed instead to simply take the invoiced amount off the loan -- basically using a loan repayment to cancel out the amount owed on this invoice. Now I'm wondering how on earth I should reflect that in the books!? Do I set up a clearing account for this client/lender so I can put our loan repayment into their account and then use that amount to clear the invoice? This is what I'm inclined to do but I'm not sure if there's a better option.Thanks for your help!
Hello, We received grant funding for the last fiscal year but did not use all of the funds. The funder has agreed to let us defer the funds to the next fiscal year. How do I Journal Entry the deferral?I also use projects, so I will be allocating the funds to a specific project.Thanks for any assistance, Z
My local currency is CND$
C'est le même problème avec deux clients. Il semble impossible d'envoyer la facture.
Dear Quickbooks Community,In the meantime, I have familiarized myself with Quickbooks and would like to work with classes in addition to the pure booking of transactions.So far, however, I have only found the possibility of being able to assign ONE class when booking. But I also need the multiple assignment of classes for partial amounts.Example: We buy diesel in bulk and then distribute it to the individual areas of our farm. For example, diesel is purchased for 1000 USD and transferred via banktransfer to the supplier in one sum. Debit is also made on the diesel account. In the division into individual areas (= classes), however, 500 USD should go to Livestock, 300 USD to Piggery and 200 USD to crops.How it can be booked?Thanks again in advance for your helpKind regards, Albert
Dear Quickbooks Community, I'm new here and I'm just trying to find my way around Quickbooks Desktop Premier 2020.I am currently in the process of revising the list of "open invoices". In this list, all bookings that have the paid status "unpaid" appear.Among them are bookings that were made a long time ago in the journal and also have the status "unpaid". My question: how can I manually change the status of a booking to "paid" to get it out of the list?A heartfelt thank you in advance and best regardsAlbert
I am experiencing duplicating of item receipts against Purchase Orders only. If I search for an item receipt, it would appear once however if I pull a PO history report, at times it's duplicated or triplicated. So my accounts are not affected but a blanket Purchase Order will appear as received in full although this is not the case. So I have to delete the Item receipt, then reenter it using the "receive items and enter bill option". Can anyone advise on how to fix this problem.
I work for a company that has been fined a substantial amount by the US Department of Homeland Security/US Immigration & Customs Enforcement. It's a payment of principal and interest each quarter. Is this classified as an expense? Am I able to deduct this penalty from our books? Or do I have to show it as a loan? I obviously understand the interest part, but I'm not sure how this penalty should be classified in QuickBooks. I am assuming it should be an expense/interest situation but I'm not 100% clear. Help!
I sent a customer an invoice on March 30 which was due on receipt, and he paid on April 15. I would like to assess late charges and add them to his next invoice, but when I go to "assess finance charges" he doesn't show up, even if I change the date to April 14. How do I assess charges?
My .csv invoice import isn’t working. I keep getting an “unknown error” that I’m “Unable to add Item(s)…” in the ITEMS (Product/Service) category, so the whole invoice import doesn’t work. I’ve tried both options: 1. Making sure I have ITEMS (Product/Service) already added as they appear exactly in the .csv import, and 2. Trying to keep those ITEMS inactive and adding new ones from the .csv import. Both result in error messages.
Is it possible to change the bank transactions to auto update by pull instead of push? I get fraud alerts in the middle of the night (someone randomly trying to access my bank account) and my bank makes me change my password a few times a week. Just realized it was QuickBooks!!! Can I change the settings to only update when I log-in or something?
I am trying to reconcile my credit card. I have entered all the charges & when I go to reconcile them, they are not there. I have the payment account listed as my preferred CC, and payment method listed as my preferred CC. When I reconcile this CC, they are not listed. What am I doing wrong?!
I need to transition from QB Desktop Pro to QB Online but am reluctant because the software isn't capable of bringing over memorized reports when the company file is migrated over. Has anyone come up with an idea to export settings for all memorized reports so it's a little easier to re-create them? I have over 80 memorized reports between all the different divisions we run so it's not a quick task to re-create them let alone have to figure out the display settings, filters, etc. for each one. (I was communicating by email with someone from QB who was supposed to be finding out for me but they've stopped responding to my requests for an update).
The memo line ends up in the same area as the bank info and I am worried it will be an issue when a vendor tries to deposit it. I can get the memo line in a proper position but when I do the $ amount, written dollar amount and the name of the person the cheque is made out to are all too high. Can the space between the 'to the order of' and the 'memo' line be adjusted?
Hi all, I want to have the memos I have written for my transactions to display on my Bank Transactions page. I cannot seem to find any options to add/remove columns from this page. I can only see the memos I have written by selecting each individual transaction. Solution? Thanks!
