Other Questions

I can't receive the verification code sent to my number.  I've already tried multiple times.

Hello,  i set up my budget for this year, however some expense lines have no budget and i cannot delete the zeros in some lines. They just keep appearing after i save. Has anyone else solved this issue?

How to set up email

We are selling our business and the new owners want a copy of our Quickbooks so the have the employee and some vendor information. How do I delete most of the data so they can only see what I want them to get.

Original commenter did not share additional details

Original commenter did not share additional details

Re: Unreconciling Last Bank StatementAfter unreconciling, random deposits and open checks are showing up from previous months and even years showing up. Had reconciled checks showing up from 2021.spent over 6 hours on the phone with customer support, without results, and said all they could do is turn into engineering. It’s been 2 weeks and nothing resolved. Any suggestions?

I'm looking to make a list to export contacts into Active Campaign, so I need a list of customer email address, but I want to do it for a specific product/service that I offer instead of every email for every customer.

How do I attach a file to a journal entry?

I'm trying to pull a report that shows sales by customer with paid date in the excel file. Currently I have to drill down on each invoice to see the paid date. Is there a reason that when I customize the report to include the option "paid date" it pulls in blanks on the detail file? Thanks! 

We are on QB Desktop. We filed the Apr-Jun HST/GST last month. However, we just received 2 substantial bills dated May 2023. Once these bills are entered into QB, on the Jul-Sep HST/GST filing, will QB recognize these 2 May bills and include in the next quarter's filing. I want to avoid adjusting the Apr-Jun HST/GST filing. Thanks!  

I am trying to delete or exclude three transactions from an old disconnected bank account that are messing up my profit and loss as expenses. I can only find 'categorize expense" in my batch actions. I'm on Quickbooks online. I do not want to have to relink that bank account to take the action. 

I am using Quickbooks Desktop. We give and properly record advances to employees at times. My account has a balance at the moment. How can I pull a report to see  who's balances those are? I know that I can look up individual advance balances for employees, but I am looking to generate a report that shows all current advance balances at a glance. Is there a way? Thank you

I have even tried accpepting these transactions and made offsetting with my clearing account in hopes to finally remove them but they just keep coming back for review. These are interest deposits over 3 months time.  I can not get these 3 transactions to stop re down loading for review.

How can I restrict access/viewing of certain Memorized Transactions to specific users?

Original commenter did not share additional details

Je parle dans une facture client.

Can I change FONT size on reports permanently.  The reports are pathetic to read.

Original commenter did not share additional details

Hello,Is that possible to have customer's phone number displayed on the printed estimates?I know this can be done on QBDT. Thank you.

I have a client who uses QBO as a "dumping ground" for all his business & personal numbers. For 10 years, data has been entered into QBO but nothing ever reconciled. I do his business bookkeeping on another software but I use QBO to "cross reference" transactions and get info about invoices & payments. I'd like to start doing the bookkeeping in QBO and suggested a clean up. I 'd like to inactivate all the personal stuff & accounts. But for the reconciliation, can I choose a date (say the first day of this fiscal year) and start reconciling from that day on and forget about all the years earlier? I have the opening balance of the accounts from the other software.Should I even attempt this big mess or recommend that the client start fresh with a new company in QBO?

Is there any way to change the team member's email address in QB Time from that in QB?  For payroll purposes, QB has the team member's personal email address but we require the team member's business email to be available for notifications in QB Time.

I sent a customer an invoice with an early renewal discount but he didn't pay within the required timeframe. Based on his payment history, I suspect he will eventually pay but I don't want him to have that discount anymore. How do I keep him from just clicking the payment link in the original invoice and paying the discounted amount? Is there a way to disable the payment link in the original invoice so that he has to request a new invoice?

Is there any way to retain my page setup between sessions? Everytime I get things set up the way I like it on my Customer page (eg. Type. Status and Date) it rests to the default as soon as I close the program. 

I have QBO Advanced and have my customers grouped by Customer Types for as a way to identify Annual Subscription rate.  I'm looking for a way to add an invoice (or bill, etc..) so that their annual subscription is automatically added to their account.   I'm looking to automate this (if possible) so same product / fee can be added to a specific Customer Type.  I have 6 different Customer Types in my system. Thanks