Other Questions

I operate a Mini Storage business.  I offer tenant insurance from a 3rd party provider.  I collect the insurance along with rent monthly.  At the end of the month, I reconcile insurance sales with the insurance provider and they invoice me for the full amount of insurance collections.  They pay me a percentage based upon the insurance policy collections.  I established a Tenant Insurance Holding Account to record collections (I do this once per month and use a report provided within my software management solution) through a journal entry.  The journal entry is as follows: Account                                             Debits                   Credits       DescriptionTenant Insurance Holding Account                &nbsp

Hi, Is it currently possible to change the e-mail address that gets used when you check the box "Send me a copy" on a sales invoice? When I check that box, it sends it to the company e-mail account that is saved on QB online and I don't see any way to change that without changing the company e-mail address, which I do not want to do. I also do not want it to send the copy to the same person everytime, but rather to whoever is logged in at that moment.   Is it possible for the copy to be sent to the e-mail address of the user who is currently signed into QB online?

Hello we are trying to migrate to Quickbooks Desktop (Enterprise Retail) from an obsolete DOS program called Real World and have to do everything manually. We just decided to do this but want our start date to be 07/01/2024 because that is when our Fiscal Year started. We use Quotes, Sales Orders, Purchase Orders and Invoices in our AR. What is the correct order to manually enter the data in QB or does it matter? Can you enter Invoices and then do the Purchase orders and sales orders or must it be linear? Can you enter Payments and Deposits as Open Items and attribute to invoices later? Any other tips on this wild job?     

I have spent over 12 hours talking and chatting with ppl to resolve a problem and I can promises that I will receive an email detailing how to Fix the situation-it was a Bill Pay issue that has now turned into shutting down my payroll-this is unacceptable when trying to run a business-where are the top ppl to get this fixed-everyone says they can fix it but still has not happened

When I purchase material for a customers job on my business credit card which is linked to my QB online, can I have it automatically put on an invoice for a specific customer?

Hi, my company manages schools and we purchase clocks to be used in classrooms. Under what category should this be classified please? Would it be fine to classify as furniture and fittings?

I keep getting popups for adding payroll and other services.  How can I disable these notifications?

Since Intuit Quickbooks is PCI compliant why do we need to enroll and pay additional for PCI compliance

Using QB Pro 2004.  I've made the CM for the Deposit and now creating the itemized invoice for the deductions.  I'm using an item named "Misc. Charges."  The Desc. is "repair/replacement expenses billed to tenant."  This item is associated with a rental "expense" account.  When I enter this item on the invoice I receive an alert that says:  "this item is associated with an expense account.  Do you want to continue?"  What does this mean?  Should I continue to use it, or do I need to make another item for deposit deductions that is associated with an income account?   

Buen Dia Mi pregunta es como dividir los costos/gastos entre varios proyectos/clientes en el software de QBO si es que se tiene esa función de prorratear?

I tried many times to get a tex code on my mobile number but can't receive any code ever.

This feature has been broken for almost two weeks, and it is SEVERELY impacting our day to day operations.  Are there any updates?  We can't get anywhere by calling Quickbooks.  

Submitted Self assessments for each of the years, so whats the process for self employed.

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I am looking for feedback on using the Inventory Valuation Report - Detail to make adjustments to Inventory and COGS at the end of year to value inventory at LIFO. Thank you! 

I am new to Quickbooks.  I am filling out the vendor information. There is a field for "Vendor Name" and then there is also a field for "Company Name."What is the difference? Is there some sort of "best practice" as to what information to put in these fields?Thank you!

Hello, I am running into a problem where I have single clients with multiple businesses. I do not want to merge the separate businesses together but cannot duplicate the customer name with different company names. I have tried to change the invoices as well to remove the customer name and do only company name but am running into problems doing that as well. Is there a way to have Bob Jones be the customer name for ABCorp and ZYXCorp? Or, is there a way to change the invoices to be to ABCorp or ZYXCorp only and remove the customer name Bob Jones? Then I would be able to make a Bob Jones1 in our client list but only ABCorp would populate to the invioce. 

Whenever I validate my qbxml in quickbooks validator, i get following message Error during validation: D, Conversion from string "Line: 7LinePos: 24Src Text: " to type 'Double' is not valid. Here it is giving line number and character position but it is not telling what was the exact reason of xml parsing, whether a required element was not present or something like that. I have made a quickbooks desktop integration application and I am using webconnector. I send data in qbxml format. I am able to fix parsing errors but my question is why quickbooks validator not giving proper exact reason of xml parsing error ?

Hello, up until yesterday I've been able to print invoices from quickbooks with no issues and now when I try to print I get a promp that server action and it prompts me to email or save pdf and gives me a printing error message. Can anyone help me with this?

Note: I do have a "send to accountant" button.

I am running QBD 2024 Pro.  In backing up the file today, Intuit Protect had a new version, which I installed.  Intuit Protect proceeded to back up my QBD file and everything in my Documents folder.  I cancelled the backup and the error message was that QBD had errors and the balance of the backup was cancelled.  The QBD error was that the file was open and could not be backed up.  How are we to back up a single file without including the entire drive?

I am using the most updated version of QuickBooks Mac Plus 2022. When I create an invoice for the current date, QuickBooks marks it as past due. I cannot send a customer a first-time invoice showing as past due. Why is this happening and what can I do to fix it other than use a future date?

I stupidly signed up for QB online a few months ago thanks to the flashing red alarm signal saying my desktop version would no longer be supported.  When I signed up, there was something that said that I could make my online view look just like my desktop view to make things easier.  This week I finally had the time to convert my data and get online, and I can't find any reference to how to use that desktop view plug in or extension or whatever it was.  Help?   I hate this online version.  Everything I loved about the desktop version has been eliminated from this online version.  Everything takes more time. And finding things in the menus is impossible.  If I can't figure out how to get that desktop view, I'm cancelling and going back to my non-supported desktop software, risks be damned. =/ 

Hi,Last month, I set up a bundle to assist with recording Daily Sales receipts (cash, credit, sales, etc.), and it worked smoothly. However, now the bundle items are not populating when I try to create a sales receipt. Has anyone else experienced this issue? Any advice would be appreciated.