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Hello - I use Quickbooks Desktop and am having an issue with the PO field on invoices. The PO field appears in invoices and shows when printing/emailing invoices. My issue is the number I populate into the field does NOT appear when printing/emailing. It shows on my side when creating the invoice but I lose the PO # when I go to print preview, print, or email and it just appears as a blank field (the header/title shows). Thanks for any help!
We are in the process of moving our bank account from HSBC to Metro - our HSBC account doesn't connect to QB but Metro does. How do I run both accounts and ensure that the bank reconciliation is correct at the end of the month?
Every suggestion is based on you are logged in. It's just spinning so nothing can be done
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When creating an invoice for a customer I need to show what services are taxed and which ones are not. The customer needs to see this. I also need to show the tax rate that is being used to calculate the tax on the invoice. I have customers in different cities with different rates and they need to see they are being charged correctly. How do I do these?
We recently had 5 recurring transactions fail "card declined". After emailing our customers to ask if they got a new card, none of them had. I then re-ran the transactions one at a time and they went through this time. However, each time I was sent back to the QB login page in a frame within the frame I was already using. The third time it didn't even do that. This was repeatable. This has made a bad impression on my customers, and appears to be due to multiple independant problems. This is not the first time I've seen this - it has been happening for several months or more.
Hi QB supporter and community, I got this issue with just a specific company file. All the other files in the network work well except this one. Then I believe this issue come from data file rather than because of network firewall. I tried to all the stuff i could: File Doctor, DB server manager, QuickBooks ToolHub. Nothing help!Please advise.
Looks like QB updated the Purchase Order format/design. I don't know why. It now has the PO and date in the center of the document instead of at the top right like it used to be, clear and easy to see. It also now has repetitive words like "Purchase order details" and "Purchase Order no." and "Purchase Order date." Why QB, why? Keep things simple! Now that this has been changed, can you please tell me how I can go about changing it back? The previous format worked great and now it doesn't seem like I have the ability to adjust this layout.
I am trying to see which bank transactions have a receipt attached. I know I can click into each transaction and see if the receipt / bill is linked, but I would like to pull the full list (specifically of transactions missing receipts!) I am also having trouble with receipts linking to transactions. I have scanned in many receipts, and even when I go in and adjust the dates / details on the receipt, it won't pull up from my transactions. Thirdly: am I correct that once a transaction has been categorized, QBO will not link a receipt to it? I have had no success with this. The only way I have figured out how to do this is to uncategorize the transaction, manually link the receipt, and then recategorize the transaction. This does not seem logical! Thank you for your help!
We have a 4 member LLC - each person owning 25%. We have been putting money into the business on a regular basis to cover expenses. Each person's deposit has been added to an individual owner's equity category/account ("Owner's Name - Owner's Equity"). Now, one of the owners is leaving the LLC and will not be replaced. What do I do with the owner that is leaving? No one has taken money out of the LLC (no draw).
I think I might've accidentally clicked the "memo" tab on my transactions list for a customer and all my transactions are out of order now. At the top I usually see the overdue payments, then the due payments and then the paid invoices. Now all my invoices are out of order and are mixed up.
I figured out how to import receipts into Receipt Mangement. My issue is that it will only attach to bills. Curious if anyone knows how to attach them to credit card transactions.
I keep getting emails about PCI compliance. I do not accept credit card payments outside of one client who pays me through QB with a credit card. I don't understand why I need to pay a fee to an outside vendor for this compliance if QB is the only place I accept a credit card payment. If this is the case, I will tell the client they can no longer pay by credit card because I'm already losing money in credit card fees. If I no longer accept credit card payments through QB do I still need to go through this process?
Fraud on account
His dad literally made no money off of this transaction that was an error to him in the first place
How to create and manage CAP TABLE
I am attempting to enter my payment info into QuickBooks Online for a company I freelance for. I accepted the invitation I received over email, and have logged into my account. However, when I attempt to choose the company I want to use, I get an error that says "Something's not right. Try again later." I have tried: * Logging out and in again* Using incognito mode* Switching browsers (from Safari to Chrome) None of this works, and I cannot get paid. What is going on, and how can I get into my account?
how do i record a deposit into business checking from personal savings
There used to be an Expiration Field in the Estimates form, now there is not. When I look in forms, it shows an expiration date, and I can toggle it on and off, but it won't show on the estimate form. Any ideas?[screenshot/video removed]
The past few days that I've been trying to use your forums have been nothing short of a nightmare. I'm a software engineer by trade so I know a thing or two. I'm stuck in a constant loop of being told that I'm logged in but seeing messages that I'm not logged in, yet I have the ability to "Reply" or "Start Discussion" to then click post and get a dreaded Authentication failed error or sent to the login page only to find out I lost everything! There is clearly a discrepancy with your authentication status being incorrectly stored and read for user sessions. I've tried in Chrome, both regular and incognito modes and still experience the same across each. I'm stuck in a perpetual loop and can only post this discussion in a different browser.If you know a user is not authenticated, don't give your users the ability to Reply or Start a discussion to then lose everything they wrote and be infuriated like I have been many times.I have experienced being able to submit a Reply to another t
Mi pregunta es si ya estaba a cero la cuenta de opening balance equity porque QBO creo un asiento contable de $77,388.51? a continuacion presento la imagen:
Basically, what is the best way to record bank deposits for commissions paid out to my agency from an insurance company for selling their products? Is there also a way to automate these deposits that go into my account to record in QuickBooks. I have already connected my account. Thank you for any help!
