Other Questions

I am not able to change the status on any of my converted invoices.  This is a BIG problem as we progress invoice and I need to invoice from this estimate again. Anyone else having this issue?   I've been told via a Qbooks chat that it is a glitch. PLEASE fix this ASAP!!!

QB needs to roll back everything by one week. The invoicing process is junk again, just like this past December. 1. When I create an invoice, I need that scroll bar back so that I can *quickly move up and down the time charges to see which ones need applied to the invoice. It disappeared this week. Bring it back. 2. When you start creating the invoice, the open time charges should populate right away once you enter the Customer/Billable Name. We don't need "Suggested Transactions". We need the time charges to show up right away. This just changed (again). Fix it. 3. The Print Invoice Later checkbox feature (usually at the bottom of the invoice creation screen is missing again. We need this so we can *create an invoice, but only send it once we have the approved timesheets. Bring it back. You guys are re-introducing the same crappy stuff you did this past December, which set us back for months. You are wasting more of our time.

I recently purchased a new MacBook Pro - it runs OS Sonoma version 14.4.  I have Quickbooks 2021 desktop version - NOT going to go to online as I run a number of companies on my desktop version and honestly it's just for tracking income and expenses and everything is manually input.I opened it and it said I have 15 uses because it isn't registered on the new computer.  I had been reading that there are issues with corrupting data and that the new computer won't with Sonoma wont' run the Mac Desktop version on Sonoma 14.4 Yet as of now I opened my Quickbooks just once, haven't closed it yet, and have been inputting my data and it's running fine.  Do I go ahead and get my current version registered?  Do I purchase the 2024 to be safe? Any assistance is appreciated - I called Quickbooks and only got a sales pitch from 3 different people.

I am currently using QB2016 (Desktop) for Mac, running with macOS Mojave (10.14.6). I am considering upgrading to macOS Catalina. Will QB 2016 continue to work in the upgraded OS?

Our file is pretty much a mess in several aspects, but in my A/R aging reports, it shows several customers who have negative balances. However, when I go to write those off as bad debts, I get a message that there are no open invoices for those particular customers. However when I go to the transaction history for the individual customers, I can find overdue invoices, however the amounts don't match (from overdue invoice to A/R aging report balances). Where are these balances coming from, and how do I get it all cleared up? These are balances from previous years, and there are probably 30 customers with these negative balances.

I was reviewing QuickBooks Online today and noticed that the non-inventory items we have sold were coded incorrectly and do not reflect as Cost of Goods Sold.  I updated QBO so that they will now show properly as COGS, but I need to correct the rest of the entries from this year. Every article I read or video I watched tell me how to do it by correcting my inventory or making a journal entry. It is my understanding that it is better to update the invoices than to do a journal entry. It was not inventory, so that process will not help.  When I go back to try to update one of the items we sold, there really isn't a way to update it to what I want as it is already coded to what we used previously. The Product/Service on the invoice is Parts, which is the same thing I use now that it has been corrected. Do I need to change it from Parts to something else then back again? It seems that there would be an easy to do this.  Thank you

Can I speak with a live agent please 

Does the destktop lifetime version of pro, premium or enterprise come with intuit statement writer?

I've been running into an issue that's been causing some minor annoyances. When opening account registers to enter transactions sometimes the font color defaults to red for the entry. I mean the date, payee, and account fields not the balance. This only happens occasionally but I haven't been able to intentionally repeat it. Am I somehow hitting a keyboard shortcut for this or something? The only way to get it back to the default black I've found is closing the register and reopening it.

Buenos díasMi pregunta es como agregar los gastos o costos que se incurren para un cliente o un proyecto?

Es decir que  la cuenta de capital de saldo inicial esta conformada por todos los saldos iniciales y se colocan segun su naturaleza contable es decir pasivo o activo?

Randomly terms will disappear when invoicing and will delete under the customer. I have been unable to figure out why this is doing this. 

Hello.  Is there a way to deactivate multiple estimates at once?  I want to deactivate a date range of estimates, but it's so time consuming and tedious to go into each individual estimate to mark as Inactive and then Save and Close.  A majority of the time a million other boxes pop up when I try to Save and Close, such as it's over 90-days, are you sure you want to do this, spellecheck galore, do you want to resend and so on and so forth!  With technology nowadays, you'd think there was a quicker way to get this done!!  There are over 100 estimates that I need to mark as Not Active and doing it one by one by one by one seems so archaic!  Thank you!

The person who answers the phone always to look things up or try and figure them out. How does one reach a person who actually knows how to use?

Once you save the invoices using batch creation, they have their own unique style and design that differs from the default option set in custom forms. They have a completely different design overall, and it's not possible to create anything similar in custom forms. The main issue is that batch transactions are no longer time-saving when creating all invoices, as I have to manually go back through them one by one to change the design afterward. I contacted customer support about this and they acknowledged the issue. However, I was told that the only option was to "Deal with it. It's a design flaw. It is operating as it was designed to. All you can do is submit feedback, and hope they see it and consider changing it..." What's the point of batch creation if it's not creating them correctly in the first place? If this is happening to everyone, then I would like to think that I am not the only one who has brought it to attention so far. Am I crazy to think batch creation of invoices is pre

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I was making a price rule for a customer and saw that I was limited to 10 products per rule when selecting customers individually as well as selecting products individually. This is extremely limiting as it forces me to create dozens of price rules for one customer. The other alternative is to select "All inventory" which would require me to sort through thousands of products manually as there is no search bar. This question has been brought up 5 years ago and several people commented, yet there has been no patch by the developers.  This is truly disappointing. We are all paying so much every month for this software and yet the developers don't take any feedback from our problems. The only response the staff has is to submit feedback through the gear icon which let's be real, does absolutely nothing. I hope that this message is taken seriously and something is actually done about this.  Link to previous thread:https://quickbooks.intuit.com/learn-support/en-us/report

Looking to change customer monthly statement from balance forward to showing all open invoices in QB Enterprise

I am looking to create a customer statement that shows - in date order - invoices sent out and payments received in QBO. Similar to what we can create in the desktop version.I may be repeating myself here.Thanks

The reason I am asking is that we have been completing the Item Details section but I cannot list them under cost of goods sold. If I use the Category Details section, I can use the COGS category.  How do you decide which section to use? If I use the Item Details section, how do I code it as cost of goods sold?  Thank you

I have QB Online and updated to the "new layout" a couple weeks ago.  This past week I tried to generate some invoices and estimates and they were back in the "old layout".  When I clicked on the "upgrade to new layout" button it temporarily converts to the new layout and then immediately reloads to the old one again.  It does this on multiple browsers as well as different computers.  Can someone please point me in the right direction?

Ok, "New" invoices are here.  They are terrible, and here's another problem. If we choose to use an old template for printing/saving to PDF (because, you know, our customers are familiar with our invoices, and the new "modern" template which you can't edit or arrange is ugly and stinks) then there may be other fields that show up on the invoice if we copied it from an old one.  Things like Tracking Number, Ship Date, etc... If they were on an old invoice that you copied, they are on the new invoice as well and there is no way to remove them from the resulting invoice.  Only if we use the "modern" template do they go away, but then so does everything else, like static messages we put on each invoice. Yes, I have left LOTS of feedback for each of these issues.  So please don't copy and paste the standard reply.  Maybe if I clear my cache and use incognito mode it would be fixed.  😉

I need to change my bank info

Customizing invoices when switching from desktop to online was hard enough, but with the new options it's even worse. I need to reposition the logo. I've tried making it larger and smaller, used the different templates, changed the print settings. Is there a way to drag it where I need it? The customization is even worse with the new format. QB Desktop was much more user friendly. Any suggestions, besides "provide feedback"? 

I have 3 companies in Quickbooks Desktop, 2 stay logged in so I can go back and further without logging in everytime but the 3rd I have to login everytime. I know there's something I have to tick on to stop this but can't remember where and can't find in goggle.