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I am having an issue transferring funds from my Quickbooks checking to another bank account. Every time I try a transfer it give me the following message: "Hmm, that didn't workPlease try again later."Its been doing that for about a week, customer service has been painful since I've tried every solution they offered and our money seems to still be trapped in their account. I was told the problem was getting "elevated" but who knows what that means. Has anyone had a solution or a specific route they took to resolve?
Hello! I'm having trouble connecting Amex cards to the QB online account. The logins are 100% correct so I know that's not the issue. I get a message that my request can not be completed at this time and try back later. Please let me know what you think, thank you!
Can anyone tell me 1) how do I determine where to find the default AR account that was set up in in my QBO? I have read the incredibly cumbersome 'work around' from Intuit support for the fact that QB cannot easily manage more than one AR account. This is problematic. As a federal grantee, we maintain unique revenue and AR accounts , along with Classes, for each of our grants. I wondered why the previous accountant created JOURNAL ENTRIES, rather than Customer Invoices for recording revenue and now I see why. This is the easiest way to post to a revenue account without setting up an exhaustive list of products and services AND to get the Invoice into the right AR account. Is this solution being used by anyone else out there?
What category should I use for charges related to the assignment of a commercial lease?
We all have been suffering with being forced into Modern View as a default view for more than a year. Since it was introduced, it seems to have undergone a number of changes and redesigns, to the point where it actually seems nearly identical to Classic View. HOWEVER despite seeming almost the same (minus some cosmetic changes), it performs significantly more poorly and the user experience is frustrating, to say the least. For example, I'm looking at a list of transactions for a specific Account in Classic View. Then I edit a transaction and change the Account. I save the transaction and close it. The list of transactions for that Account immediately refreshes and removes the edited transaction from the list, since it is no longer under that Account. This is the expected behavior. To the contrary, in MODERN VIEW, when I change the Account and save the transaction, the populated list of transactions does not update. So even though I'm looking at a list of transactions for
My company's account is linked to Maybank. Donations from donors usually go through online transfer via Maybank and the transaction will automatically be under banking so usually I just assign the donor name and categorize the transaction before adding it. However, I realized that I can't see individual transaction list under the Donor tab because it is not an invoice but a bank deposit. I searched the internet but find that the only way for me to see individual transaction list is by customizing Profit and Loss income by filtering it to specified donor.However, I feel like that is too time-consuming. So is there any way for me to see transaction list under individual donor without making an invoice? Or is there a way to make bank deposit transaction show in donor tab?
When a user tries to do a bank deposit she gets a resubscribe message, how do I fix that?
While trying to create an estimate, I get the following message. "You can't edit this estimate. Ask your admin for edit access if you need to make any changes." I am the company admin with full access on all available options. How do we get this QBO issues resolved so I can get an estimate out?
I have a client that charges both personal and business expenses on a credit card. I have told her she should only charge business expenses and use another cc for personal, but she hasn't started that segregation to date. She will only give me the business charges and payments on a credit card in order to show the expense on the P&L. The issue is the credit card balance is incorrect on the balance sheet. If anyone has run into this, how have you dealt with this issue from an accounting standpoint? Any insight will be greatly appreciated.
setting bank connections with QuickBooks and trying to figure out how label paying yourself through business account
I entered a Job to my Customer List but it doesn't show...if I do a search the job appears and when I double-click on it the Customer List opens but the Job is not there. Where is it or is there a flaw in the software??To eventually add the new job, I had to rename a new one as a prompt comes up saying the job already exists... see attached screen capture.No clue what's going on...----------Also, I entered another job to a customer but it created a New Customer not adding the job to the customer selected. That's another question if it happens again...Thanks in advance for anyone's help.
Morning,I have a LOC and needed to make sure I was clear on something. Wanted clarity on repaying a LOC Draw.Lets say I draw $3k from my LOC and base on the interest rate the interest amount is $425.16 for 12 Months, which gives me a total cost of $3,425.16. My question is if I want to pay the loan early "Lets say 4 Months" 1. Do I have to pay the $3,425.16 in total?2. Or do I pay the $3k (Minus the amount I already paid the first 3 months) + the interest occurred for the 4 months (Minus the amount I already paid the first 3 months)? So just $2,250 + the interest for the 4th month?
Is there a way to get a QR code to print on ALL invoices. I've noticed that if I don't have an email address for a customer, the option to have a QR code does not show when printing. I have my account set up in settings to have it available for all invoices, but it doesn't appear for customers without an email address. I have added QUICKBOOK PAYMENTS to my company.
I use QBO daily, via Chrome on my desktop. I'm mostly in the Expense/Vendor/Banking modules, and when looking at a list of vendors or a list of expenses, multiple times per day I have to resize the columns to see the data I want. So for instance, I'd search for a vendor and click in, then have to fiddle with the column widths to be able to read information or even access the View/Edit dropdown on transactions. Often it is slid off the side of the screen. I have not been able to find any settings that will stick - I can adjust columns and choose Compact and turn things on and off each time, but as soon as I refresh the page or go to a different vendor or module, I have to adjust all over again. I can change the browser zoom level to see all the columns, but then the print is smaller than I prefer. It's very frustrating, and I have not been able to find any sort of layout settings that carry through the online experience. Thanks for any help you can offer!
Is there a way to import a CSV file into an existing template on the Quickbook desktop version?
Hi, Having a problem with QB online losing the data in my purchase description and purchase price in my item details. Only happens with about a third of the items and only those 2 details. I save the info and qb erases those 2 fields and will not let me populate them again. Same thing happens on different computers and across different browsers. Stayed on the phone with intuit for almost 2 hours yesterday and they couldn't figure it out. Any suggestions?
How can I arrange the banking tiles on my main page in QBonline
For the last few weeks, the amount field will occasionally blank out either when I move to the next field or when I click to save the entire sales receipt. It seems like it does this for about one in every four or five sales receipts. Sometimes, I'll see it and catch it right away. Other times when I go to post an entire batch, there will be entries with zero dollars. I just did a batch of 48 checks with 6 of them showing zero amounts on part or all f the receipt.
I would like to do a mass removal of one specific credit card for customers to pay with. Is there a way to do this?
I have hit the max of 14,500 customers, vendors, employees and it won't let me add more. How should I proceed?
