Other Questions

Hello, I am a long-time user and could swear that we used to be able to put PO numbers in the Client profile, but am having some difficulties. 1. Now I just created a client profile and cannot find a place to put the PO number. Can someone show me where this is? 2. I created an invoice which had a PO number spot as usual, which is great. A new invoice for this client, however, did not auto-populate the PO number from the last one. Is there a way to do that, so I don't forget? Before, I believe it used to auto-populate from the client profile. 3. I also wanted to create a "Delayed Charge", something I haven't done before, which is to make future reminders for milestones which are not yet ready to invoice. I believe I can convert these into invoices later. However, the Delayed Charge form, while it looks like an invoice, does not have the PO number field that the invoice field has. Is there a way to make the Delayed Charge form have the PO number? Thank you.

An article written and posted by Intuit on QuickBooks support 5 months ago is attached to this post. I had Desktop Payroll Enhanced. It was discontinued as of May 31, 2024. According to the article: QuickBooks Desktop Payroll Standard and Enhanced — Your paychecks won't calculate any taxes. You won't be able to send payroll to Intuit for processing, including direct deposits, or send payments and filings using E-File & Pay. Your payroll subscription will be deactivated, followed by a refund for the unused part of your payroll subscription.Will I receive a refund for my discontinued payroll service?Yes, if you use QuickBooks Desktop Payroll Basic, Standard, or Enhanced. You'll receive a prorated refund in July for the unused part of your QuickBooks Payroll subscription. We'll process the refund to the credit card or bank account that we have on file for you. This seemed fairly straightforward, and there is no indication anywhere in the article that customers are

The tab that shows that the invoices are viewed/how many times viewed and a time stamp of when viewed... is that showing only when the customer clicks and views the invoice or is it also showing when I have viewed the invoice through quickbooks?

All of a sudden when receiving payments in QB Desktop the bottom of the receive payments screen is cut off. We enter notes in the memo section and only part of that is showing. Also the Save & Close, Save & New and Clear buttons are cut off. To access those I need to now maximize the window. No changes have been made to the computer itself including any display settings. Everything else is fine.

Is it possible to change the line spacing in a text box in an invoice template?Trying to reduce space taken up by text boxes.Thank you,Anna Casey

My invoices default to "PRINT LATER".  When ready to print, I go into ALL SALES menu and filter by PRINT LATER, select all invoices, and BATCH ACTION to PRINT.  A window opens up with the invoices, allowing me to print.  When I close that window, I used to get the message that the invoices will be marked as printed.  In the last 24 hours, I started getting this message:  "We weren't able to mark as printed.  Go ahead and try again."  I've tried multiple times in different browsers and also with normal and incognito modes to no avail.  I have also cleared my cache and cookies without any resolution.  Has anyone been experiencing this issue?

I need to filter invoicing reports by employee. How do I add an employee to the Invoices in QBO so I can do this? Thanks

We are running QB Enterprise on a hosted server.  Our users see the dialog box below periodically and after it appears, nobody can log into QuickBooks.  The message is annoying, ineffective and misleading: 1. 'This action...'? What action?  We left to ASSUME even, that it is QuickBooks that fired the message.  Precisely what is it within QuickBooks that is triggering this message? 2. The message says 'Windows administrator' permissions are required, but it invariably, that message box fires even if the server admin is logged on to the server and already running QuickBooks.3. When the server admin logs in to the QuickBooks admin account, the users may then log in, which suggests the reference to Windows administrator is a red herring and some process in fact requires QuickBooks administrator privileges. What is so important that half a dozen people have to sit around waiting for the administrator to log in and why, after the admin logs in, doesn't

The Add Attachment link that shows when I single-click a transaction in my checking register has stopped working as of about March 7, 2024. The dialog opens to select the file to attach, but when I do, nothing happens. I have been able to work around this by clicking Edit and then using the Add Attachment link near the bottom. Attachment problems have plagued QBO off and on for more than a year. It appears they have broken this feature again with the March update.

According to QuickBooks Help, "Spreadsheet Sync’s template library includes multiple reports, such as: Simple Management Report & Smart Profit and Loss Report" I only have one template in my Spreadsheet Sync library which is the "Management Report".  I am missing the "Smart Profit and Loss Report".  Has anyone else had this issue and/or knows how to resolve it? Link to QuickBooks Help: https://quickbooks.intuit.com/learn-support/en-us/help-article/accountant-reports/using-spreadsheet-syncs-advanced-reports... 

A bookkeeping customer of mine is using Online and wants to switch back to Desktop.  We are located in a very rural area of Texas and Internet is sketchy at best.  It is my understanding that the online version is available until the subscription is cancelled...is this accurate information?Will Quickbooks support be available to assist with the switchback? Thank you for your help!

Hello, I've requested a SOC report for our ITS department to determine whether or not we can switch from desktop to online. Every time I check the SOC report or call for it, it still says 2023. Where can I get a 2024/ up to date SOC report?

I just received my reminder for the renewal of my ProAdvisor program: 2023 PAP Premier Software Bundle. Huge price increase! What is included in this bundle, specific to Desktop-version. 

I am the admn of my account and I had the following error reconciling an expense: "You can't edit this expense. Ask your admin for edit access if you need to make any changes." I think this is an error, it was working until Friday.

Suddenly my account fields when I am filling in expenses or splitting payments are autofilling with customer names.  As soon as I begin to type the first letter of an account a customer name that begins with that letter fills the field and as I type subsequent letters in the account they are just tacked onto the customer name and I am asked do I want add this account!!!  The only way I can enter accounts in fields is to use the drop down menu which is making this impossible and extremely frustrating. What has happened?  I've rebuilt my file a couple of times and verified that it doesn't have errors.  I'm using Mac Plus 2023 version v22.0.5. R6.1 Build 730.   For this example withdrawal I was trying to put in the account "Shop Supplies".  After I put in the first "s "the customer was auto inserted and the next three letters "hop" which got put at the end of the customer name.Where in the world did this all come from? And why are accounts not being

I want to try to take the certification exam for the QuickBooks Online. I don’t have a small business and probably don’t intend to have one in the future. I have a little bookkeeping experience through my job. Can I still sign up for the QB Accountant for free, take the training and then exam? Thanks

How does QBDT link to MS Word, and is there any way to link to a different word processor, like wordperfect? 

How to change phone number?

Everyday I am having issues using Adobe when I have QB open.  This is getting very frustrating.  Suggestions on how to fix this problem? Acrobat.exe-Entry Point Not Found.The procedure entry point?GetCurrProdFlavParamAslnt@ACEAcess@ACE@@SAHPBD0@z could not be located in the dynamic link libraryC:\Program Files (x86)\Intuit\Quickbooks 2021\ELCORE.dll

Before QB changed their design about a year or so ago, I used to be able to do a search by description.  Now that feature is missing. Is it possible to search by description anymore?  I enter itemized invoices in that section and when I needed to search for details, I would use that category.  Now I can't. Any help would be appreciated. Karen

For many years, I used the built-in ship manager to successfully ship using Fedex.  But I have now switched to UPS, and the ship manager does not send digital commercial invoices to UPS for international shipments.  In Settings, I have checked, "Account has Paperless Invoice Enabled".  It still doesn't work. I don't see any other check boxes about commercial invoices.       I have called QB customer support, and it seems that no one knows how to reach the software department that created the Ship Manager.  I have also tried to reach someone at UPS that works with QB with no luck.   I am hoping someone in the QB Community will help me solve this so I can stop having to send Commercial Invoices by email the day after I ship international packages...which also causes delays.   Thank you.   [Removed]

Since my QBDT Pro 2020 will be discontinued in May, I need to know *EXACTLY* what the statement below means. I pulled it from the official Intuit page on the discontinuation:https://quickbooks.intuit.com/learn-support/en-us/help-article/feature-preferences/quickbooks-desktop-service-discontinuation-policy/L17cXxlie_US_en_US Under the FAQ section, Other services:"Online Banking: You won't be able to download transactions, send online payments, or send online transfers." I need a clear, concise explanation of what "You won't be able to download transactions" means.I currently use no extra services from Intuit like payroll or CC processing. The only things I use, where the above statement is a concern, are downloading a .QBO file from my bank and uploading to QBDT for my credit card, and DirectConnect to my bank accounts for banking transactions. Will I still be able to use those functions after May 31, or will they be shut off? I do not care about losing support (neve

Hi  I am attempting to convert my desktop QuickBooks data to QuickBooks Online, but I’m encountering an issue. The online tool does not show my existing Plus plan as an option for data migration. Instead, it creates a new company with a trial Advance plan. I spent an hour with QuickBooks support, but we were unable to resolve the issue. The tool consistently lists only the companies with the Advance plan for migration. Is this behavior by design? Are there any alternative methods to convert my desktop version to QuickBooks Online while retaining my current Plus plan?

"Why are my invoice emails now from Quickbooks instead from me like they used to be? It looks like spam if my name is not the sender"

Trying to do a journal entry with only one side allocated to a customer and the other not - but every time I enter it - it needs to allocate to a customer - how do I unallocate the customer? From the drop-down there is no blank and even if I enter it manually it will automatically choose a customer (the top one in the list of customers in the journal entry).