Other Questions

Original commenter did not share additional details

Horrible interaction with customer service support through chat. Spent over an hour in chat with "Kimberly C". It took her 30 minutes for her to direct me to where that information could be found in QuickBooks, you press F2 to find the product information screen by the way. She kept asking me for the info and I kept saying I couldn't find it. Then she proceeded to not help me for another 30 minutes.Here's a couple examples of our interaction. Example one - Kimberly: May I ask what steps please? So I can take note of it here in my end. Me: Don't remember. Kimberly: So to confirm, you haven't done anything yet on your end and just proceed on contacting us? Me: I did try. Don't remember steps. Can you and I start at the beginning? Example two - Me: Let's start at the beginning. Kimberly: So you haven't done anything, correct? Me: I did. Don't remember what steps. Let's start at beginning. Kimberly: Can you at least try to remember? Me: Can you help me or not? Kimberly: You menti

After a rather lengthy phone conversation with QB Tech Support, I received a couple emails asking "How did we do?"  and included was "Please leave a message and send your FEEDBACK in this link: https://quickbooks.intuit.com/commerce/common/fragments/feedback.jspI clicked on that link, and it took me to https://quickbooks.intuit.com/quickbooks-commerce/. Great job, Intuit!  Among other things, one comment would have been:   When we were sold moving from Pro+ to Enterprise Gold, we were told ... and I believe there was the same on one of the Enterprise web sites ... that Enterprise users have a US Based dedicated support group for Enterprise. Well, my experience is that is not at all true. I called the phone number we were given, and part of the recorded message was to choose between Online and Desktop!  I obviously chose Desktop, and after waiting in que for slightly more than reasonable, I ended up talking with a very nice person from Manila. So

Hello, I am trying to reconcile my books going through the Bank Feed and "Matching" my "Expenses" to Bank Feed transactions. The problem, however, is that when I try to "Match" a Bank Feed transaction, I'm unable to find the matching "Expense". It appears that QuickBooks is *only* looking at "Bills", and cannot "see" the "Expenses" that the Bank Feed matches. How can I get the QBO "Match" feature to "see" Expenses and not just Bills? TIA! ML

Hi, I am a GC and have a couple of projects that were started in my "old" business (expenses were paid by the old business during a transition time to the "new" business) and I would like to record these expenses / income in the "new" business. What's the best way to do this? Can I use a journal entry...or....?? What's the best and the most streamlined approach? Thanks in advance for the help!

We recently changed our late fee's on our invoices from a $$ to a %. The % recently came up on a invoice but its showing a $00 amount. How or what do we need to do to change this to show a $$$ amount????   

How to add JE with two different currencies?

I have several recurring bills that go out each year.  They have a different template but for some reason I can not figure out where to change the template design when setting up a new recurring invoice.   

Will Quickbooks 2021 for Mac connect to Outlook 365 webmail? I'm trying to set-up the ability to email invoices out of Quickbooks 2021 for Mac using a Office 365 webmail connection and am receiving the error "Unable to authenticate with the current session's credentials." I've triedSMTP server: outlook.office365.com & smtp.office365.comPort: 587Connection type: StartTLS Thanks,Brian

When we create a purchase order for an inventory item, my on hand increases by the quantity on the PO. I want to turn this off. How do I do this? We use build assemblies, so if I do not have enough pieces to complete, then the assembly remains non-posting. But if those same pieces are on a PO, then I can build and post the assembly. However, I cannot actually make the assembly as the purchased parts have not been received.

I have sold goods to customer and sent him a invoice already. He noticed  that stock has being damaged and i replace him a new stock. How do i adjust this in quickbook?

Original commenter did not share additional details

QBO needs to provide a way to manage customers in bulk. You can bulk select and make customers inactive which is nice, but QB offers no useful information in this list to help identify a target set of customers. For example, QB should offer a "Last Purchase" column in this list so we could easily filter inactive customers and mark them inactive in bulk. I don't know why QB doesn't offer more columns choices in all their lists. It would become so much more useful. 

PLEASE send me a phone number so i can talk to a real person

Has anyone gotten this error and gotten GoPayment to work?

We run QuickBooks 2024 R6 Enterprise Accountant. Yesterday we started getting a pop ad for saving 75% when buying QuickBooks Online. We are a larger corporation running QuickBooks On-Prem. We have no plans to run QuickBooks Online and will switch to another accounting application if QuickBooks shuts down Enterprise Accountant. How do we stop these ads from appearing? The setting Edit -> Preferences -> General -> Turn off pop-up messages for products and services is already unchecked. I have a feeling it is not possible to turn this off, as Intuit is trying to push companies to the on-line version. So unless Intuit is straightforward and says it is not possible, or offers a workable solution, please do not respond with the standard canned response. 

I have Windows 11 Home v23H2.

How can I connect several invoices that I have sent to a customer into one large invoice?

Hi there! We have multiple classes in our Quickbooks Enterprise Desktop, and often we split expenses based on percentages to each class where we would like an expense to hit. For example, I pay a bill to Vendor ABC for $500.00 expensed to office supplies.  For the office supplies to be split between our classes and hit various P&L's, we have a percentage calculation for each class.  So Class 1 gets 53% of the expense, Class 2 gets 20% of the expense, and Class 3 gets 27% of this expense. Since we have so many classes and so many items that are split in this manner, we actually have a class for these items and make journal entries monthly to allocate these percentages.  It would be so much easier if there was a way to select to split this within the bills.  We are aware that we can do the math in each bill, but with multiple people making entries it causes concern for error.  Something automatic would be much easier, so I was wondering if it i

We purchased QB Manufacturing Enterprise Platinum.  We have purchased our bar code scanner.  Does anyone know if and how I can use it to only reduce the inventory as it is used.  I do not want to use a pick list or sales order.  We are a manufacturing company and I want to be able to "scan" out a piece of steel when pulled to be cut per the engineers drawing.

1. I am attempting to open my QB Self-Employed app on my iPhone, but I am encountering an error message when the app tries to load, indicating a server error with status code 403 'forbidden'.2. I followed the suggestion to offload the app from a previous post, but it did not resolve the issue.3. Additionally, the app prompted me to update it, but when I tried to do so, it said that the update was not available in my region.4. Please provide guidance on how to address these issues.

One of our sales team turned in expenses for cash reimbursement in December, but the expenses go back all the way to July.  How do I enter the expenses for the months they occurred in but reimburse the salesman in December?

I'm wondering if someone can help me as I've exhausted all other avenues.  I have created Invoice templates and I'm trying to pass along the credit card fee to the client.  As directed in the help section, I created a Processing Fee under Products and Services and gave it a rate of .03.   Is there a way to add the fee to the template without having to manually add it to each invoice since that sort of defeats the purpose.   How do you guys add processing fees?  I would really appreciate your input and advice.  Please note, I'm a novice at QB so you may have to "dumb it down".  Thanks!

I'll try to lay this out as clearly as I can. I have 2 accts on QBO that I work with. In the beginning one was labeled "Hub (235)" and the other was labeled "Operating (233)". After a while, the decision was made to change the labels. "Hub" became "Operating (235)" and "Operating" became "Office (233)". For whatever reason, (probably me thinking it would make things easier/clearer - cue eyeroll) a new register was created for the "Office (233)" acct. I use the "Office" acct to pay employees and bills, and "Operating" is used for materials, tools, etc. Flash forward to last night. I discovered that one of my biggest issues is that Payroll has been recording the paychecks in the "Operating (233)" register. (I fixed this in payroll settings) Anyway, I thought, ok I'll just edit the paychecks. Wrong. Since they were DD, the only way to change the acct is to void the check. What kind of Pandora's Box will I be opening by doing that? I assume I'll have to go back and recreate the p

QBO used by a used car dealership/repair shop.  They use All Data software for generating invoices and payments, etc.  Boss want this to down load into QBO.  We are finally attached to All Data but I don't know how to match up All Data data to what I need in QBO.Has anyone had experience with this products, All Data?  They are not forthcoming with information.Thanks, allArlene