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I need to move my quickbooks payments account from online to enterprise desktop, and have been in contact with support at least 3 times about this. We can get it to show in desktop, but not actually connect so that I can process payments.A couple questions, do I have to close my quickbooks checking account in online first, or do I have to close my online account first. At this point I dont want to do either as I need a way to charge cards.I have had the payments account for years and have negotiated rates on it so I dont want to start a new payments account.However one of the quickbooks convinced me to open another account and that would not connect either, probably because you are not allowed to have 2 accounts.I am sure this is just a problem that needs to be pushed higher up the ladder but I have no idea how to do that.Any suggestions would be appreciated.
How can I disable a pop up window when I am creating an invoice? Every item it pops up to tell me about serial numbers, most items don't have one.
is there a way to put an customer account on hold?
I snapped a pic of a receipt, assigned it to a specific project, but when I looked at the project, the expense was not there.
Is it possible to have a single inventory product item that when used in an invoice, can hit different income accounts depending on my needs? My example is as follows: my company collects used cooking oil and sells it to biodiesel manufacturers. Sometimes we're selling used cooking oil and need it to hit our UCO revenue account, and sometime we need it to hit a Yellow Grease revenue account. Is there a way to do this in QBO without having to duplicate an inventory item?
started using the qbo now. can I enter invoices for the sales happened since Jan 1 2024 ?
We have been using QBO for about 6 months. Our A/R recurring transactions are set as reminders x # of days before the transaction date. For example this month all of them are set for 12 days before the transaction date. I use the recurring transactions report, filtered to next date to make sure I've updated everyone's invoice. My question is if there is any report for the recurring that has a column to show how many days before the reminder should pop up. In Desktop's Memorized transactions page I could scan the list's 'days in advance' column to make sure everyone is set right. So where is the analog in Online?
Hi. Has anyone had issues entering mileage into QB. Our company is driven by job numbers when entering anything for a client. Now when I enter mileage I can no longer type in the job number or name of the client. We have 100's of clients. I have to scroll through client names to find the correct job to put the mileage against so we can bill for travel time. It takes from 15-30 minutes to enter mileage into QB now. The new 2024 desktop version is horrible. Does anyone have a workaround? I would love to be able to type in the client name or job number like you could do before. I am so very frustrated right now. It is taking so much longer. I certainly do not call this an improvement. Of course, you cannot speak with an IT or software person at QB to help resolve your issue. Also, do we need to "copy existing vehicle mileage data" this keeps popping up. I can't get answers from QB. They never know what to tell you when you call support. Terrible customer service. Thanks,
Hi! I need help with an integration question. We have an active Stripe account that accepts payments from businesses, and we want to integrate donations to a school. Since Stripe does not allow payments to schools due to the lack of ACH, we would like to do this through QuickBooks. 1. Is it possible to issue checks in the name of the school using the QuickBooks service?2. What API capabilities provided by QuickBooks can be used for this?Please help if anyone has experience with this.Thank you in advance!
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Good day, I have a question with QB and looking for some help. We received a partial delivery for an open purchase order we had from one of our suppliers. We received it into inventory with a bill the items that were received like we normally do, but noticed that the Purchase Order on QB was being shown as closed even though we still have missing items. On the Purchase Order page on QB, the items table shows a Received Column and a CLSD column. For this particular Purchase Order I am talking about, all the items have a checkmark on the CLSD but not all of them shown as received. I am looking for help trying to understand why the Purchase Order is being shown as closed even though there are still items that have not been received. Thanks!
Where do I add disposition of business automobile on t1?
Our invoices are not printing zero dollar items. how do we fix to show them on the invoice?
We are starting the process of printing checks directly through QB Online. I'm supposed to purchase a dedicated printer for check printing.......what's the best option?
When submitting receipts through QBDT Mobile App, some of my guys are having trouble getting the receipts to save to their upload history. Some recently stopped saving in the past couple months and some newer users history has never saved any of the receipts they submitted. I received the receipts in receipt management, but sometimes there is a question and they need to look at their app history to see the receipt they submitted to answer the question, but it's not working for them.
QBDT enterprise 5user, Used to be able to make the changes but for some reason now, whenever I log on as solo user on Admin, the changes I make to a customized Sales Order will not save the changes of the layout. It makes the changes to the customization of new data and position. The Layout designer just won't save. I look on the preview pane of the customization window but when I click the button to preview or to make a print copy, it reverts back to the default positions. I'll open the layout designer and the changes are there and then I click ok and takes me to the customization window and it all looks good again, but again whenever I press preview or print it reverts back to default positions. Any help would be appreciated.
Is Datalogic Memor 30-35 mobile scanner compatible with Quickbooks
Every month I am billed in advance for some services I am purchasing. For instance, I get billed in June for July IT services. The bill is dated June 1st but the service period is July. Can these be posted on July 1st or do these need to be posted to Prepaid Expenses every month and allocated out the following month?
How do I add the purchase order number when i enter a purchase order. There is no place to put it.
Have an S-Corp. A vacation rental was purchased with my personal credit card to be used for a company retreat/meeting. Invoice is to me personally. How do I enter in Desktop QKBKS a payment to be made to my personal credi
Can you use an iPad for QuickBooks?
I am the treasurer for our local boy scout troop. I recently created future invoices for charges due in the future only to find out that this is causing problems when I generate statements. Any invoices after the statement date are not included on the statement and not taken into consideration when the balance due is calculated but any payments made towards these future dated invoices fall within the statement date range and negatively effect the balance due at the bottom of the statement. Does anyone have a better way to handle this without creating a problem with the statements? I am thinking about using estimates for these future dated invoices which can then be converted to invoices upon payment or when the actual invoice date arrives. My question is this. Is there a way to take my invoice template and copy it to be used as my estimate template so they look the same and I don't have to make all the changes by hand? Or is there a way to copy the invoice layout
Hoping for some help or suggestions about projects and if im going about it right or wrong. I think im not doing it correctly and it is messing up my profit/loss this is what im doing in order. * start a new project/fill out that info*click on expense , then fill out payee, payment account, date and payment method* then I usually just go to item details and fill out product/services (which is cost of goods sold) description, my cost and % mark-up and make sure tax is checked. The one problem I have is a lot of times in the category details a price from a vendor will be there but the issue is when I buy from vendors its usually multiple different jobs. With that said
