Other Questions

I have taken on yet another new challenge for a client to get their books back in order.  I came to see there are hundreds of automated rules that may or may not be valid. First of all, I submitted another question regarding accounts used in a previously created rule.  When I updated the COA, none of the rules changed accordingly.  In other words, the rule still kept the old account which I am sure if used, would simply add the transaction and create the unwanted account on the fly.  I have never seen QB Desktop not automatically update anything relating to the COA before.  This is ridiculous that the rules do not change accordingly.  If any business creates say 1,000 rules, and changes their COA, have fun changing all the rules to match the new COA. Okay, so Second and the topic of this conversation:This client has hundreds of rules created and as I said, I made changes to the COA by adding account numbers to descriptive accounts (yet another pe

How do I undo revert if I hit by mistake when editing an invoice?

I was on the phone with Intuit for 3 hours on Thursday and they were unable to solve this:We were required to upgrade Outlook 2010 to Outlook 2021 to satisfy the requirements of our email archiver. I installed MS Office 2021 Home and Business to get Outlook 2021, which means I also got Excel 2021.  When the new Excel installed, it broke the link between QuickBooks 2023 and Excel.  I uninstalled QuickBooks, rebooted, and then reinstalled QuickBooks2023, thinking it would find the new Excel in the install process and reestablish the link.  Nope!  From the Reports menu I can email a .pdf.  QuickBooks creates the .pdf from a memorized report, and then opens Outlook with the .pdf as an attachment.  I cannot do the same when I request QuickBooks email that same report as an Excel spread sheet.  I get a report that says "Error Excel cannot be opened."  Nor under Reports can I get QuickBooks to create an Excel spreadsheet.  Same error msg.  Yes

I have recently purchased the subscription for contractor payroll, but I have a foreign national with an IRS issued ITIN who I added as a contractor, when they were emailed the W9 from intuit, there isn't a spot to enter this. It asks for them to start as a SSN self employed or business EIN. Which option would they choose so they can enter their ITIN and finish the W9 and I can start paying them via direct deposit.  Thanks!AD

I AM TRYING TO DOWNLOAD INTO QUICKBOOKS 2024 BUT QUICKBOOKS KEEPS SWITCHING TO 2022

Since Nov 9th my bank account balances are being updated but no transactions are coming over.I had three calls from support.  Two were disconnected (one after a half hour) and they did not call back.  Third call (over an hour long) resulted in finding out the there is an issue on Intuits end that they are working on resolving and I will get an email when it is resolved.I have tried numerous updates, did so with QBO support on-screen and also show all the transactions that are missing.  Having accounting software that I cannot rely on is not a good way to run my business.Is anyone else currently (I saw a post from a few years ago) experiencing this?

Hello,I have  different situation. This needs to be done in QBDT. We have  customer that trade-in a golf cart for work to be done on 3 other carts. We owe them money back. As the work was less then the trade-in. I need to see how much credit they have left. After I have applied the credit to the invoices. The I need to send them a check for the difference. Because no money has changed hands this cannot show in undeposited funds. Thank you.

This functionality appears to be missing from the "new invoicing system," but if it's hidden there somewhere, please show me where it is!  I can create an auto-populated recurring invoice template from the old invoicing system by clicking "make recurring" at the bottom of an invoice, but that does not exist in the new invoicing system. Hannah, the rep I just spoke to, couldn't assist.  If QBO has dropped this functionality, do they even realize that they did it? I need this functionality back! MANY of us need this functionality back!

I have Quickbooks desktop enterprise and I am trying to export all the invoices I have.  Ideally I would like to save them to a hard drive. I have tried running reports, but that only downloads a Excel spreadsheet of the transactions.   I need them to be saves as a PDF but I have thousands of them and I am not sure how to download them all at once. Anyone have any ideas? 

I am paying for all sorts of premium everything and I'm still bombarded and interrupted with popups. Messes with my flow, messes with my brain and messes with my emotions because I am SO SICK OF THEM I GET ANGRY. 

Hi there, Changing the information in Company/Company information… in QB desktop doesn’t seem to be enough. The new address that prints on Bill Payment Stubs has an extra line from the old address at the end of it. Any ideas?

My client has a US Corporation with Australian ownership.  His accountant set up an AU QBOL database but we are trying to do US accounting for them here.  Our challenges are that the dates are set up as D/M/Y instead of the US standard of M/D/Y and the 1099 feature is not available in AU Quickbooks.  They are utilizing the feature of attaching vendor invoices for all A/P entries. I would like to set up a US QBOL account for them but need the historical data and am hoping we do not have to manually re-enter all transactions and attachments.   Is this possible?

I have been using the Fulfillment Worksheet for a while now and all of a sudden my new sales orders are not showing up when I try printing a packing slip.

An employee made a mistake that caused a vendor to bill us. We paid the vendor as billed. Now the employee wants to reimburse us for the 'erroneous' charges in two installments. How do I record this so that our income statement (and ultimately the FI&E) reflects only the net expense, i.e. what we actually paid less the reimbursements? This kind of thing is extremely rare (once in at least 10 years); it would be nice not to have to create new accounts, write checks on them, etc.We are on QB Premier Non-profit 2019 R17P (Desktop) for now, but expecting to upgrade before 2025. Thanks much

I am struggling to get through another glitch with the new QuickBooks online app update that was released. I am trying to create an estimate, but it will not allow me and it says “something went wrong” with the following message:  You must specify a different number. This number has already been used.DocNumber=1995 is assigned toTxnType=Estimate with Txnld=157761

Hi,I have been trying to streamline the batch invoicing task and my question is regarding a few of the fields that are not part of the template for the "Spreadsheet Sync" function. 1) Is there a way to activate the online payment functions in batch invoicing? I would like the default to always be on for accepting card and bank transfer payments. 2) Is there a way to add a field to the template to allow for the customer's email to be added to the invoice and to be able to schedule the invoice to be sent? 3) Is there a way to add a field to the template to include the message on the invoice? (So I can include May service) Thanks!

Can I set up multiple Accounts Receivable and Accounts Payable in Quickbooks Online?

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I'm on QuickBooks Desktop Enterprise Suite, when I click on "Customers" and then "Sales Order Fulfillment Worksheet" it shows I have 294 orders under the Express Pick-Pack tab.  All of those orders have shipped but they are showing in various stages on the sheet.  Some show "Packed", some "Not Packed" and others "Sent for Express Pick-Pack".  How do I clear all of those.  They have all shipped and been invoiced, so the inventory is correct, but I'm afraid to do anything with these for fear that it will decrement my inventory, or mess something up in my system.  Most have this orange arrow to the right and it means "Express pick-pack lists have new info.  Select the flagged express pick-pack lists and click Update sales order"  Can someone help?

Good afternoon,I was trying to import invoices and I seem to be receiving an error of multiple memos. Please how do I resolve this to make sure accurate importation. Best regards,

I have a customer who is trading in their used golf cart for a new one. They financed the old golf cart, and still have a balance due. We want to apply part of the trade in value to the amount they still owe from the first one, and the remaining balance will go to their new cart. What would be the best way to show this on one invoice?  

I am transitioning from QuickBooks Premier Desktop Non-profit edition to QuickBooks Online Advanced.  Are there any resources or guides for users of this specific scenario?As a volunteer I have been using the above desktop version for about seven years to track donations, donors, expenses, and finances with various accounts.  There are no employees. Thank you!

I just switched over from Desktop to Online.  There were fully customizable templates in the desktop version. My old templates are gone after switching to QB Online and apparently not able to be imported.  I can't add additional columns on the QB online invoice template to accommodate my needs.  I need to add more columns in order to include more info that our customers require.  I've tried editing the template, but there is not way to add columns.  Any suggestions? 

Merge accounts is no longer merging two accounts. Now it is leaving one account as (deleted). Example if we wanted to Merge Payroll Tax and Payroll Taxes accounts we would end up with. Payroll Tax HOWEVER if we choose the gear and "show inactive" we have: Payroll Tax Payroll Taxes (Deleted) Anyone else experiencing this issue? 

How do I print or send a check remittance to send to my vendor