Other Questions

With the roll out of the new invoice features (Oct 2023), the "add subtotal" button is missing that used to allow subtotals throughout an invoice. I separate out invoices in sections and subtotal those sections, so this is a big issue for us. Is there another way to do this?

Hello! Can QuickBooks Desktop and Quickbooks Online connect at the same time?  Thanks

We are about to be first time business owners and are still waiting for our UBI number, so very new just getting started. My husband will be getting his contractors license and plans to be self-employed for a while. I will be handling the accounting piece (hence why I'm here). With that being said, what would the best QuickBook feature be for us? No employees, he plans to do the draws for self-payment, I don't plan on being on payroll but if I'm handling our finances surrounding the business, should I be? We are legally married but my name is not on the business license or anything. But I'll be helping with taking phone calls, scheduling bids, and accounting. Would I have to consider myself an employee? Any advice would be much appreciated!  Thank you!

The system is automatically re-opening the PO when a user updates the Bill header detail. (Date, Due Date & Bill Number) They are not deleting lines or changing quantities. The Bill is re-opening, showing it as open - even though it's received and billed. The quantities on the line then revert to zero. This is a big problem becuase it will; 1. It would allow me to create a duplicate bill 2. I lose the link between the bill & the PO 3. The received quantity is incorrectI should be able to edit the bill after it's copied from a PO, correct?

On the old invoice, there was a field we could enter a "message on statement" This would show the information you put in that field for each invoice on the statement.  I do not see an option for this on the new invoice.  Can someone tell me how to achieve the same result? 

I use business checks with 3 to a page.  All of a sudden, when I print the 2nd and 3rd checks separately, the alignment is off.  It was working perfectly, now it's not.  What has happened and how do I get this to work again.  

Categories are not able to be assigned to new expenses and when I go to look at expenses I've previously categorized the app just crashes. Called support this morning but the person I talked to after a 40 minute call only suggested restarting my phone and reinstalling the app neither worked as a figured! He kept asking me to check the desktop version my app is messing up not my desktop idc about a work around I want the app on my phone to work its much more convenient 

I had another user update Asset specs in FAM like G/L Accounts and Convention, but when I log into QB I can't see any of these updates.  Shouldn't I be able to see them?  Is there some way to sync the updates from User1 so I can view them under my user ID?

Hello, For the past year I've been importing a spreadsheet with our list of products via the "Import Data" option QuickBooks offers. Since the last update about a week ago I been having problems uploading a spreadsheet with 400 rows. I can only do 200 rows at a time. Before the update I didn't had this issue.

We enter some of our invoices ahead of time, usually around March , but will not complete the job, or get paid for this invoice, until around May/June.In March we take deposits/down payments from some of these customers, currently we calculate the % we want paid early on the March invoice as a down payment and tell the customer to send a check at this time.We always ask the customer if they are tax exempt, which many of them are and provide the tax exempt paperwork, but sometimes the customer is not aware of the exemption or cannot provide one right away during the time we create the initial invoice/down payment % in March, so we add the sales tax onto the March invoice.Laster on, the customer will end up providing their tax exemption, and we in turn update the March created invoice , but I have already paid sales tax on that March dated/created invoice because our books are setup to pay tax at the invoice date (accrual). So I would need to amend the periods return for a credit in

This edit is so very frustrating.  When we go back and forth to view an estimate, we cannot see who it has been emailed to without clicking the bottom drop down and hitting send and seeing the email field.  We send estimates several times, sometimes changing the email address.  The big problem here along with the inconvenience, is that if the estimate status has somehow been changed to "accepted", we can no longer to to the green dropdown at the bottom right, act like we are sending again, and view the email address.  UGH.  So frustrating.  So then we have to go back and change the status back to "Pending" to be able to go back to the bottom dropdown to pretend we are sending to view the email.   This results in if the estimate was already invoiced, the invoice link dissapears and it looks as if the estimate hasn't been invoiced and can end up getting invoiced twice.  Please help.  This is taking so much time with all the clicks and scr

When an employee goes into negative PTO in Quickbooks Time, does that affect their pay at all?

I calculated a fixed asset example in Excel and entered the same asset in the QBO. however, the result in QBO is different. need help to set it up correctly. Thank you!   

Good Morning team,Does anyone know if there is a problem on the intuit server? we have a lot of customer complaining that they are not able to sent email from QuickBooks, most of them have their email setup on webmail and some they have it on Outlook.They keep getting the error that "QuickBooks is unable to send emails due to network connection failure"  

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Hi TeamWe're in a dire situation and reaching out to all for urgent assistance. Our business previously relied on QuickBooks for financial management until its cessation of operations in India. Unfortunately, we were unable to retrieve our data before this occurred.Your guidance and support in recovering our financial records would be invaluable. Any help you can offer would mean the world to us.Thank you for your swift attention to our plea.

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Can anyone shed light on why the importing of bankfeed info (qbo) was prematurely ended on 5/29/24 vs the 05/31/24 stated date?  I called support and was on hold for 45 minutes, then disconnected. Chat 18 minutes, then disconnected. What is going on Intuit?

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I just upgraded to 2024 desktop version. In the 2021 version I used to be able to open a check or bill and click on attach file.  Then I was able to attach directly from the scanner.  This feather has disappeared in 2024.  How can I attach an image directly from the scanner?

We need to create a custom field on our Items to reflect if the item is certified organic. We then need to create purchse, sales and inventory reports, filtering for just the organic items. I have created the field on one item, and it is reflecting on inventory reports when I filter for Organic Certified. But I cannot get sales or purchase reports to reflect the same organic item. When I filter for Organic Certified, nothing comes up though I know that there have been transaction with this SKU.I am on Right Networks hosted QB. 

Invoices in pdf view appear dark enough to be easily read.   However, they print out faintly.     I've tried changing the fonts that are available in the invoice template, but they all print out faintly.   What can I do?   It's embarrassing to send these out to customers.

Anyone else having problems with the "new invoice"? When I print the invoice the customer's name prints above "Bill to". Under "Bill to" is correct with the name and address.

Hello, i've seen others with this issue by doing searches, but havent seen anyone with a solved case. As the title says, when i try to restore my QB POS 18 with my saved back up file, it tells me "There is a software update waiting for you" and then doesnt let me proceed, or update the software. It just gets stuck on that and clicking update takes you to a webpage to download POS19 and clicking exit to close the window just leaves me at a greyed out dashboard of my QB POS18. I know it is no longer supported by Intuit. Am i just out of luck on 6 years of sales and customer history? Or is there a workaround for this?? Thanks in advance for any help.

I have QuickBooks Desktop Premier Plus - Professional Services Edition annual subscription. It has gotten way too expensive so I want to look into downgrading.Has anyone done this? If so, what are the pitfalls? Does the data file migrate to the lower version without losing data?