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Hello! I am hoping someone can help me with this. Info out of the way first. I am running Quickbooks 2022 Desktop Accountant Version. I work for a non-profit and I am trying to track Profit & Loss for the Fundraisers and events that we hold. My first thought for a workflow was this. Create a Customer/Job: Event XEvery transaction I would put Event X in the Customer/Job section of the transaction and mark it as unbillable. This would allow me to run a report based on that job. This worked great for purchases made for the event, but when it came to revenue I ran into a problem. Since we are a non-profit, all of our events have a Donation aspect to them. Or in the case of some we have Vendors who pay for space. When recording these transactions as Sales Receipts (Donations) the only way I can see to attribute them to the event is to have the customer listed as "Event X" instead of the actual donor. This works great for the reporting, but we also kee
I am doing the bookkeeping for a construction company and it has a Plant, Machinery and Vehicles department. This dept. purchase consumables and parts often for daily use and repairs. I would like to keep the inventory for these items which are not for resale. When entering an inventory item you must enter an Income account , so how do I enter these items which are not resale items? QBD
Our invoices have gray font in the message to customer box on our invoices. It is very faint so I have tried to edit that feature. I see that I can increase the size of the font, but I see no way to change the font from faint gray to black so the customer can actually read the message...which would be most helpful.How can I change the font color to black?
I have Class tracking turned on, and I have added the class I want to the item itself but when I do an invoice the class does not auto populate for that product, I still have to click down the menu per transaction line. Is there not a way that it will automatically generate this?
Hello all. Need help and advice. We are a very long-time QuickBooks desktop user. Recently, we decided to give QuickBooks Online a try and migrated from QuickBooks Enterprise to QuickBooks Online about a month ago. The migration seemed to be okay after using the QuickBooks Online. We decided that it is lacking a lot of features or at least harder to navigate since we are used to using the QuickBooks Desktop. We made a decision to go back to QuickBooks Desktop. After spending considerable amount of time, found out that we had to upgrade our online version to be able to export the data. I went through the process and it seemed like the migration from online to desktop went ok. Yesterday we realized there is a lot of information seems to be missing. I presume during export and import process some of the data may not have been transferred.Would it be better to go back to our original desktop backup from a month ago and manually enter transactions for the last 30 days i
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so I’m a teen who recently started working, and I’m not able to see my pay stubs because my guardian used my email a long time ago for something else regarding intuit quickbooks. Is there a way for me to delete this form of said created account or will I need a whole new account for current and present jobs. Apologies if the selected products aren’t fitted for this problem I’m not entirely sure which category this fits under
I have so many issues. 1. Can some one tell me why my income is showing triple what it should be? 2. Its almost like my Items Lists are not set up correctly. We had the books (what I thought) was a rebuild but the CPA only recreated it. Charged us $3K only to have QB pull in a lot of old stuff. I had to reenter every number for 2023. So frustrating. I was so careful but it seems like when I think I have one thing fixed or completed something else is messed up. I went through every paycheck and corrected it to what ADP had. The number were off, CPA did some adjustments, then ask me to reconcile the PR account. When I went back to that, the checks were off again.?????3. How should I enter the bills for materials I purchase? We do not keep inventory, we buy for each project. I have COGS item "Job Materials purchased". I use that when I enter the bill. I enter it under the expense tab, not the item tab. When
Hi Maybelle_S, I did in fact delete a project with a check payment in the undeposited funds account before I deposited it to the checking account. Here is the error message I received when trying to make the deposit Customer assigned to this transaction has been deleted. Before you can modify this transaction, you must restore St. Paul's Episcopal Church:Snowplow 2023/24 (deleted). Please note that the customer has not been "deleted". I have no idea why QB incorrectly uses the term deleted when they actually mean "make inactive" I cannot do ANYTHING with the payment at all, either through the chart of accounts or anywhere else. It will not let me do anything with it because it is associated with a deleted project. Once you delete a PROJECT, you cannot make it active again.
i am trying to add user in Quickbook Enterprises Solution 23.0 but all the time it gives me the message of intuit Account Prompt to Sign in Why is that? i am just using desktop version and trying to Add user why is this message Prompting again and again i have watched many videos but no Solution can you please Help!
We are a food manufacturing company and must track all finished products by Lot Code. Our version of Quickbooks is the Desktop Enterprise Manufacturing and Wholesale Edition. We use the Inventory Stock Status by Item report to see total on hand quantity of each product. When we need to see the total amount of each lot code for a product we use the Lot Numbers in Stock report. The problem that we've had for over the last year is that the totals for these reports do not equal each other. Here's an example. Inv Stock Stock by Item report says we have a total of 10 units of product A. The Lot # in Stock report says product A has the following Lot #'s in stockLot #23040403 - Qty 8Lot #23040501 - Qty 6Lot #23040701 - Qty -1 One report says our total is 10 and the other report says the total for the same product is 13. We can't have a negative lot # of an item. In the preferences pop-up we have always had the "Don't allow negative quantities" box checked.
Since a e-mail note from QBO support I received regarding getting a new client a wholesale billing adjustment that didn't happen automatically did not allow a "reply" to that address, and I had already written one already I will post here, and perhaps that's even better. "The QBO-Accountant platform is designed to provide assistance to accountants and accounting firms in gaining clients and income, and managing their client's books through Quickbooks Online. Aside from making the QBO-Accountant product free of charge, Intuit also provides options for billing your clients. You can either set your client's QBO subscription as Accountant-billed or client-billed. The best thing about this is you get a 30% discount if you set up a client's QBO as Accountant-Billed subscription.The 30% discount is being selected in the process of setting up the client's QBO subscription inside your QBO-Accountant. This step is usually being taken when the accountant or the firm have potential
I relied heavily on the unified Reminders pane in QB Desktop for Accountants. I need one simplified view of overdue & upcoming: Invoices, Bills, Memorized Transactions, Checks to Print. I've been using QBO all day and I cannot find this, and searching Intuit online help/community did not turn up an answer for me. It seems that I have to load a whole bunch of screens one at a time to see what needs my attention! Is there not something I can add to the Dashboard that would be similar to the Reminders in Desktop? I'm sure I have missed a setting somewhere, or am staring at the reminders without seeing them. I cannot figure out, when I log into my own (Pro Advisor) or a client's company, how to see quickly what I need to take care of. Thanks for bearing with me on QBO Level 101.
In my "Unbilled Charges" report, all unbilled charges are zero. These are old employees from 2003 and 2004 I want to delete
Hi, I called and complained about this months ago when the new invoice format was being rolled out and I was hoping that it would be resolved by the time the old format was "retired", but maybe that was wishful thinking. In our business we have specific reasons for why we want the due date earlier than the invoice date on some of our contracts. The fact I can no longer format my invoices in this way, is VERY disappointing and frustrating. Please let me know you are working on some sort of resolution for this issue.
QB isn’t able to access Microsoft word so that I can print collection letters. I get an error message .””Microsoft Word could not be found.” I was on the phone yesterday for over an hour with a tech. We downloaded the current edition of desktop Pro +2024. However, once we got off the phone and I exited QuickBooks, I could not prepare collection letters when I went signed back in. The issue returned and still isn’t resolved. Also when exporting to excel, it won’t let me create a new worksheet. I have to save it to a cvs extension file and then create a new worksheet from there. Very time consuming with these issues. thank you
I'm trying to create customer letters in QB Desktop and it says it's preparing the letters but word never opens up. I'm currently using Quickbooks Premier Non Profit 2020. I've tried many troubleshooting things, made sure all my settings were correct. I thought maybe it was the template but none of the templates are working. Any ideas? Input would be appreciated! Thank you
I'm trying to print a standard envelope on QB Online in order for me to place an invoice that I made using QB. However I was told that I cannot do this! Last time I checked the USPS still exists. And not everyone of my clients pays by credit card or ACH. How is this simple feature of printing an envelope not offered? I did it for 20 years on QB desktop.
Hello, Two projects are under the same customer:When and invoice is moved from one Project to Another - everything deletes off the invoice.This invoice is unpaid but linked to an estimate in the customer account (that has both projects) How do I move the invoice without deleting everything off the invoice?
I am in the midst of migrating a client from QBD to QBO. We're trying to clean the files first. I believe we can have the client mark inactive customers, vendors, and products. Then we will export this to Excel files, and strip out the ones marked as inactive. Then use that to import into QBO. Then, how to get the data out of QBD and into QBO? Am I going to get all the inactive customers, vendors, etc if I do the export from QBD? Is this the right approach?
