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I recently started having a problem with my accounts payable employee not having permissions to change the class of a discount or change the amount of a credit to be applied when in the bill payment screen. This was never a problem before and her permissions have not changed. However, now when she goes to do this task, she receives a permissions error dialog saying that she needs "Modify" permission for Invoices in order to perform this action. I gave her this permission to confirm that was the problem and indeed, giving her this permission allowed her to make these changes. However, I do not understand why she would need to have permission to edit Invoices (which is an AR function) when she is appling
We sold a part to a customer and he paid down on it. The invoice has taken the part our of our inventory. Meanwhile, we have not heard from the customer in a year and attempts to contact him have not been successful. If I credit the invoice to put the part back in our inventory, what do I do with the credit balance that will be on his account? We don't have an address to mail a refund back to.
is there a way to change the date format in an INVOICE template? Everything I find tells me to go to Reports and Graphs under my preferences. But THAT doesn't carry over to invoices. I way my invoice date to read as words: December 25, 2021 ~ NOT as 12/25/2021
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Buen diaConsulta tengo un inconveniente, es el siguiente al ejectutar el estado de resultados y me posiciono sobre los ingresos este monto no refleja lo que ha ingresado a las cuentas de los bancos, no cuadra con el estracto bancario y cabe aclarar que estoy analizando el estado de resultados de mes de enero 2024 donde:1. Las cuentas bancarias estan conciliadas2. Saldos en QBO y banco estan cuadrados A que se debe que los ingresos no se reflejen considerando los puntos 1 y 2 en estado OK. Gracias por su apoyo
Hello, We have QuickBooks: Premier Plus Contractor Edition 2021 Release. We are trying to find what the data server is. We've heard it may be SQL, but can't find any information or confirmation that this is correct. We use Databox for live dashboards to view our marketing sources and performance. We are looking to connect Quickbooks to that so our ad spend can populate in the dashboards. In order to do this, the first step is to figure out the data server. What data server is used? Is there a place that we can go to see this? Any other recommendations or solutions are appreciated.
I'm posting this as a last ditch effort to find a solution to a recurring problem with QB's Desktop over the last several years. We have 25 users using QB Desktop of various years. 9 of them do payroll full/part time. 2 of those users are currently suffering from this issue. What I've tried:1) Add/remove XPS Document Writer Optional Feature2) Manually remove XPS Document Writer Printer, Driver, Port, Manually re-add all (including downloaded driver from previous solution postings)3)Run QuickBooks Tool Hub PDF Repair Tool countless times (always deletes XPS Writer, never recreates it).Multiple restarts, etc. between each of the above.There were no Microsoft windows updates recently installed, but I uninstalled the two most recent (from July) for good measure to no avail. For one user, started in QB's 2021, the other QB's 2022. Any assistance beyond telling me to re-do what I've already done would be greatly appreciated.
I have a link I was sent by my employer and when I click on it and sign it, I can't find my 1099.
We are setting up a new account for our business and I keep getting an error that the function is not available and to report code 25625. I've cleared cookies, made sure javascript is enabled and cookies are allowed. Restarted the computer. Tried different browser. tried from our laptop. Is quickbooks simply having an issue or is there something I need to do? I've used Brave, Edge, Chrome, and Firefox.
Anyone who opens my Quickbooks Online desktop app for Windows can see all company information. It will not log out. Even when I manually log out, as soon as it's opened again I'm logged in automatically and so anyone else that might use that PC can see all data. If it times out and signs me out, all I have to do is close and re-open the app and I'm automatically logged in. When my office manager uses that PC she has to log me out when the app is opened before she can log in.
My expense materials has 3 pages, sometimes it loads all 3 pages sometimes not, this really messed up my taxes this year as I didn't realize there were more pages and gave my tax accountant the wrong info. and because of that had to file an extension so that I can figure out why our amounts were so different
I unlinked one of my accounts in the app hoping to start over because it would be connected just unable to be enabled. I tried to reconnect on the website as it eventually was able to link my business account that way. So it's possible to link from my credit union. But now I'm trying to link my personal acct from the same credit union and it's saying it cannot fetch accounts from my bank. Same with my Bank of America credit card account. I'm getting an error that it's not connected but it says it's enabled. This is a pain!!
I passed my certification of Quickbooks ProAdvisor and received verification of my profile. However, my profile still does not appear in the search for Find a Pro Advisor. I have chatted with support one week and spoke to someone another week for over an hour each time and the profile still does not appear. What do I need to do to have my profile appear in the search?
In our business we use QB as our POS software for invoicing and receiving payments. As such we print off two documents for our customers: 1) The invoice which shows an itemized break down of what they are paying for as well as it having some custom statements which require initials or a signature. & 2) a payment receipt that doesn't have the custom statements. I have created both of these templates (the best I can with the ULTRA limited customization options) but cannot figure out how to assign the templates to the documents. Is what I am trying to accomplish possible in QBO?
We have two companies, one in WI and one in IL. One of my QBooks has updated invoice forms/layouts (updated about 8 months ago) and the other does not. When I called into QBooks for help with this about 8 months ago (because it looks stupid to send vastly different looking invoices to customers), I was told that updates just roll out at different times... here we are 8 months later and the invoice layout updates have still not come through on our second company, yet now we have another update. The dashboard has a bunch of widgets and things which seems helpful, yet the second company does not have this update so now we have different navigation systems depending on a state borderline?! The companies are paid for by the same account. It's getting harder and harder to stay organized and look like a cohesive company when Qbooks doesn't roll out the same updates to every customer. What states get updates? What states don't get updates? Why? Why is there a difference between WI an
My workstation stopped working, I try to log in and is it going to the motions like its logging in then its stopped and crashes I get a message to send an email and report crash and then I get someone from Asia that wants to log in to my pc to correct the error. I tried using the fix programs and till no results, and not my Net Frame has crashed as well. My server is working find have not attempted to fix anything or change anything afraid that it might crash. I have added a new hard drive and started from stacked and it is still not working, any ideas on correcting the problem. The both pc was working well together we have POS ver 19.
Anyone else finding out how useless yhe mobile app is. Currently looking at suppliers and it just does not show ANY bills if the supplier has more than 5 bills. How useless. I've refreshed the data Deleted and reinstalled the app Installed app on a new phone and still same useless results
I can't do anything in QBO because all I get is "An unexpected error occurred." When the Sales > Invoices page does work, and I try to duplicate and send an invoice, it fails with the same message. Is it systemwide?
I went to account and settings, and clicked on the + sign next to the current logo.
is there any resource here to do it for free?
Is it possible to convert a purchase order to an invoice or vice-versa? I don't use Estimates or Sales Orders (they don't apply to my business model). I would like to accomplish this with as few steps as possible. Maybe there is just a setting I am not seeing. Please advise. Thank you!Quickbooks Desktop 2021.
when using the quickbooks app on my phone the customer emails are not showing up when I try to send them their new invoice. It is wanting me to manually enter their email address when I already have it saved to their customer profile.
