Other Questions
Recently active
This invoice payment has not been deposited into my account and all the other invoices listed in that deposit has been.
After the update. Now when I send an Estimate, the email received by my customer comes with "Invoice Number" which is the Estimate number instead. "View Invoice" link which when clicked open the Estimate approval page. "Balance Due" with nothing in it. The email body makes reference to the Estimate. This is getting my customers confused as ther link pops up to the eye and they reaching questioning why they're getting an invoice instead of an Estimate.4 hours on the phone with three different support levels ending up in a "we'll reach out with a solution..." a week ago and silently the service request was closed, no a word from QB and issue persist. I feel I'm alone on this one and QB doesn't really give a dime about their curtomes and many out there share my sentiment.See image for details
Original commenter did not share additional details
Mid april Mercury Bank disconnected from QBO. I try to re-connect with my credential but it kips returning error 590 after successful autentication with the bank.
I NEED TO REUND A CUTOMER FOR A CREDIT MEMO
Is it possible for Quickbooks to stop changing the layout of the whole software? The functionality is so much worse in the new view. This change was totally unnecessary, I don't understand it.
The payment shows as a negative and on the receive payment page, it shows as "amount to credit". What should I do?
I'm using Quickbooks Online. I need to apply multiple bills that will add up to match the total of one purchase order.
The Terms List report includes discount columns:However, when I edit or add terms, the fields aren't there: So, how do I create a terms record with a discount percentage and period so I can offer my customers early payment discounts, like in QuickBooks Desktop?
I like to start out as close to zero as I can, with the exception of posted checks before I start posting my bank withdrawals and deposits beginning balance, payments, deposits?
I need to edit an "approved" time off entry. My understanding is I need to "unapprove" it first but I am not finding how to unapprove a Time Off Entry.
Hello,I’ve got a company file that’s nearing 4GB in size. We’ve been using the same file since we first set up Enterprise back in 2010. It functions but has been slowly getting more and more sluggish in recent years. I do routine maintenance to speed things up like deleting ND and TLG files. This weekend I’m planning to delete the audit trail (I’m told this is a large amount of the data and can speed up the user experience as well as remedy corrupt transactions, etc). But I’ve also been told that creating a new company file and just migrating data for customers, vendors and inventory/items would be a better method. I’m also aware of file compression, which I’ve heard is not the best of the three options. I figured I would post here and hopefully get some feedback, experiences, suggestions, etc. Which of these options have any of you tried and what were the outcomes?
On 5/6 the font size when in my QB online accounts suddenly increased in size. Instead of seeing the entire screen at once I now have to scroll up and down and side to side. How do I go back to normal font size?
We use Class and customers and now all of a sudden when I go to create a new Check or Expense transaction I can't view the Class or customer or billable columns and now the tag field is missing as well. Why does Intuit do this stuff ??? Don't we pay them enough ?
Is there a way for my clients to pay the processing fee if they use credit cards?
I had to create a custom PO form to add the SKU, and it worked. But now it no longer works. It appears the online PO pulls from this custom form, but the printed PO uses the canned form. How can I make the system print the custom PO form?
I am bringing on a QBO client that is currently wrapping up a partnership entity. The current business uses QB payroll desktop, but my client will use QBO for the new business. The desktop renewal ends in May, and they will change to a monthly subscription until the business wraps up the end of June. Will they be able to generate year end payroll reports, etc in July, so they don't have to keep the subscription all year long?
My firm uses the migration tool to create annual backup copies of our non-advanced online clients; I have been doing this for three years with no issue. Last week, I couldn't get the migration tool to work - I uninstalled and installed several times, used the tool hub but kept getting the "1009 internal error: unknown exception". Finally, I contacted Intuit and was directed to Data Services, a case number was created, and they had to do the migration on the back end. They could not figure out why the migration tool was not working, and I was told that I may have to go through data services each time. We have over 20 online clients. Having to go through data services over 20 times just to create backups of clients’ files is absurd. There must be a way to fix my migration tool. Or another way to create backups of non-advanced online client files.
At the end of each month I run an Inventory Adjustment and Build Assembly report respectively to verify the monthly transactions. During the month when the transactions are being created on the lower left hand side there is a "memo" field. I would like this field to show on the report. I have selected every column indicated under the filters. The information populated in the "memo" is the item number with the words "Inventory Adjustment" at the end. This is NOT the information in the memo field. Can you let me know what the name of the field is and how do I get the information I need on the report?
When I create an invoice for a project, I have to zero out the cost of the material used because we only use QB for inventory purposes. Afterwards, maybe a few hours later or the next day, a manager will bring a Sales Order for items bought for said project, but it is just to replenish what was used. When added into our inventory they add the project number to the purchase order. Will this cause the customer to get billed double or will it show up as a loss?
