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We are trying to delete years of unbilled time sheet entries. We recently converted from QuickBooks Desktop to QuickBooks Online. I am trying to close a bunch of old jobs and clients but I can't because a lot of these jobs have unbilled time. I know I can use a feature to delete multiple unbilled charges at one time, but I am hoping that I would be able to delete multiple unbilled time charges (time sheet entries) at one time. Please let me know if this is something that can be done. Thanks!
Anyone else being driven mad over the line items dragging while you're trying to select text? Whether you're trying to select some text to copy and paste it or to edit/delete - you can no longer select text without QB trying to drag the entire line item somewhere else. Used to, if you wanted to drag and move a line item you simply dragged it by the little handle on the left of the line item and you could select and edit text normally the same way you can in any other software. Why would QB make this change other than to drive us crazy?? It's not an improvement, it's just one in a long list of constant changes they make for no other reason than to make their product less functional and to drive their customers crazy. Quickbooks - let me save you from conjuring up another one of your nails on a chalkboard auto responses."I understand your frustration. This is not what we want to hear from our customers. We've made this wonderful improvement for your benefit, we have no intention of
Hello, I am having a small issue with estimates sent to clients. I have created a custom form style estimate template which functions well as a "lump sum" estimate, and shows only the total cost without showing any line item costs. This format holds correctly in the attached PDF estimate sent as well as the email text summary. However, if the "Review and Pay" button found in the email is clicked the landing page it directs you to has another "View Estimate" button on the right hand side. Clicking this "View Estimate" button brings up a version of the estimate where all line item costs are visible along with the total. I would like to eliminate the line item costs on this version and show only the total. Any suggestions? Thank you!
In the morning today 3/25/2024 I processed a sales receipt without any problems. By the afternoon, some sort of update had taken place requiring a tax location on each item added to a sales receipt. When I would try to assign a tax location, the whole transaction would cancel out and I would be back to the customer screen. I thought this had to be a mistake. Why in the world would it be necessary to assign a tax rate to each individual item on every sales receipt? Isn't a tax location for the whole sales receipt enough? I then deleted and downloaded QBO, but this time it was even worse: All the tax rates were gone. So then I called Intuit and the rep told me that Intuit does not support the App. This whole thing has brought my mobile business to a grinding halt. I don't know if there is a way out of this. I just don't understand how Intuit can treat its customers this way.
The company was really low on AR in late 2022. They wanted to start paying some vendors with the credit card. They never had a CC account in their QB Desktop before. The company would just cut a check to the bank and pay the statement. I created one so I could keep track of the vendor payments. I have made payments on this account as the prior person had done and realized over a year and a half later that I had to reconcile the account for payments to balance out the account. Can I create a journal entry and catch everything up to date and start fresh for 2024? Thank you so much for any direction and guidance.
need more bookmarks like print checks
Just paid one of our vendors a large check for about 150 invoices. Of course he wants a print out showing the bills paid and amounts. However in QB Online I cannot figure out how to print the check detail showing each bill paid and how much was paid. This was super simple in Desktop! TIA! Beverly
My Account Quick Report shows a negative and incorrect balance for inventory, but my inventory register is correct. Unfortunately, the Quick Report figure is showing on my Balance Sheet. Problem was probably caused during migration from Desktop.
landmark bank connectivity errors and my sign in gets me into their website
I have a list of locations with custom names and addresses, and the new invoice template appears to disregard when a location is selected for a new invoice. Anyone else having this issue? Any way to fix it?
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I've noticed that when we process / write checks that in my Chart of Accounts " Transaction List by Vendor " is accurate, however, my Profit and Loss Detail report has duplicated the entries. Thus my bottom line expense for those Vendors has basically doubled. Please advise on how to correct this issue. Thanks
How do I correct an incorrect amount owed on a customer statement? The customer statement shows the customer owes an additional $50 more than the customer balance report shows. If I do a payment of $50 to just get rid of the difference - the statement then looks correct, but the customer balance is now wrong by $50. Is there a journal entry or anything I can do to just offset it so they are equal?
I need to access my account from the app. I was getting an error that my account didn't have access to the mobile app, but I have been using it for months prior to yesterday. I tried to check my account from my computer and there are two accounts, one that I am unfamiliar with. I need to speak with a representative that can help me.
how can i access my tax forms? this website/program doesn't provide any info
How can I change the columns on an estimate/sales order/invoice to say "PART NUMBER" instead of "ACTIVITY".
Was teaching a class showing students how to create some new GL accounts. We did a few ...all ok..had the typical NEW ACCOUNT that showed 7 "bubbles" at top.After a few entries, the form changed to what I call the old style...no bubble just pull downs and the checkbox for MAKE SUBACCOUNT. Anyone see this? About 12 people including myself saw this. Not tied to platform (PC/MAC) or browser. Very strange . Called QB support and they say i need to join developer site and get them involved. Any help appreciated. see below for difference in the forms.
Having issues customizing users and roles for new users. Here is an example. If i can solve the below step by step i would be able to customize anything, i believe. QB support has been bad so far. How can i customize an user so he can mark bills as paid and at the same time to have access to see the payables aging summary and detail? Roles are in "bill payer" and "view report". But cant figure out how to add functions from one type of role to the other.
When I try to import my accountants copy into my desktop, I get this message - Something is wrong. We're unable to complete your request at the moment, try again later. I have tried several times and my accountant has actually sent me another email for changes. I am not sure what is wrong. Thanks
Company offers customer discount on speciality products purchased. I have read instructions on applying customer discount to their invoice. My question is if the discount is applied to the invoice using discount option will it reduce the sales tax due or does the discount need to be applied directly to the product line item charge? I need for sales tax due to reflect correct sales figures.
how do I create payroll cheques
Using QBO. Client has entered estimates and invoices. Labor is not taxable and is not checked. Sales tax is being calculated correctly on the remaining taxable items. The estimates and invoices are correctly entered into QBO. When we print/download/send this to customer, the line item for labor is checked as taxable, while the calculation of the tax is not including the labor as the sales tax amount agrees to the estimate or invoice. How do we not have the "T" next to labor amount when it should not be there on the printed form. What is driving this?
