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When creating a partial invoice from an sales order, a box appears titled "Specify Items and Quantities for Invoice." How do you add columns to this box? I would like to add Line Item Number, unit price, and extension price.
I tried to change the U/M unit in a Quickbooks item list, but each and case were switched..How do I change it back?I would like to change it back to each -> case, case -> each.
Hello, I'm closing a business and downloading the data for my records. When I export a file from QB Online as a QB Desktop format file, do the receipts that I manually attached to all my expenses also export? We have used this system for years to track all our receipts for all company expenses, and I'm worried about losing the data. Please advise.
Really need help here. I am using a CRM to manage customers, create estimates (with attached T&C), collect signatures, convert to a work order, schedule with the customer (and future employees), log time for work, and send invoices/collect payment. It works great, but the QuickBooks sync causes a lot of headache. Really wish QB had the ability so schedule work orders so I could do everything in one place. Would love input on what others are using to solve this. Mobile service company.
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I currently have Desktop Pro Plus 2021 and it looks like I can upgrade to the 2024 version at no cost. I have a QB Plus Annual Subscription which I just renewed. Will I be covered fully after the May 31, 2024 discontinuation of QB Desktop products?
When I select to email a statement, sent to my draft folder of my email account, QB chooses the wrong email address in the From line, even when I select the right email when I save the Template, QB always uses my personal email address. How does QB choose which email address to use in the From line. QB only knows my business email.
I am unable to print or email invoices. This has been happening since updated to the new Desktop 2024 Premium version. I have run the Quickbooks Tool Hub various times and run software updates still nothing. I cannot save as a pdf and email to my customers! I am very upset with Quickbooks, I cannot get anyone on the phone to help me, the phone tree keeps hanging up on ME! Can someone help with this!
A new user is unable to login as the message she receives says the user name already exists and she cannot remember her password.
I have a transaction in Quickbooks which was created as a recurring transaction by mistake.If I delete it, will the previous Months' transactions that had this particular transaction be affected ?
I deleted a transaction while reconciling. The transfer is cleared in one account but I can't figure out how to get it back into the other one. My beginning balance is off.
this is on the invoice page showing undelivered error
Hello everyone. Today, a sales manager requested a way to limit user access to changing sales reps on orders. How can this be done on QuickBooks Desktop Enterprise 23.0? Thanks in advance for your answers.
Accountant states she accepts the invite, then when she logs into Quickbooks and chooses my company, she gets the above message. We have tried resending the invite multiple times. Also tried deleting accountant information and re-entered prior to sending invite.
Browser is updated and this is my default browser.
im getting the below errors ; [ERROR] ISDISC is an invalid value for field EXTRA. [15106]; [ERROR] Missing mandatory field ACCNT in data. [15103]
Quickbooks is suppose to send a 1099-K every year and I believe they walked me through finding it on-line and printing it, but I have been unable to find it again this year.
I have tried to access the desktop website to try to connect my bank (hasn't synced for 10 days and there is no issue at the bank) but the website will not load. I have cleared cookies and caches, opened incognito browsers, but the website still will not load.
