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I bring in invoices from 2 sources and want quickbooks to generate sequenced invoice numbers for both
Hello Community,I am recently hired to do the bookkeeping for a client who has QBO but has 2 separate companies with separate FEINs. I can see only one of the companies. Does he send an invite to me for the other one so that I can see it as well? Thank you.
I have a client who has an online account where he generates invoices. His previous bookkeeper did not give me that file. I constructed a new company file on my QBDT for Mac for his 2023 year. The online file had prior year's, mid-2021 and all of 2022 and a few months of 2023 on it. I would like to upload my file to his QB online file for that company. How will that work?Will there be duplicates for the 2023 entries? Will my file, upon upload, erase the prior entries already in the file or will it append to what's there? If I have a customer list with different information, for instance, addresses where she had none or vice versa, how will that be treated upon upload? Many thanks for addressing this perplexing difficulty.
Hi I would like to email my customers via a custom letter from within QuickBooks I have created the letter that I would like to send out to my clients but the following warning is showing on the screen warningThe QuickBooks Letter Template that you selected does not have any QuickBooks Letter fields in it. Try a different letter It does the same even if i use a letter that is supplied by QuickBopoks
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I have a long term liability account with a balance of $54,807.66. Recently, I applied for a refi and got a new loan which paid off this old one. How do I go about recording a pay off of this loan so that the balance will now be $0?
Why my client is unable to update to new Invoice Layout for QuickBooks Plus? I have tried with two different QuickBooks Experts to unveil. Please advise ASAP. Thank You.
Is there a way to change the A/P account when receiving a bill in QB online plus?
I need to import a very large bill into QB desktop along with using our Custom Fields with data there. Can this be done?
Randomly, my purchase orders do not closed and not showing it is linked to a bill. however, the bill that goes with it shows it is linked to the purchase order. This does not happen all the time. I have check to make sure everything matches and it does. I copy to bill from the purchase order, enter the bill number and save and close every time. I have reached out to Quickbooks chat on several occasions, NO even understands what I am saying and the issues has continued for several months. My time is valuable. I have wasted hours with support chat with zero solutions. PLEASE HELP!!!!!
Hi,I have a customer's payment as well as the deposit amount which are incorrect. I need to change the payment and deposit amount. I have not yet cleared the deposit on the bank reconciliation. How can I fix this?
Having issues with reconciling when I speak to someone who is clearly in the states, they are easily able to assist and Identify the problem, when I speak to the overseas rep that have a heavy accent they are reading prompts and even when escalated they can not help.
What is the pop-up about migrating QB files about?
Beginning this morning every time I try to send an existing invoice the preview and my pre-formatted email message won't load. Anyone else experiencing this or know how to fix it?
Hi! My accountant sent the changes that needed to be imported in Quickbooks by email. I followed the steps he sent on how to import and received a message that says:“This operation has been cancelled due to restrictions in effect on this computer. Please contact your system administrator.”I contacted him and he is going to send me the changes so I can manually enter them. I tried to turn off the Accountant’s Copy since don’t need it anymore but when I go to File, Send Company File, Accountant’s Copy the only highlighted options are Save File and Send to Accountant. The other options are grayed out (Import Accountant’s Changes from Web, Important Accountant’s Changes from File and Remove Restrictions). I did the Rebuild Data which fixed Error 179 and then did Verify Data and all was good. I am still unable to remove the restrictions. I am using Quickbooks Pro 2021 through Right Networks. Would upgrading to Quickbooks Pro 2023 help or
Our non-profit has a couple of gift cards (gas and grocery) that we purchase regularly to give to need based clients we serve. What is the best way to set up and track the purchase and release of these gift cards? I currently have a "Prepaid Gift Cards" bank account setup (with Cash on hand detail type) and the gas and grocery cards are a subaccount of that prepaid gift cards bank account. Further, we have a program called "Helps" where we help individual pay for an array of daily needs (gas, clothing, food, utilities, etc). This is a separate account in our bank and as such is set up as a bank account in QBO. I also created a "Helps" class since its a program we run and need to track income and expenses by class. We have a handful of other programs I've set up the same way. My question here is- when we purchase these gas and grocery gift cards what's the entry here? We purchase using the "Helps" debit card. Would this be a "gift card
I am trying to setup a payment reminder in QuickBooks Pro Desktop that will send customers copy of every open invoice (invoice with balance due) every week. After fighting through payment reminders, it seems that the reminders are only sent once when the group selection criteria and schedule are met. I setup a simple group that included all customers with a balance over 0, and customer type not "don't send payment reminders". I scheduled it to be sent 7 days after due date. The first time it worked fine, and ALL customers who had an open balance were sent a reminder with ALL the invoices that had an unpaid balance. Yay! The following week, strangely, only invoices that just become 7 days old and with an open balance were included! All the other invoices that were 15 days old, 30 days old, 45 days old, etc, were left out. I think a work around is to create more schedules, one for 7 days old, one for 15 days old, another 30 days old, 4
Hello, I have closed a business and I'm working on closing out the balance sheet for the final year. It's going well, but I have a questions. The bank account shows a balance even though the account has been correctly reconciled to the bank statements. The difference is 5 checks that were posted in the prior month (12/2022), but cleared the bank the next month (1/2023). I reconciled those checks with the bank statement so they are check marked in the register. Why am I still showing a balance that equals those checks?
Hello, Is there a way to tag a receipt/bill when entering it for the first time in the system(uploaded from your computer/reviewed) without having to go back and edit it after it's in the system?While reviewing each item I noticed the "Additional Fields {optional}" section and was wondering if I could enter/setup the TAG in there but can't seem to get it to work.Thanks for any input!
Does Quickbooks Online have a questionaire to send to client for payroll?
I have QBO Advanced Subscription and I want to give a Limited to staff to upload Receipts only. How can i do that?
I am literally copying and pasting from the Supplier name to the spreadsheet so wondering if there's some other value related to the supplier I'm supposed to use. It gives me an error to say vendor not found, and I don't want to have it create a new vendor since I want it tied to my existing vendor. Help please!
