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Hello, I am trying to see if there is an easy way to basically denote which user is creating which estimate. I know there is the audit log, but that is not what my boss is quite looking for. There are 3 employees who make estimates and he would like to have something on the estimate that shows who created it but not something that is viewable by the clients. Is there a way to customize the estimates per user so that you would know at a glance which associate created them?
We use Quickbooks Desktop Enterprise Edition with Manufacturing We are having a large custom item made by a vendor that we will mark up and resale to a customer. We have created a new inventory item for this. The vendor requires an upfront deposit payment of 1/3 of the cost. We charge the customer an upfront deposit of 1/2 of the sales price. We treat the item as an inventory item type.The question is with entering the vendor bill and the cost. If the item costs 12,000 and one third is due upfront, the vendor bill would be 1/3 of the quantity of the cost 12,000 for an amount of 3,000, right? When we collect the customer deposit for 1/2 of the item sales price, would we have a negative inventory item of 1/2? Or do we create a pre-payment from the custome with no inventory attached to it? We wouldn't create the item receipt for 1 quantity until the large custom item arrives at our site.
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Does anyone know how to add an additional 1099 to what is produced in QBO. It's an outside transaction that needs included.
How to I print out customer list by year
i am trying to update product from zoho crm to quickbooks connection through deluge script product get method is working but when we update the product this is response and prodcut is not updating resp : {"Fault":{"Error":[{"Message":"Stale Object Error","Detail":"Stale Object Error : You and Luke [removed] were working on this at the same time. Luke [removed] finished before you did, so your work was not saved.","code":"5010","element":""}],"type":"ValidationFault"},"time":"2024-02-08T21:35:18.751-08:00"}
My company is migrating from desktop to online, I have been the one setting everything up, I want to get it just right so that no one has any issues with the switch. Letting a couple people start to use it there is one big problem, and I don't think the solution that QuickBooks gave me is the correct one, please help I very much need a good resolution.I own a heavy equipment rental service, and in quickbooks desktop we had templets made for certain customers where it would prefill line items with generic data such as who ordered the job, who approved it, the description of work, the duration, etc., i will attach pictures of what it looked liked in desktop. when i talked with support the guy walked me through how to do it, but i do not think this is working correctly. he had me make recurring invoices, and fill them out how i would like the templet to be, and change the custom forms and custom fields. It kind of worked but there is different information i need on the invoices
I URGENTLY need someone in tech support to help me retrieve the hundreds of transactions and history that was lost when I upgraded from QB Self Employed to QB Simple Start!!!!
Using Quickbooks 2021 Premier NonProfit. Does Desktop 2024 have a direct equivalent that we allow me to upgrade without interruption?
I can go to file at the top of the page and select print but can't choose what to print. There is no preview either.....
Cannot process payment for 1099s e-filing
Hello everyone,My main questions are listed below:1. When does the ND file get updated?2. Where is the data getting pulled to update the ND file?I have a client setup with QuickBooks 2021 Premier with an on-site server hosting the QB Company file. They have two users who work both on-site and remotely.I got the QB Multi-user setup and it was working great when in use on the local network. For remote access, I setup Tailscale on the QB server and mounted the shares via the Tailscale IP. This tested fine but the next day, the client started reporting H202 errors using Tailscale.It looks like the NB file was updated and the file path is now pointing to a UNC path with the Tailscale IP and is set to single-user mode.I find the NB file getting updated with bad info to be pretty weird behavior and was hoping to get some insight on it.
Hi it's me again, the lady with the QB Enterprise gremlins and they are at it again. I ran an inventory report to see what I needed to order. There is a column showing quantity on PO (meaning on open PO not yet received) and I have a few dozen items that say that but there are no open POs with them. It is really messing me up and I have to keep going out to the shop asking them to do spot inventory counts super wasting their time.
Is it a normal practice at QB for advanced support to refuse to identify themselves by anything other than first name? I had a terrible experience with "Melinda", a QBO support, who worked with a higher level advanced support "Angelica" to consider my issue. "Angelica" refused to look at my screen for reproducing and dismissed my very important issue. Other multi-billion companies normally have a path to escalate up - not here.
Buen dia Como vuelvo a vincular una tarjeta de credito a QBO que he desvinculado anteriormente?
Need information from 2021
QB has said "check back later for instructions", but when is later?
How do I change the URL by replacing "homepage" with "purgecompany?
HiI've noticed the appearance of "Categories" with my new update to QBE (desktop) 2024. What are the advantages of categories? How are categories different in function to:1. Items and sub-items?2. Item Groups? Thanks
As of January 1, 2024 QuickBooks Desktop for Mac 2019 will not open my company file. I have been using QBDT successfully until December 30, 2023 on an Intel-based MacBook Pro running macOS Ventura. Since this problem began, I have removed and reinstalled macOS Ventura; I have removed and reinstalled QBDT For Mac 2019, and still cannot open my company file. I have tried QBDT For Mac 2021, 2023 and 2024 full version trial on my MacBook and my Mac Studio (apple silicon based). QBDT 2019 will not even open (crashes instantly) on the Studio running macOS Sonoma. QBDT 2024 full-version trial does run on the Mac Studio, but still cannot open my company file from either the *.2019 active file or from a backup. All versions of QBDT will run on my MacBook, but NO version of the app will open any copy of my company file. The various QBDT versions will allow me to open a sample company file, and start to create a new company file; close it and re-open it. This h
Late fees are only retroactively added to invoices that are overdue, but I send out statements with the current month's charges, not invoices, so the customer never sees the late fees. Therefore assessing a late fee provides no incentive to get the customer to pay, and leads to confusion because the customer does not see the line item on the current statement. The desktop version listed the late fees/finance charges on the statement, which made it apparent to the customer exactly how much it was costing them to not pay. Can this be fixed?
