Other Questions

QB Enterprise 22.  I'm our company IT admin but admittedly I don't know much of anything about accounting or QB itself.  I have someone claiming that they are making changes to Vendors in our company file. Simple things such as Tax IDs, addresses, the 'Name on Check' information, etc. They're doing these changes by hand in the software, not by importing  lists.  They claim that the next time they view these vendors, the changes they made have been reverted. They are keeping track of what they're changing and bringing that to me, but it's not enough for me to go on to troubleshoot.  Just applying knowledge of the basic nature of databases, I imagine that if User A is in Vendor X and changes the Tax ID from 123 to 789 then saves and exits, but User B also has Vendor X open at the same time and changes the address (but since they had Vendor X open at the time of User A's changes, they still have the Tax ID as 123 on their screen) and saves it,

I'm absolutely stumped on how to achieve creating a note receivable for a customer and invoicing them for their monthly payment. What apparently seems fairly easy has become an absolute nightmare. The note is for some seller financing on a piece of property I recently sold. I've created a new account called "Loan-Customer 1" as an other asset and provided it with the principal balance of the loan and set the company as the AR. I created two new list items called "Monthly Interest" and "Monthly Principal". For each of the new list items I've associated different accounts "Interest Income" an income account and "Loan-Customer 1" respectively. The problem is that when I go to invoice the customer using the new list items the deduction from principal is the full invoice amount, not just the principal amount. QB Support has indicated that QB cannot separate the application of the line items by account type and that the whole invoice amount is applied. I must be doing something very wrong as

In what seems like a regular theme with QBO, Intuit seems to have once again mucked up invoicing.  Now, when I try to print a new invoice to send to a customer, the QTY value diasapears for some entries, not all. The Rate and Amount remains, but the associated QTY disappears. Everything was working fine, now this.  I swear, I now seem to spend way too much time trying to remedy QBO invoice issues. I can't see continuing to pay for this hot mess.  Countdown to the canned response from Intuit where they suggest I clear out my browser cache/history and then suggest I contact support, when it is Intuit who keeps breaking this app/service.  

I'm running QB for Mac 2020, and would like to create a portable file for my accountant.  Everything I've found says to go to FILE>CREATE A COPY>..... But that's not an option I have.  When I click file there seems to be 2 relevant options:  EXPORT or Create a copy for accountant, but neither create the portable file he's requesting (see attached screenshot). How do I create a portable file in QB for Mac 2020?

For the last 4 weeks Quick books Online not is functioning as it should in Safari, I've called tech support but get no help at all.Does anyone else have this problem? if they are not going to support Safari they should at least be honest and say so.I'd like a desktop version of the software but Quick books sales wont even talk about it, they just push Quick books online, which continues to disappoint, its so slow its painful even with my fast internet and of course support is severely lacking.Any help or suggestions are welcomed. Thanks.

When importing inventory, is it possible to import them straight into a category or sub-category? Or the only way to categorize is to import as normal, and then categorize them? Or another way is do I have the ability to import them with a specific category field? From what I see, you can only chose a category when adding inventory one by one. This is not possible for me as because I have 3000+ products to upload, with many being differently categorized. 

QBO reconciliation charges are not matching bank statement charges amount. I have a 0.00 balance but tge only issue is the charges are not matching at the top of page. I have noticed this where there has been a late fee applied and or credited. in this case it was only applied. Has this been an issue with anyone? how to fix/ correct?

I really liked the way QuickBooks was set up previous to their latest update and now I'm wondering if I can get it back to the way it was.

Really new at bookkeeping. Reconciling a previous month from bank account... shows $0 as if it is reconciled, but bank has a number of checks clearing that are not showing on my QBO. I am finding the transactions but they did not get marked paid when I printed the check ... don't know how to mark them paid or why this happened. please advise

As the title suggests id like to know the difference between these things so I can better understand the chart of accounts. Very new, any info is appreciated. 

It appears that the desktop version is going to be expired, but I'm unclear from the language I see.Can someone please confirm? Also, if I wanted to get an equivalent online version, what one would that be for a 2 user allowance?   Can you who use desktop and online confirm weather the online is equivalent to the desktop?  I've heard in the past that the online version did not have the same ability as the desktop version.  Is that true? Finally, would those using the online version say that they really like the online better.   I have been using desktop for 20 years.  It's a very decent program, but riddled with errors that never get fixed.  I have a somewhat low opinion of these large software companies that keep charging higher and higher prices without ever dealing with bugs that have been around for 20 years. I appreciate your help. Thanks,

Hi, Here is my scenario.  I would be grateful for assistance in how to account for this properly in Quickbooks online: 1.  Invoiced customer $200 for service2.  Customer paid via Quickbooks online bank transfer ($200 was transferred to my bank account)3.  Online bank transfer was later rejected by the bank (probably due to insufficient funds or customer chargeback - it is not clear to me).4.  I was notified of this and fixed the entry by following the instructions here exactly: https://quickbooks.intuit.com/learn-support/en-us/help-article/banking/handle-rejected-failed-bank-transfer-payment/L3Jf1Qo6H_US_en_US 5.  Then the customer's bank deducted $200 from my account The instructions in the link above (Step 4) do not instruct me on how to deal with the $200 that was later deducted from my account.  How do I properly account for the -$200 charge to my bank in QBO? Thank you in advance for any guidance.

Hello,I just got a message for an update for my Quickbooks Desktop 2021 for Mac. It says:“** IMPORTANT ** Please Read This update contains changes for connecting to Intuit Online services that will be required after Jan 2024. Please install the update now so you continue to experience uninterrupted functionality.” When it says: “connecting to Intuit Online services will be required after Jan 2024”, does that mean that we won’t be able to use Quickbooks the regular way. I don’t use any of the ONLINE features and will like to keep using Quickbooks as I always do.  Why the requirement to connect to online services if I don't use them? Thank you.

I am using QB online on a Mac.  How do I make a backup file?  I don't want to export to Excel.

I am looking for the same thing.  I need an App/Widget/Dashboard for each PROJECT.  The BUDGET should be allocated by CATEGORY - based on the line items on the approved estimate.  My Cost is the BUDGET to each line item, in its specific category. The BUDGET should show me the total budget allocation for all these categories. The EXPENSES, as they are uploaded (vis the receipt scanner in the app, or as they are added via bills) should then deduct their dollar amount from the BUDGET in their appropriate category, therefore showing me the reiming budget for each category. Is this not an obvious need for ANY business owner to stay on budget?

Hello,I am planning on taking the certification test (not advanced) and was hoping to review the respective training sessions for each testing section prior to taking each testing section.  Since there are 8 training sessions and 5 testing ones, does anyone know how they correspond/relate? Also, any other tips on passing the certification are most welcome!  Thanks

I recently set up payments through QBs Desktop so I may email invoices my customers and have them pay via ACH.  However, I continue to get a message, "Couldn't Connect to Email Server." I have a GoDaddy email using MS365 so I have selected "other" email.  Can someone help me please? 

When I enable a workflow can I put 2 approvers on the same range, so they make a joint approval? 

One of our client’s payment terms are 2%-net 10 days and therefore for those projects, our payment terms with our 1099 contractors are 2%-net 10 days. Our former CPA set up the 2%-Net 10 days account as an income account. But because of this, the gross amount to the contractor is indicated on the 1099s. What account type should the 2%-Net 10 Day discount be in Quickbooks so that this adjustment is reflected on the 1099.

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Have moved from QB Desktop to QBO. Have many very old clients going back 15 years or more, but cannot delete as they have "Unbilled Charges" I am a bit stuck, I have a large unwieldy database.

I received an invoice on date X for the purchase of an agricultural machine. The invoice has not been paid.I would like to enter the machine on date X in my fixed asset register and at the same time enter a liability to the supplier.What steps do I need to take in Quickbooks Online? Many thanks in advance.With kind regards

Hi, I hope someone can assist.We have integrated our system with QuickBooks Online. Every so often we would get the message as per the attached image stating that the app can only connect to one admin’s email address at a time.We would usually just click "Change Admin", but is someone able to assist as to what can cause this?There are multiple admin users loaded on their company.Each user would connect to our app with their respective quickbooks admin login. 

Hi,We invoice each family for tuition and fees on a monthly basis. Most of our students receive a government tuition scholarship disbursed quarterly in September, November, February, and April, directly to the school.  Currently, I am setting up two invoices for each student: one for the monthly out-of-pocket expense and another for the quarterly scholarship they receive. The scholarship amount varies for each student, so the out-of-pocket expense is also different for each student. As of now, I have set up an item called 'tuition fees' with an associated income account, and I also have another item called 'Scholarship funding' linked to a separate income account. The sum of both income accounts gives me the total listed tuition. I enter the 'tuition fees' amount for each student as the difference between the tuition and the scholarship, which is the Out of pocket for each student.Is there a better way to set up the tuition invoices? 

Hoping this is something easy that I am overlooking.  Under NEW > BANK DEPOSIT, after selecting all of my checks that I'd like to deposit, my screen defaults to a sort order of check amount; showing the lowest amount at the top.  I could sort it by name or whatever on this page.  This is great.  However, when I actually hit PRINT, the sort order is changed and my deposit ticket does not match what I had on the previous page.  The checks are in no sort of order that I can tell.  They appear to be in the order in which they were entered.  I get the reasoning for that, but is there a way to print my deposit slip in a certain order? I like things neat and orderly should I need to reference in the future.  Thanks!