Other Questions

The advanced search function is no longer functioning and I am not able to switch back to classic view.  It is frustrating. I am trying to search a donor that I know has made a donation many times and I get this message: "We couldn't find transactions that match your search. Expand your search and try again." It is not consistent however. I was able to search for a donor (customer) that donated a couple years ago and their transactions show up.  I spent quite a bit with online chat and that was absolutely a waste of time. First they said that "engineering" has not indicated this is an issue, then several comments later said they were working on the search functionality and that some features might be lost during this. Anyone else having this issue and have a workaround? 

I have one parent credit card account and several sub credit cards under it. Normally quickbooks downloads each credit card charges to the correct card. However, now for some reason, it is sending all the parent card's charges to all the sub cards. I haven't been able to figure out how to put in a trouble ticket, to get it to download the charges correctly to the actual card that made the purchase. 

Previously, when you open the link to an invoice that you had sent a customer, you would see the email that you sent the invoice to and the date you sent the invoice. Those details are now missing. 

looking for a spot to keep PDFs within QBO even if they are not attached to a transaction. Is there a place to upload them? Thanks

How do I change a non-inventory item to an inventory item?

My firm is merging with another accounting firm.  We both have extensive QBO files that we want to merge into the same account.  What is the best way to do that?

Using Quickbooks desktop pro plus 2023.  When in multi user mode the work station will abort the connection to the server/host when the monitor turns off from inactivity.  When the connection is lost it requires switching the server to single user and then back into multi user so the work station can connect.  Is that normal?  The company file on the server will stay open indefinitely.  Is it possible for the work station to stay connected to the company file until closed or disconnected by the server regardless if the monitor goes to sleep?

Hello, I added a new user to our QBO. My colleague got the invitation mail and clicked on Let's go. The browser opens but it shows the message: Wrong LinkYou have clicked on an invalid link. Please make sure that you have typed the link correctly. If are copying this link from a mail reader please ensure that you have copied all the lines in the link. I resent the invite, deleted the user and added it again also tried to use another browser. But nothing worked. What can we do? Thanks  Benjamin

With this new layout, my item titles are showing up on estimates.  I do not want this to happen!  Is there a way to just have the description of the item showing?  Right now I went back to the old format, but I want to figure this out, once I'm forced to use the new layout.  

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Hi, I receive invoices for one of my credit cards. Should these invoices be entered as a bill or expense? When I make the payment, it continues to show as an unapplied payment. How do I correct this?

Why do the drop downs for customer name on receiving payments no longer sort in alphabetic order????

The new Condense feature provides an option to remove the audit trail which reduces your file size but leaves all the detailed transactions.  If I'm reaching a limit on my class codes, do I need to condense the traditional way or will the new condense feature solve my problem? Thanks, Matt

Throughout the year, we've had multiple users having their QB lock up when we are using a Remote Connection mostly. We are using Windows 2019 on our server and we have to keep rebooting the server for the locking to stop.  Any advise on how to fix this permanently?

Hi!We edit the description of each invoice item to include the third party customer name. We used to be able to search by description but now nothing over one year will show up. When I edit the dates to include all dates in the Advance Search screen, still nothing comes up. There is no other way to search by description that I am seeing. From other boards I saw to clear the cache to allow room for older date to show up but that didn't help. 

None of my descriptions come up when I use my part numbers anymore. I have thousands of part #s that are impossible to memorize and now I have no idea what item I am selecting. This is a huge kick in the pants and the timing of this "update" could not come at a worse time of year. This is the busiest time of year for me and many of my customers.  What are they thinking? I couldn't be more disappointed. Why is it they can't just stick with something that works? If there is a way to fix this or something I'm missing please anyone, let me know. Or a good alternative to Quickbooks that won't pull crap like this.

This issue started about a month ago. Up until then, I could go in and open a recorded Expense, click ‘Add’ to apply it to an open Bill I had with that vendor, and it would convert that Expense to a Bill Payment (see https://www.youtube.com/watch?v=nH7xRvJ3-M8 as an example). This is no longer working. Instead of converting the Expense to a Bill Payment, it creates an entirely new transaction, and I am then left with a Bill, Bill Payment, and an Expense, instead of just the Bill and Bill Payment.  I’ve spoken numerous times to QB Support and have been told there is an open investigation into this, however, it has been going on since mid-August. Is it normal for system glitches to take this long to fix?

I have backups of all of my data files, however trying to restore my data it gives me a message that says it can’tbe converted.  What is the problem?

why's it necessary for QuickBooks to update to different layer effects, its very annoying and waste of time for users. its same thing, stop changing it without users approval, make it useful for users, not make them do more unnecessary walk arounds . just annoying in general. if someone wants to change it, they can , just don't change everyone's adjusted features. i don't have time for time for this, you guys made a change from desktop that was very useful to something so annoying. some stuff are good like  search bar, but now you guys even removed the filter for ref no,  why remove it?  change the adv search bar back so they can find anything once they enter it, not just limited to numbers, or co,  thank you for your time and help. 

This sort of has to do with QBO, and Merchant Services. I don't want to go through PCI compliance, especially since I just use merchant services for sending invoices in QBO and not by point of sale. In other words, I don't handle credit cards myself, but rather it is all between my customer and Intuit once the customer receives an invoice through QBO and clicks to pay online. Can I cancel my merchant services account but keep the ability for customers to settle invoices online by check? 

I can't figure out if perhaps I have to void an invoice I want to rectify and create a new one? NB:This invoice has already been paid by the customer.

The Time Off Details report for individual employees has as the first line "Current balance".  The balance per accrual type is only showing the difference between what accrued this year and used this year.  It is not taking into consideration what has rolled forward from prior year.   In the attached you will see the employee started the year with 59.25 hours of vacation available and so far this year has accrued 9.23 hours and has taken 64 hours.  The resulting balance should be 4.48, but the report displays current balance as -54.77 Has anyone seen this issue?  Thanks  

I use to be able to look at an invoice that I had sent and there would be a time stamp at the bottom of when I had sent it and when it had been viewed. Those are now gone, how do I get that back?

Per usual, I clicked the sync button in my QB online version and transactions dating back to 2020 downloaded.  

My quickbooks says that I have a deposited amount and is not