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How can I apply a specific vendor credit to a bill without having to mark the bill paid. I have a bank transaction (ex. $1,000). I have a bill for $1,200 and a vendor credit of $200. How can I add the bill and credit together to make it $1,000. Then I can match it with my bank transaction. All of my data is automatically imported from the bank and 3rd party. I do not need to create any bill, vendor credit, or bank transaction manually. Thanks for your help.
The new template is "awesome" and it looks like it was created by a low intelligence teenager. What QB executive approved this? Confetti? REALLY?? We are a professional B2B company and would never be associated with a template that looks like an Evite from a 10 year old.
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Does anyone happen to know if desktop 2024 will still integrate with quickbooks POS. I know POS is not longer, but it still works with our QB desktop 2023. I just need it to connect for the end of day process for the guys times and sales for the day. We dont use the POS for much more than that. Which is why I still chose to roll with continuing to use it.
Has there been a new update that is impacting the customer (client) list? I used to be able to click on customers and then go into the search field and start typing a name to open, including sub-clients. Now, the sub-clients are not showing up in the search results. I messed around with the client setup and it turns out that the "name to print on checks" field needs to show the parent name in order for the sub clients to pull up. Anyone else have this issue....seems weird.
Hello could someone pl explain how to apply Discounts in a monthly invoice at line level. Thanks in advance.
I recently upgraded to QB desktop 2021 on a new laptop running Windows 11.Now every time I open QB I receive a message telling me I am missing a PDF component. I am able the file and print my PST & GST returns but they don't show up in "previously filed", however I am able to find them in the journal entries.I have downloaded and ran the QB Tool Hub and did all the suggestions but nothing has resolved the issue. Please help me as I fear what else this may be affecting that I haven't discovered yet!TIA
I set up lodging for my clients and pay for the charges of this lodging. I then invoice the client for this lodging, at the cost I paid for it, on their invoice which also contains the fare we charge for our services (a boat trip). Right now I have a product and service item set up and named "packages" to refer to what I package into their fare and it is an income account. I select this on their invoice to add the charge for lodging that I paid for them. When they pay the invoice it gets applied to that income account. I don't want this to account as income for my business but am not sure how to do it differently.
We're a manufacturing company that builds complex machines. They're not simple and can take several days to build one with several employees involved. Our goal: Examine true profitability on a per-machine basis while incorporating labor Let's assume each machine build requires the exact amount of labor. Now, obviously, our overall employee labor is already included in our Total Payroll Expenses. However, this significant cost seems difficult to "assign to" any assembly because, while I'm no accountant, it seems if we just arbitrarily add the labor cost to the cost of the assembly, wouldn't we then be "double accounting" for that labor cost and artificially inflating our overall expenses for building these machines when looking at the big picture? So... how is true profitability properly assessed in QB while accounting for labor on each machine? Thank you in advance!
Hello What are the different ways to connect Quickbooks POS to Quickbook Online? Just to make things clear, I need to regularly push data from POS to quickbooks online? Thank you
I am trying to create a custom field box at the BOTTOM of the Estimates page, that I can type in. I've played around but it looks like custom fields will only appear in the TOP 1/3 of the page. Is there a way to move a custom field so it shows up at the bottom?
Has anyone actually been able to get technical support? I have had problems with the system for months. The support team can only teach me how to do things and apparently has no avenue to actually talk to technical people. The system is not functioning in a fluid process. Changes are being made without considering the users real needs. I am ready to start looking for a new application as a result. That will be a major pain and I really would rather not, However, at this point, with the last changes, my data entry time has once again increased making me and my team much less efficient.
Our company is celebrating our 20th year in business in 2024. We are thinking of purchasing additional marketing materials to advertise the fact to our customers at trade shows. My question is, does anybody care? Does a milestone event actually generate more sales? Or is it just an ego boost? If your company has done this, was there any ROI? If you were buying for the first time from a vendor, as a customer would you be any more likely to buy if the company had been in business for 20 years, as opposed to 19 years or 21 years? Thanks for your thoughts!
I received a payment from a customer by way of Wepay and recorded it in period 9, posted the deposit, put it in bank, reconciled bank account. In period 10, we refunded this customer for the amount they paid. How do I correct this customer balance to be correct as far as sales and also make cash correct?
Will a company that wants to continue to run QBD 2021 after May 2024 still have access to their QB file? The latest email from Intuit has us wondering how they will treat customers still running 2021 QBD or previous versions, since the sign in to their Intuit Account is linked to their QBD file.
Why do I have to connect to the internet when exporting the accountant's changes even though the changes are not being sent to the client via internet?
Hi there, We are switching over from a local tax and payroll company into QuickBooks starting the 1st of the year. We are finishing the 2023 year and having them do our taxes as to start fresh in QuickBooks. I've connected all of our bank accounts and started entering employee information. So there is all of the 2023 bank transactions in there. What do I need to know to begin the year? How do I "stop" or "clear" information so that the software knows that January 1st, 2024 is the beginning of our fiscal year? How do I reconcile for the year 2023 year to start fresh? I'm brand new to quick books so any help is appreciated!! How do I reconcile for the year 2023 year to start fresh? To explain more about our business, we are a concrete epoxy flooring company. I will not be invoicing through quick books but I will be doing monthly banking reconciliations and payroll. This is to keep a closer eye on purchasing and then categorizing expenses for end of year.
How do I write off a balance on a note payable liability if both parties agreed to the reduced payment? What account is the offset account?
I have over 100 old POs that I need to close or delete. Is there a way to do this in a bulk action?
Does anyone know if QB is permanently taking away the SEND LATER checkbox from recurring transactions? I use that to send all my invoices at the same time (end of the month) but with the redesign, there is no box to check. I've asked about this when the preview came out and they said they would work on it, but it looks like they are taking that away.
I've done the steps of clicking update and checking my bank connection and password. None of that is working. It continues to post this erro and not download transactions for my checking account.
Got this email today. Is it legitimate? Dear User, Our Monitoring system detect that your account has not been upgraded yet and your subscription will be ended soon. For better protection and for your safety, we are unable to update your ultimate technical support, kindly upgrade your software. Important update: QuickBooks 2024 already released. The new features in QuickBooks 2024 include: A redesigned user interface which is easier to navigate and use. After Dec 15, 2023, your QuickBooks older version software will be discontinued. Other Intuit products are affected by the software discontinuation. Reference Number: 23125315655QB Regards,Support TeamIntuit QuickBooks[Removed] Phone: [Removed] Disclaimer:This email and any attachments are strictly confidential. If you are not the intended recipient, please notify us immediately and delete this email and any attachments without retaining copies or disclosing
Hello, our company purchased QB 2022 Premier Plus desktop versions last year, and the last few days when we log in, it prompts us and says your "Quickbooks subscription is about to expire in 7 days, please renew"...we are down to 4 days now. The payroll subscription is active and not due to expire until next year. One user today tried to log in and was unable and it said his subscription to QB had expired. We are not sure what is causing this, we don't have a QB subscription. Has anyone else experienced this?
