Other Questions

On a bonus check payroll withdrew the amount of the retirement portion to Calsavers would this be correct?

Hello!My team plans to install the NFR license to the Remote Desktop Server and allow the developers and QA to work on the same server via a Remote Desktop Connection. It means the QuickBooks Desktop application will be installed on the server and at the same time the server will host company files. Our developers and QA will connect to the Remote Desktop Server and launch QuickBooks there. Now we have an NFR license for 5 users. But next year our team is going to grow. How can we use (if so) the NFR license if we will have more than 5 users (Devs and QAs) and we still need to work on the same server? Is there a possibility of extending the NFR license for more than 5 seats?Thank you!

Before QBO updated last month, when reviewing an invoice before sending it, I could modify the email body on the left side of the screen and see my changes in the invoice image on the right side of the screen. Now after the update, I can still modify the email body, but the images on the right side does not change.  This is a takeaway, looks like a bug. 

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Is there a way to get the "are you sure you want to exit" in the desktop version for the online version? I would like to be warned before QBO actually closes. Thank you

I show recurring bills showing up in areas (ie planner) but they are not listed in my recurring items list.  Any ideas on how to find and delete these? 

I designed a custom invoice on Quickbooks Desktop Pro 2020.  It's all working except for a box for Project name.  I opened an Invoice, then went to Manage Templates, chose my custom template, clicked on Additional Customization.  And I see the list of Headers I can choose from.  But the box for Project/Job has the box for "Screen" greyed out.  So my only choice is "print" but then when I enter my invoice there's no box for me to enter a project name, and when I print the invoice, it just has a box that has the static work "Project" in it.  Any help would be greatly appreciated

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I have an issue where invoices are printing on half the page the error pop-ups before selecting the printer to print the document to. It also appears before sending an invoice out via email to a customer. By looking at the event viewer, I keep seeing this error relating to the XPS Document Writer. I have already reinstalled this Microsoft printer, rebooted the computer, and reinstalled the software. The OS is Windows Server 2016, and it happens with some users and does not happen with others. We have about 15 users that access this server and use different QB company files at the same time. This issue happened with QB desktop in 2022 and then in 2023 when we did the move about 4-5 months ago. Attached is the error that the user gets as soon as selecting print. NOTE: The QB Tool Hub pdf print fix DOES correct the issue, but only temporarily and the issue will happen again after a few days. Also, running this tool terminates all QB processes on every user session so you can imagine

Using QB Pro for progressive invoicing and having a customized proposal. On-screen is different from my customized template. The on-screen custom field is on the right not allowing me to fill in my data although the print data field is on the left. Trying to add "Traditional Black" and will only allow "Traditional B". Any ideas? QB Online does have sufficient calculation information columns for progressive invoices so I have to use OB Desktop and then enter into QB Online.

I wrote checks to several customers because the product purchased became unavailable but I didn't use the refund function. Now in a new fiscal year, the check shows as a credit on their account and doesn't cancel the invoice which shows as paid. How can I fix that? 

How do I see what customer/project is allocated to what category on a bill WITHOUT opening each bill? Is there a report?

I have customized an invoice on quickbooks online.The message I have on my template is showing up twice on the printed invoice.It's only on the template once!Can't figure out why!

Buenas noches estimados Tengo una duda, si una cuenta de banco no se ha conciliado mes a mes, se puede conciliar solo noviembre y de esa manera tener emparejado ya para conciliar el mes de diciembre, en otras palabras comenzar a conciliar desde noviembre sin haber conciliado los meses anteriores. Quedo a la espera de sus comentarios

Hi all, We use QB Desktop Enterprise Solutions: Manufacturing and Wholesale 23, and have Advanced Pricing set up. Please do not refer me to the "Set up and Use Advanced Pricing" article, nothing in there applies to this from what I can tell. I've set up 6 of our items with quantity discounts. When typing in a sales order with the quantity needed for a discount (I've tried this multiple times), it'll show the quantity discount amount correctly in the "Base Rate" field, but then populates the "Rate" field with the "Sales Price". The quantity discount amount only correctly populates the "Rate" field on a sales order if I revise the line quantity (put 1 in, for example), and then re-enter the quantity needed for discount. I double checked all of them, there are no price overrides or other applicable price rules, and all of the quantity discounts are effective as of today. I've also tried back-dating them, that produces the same result. It seems to be some sort of g

Hello everyone,I require assistance with the adjustment and treatment of investment funds in QuickBooks Online. Let's say you've invested $25,000 into your company, and the funds have been deposited directly into your bank account. To reflect this in QuickBooks, you should add it to both the bank and capital contributions.Now, let's address spending from this investment. Suppose you use $500 for operating expenses. In QuickBooks, the journal entry would increase the expenses and decrease the bank balance. The question arises: should this expenditure also be deducted from the investment account, considering it's spent from the initial investment? If so, how should this be handled in QuickBooks Online?I appreciate any guidance on the proper treatment of this transaction in QuickBooks Online.

I am trying to integrate my application with QBooks. So i created an app for time tracking and integrated with this app. I can see the integration requests and responses going through successfully however not seeing any entried in production. i guess because the app i have created in developer portal in not published in production. And i do not know how to achieve this step so that i can see the entried in production.

I would like to transfer/edit the account type of credit card processing fees from cogs to expense of the current year.My concerns are the following:1. The books until october 2023 were closed, will it affect the transaction records? 2. Should I create new expense account for merchant fees? If yes, my concern is that the 3rd party was mapped to cogs and dont know how to change it. 3. What will be the effect of the transfer? 

A bit of context: I go to tradeshows every few weeks and need to adjust out the quantity of sold hundreds of sold products after every tradeshow. I want the quantity and the COGS to be affected by the adjustment, but I only see a way to manually add items on the "Inventory Quantity Adjustment" page. Is there another way, such as creating an order or something, where I can just import an excel sheet of SKUs and qtys?

I tried to reset my password. After I answered the security question. It gives me the following error msg. "Quickbooks is unable to reset the password at this time. Please check your internet connection."I know my internet is fine. Why is that? How to fix it?  

Hi Team,  We are unable to login to QB Online since past couple of hours using our .net domain. Please refer the attached error message. Kindly assist us on priorty. Login Email ID - [email address removed]OR [email address removed]

Switching web browsers did not fix the issue. What is my next steps?

Quickbooks is not allowing me to input one transaction as half business and half personal, the full amount appears on my transaction list however, only part of this payment is for business.When i go to split, i only get options to be able to categorise into different business categories for the split - it does not allow me to exclude part of the amount totally from my records as it's personal.How do I solve this? Thank you. 

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I am very unhappy with the constant updates and changes to the layout. We should have an option to keep the classic layout. I am not paying the dev's to keep changing the look, I just want performance...which has been lacking. Still can't enter new inventory without taking two extra steps compared to 7 months ago, and now I need to navigate from the bar to enter a sales receipt. Please tell me I can revert to a previous version. This is HIGHLY annoying.