Other Questions

Has anyone migrated from Quickbooks Professional Services Enterprise Edition Desktop to Quickbooks online? We are being advised against it by our IT professionals due to our file size and issues with QB online backups becoming corrupt. We are looking for real world experiences so we can  make an educated decision.

I would like to have a way to separate the lines in my invoices and estimates. Either a grid or some type of alternating color from line item to line item. Similar to the invoice I have posted. How do we do this? It looks so sloppy having it all bunched together even if I add blank spaces between items.

How do I remove an Invoice from the deposit window?

I am using WebConnect to pass data back and forth with JobTread. It is working but where can I find a log, file or report that shows the data that was transferred.

Hi, For some reason, I am unable to keep create progress invoices. I go to settings -> Account and Settings -> Sales -> Progress Invoicing -> Turn on "Create multiple partial invoices from a single estimate" -> Save -> Done. I know it saves because when I go back to that toggle it is still on. When I actually try to convert an estimate into an invoice, a pop up appears asking me "How much do you want to invoice?" and there are 3 options to choose from: 1. Remaining total of all lines, 2. percentage or amount, and 3. Manual entry for each line. When I click on either of the options, it takes me to the invoice page but there are no progress invoice options available. and when I go back to my settings, the "Create multiple partial invoices from a single estimate" feature is turned off. Does anyone know what's going on?

I import transactions from my bank into QBO.  Then, I often make changes....add memo information, maybe change the account, or add split.  Every single time I get the message "This transaction was downloaded from your bank’s records. Are you sure you want to edit it?".....yes, yes I am.....every single time.  That is why I just edited it...because I wanted to.  This is annoying, unhelpful and time consuming.  I want to turn these off.

For the last couple months I have not been able to use sales receipts on my mobile device because emailed receipts have virtually no information on them. I am forced to use Invoices and apply payments, both of which take double the amount of time necessary to conduct a transaction. It is a miserable experience. I am wondering if anyone is taking this issue seriously. Users of QBO send either invoices or receipts, so with receipts not working, 50% of QBO's utility is gone. What is anyone doing about this?

Is there any update on when patches will be available so that QB can run on Mac OS Sonoma?

I receive this error every time I log in. I have cleared data and cache and it still is an issue. This is terribly in efficient and a pain. I do not save time with QB online, so frustrated.

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After upgrading my Mac to Sonoma I am unable to print.

I have a P&L by customer which shows sales by customer. I would also like to apply certain expenses to customers and have the P&L show revenue and expenses by customers. I do not want to bill these expenses to customers just want them to be applied to expenses for the P&L to determine profitability by client. I have QB essential - thinking maybe I can't do that in this version? Appreciate your help!! 

I have a vendor that deposited a voided check that was replaced.  There is not an outstanding bill to apply the payment to.   Do I need to recreate the voided check via "checks" using accounts payable without having an invoice to apply it to?  Will this clear the bank transaction and show as a credit in vendor transactions?  I entered a Vendor credit, but it's not applying it correctly.  I was giving credit to the vendor when the vendor was overpaid.  I'm spining my wheels and deleting to many attempts.  I would appreciate your help with this. Thanks, RK    

Sub Contractor is "Gross higher rate 30%" and have been used before with no issues.

When looking at an invoice, when it says "viewed", does that mean the customer opened the email and saw the invoice?Seems like a silly question, but just asking to be sure.Thank you,

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We have clients that need estimates to go to one department, and invoices to go to another department.  how can I customize a customer profile to allow for invoices to go to one email address and for estimates go to a different email address? 

Hello We are using purchase orders for products we are ordering and using receive items and turning them into bills. The issue I am having is sometimes our vendors will send us more product then what we order on our original PO thus having us create a change order. What I am trying to do is have QB notify us with a warning if we are trying to receive more then what is on the original PO? Is this possible?

I have been using QB online since early August.  I had created about 50 accounts in my chart of accounts, and been catagorizing checks from the bank as they appeared in QB.  I log in and take care of this multiple times a week. Friday when I logged in, I noticed right away that some accounts were missing, and there were other new accounts created.  Brief investigation showed hundreds of transactions had been moved into either the newly created accounts, or into wrong accounts. I called the QB online help line, the gentleman said he had had a few calls about this lately, but could not tell me why or how this had happened. I'm the only person with access to the account, and I did not not destroy my own work. Questions: 1)  How did this happen?2)  How can I avoid having this happen in the future? Thanks.

the drop in directions won't take "no" for an answer when I tell it I don't want to see again.

Good day! I noticed that there is QBO Advanced in the US Site and we are interested in it as you can customize user access with it. Now my question is: 1) I do not live in the U.S. and as per QB's website (designated for my country), the only ones available are up to QBO Plus only. Will it eventually be available in my country? If so, when? 2) Is it possible to avail of QBO Advanced even if you're not from the US? 3) Not a question but a suggestion - if QBO Plus can customize user access, that'll be great, willing to pay a little bit extra for it. Thanks!

I have been trying to print invoices from quickbooks online, as I always have done, and the invoices continue to print with minimal formatting and no line item/client info (see picture). This started happening after I updated my Macbook. Everything prints normally from other computers and my ipad - only computer affected is my Macbook. Has anyone ran into something similar? 

Hi Community,Facing a minor set back.  When I create a new product as new inventory - the system duplicates this as non inventory. Our sales platform is WooCommerce. The new product is pulled (as inventory) into WooCommerce and published.  WooCommerce maps the product to the inventory item in Quick books. However, when this product is sold and the invoice is created in QB from woocommerce,  QB picks up the non inventory duplicate as the sale item.Can anyone advise how to remedy this?