Other Questions

How can I add a fixed text to invoice template that shows my company License Number & how do I define placement of the new test?

Muy buenos días estimados de la comunidad en esta ocasión deseo conocer el concepto de la cuenta transfer to checking.Esta cuenta se usa cuando se transfiere dinero que será retirado en un cajero ¿? Quedo atenta a su comentario. Gran día.

Buenos dias tengo un deposito a mi tarjeta de credito tal como lo muestra la imagen en este caso como se debe de clasificar ?

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this is the most difficult prograam to use.  i am used to QB Desktop.  i cannot use this program.  it's killing me. help

a transfer by the bank from one account to another is coming in to QBO in a journal entry opposite the way the funds should go. For instance a Credit comes in to QBO for what should be a deposit transfer, but is posting as a payment.  It should be a debit for a deposit transfer, posting as a deposit in the QB bank account.  The 2nd part of the transaction is also incorrect - a Debit comes in to QBO for the 2nd bank account, for what should be a withdrawal transfer, posting as a deposit to the QB bank account.  This is a reoccurring event at the bank and the bank accounts are good. How can I set up a rule to fix the incoming debit to be a credit, and the incoming credit to be a debit?

Has anyone else noticed a problem in the write checks screen, just started today 9/27/23. When we add our check number, date, vendor and check amount on the top of the entry screen the amount is added to the bottom expense entry but does not appear in the listing. When we go in and add the account information and amount it duplicates the total expenses and will not post the entry due to not being in balance. If we toggle between items and expenses the original line item does appear. Thinking this is a bug in the system but would love to know if there is a fix coming soon. We tried updating QuickBooks and just fixed the problem for two check and then started to not show the line item in the expense section again.

Update for MAC does not work with QBO. Can not print orders, estimates, invoice with words.Only the Embedded information prints. I attached an image of a PO when trying to print. 

I am looking for someone to help me straighten out my books.  I was using Shopkeep for my POS and now using Lightspeed

When setting up a custom message under Account & Settings, Sales, Messages:For invoices it lets me add a cc and bcc email, but for estimates it doesn't. Am I missing something?

I mistakenly removed all email items (receipts, customer invoices, employee paystubs, etc.) from the QB email queue. The actual reports (invoices, receipts, paystubs all in pdf format) were not permanently deleted, only the emails in queue. Is there any way via logs, transaction reports or other method, to discover which emails (or which addressees) were removed?

When selecting a product or service on an invoice I used to have the option of either flat rate, unit, or hour. I now only have Unit and Hour. How do I get Flat Rate back? When adding a new product I still have the option to select flat rate as an amount type but it is still not available in an invoice. 

I am helping a customer set up her quickbooks online.  There are deposits in "payments to deposit" but the do not show up on the deposit.  How do I deposit them.  Thanks.

This is more of a feature request because I'm pretty disappointed in what is to do in custom forms.  I would like to be able to put project transaction information(previous invoice/payments, estimates/progress) on an invoice. Specifically a custom form invoice. I was able to get some accounts summary data on an invoice but I think this confuses people more than anything because provide on very select intonation and I cannot decide what it shows.  Also I would prefer this information below the invoice charges to not confuse people however quickbook put in a default note about "see detail below"  so you really cannot do that without causing more confusion. Also when the account summary is turned on (which you have to do through the QB default invoice not the custom one, to make this more confusing) you loss the ability to show active invoice payment and balance due. These fields switch switch over to nothing and account balance respectively and then there is no w

I have tried getting through to Intuit support.......no success......just like everyone else is saying.  Does anyone know what is required, in order to change our payroll period.  Example: we are currently running payroll every week.........Wednesday- Tuesday, with pay day on Friday's.  We are changing to Monday-Friday and paying on Fridays.  Can we just change that without notification to Intuit?  We do our taxes, Fed, State and quarterlies through Intuit.  Will this mess up our year end reports since we are changing mid cycle rather then doing it at the beginning of the calendar year?  Really appreciate anyones immediate help!!!  We are desperate to find answers and Intuit obviously does not supply support any longer.

Hi!  I'm working in a QBO instance that was updated to the "New Layout" within the Estimates module.  I notice that after creating and saving an estimate, I'm unable to select "Copy to purchase order".  This is a key feature I need for a client workflow.  Posting here to voice the concern that this is missing from the "new layout" should it eventually be forced upon all users.  For now, I reverted to "Old Layout" and my problem is solved.  Just nervous that this feature could be stripped down the line.  Thanks!

My client has some set up issues that I need assistance with.  Unfortunately, I cannot find a phone number to call.  My client recently signed up for QB Time... The owner entered all the employee info via the Time app.  The problem is they had TimeSheets until Dec 2021 so there are a few employees that cannot access Time using the Workforce app because they appear in TimeSheets and QB Time.  I need help resolving this issue.

Hi,I have 38 Individual QuickBooks files, each with its own EIN. Most of the files are investments where we are only tracking partner contribution/ distributions. we don't have anything integrated.  i am looking to to have that i can have one log in, then seamlessly change between files without logging in and out.  Additionally, i need to have a centralized chart of accounts, member list, customer list.  similar to the way sage or net suite would work. i do not want to leave QuickBooks as it is the most cost and user friendly  Does anyone have leads?Thanks 

Our inventory is a mess and all of the quantity on hand values/in stock are incorrect. This has been this way for years and we just adjust it on our balance sheet to the actual values for tax time and just create a journal entry. That being said, How can I create a new company file from our existing one with all of our data besides the inventory portion so that we can create an entirely new and true inventory system? 

Hello all.. I am looking for an individual who could provide some basic training....maybe 3 or 4 online or in person.....sessions to help answer some questions I have and help me get started. I used Quickbooks over 15 years ago and things have changed a bit.  Specifically, I am working on Desktop Premiere Contractors Edition.   It has been nearly impossible trying to find someone to help.  I have gone on the website trying to request a callback with no response at all!  Losing productivity everyday.   Does anyone have any suggestions on how to find someone in my area?   Thanks

Is there a way to set up a test company so that I can train others prior to going live? I was told by someone a while back that QB won't allow that because you have to set up using Tax ID # and it will show it already exists. We use QBD Enterprise.

I started a new job in September only to find out that it needed to have 10 years' worth of billing, accounts payable or receipts done in QuickBooks as the former secretary never got anything entered or it was entered incorrectly. Worse yet she set all of our employees up as vendors, so they get a 1099 and now I don't know how I am going to enter payroll.  Once I started entering the past items I ran into some problems. 1. My reports are not showing up right (ex: my unpaid bills report is showing the old bills as well as the new ones)2. I haven't been able to reconcile my bank accounts because none of the amounts match up. On top of all of this it is getting toward the end of the year and soon I will need to provide these employees with 1099's. Can anyone help me get this mess straightened out. Any suggestions are greatly appreciated. 

Im on QuickBooks Desktop Pro Plus 2022. I need to enter Batch JE Entries. How do I map the excel sheets with Account #, Debit, Crédit, Memo Etc.. Thanks!

I want to export my client list from QBO to Excel for the purposes of doing a mailing.  However, when I do so, Quickbooks exports not only the client name, but every single transaction we've had with them.  This results in duplicate info.   How do I export the name only, and not the sales history?  

I need to remove a client from my firm's client list.  SO FAR: I created a client called "WTO" to bill time activity. Months later, client decided to add me as "Accountant" on their subscription. Now I have "WTO" and "WTO-1" in my client list."WTO-1" has the QB icon showing the subscription type.  When attempting to use "Merge duplicate clients" "WTO-1" is available to be checked as "Target Client" WTO is NOT available on the next page drop down menu My goal is to ONLY have WTO-1 on my client list. TIA for any suggestions.