Other Questions

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Since the update, when creating or updating an invoice and selecting the product, the dropdown only shows the main title without the variation number next to it. For example, as in the image, I would select Aoi Hi Blue and it would use to show Aoi Hi Blue with the sku 1434-05, 1434-25, etc. allowing me to select the correct product. Now it only shows the main title. I've went into the settings and everything has a checkmark as it should. VERY frustrating and unable to provide invoices due to hundreds of SKU's. I would have to select each one to find the correct SKU. Help please.

Trying to view a deleted transaction on my audit log, but when I click view it won't load, just keeps thinking. How am I able to get the check to populate so I can view it. I can find it on the audit log, and view is blue so I can click on it but then it just keeps giving me the circle of death.  Any help would be great!  Thanks!  

Does anyone else find the new interface for Invoices and estimates less user friendly than the old one? Is there a way to revert to the old system? for example, progress invoicing used to let you select how much of the invoice you wanted to charge for in 1 step. Now it seems you have to manually input each line item you'd like to apply. Also, you can no longer duplicate estimates as far as I can tell. if we can't revert does anyone have any tips, or maybe I'm just missing something. 

quickbooks online backup. When I select export data all I get is an export to excel. I want to do a quickbooks online backup.

My QBO automatically changed to the 'New Invoice Experience'.  I'm unable to change back to the old layout...there is no 'old layout' button at the right corner, which apparently some people have.   The New Invoice Experience does not have the 'Subtotal' function which I frequently need and used on the old layout.  How can I switch back to the old layout?  

Hello All, I just started to use QBO after many years. I have setup Amazon connection to bring data into QBO from our Amazon Seller account. That was pretty simple and worked well. In Amazon, I am able to download the settlement transactions and I have been able to reconcile the data to what Amazon shows on it summary dashboard for Settlements. My issue is I been trying to reconcile how QBO classifies this data into Sales, Discounts, etc. The actual cash deposits from Amazon is always correct when posting into QBO and a few of the other categories (e.g. Cost of Advertising). The Sales, Discounts, Shipping and a few other key accounts are showing up as different amounts then what appears in Amazon. I spend many a hours trying to decipher this with no luck. So my question to the community does anyone understand how QBO converts the Amazon settlement data to QBO accounts? Thanks,Dan 

Please delete the attachment to this post that I started:  https://quickbooks.intuit.com/learn-support/en-us/other-questions/receipts-are-practi-cally-blank-no-logo-no-name-of-company-no/00/1327207 Also, please remove the . from "practically" in the title. 

When I use the QBO app on my Android phone to create a receipt and send it to a customer, it is practically blank when I look at it in gmail on my phone and on my pc. The name of the customer and the total and amount received are there, but nothing else. That includes no logo, no name of my company, no items that I sold to the customer, and no custom notices at the bottom.    If I create the receipt on my PC, the receipt looks correct on the PC and phone when I check the receipt in gmail. I cleared the cache on my phone. I have no interest in doing a factory reset on my phone.

Is it possible to add functionality in a one off fashion or do you have to upgrade plan?

Checking to see if there is any info on a timeline regarding the compatibility / update for QuickBooks Desktop for Mac 2021 with the new Mac OS coming soon, "Ventura" Thanks 

how do I go about setting up an escrow account to capture funds set aside to pay taxes on a quarterly basis? 

My Quickbooks versionQuickBooks Mac Plus 2023Version V22.0.4 R5.1My systemApple M1 Pro32 Gig memoryVentura 13.0.1My Quickbooks has me spending more time pinwheeling that entering data. It has really slowed me down and I would like to know if anyone has ideas to speed it up.  What should I be looking for?  Thank you in advance,  Pat

Please refer to the attached image.In the past, when creating invoices, I could see the product description alongside the product/service name. Additionally, I could find items by typing in the description within the 'product/service' field.I typically input the item code in the 'product/service' field and the actual item name in the 'description' field. With a large number of items, it's currently impossible for me to locate items solely by their codes.This issue arose after a recent update to the invoice interface.Is anyone else experiencing the same problem?

We are a small, private school and send out recurring invoices to our parents each month for tuition payments. We have several parents who overpay each month, I think, because they don't want to subtract odd amounts from their check registers. However, this is creating an issue for me in receiving payments.  I would think that I would be able to enter the amount received and any amount that was over and above the invoice amount would go back to the customer as a running credit balance.  However, Quick Books insists on using these small overpayment amounts from previous months toward the new invoice.  The way it shows up when I am trying to post the new payment is very confusing to me. Can someone help me understand how to handle this?  Thank you!

I have encountered a problem that is preventing me from setting up bills.  When I enter the pay amount for the bill, and then drop down to the line item area to add the expense account details, the figure I entered at the top of the bill does not drop down to the transaction line where you enter the expense account to pay from.  When I manually enter the amount that is an exact match to the amount entered in the bill area at top, the system still tells me the amounts don't match so it won't let me process the bill so it can be set up for cutting the check. I rebooted my computer, but the erroneous error message still  comes up preventing me to finalize the bill to get it paid.  I've used QB for over ten years and have never had this problem. Any suggestions? 

Hi everyone, I have a massive file 1.3 gb that has not been archives since 2014.  So i am trying to run a condense data for period before 1/1/22 to get a much smaller file and speed things up.  I closed all users, copied the file to my local machine and ran a verify first to ensure the data was intact.  Crash to desktop, no error.  Ran all quickbooks updates (2023 enterprise) and tried again, same result.  I tried  condense without verify, same result.  Thinking maybe it is  data issue I ran a rebuild, again same result.  I went into event viewer to see the error and got this:Faulting application name: qbw.exe, version: 33.0.4006.3302, time stamp: 0x64e655f7Faulting module name: txncore.dll, version: 33.0.4006.3302, time stamp: 0x651c45a7Any ideas on how to troubleshoot or fix this?  The file is painfully slow so I know it needs to be condensed but I cannot make it past 1st base here!

Since the update my Picking Slip option is greyed out. I see others with the same issues and being told to clear caches, etc. This has not worked. I've tried incognito, clearing browsers, different desktops/laptops, etc. VERY frustrated.

For an item that has a bill of materials list, is there any way to automatically update the cost of the item from the sum of the bill of materials? In the diagram, move the $3.50 in the cost of the item. 

How can I restrict specific users from creating new customers or vendors? Is there an option in manage roles?The employees I want to restrict create PO's to the vendors but I want the vendor account to be approved and set up properly before a PO is written.  Any way to restrict specific employees and/or allow only certain employees?

Hello, I am wondering to check if anyone else have issue when added attachement to the invoice and don't have the click buttom and when sent, the email don't have the attachment showing on it. 

My invoices are all setup correctly for charging and collecting sales tax.  However, when I got to my sales tax liability report, it shows $0 due even though I own thousands of dollars.  Invoices seem to be correct and charging.  Tax is marked on the invoice and the taxable items are showing the "T" and charging tax at the rate I have chosen.  Any ideas?  

When invoicing the product description used to show up when entering a product/service.  My product codes have no logic so I need to see the description in order to know which one to select.  Under the new layout, the description no longer shows.  Is there a way to fix this?

FIrst, I am not a non-profit. I am writing to ask about funds we wish to donate, not incoming donations. I understand making cash donations to charity, in-kind gifts, and even having a customer ask to make a donation during a POS transaction, but I'm having a hard time wrapping my head around this. We have a program called Give Ten, wherein ten percent of the sale of certain items is donated to charity. Last year, at the end of each month I calculated how much that amount was based on sales and then wrote a check for that amount using the Contributions to Charities expense account. Easy peasy. This year, rather than donating at the end of the month, I want to track that amount so we can make the donation later. I assume I need a clearing account, but I'm not sure how to work it. If I setup, for example, an Earmarked for Charity liability account, what are my journal entries when (a) I want to track the funds raised at the end of a month, and (b) I finally write a check to mak