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Work Flow - Recurring Statement - Edit - Save and Enable Not AvailableWe have a recurring statement in MY WORKFLOW - In the past we've been able to update or edit and save changes to add customers or remove customers however this is no longer working. I've selected EDIT on the far right drill down, made changed but the SAVE and ENABLE far bottom right is grayed out/unable to SAVE the changes. Please advise. Thank you,
In QBO, when you create an invoice, there's an "attachments" section at the bottom of the page. I go there to attach a detailed document for my customers. It is a PDF. Previously, when I sent the customer an invoice, that PDF was attached to the email. Now, they no longer receive it (though when I go to edit the invoice, the PDF is there as an attachment). What happened? Why is the attachment no longer being sent to the customer?
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Is anyone else experiencing this issue where you cannot inactivate old COA accounts b/c the system thinks they're linked to a product/service when they really aren't? I've reached out to QB support several times over the last 4 months, and they've been utterly useless and have outright lied about when the problem might be fixed. Has anyone else been able to fix it on their own or at least find a way to talk to a competent support technician about it? I'm at the point where I'm likely going to cancel QBO if this isn't resolved. I've never dealt with support this callous for such an expensive product.
I am new to Mint and find it very easy. I am now setting up a budget. However, certain expenses do not happen every month for instance. real estate taxes, certain car expenses. Can you set up a different budget for each up coming months that may be different?
I had a secured credit card and I had to put $500 on the credit card as a deposit a few years ago. The credit card changed to an unsecured credit card and the deposit came back into my savings account. Which account should I use to account for the $500?
The deposit field is not showing on "modern" invoices. It is on in sales.
Intuit 1099 e-file service has no record.
Started today. I go to print the receipt for the customer and the logo, header, items are all missing. All gone. This is happening in the app and on my Imac. Yesterdays invoices are printing fine.
I find it cumbersome to have to go to the "Business Overview" to get to the check register. Is there an easier way to get there?Thanks, Lisa
My bank returned my last Mortgage payment (it was extra), how do I document this in QBO? (doesn't matter but it was automatically paid at first but I sold the condo so it became an extra payment).
I own a diesel repair shop, we rarely get comebacks (work that must be re-done because of a defective part or other reason). We don't charge the customer but may need to purchase a new part and have a tech remove and replace it... my question is if it's a comeback or 'warranty' work... should it be categorized as bad debt or COGS? Thank you in advance for your feedback.
I do not have the option to click on old Layout, my options stop with feedback.
None of my current estimates show up under the “Estimate” tab. The most current is from 2022. Why and how can I fix it? I’ve tried reinstalling the app but no joy.
Hi, I sell online. My Cost of Goods Sold in the P&L does not seem to include the cost of purchasing the inventory from my suppliers. It may be the way I am entering bills for the inventory that I purchase. Help. Thanks in advance.
I need to convert a Peachtree/ptb file saved in 2023 to QB for a bookkeeping client. I have tried with my QB Desktop and Online - with no success. For Desktop, it appears to require both softwares to be on same computer. For QBO, there were conversion errors through Dataswitcher, as conversion prep & changes are needed to Peachtree file but I have no way to open it. I only have 30-day trial Peachtree/Sage software, which does not allow access to my computer files. Conversion is urgently needed. Looking for recommendations or guidance. Many thanks!
I recently started using QBO.When I copy a transaction and enter the new date, the foreign exchange rate does not update to the date I've entered. Is there a setting I need change?
When entering bills, I enter the date, ref no, and amount due. After pressing tab the correct amount is shown on the "Expenses Tab", but no amount is shown in the Amount column below. If I click on the "Items Tab" and back to the "Expenses Tab", another row is created with the Amount Due - essentially doubling the amount of the bill. I have exited, restarted and it will work properly for a while, and then resort to doubling. Using QB Enterprise 2023
I had turned auto updates off but I think my husband clicked to update Windows 11. It's been more than 10 days since the update, and when I tried to revert it wouldn't let me. Is there anything i can do?
I frequently transfer funds from one bank account to another. I know how to get to the transfer screen to do this. But I would like to add that screen to my Bookmarks menu. When I click on the edit button on the Bookmarks menu, the Transfers is not an option in the list. Is there a way to add Transfers to the Bookmarks menu?
We are wondering if Quickbooks is able to build a Bill of Materials from Inventory Items? If so, can you tell me how I might see an example and which version(s) have this so we can gt the correct one? We are going to be doing light manufacturing and need this feature. Thank you! Mike
Buen DíaEn esta ocasión quiero apoyarme en comprender la razón por la que al crear la sub cuenta de vehículo, llamada pago de vehículo, esta sub cuenta aparece en el activo fijo y no en el pasivo ya que es un pago que se hace que disminuye mi efectivo.
Hello! I have a client that invoices their customers. Sometimes those orders are cancelled....how should the client handle this? Voiding the invoice or issuing a credit memo? Sales taxes are involved....Thanks!
