Other Questions
Recently active
Why does the estimate memo field institute an initial cap on each word? I tried to write a message to my customer and when I do “It Looks Like This.” I’ve found so many little things like this since the latest update and it’s very frustrating.
QB's user since 1992. Currently in (clean a clean install) 2023 Desktop Pro. Crippling problem, locked out. Two things occurring 1/ QB program crashes while working in a company file, (no particular activity) but intermittent and happens with various companies. Cannot close, cancel, X-out of program then the computer will not respond to a "restart", is needed to launch the again.2/ Program launches, Select a company file to open but the "password" field is greyed-out and will not take input.
Is anyone having trouble with the QuickBooks online program on their iPhone or apple device?
Original commenter did not share additional details
2/2/2021 We have used a PO Box since our business began over 15 years ago. We E-file all of our Payroll and Year-End Reports with that PO Box as our mailing address, which is allowed. QBO insists on having your physical address if you are to have Direct Deposit for your employees, which is fine. BUT for the 4th Quarter Reports and for all of the 2020 Year-End Reports (W-2s, Contractors, etc) which we E-filed, QBO took it upon themselves to use our Physical Address instead of our PO Box. We never changed anything as it has been setup that way in QBO for over 10 years. However, the Filing Address is now our physical address and QBO says we must leave it that way or we are not in compliance with them. If we are not in compliance with QBO, they block you from running payroll, E-paying and E-filing. Thus you MUST now have a physical address which goes on all of your forms. Although I need to check, I may need to Amend all forms
Can I change the default to Void, because I rarely delete, and it would save me a pull down arrow?
I have Quickbooks Desktop Pro 2018. i'm showing at least 10 clients with unapplied payments in the income tracker section of the software but under status is says paid. How do i get rid of this please?
I can connect to my bank account using my browser and using my username and password. However, when I go through the steps from within QB, my username and password are accepted. I am then asked for a verification code, and the code is sent to my phone, which is then entered into the QB prompt, and it goes through the process of connecting. On the screen, the account name appears along with a checkmark to the right, and to complete the connection, I should have an illuminated CONNECT button, but it is greyed out. The only option is to click on “Ship for now.” Then, the process starts all over again.
Buenos días Estimados mi consulta de este dia es como importar invoice hechos en otro software para quick book. Gracias de antemano por su ayuda.
Hi Everyone, I have a customer how gets the following error .. but the error only shows up on two computers and not the others ... I can't figure out why .. thoughts ? ideas ? QuickBooks encountered errors while attempting to create statement. This may be because of selection too many customers. Try reducing the number of customers selected (Max 4500) and create statements./
Scenario: Upgrading current Windows Server 2012 Standard, which houses QuickBooks Server Manager 2023 and QuickBooks Data files via a network shared folder that QB Users access via the program, over to a new Windows Server 2019 Standard Box.Outside of what looks to be the standard migration of moving QuickBooks over to the new server utilizing instructions from this link - https://quickbooks.intuit.com/learn-support/en-us/install/migrating-to-2019-server/00/1197967Has anyone successfully migrated QuickBooks to their new Windows Server utilizing just the newer Windows Storage Migration Service via Windows Admin Center that has been around for a few years now? I was wondering if this handled everything (which it does handle the migration of shared folders and their permissions and then cuts over to the new server; carrying over the old server name and IP so that shared paths on Client Machines do not have to change). But, this is the first time I'm performing this with QuickBooks in
We just started using the Quickbooks Online inventory management part of the package. We're a home remodeling company doing whole house, kitchen and bath remodels along with repairs and other home improvement work. We keep an inventory of basic plumbing and electrical supplies in our small warehouse. Things like plumbing pipe and fittings, electrical wire, boxes and devices. We entered all of these items into QB online. When we do a quote for a job we create an invoice to "remodel a bathroom" that would include all the materials we need to do the remodel job. But because we don't know exactly what supplies will be needed they aren't itemized on the invoice but are included in the cost. As we pull things out of inventory we want to subtract them from inventory and get an understanding of what the job cost us in supplies to make sure we're bidding jobs profitably. We do not want to invoice the customer for the parts we're pulling out of inve
Now that we've all gotten experience converting clients' books from QBD to QBO, I'm looking for advice on the best, fastest way to deal with my current client.We are going to migrate ONLY 2022 to QBO (there's something i've learned! ) He has over a hundred customers and vendors, but at this point uses relatively few. What's the best/fastest way to get only a subset of each of the customers and vendors? The ones I want to delete do not have any open transactions associated with them. --Is there a batch way to delete customers and vendors in QB Desktop? I can't find how.--Or do I need to do something like export the customer list from QBD into Excel, then strip out the old ones and export that into my new QBO file (but then I lose the history on the handful we want to keep, right?)--I really don't want to upload to QBO the data associated with "inactive" clients. I just want them gone! But is one solution to de-activate them in QBD, then will the converter on
How do I set up an account to record our business Bank Overdraft Protection? It is not a line of credit. Our bank puts the money into our bank account to cover the insufficient amount. As soon as we make deposits the bank takes the funds back in a lump sum including their interest charge. The interest charge appears on our bank statement but is hidden in the QBO bank feed. How do I also account for the interest charge? I appreciate any help at all!!! Thank you in advance!
In our company, we have multiple jobs for one customer. We like to break out each job into its own sub-customer file so we can keep track of all costs for that job in one sub-customer file. However, all of these files would be under the same "parent customer". I was wondering if there is any way to auto-sync the parent customer address/phone number/email address/etc with the sub-customer files. Since this information would be the same. I am worried that if the customer's address/phone number/email address changes, we will have to go back and change it for all of the multiple sub-customer files. Instead, it would be easier if we could change it on the parent customer file and it would automatically change on all the sub-customer files. Does anybody know if this can be done?
Hi, my name is [Removed] and I work for Dunstan Trucking in Beloit KS. Not sure if I am in the right place, but I have QB online and I am in a pickle with undeposited funds. I have cleared the account to the best of my ability, however, there are several deposits that I can't correct. There is an "R" in the checked column and I can't remove it no matter what I do. I am in the accountant mode, but nothing helps. How do I fix this?
Does anyone know a way to fix this issue below...?I'm use my email address and password to login to Quickbooks Online on macOS. Next I'm prompted for SMS verification and it shows the last 4 digits of my mobile number. It doesn't work, so I use email verification which does work. Next, I go to the gear icon > Accountant View > Manage Users > Add User > enter in first and last name and email address, then click Next. On this screen, Intuit/QBO requires SMS verification only and it's not working! Meanwhile, my CPA is sitting on a video chat screen and I'm unable to provide him with access. As we know CPA's aren't cheap. What also should be embarrassing to QBO is that their chat support, including the supervisors are baffled by this simple issue as if I'm asking them to help me with API integrations. Oh, and the CPA is a Quickbooks Online Pro Advisor.If anyone knows a workaround, I'd be grateful to hear how you did it. This platform is so so outdated and clunky. Sigh...
problems aligning intuit checks using microsoft edge. already turned off extensions so adobe opens up checks before printing. go back to using firefox? thanks
Hello. I use QBO. I'm reconciling trying to find my large balance error. I've triple checked to make sure all deposits and expenses are listed as "C" cleared and match my bank statement. Each month prior has always been balanced $0.00 and the stating/ending balances along with ending bank statement date are correct.I noticed under the reconcile page at the top header it states "76 deposits and 377 expenses". However; in reality, not only does my bank statement show 68 deposits and 267 expenses, but so does the QBO below transactions where you clear (check off) items. Apparently somewhere in the past it logs these additional expenses & deposits for it to show and I need to find and remove them. But I can't find them. Please help! Thank you.
I have been a loyal user of Quickbooks Desktop for probably close to 20 years now (at least 15 I can tell you that). I have just about lost my faith in them as a company as of today after spending 7+ hours on the phone with them only to try and push the problem to someone else. Short version: We run Quickbooks Desktop Enterprise Contractor 23 edition. All was working fine, but we started having issues with QB freezing when going into the Employee Center and running some reports. Called QB support, have done clean installs, full reset updates, etc. It is clearly a data file issue, but they seem to be convinced it is an issue of the software "not getting updates" (even though we have done clean installs and all updates show as installed, and an F2 screen shows the correct up to date version). The last phone call, after 2 1/2+ hours, they simply said that there must be a "setting" somewhere preventing QB from updating. Nothing has changed in our network at all, QB is what has changed
QBO Plus: I have about 100 inventory products that I need to adjust. I am working on 2022 (it is 2023) and I want to use an inventory adj date in 2022. I want to adj the inventory for different reasons (samples and spoilage, different COGs expense accounts). I've looked at QBO tutorials and watched some videos. So, I know how to do it individually by product, but, I can't seem to figure out how to do it in a batch mode — I don't see the batch actions selection that is noted in QBO help and other videos. I want to make sure that the adj hit the right COGS expense. I do see an inventory count module, however, it doesn't appear to allow you to adj the data and account. What am I missing? Can it be done in batch and affect the various COGS accounts and the effective date? Thanks!
I am trying to migrate data from Desktop to online. The migration tool does not upload to QB. It just uploads to a file on my PC. I never see the "Se uploaded files" button. It does not seem to install into QBO
I am after a field service system for our construction company that we can link with our QBO , seamlessly transfer accepted estimates forward and back with details and photographs for the field team
