Other Questions

Why does everything in this forum say I must create a Credit Memo before I create a refund check to my customer? They entered my invoice twice in their system and paid me an ACH for double what was owed. The overpay is sitting on their account. This seems like a refund chshould be much simpler and not require ANY credit me

Before, I was able to create a new bill for a vendor and the memo line would pull through, now the memo line is always blank. I cannot figure out why this isnt being pulled through to the new bills for the same vendor, as it used to be. I also tried using a different browser and clearing my cookies. Anyone know why Memo or Class wouldnt be pulling through to a new bill for a vendor used before??

Hello,We use Quickbooks Online. With this subscription, how many users can auto track their mileage?(I am asking because some time ago I recall it only allowed for the admin to track miles, but no other employees.)Thanks!

I have two related companies. The main one has several employees and handles payroll for employees through QuickBooks, while the other is much smaller and only has one employee. Since my smaller company doesn't have a QuickBooks account, I manage my only employee's payroll through my main company and then reimburse my main company for all the payroll costs. What is the best way to record the reimbursement from my sister company to the main one?

Hello,  We have a VERY large QB Enterprise file with data from 2011 to current date. We start using Bill.com in 2014.    Ideally, I would like to split the file and archive the data from 2011 to 2018 into a history file and move forward with the details and data from 1/1/2019 to Current date.    But, I was told that it might not sync with Bill.com if I do that. Bill.com's support team will not assist and when I contacted QB tech support they also declined involvement.    Has anyone done this successfully without messing up the data?    I have read the condense instructions a couple of times. If I wanted just to pull the current transactions (2019-CY) would I use the date range before 8/30/23 and after 12/31/2018?    Any help, tips, insight would be greatly appreciated.    Thank you!  Breana [removed] [removed]    

I am new to QBO, migrated in July, trying to pay sales taxes.  I am at the last step to Record Payment; on the bottom right there is a box (not a drop down) for the Bank Account; I can freely type however it won't accept anything.  My bank account will not populate ; How do I get the bank account to show up in the drop down - again, right now its just an empty box.

I recently had our QB POS item list (inventory) exported to an Excel spreadsheet and imported into QBE23.  I tried to use the scanner on an invoice and it didn't work.  So I went to the specific item, verified the scan number, deleted it, and manually rescanned it and then it worked in the invoice.  Does anyone have a fix for this?  Does something else need to be done with this specific item?  It appears everything else is working.

I have a consulting business and each month my consultants send me invoices and expense reports that I then invoice my clients for services provided and expenses incurred.  I'm struggling with creating expense reports for my clients. I've tried a couple different ways (Vendor expense as billlable. Also Vendor Bill as billable) but the invoices always show up in my sales numbers. Expenses aren't considered revenue so I'm confused as to why they're showing up in my sales numbers. How can I send expenses to clients without it being considered revenue?

Why cant I edit my invoice format? My accountant told me that I am already an admin on QBO but it always says that " You do not have access to change any of you company info". I also do not have this "Customize form Style" on the green icon. My subscription is Plus.

Is there an option for something similar to the Other Names List from Quickbooks Desktop on Quickbooks Online?I know on the desktop version is there is an option for "other names' instead of putting the Payee in as a vendor. Is that an option for the online version?Our vendor list is becoming extensive and it would be nice to only have the vendors that we pay via bills in the vendor area and have an other names list for miscellaneous names.  Thanks

I imported a list of transactions as deposits and they should've been expenses

Hello, I have noticed that the Bank Of America site no longer supports Chrome version 84.0 and the newest version is 107.0. Please push a patch with the latest version as we are unable to pull statements from the site.

I have recently upgraded from Accountant 2016 to Accountant 2021. I have always used File Manager Password Vault and stored the passwords so i don't have to enter all the time but ever since the upgrade the file manager keeps loosing the information and each i have to re-enter it all how can this be fixed? please help it's very frustrating

Is there a way for Android users to view the schedule feature on the Workforce App?

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Is QuickBooks going to make us change to the New Tax Center?How are the two Tax center Different from each other?IS there something i can watch to see what the difference is or a webinar to teach us about the new tax center??If there is no video about the new tax center then what  

My COA shows stock assets  I do not hold stock and would like to delete from the COA  how can i delete

Sometime around a month ago I could no longer use Multiuser mode. That was even with QB for Mac 2019 on the same computer as the server was running. I have search for this and can not find an answer anywhere if Multiuser Mode is not supported after a certain date.

Is there a QB workflow that allows me to modify a customer profile to send invoices to one email address and the invoice to another?   For instance, the estimate goes to the requester and the invoice goes to their accounts payable dept.

I want to manually reconcile.  However, when I logged in today it's stuck on a "connect to your bank account" see what's new page.  How do I get past this??

I am using QB for Mac 2019 desktop. I have been using a new Mac Air since February and have had no issues accessing my master file until 2 days ago (May 2). When I closed out of QB on the 2nd I got the error message referenced above ("QuickBooks was unable to back up your company file.  QuickBooks could not copy the company file"). I now get this message every time I close the program.  I can still add transactions to the master file and, after I close the QB (and am told that QB was unable to back up), I can log back into the program and see the transactions I have added. It seems that the information is being backed up, but telling me that it is not being backed up. I feel like I am going to login one morning and learn that the last few months of entries have disappeared. Anyone have any info on this odd error?   Thanks.   -Scott 

1-2 weeks ago, something happened to the QBO DB because now we are missing about 400 Vendor IDs.  I just spent 1.5 hrs on the phone with an offshore support person because the US person who answered the phone first, didn't want to deal with the call.  After 1.5 hrs she couldn't handle the problem and hung up.  No attempt to call back.  There are a lot of savvy folks in this community, so I am hoping one of you can guide me as to how I can get my EINs back into the DB. Because I don't think QB is going to fess up to any of this and is why I am very reticent about on line accounts.   All I have is a pdf filesof 20 pages with the info on it.  Im a coder, so can strip the info and get it into Excel and am hoping I can upload a file with Vendor Name and EIN and it will put the Tax ID in the right spot.  Is this a truism? And yes QB support, Im not feeling a lot of love right now, so suggest you keep your surveys out of my inbox.ThanksBob

Hello QB community,I am running QBO Plus edition. I have a standardised invoice template for receiving funds in USD, however I operate multiple currencies, and would like to be able to change the banking details for the other currencies that I accept, e.g. GBP, ZAR, EUR etc. each with a different invoice template with only the details being different.I realise that on an ad hoc basis, I can change the content of the template in the editor, however, there is too much risk in forgetting to change it back, if for example, I have invoiced one client in USD and then keep the same bank account information for ZAR, which at USD 1 = ZAR 19 is not ideal!!!I have made quite specialised templates so also do not want to have to repeat the process several times over, hence wanting to be able to copy and rename the existing one which works just fine.I have clicked the dropdown arrow to see if I could duplicate (as per the attached screenshot) but that's not an option, and there is nowhere in the edi

Using Enterprise 23.0. I attached all of my invoices and supporting documents to my accounts, vendors, and customers for each transaction.  When I shared my backup file with my accountant, they said that none of the documentation was attached to the file.  How do I share my Quickbook file and all supporting documentation from the transactions and document center with my accountant?

Getting the Quickbooks - Application with Revoked Certificate message.  I have instructions from Avalara on how to proceed, but your DIALOG BOX HAS A BUG! There is no OK button, and Continue is grayed out.  You have to hit the x, and even if you do that the box just keeps coming back over and over. Another month, another quickbooks issue preventing me from doing invoicing (sigh)