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This is a goofy question, but does anyone know why my name, when I ask a question, is "credit card credits on recons".? That is the dumbest sounding name ever. I guess I did that somehow. How do I change it.
Issue with Quickbook Premium Desktop: I have never been able to use the Sales Order function as I cannot print or email a Sales Order. If I try, the program batches over 10,000 forms together to try to print or send. I have no idea what these forms are as the only way to stop the program is to go into Windows Task Manager and quit the program as it is frozen. This issue only happens when I am trying to generate a Sales Order. All other functions work fine. I reached out to customer service and followed the 'help' article sent. It had me verify data and no errors were found. Now what?
Has anyone had trouble with Shopify and QBO? The transactions showing up in QBO are not even close to what's in Shopify. Shopify is connected to QBO.
What category do I use for a Vetting Management company?
Everything processed fine. But when we tried to print paystubs and checks, we just got an endless spinning ball. So we unchecked them, and then we found we could print 5 at a time. Any suggestions? Thank you in advance!
Please stop "upgrading." I don't have time to keep trying to fix the problems the "upgrades" are creating. I do NOT want my clients' names to be included in the email cover letters. I un-clicked that option long ago. It's still un-clicked. But the names are on EVERY cover letter/email I send with no way to remove them. No matter what I do now, ALL clients get: "Hi [last name, first name],! Here’s your invoice from [my company]!" (Yes, there's a comma AND an exclamation mark behind their names. That might not both many. It bothers me. They know I'm sending an invoice. They know their names. That line can be deleted. I just want our very brief cover letter - nothing else. I'm hoping this will be a simple fix. If it is, I've spent too long trying to find it. It's even more embarrassing with clients who are sub-clients to a master account. It adds all the sub client info AND the master account info in that first line. It's been two days and every client I in
Rebuild does not work, the button is ghosted. When I called support the rep had no idea how to correct this issue. Thoughts? thanks Kim
When I use the trademark symbol it is displaying and printing as a question mark, why?
quickbooks is saying my password is too long for Boot Barn but it is correct and I can sign on to the Boot Barn site. how do I fix this with quickbooks?
We own a machine shop that provides parts to manufacturing companies and engineering firms. Several of our customers we bill for smaller amounts ($100-2,500) but we have a few who send us huge RFQ's that we send out estimates for ($8,000 on up) where they in turn send us a PO for. Up until now we haven't asked for any kind of deposits toward the work being done as we've only been in business for about a year and were trying to build up our clientele. Now that we have several repeat customers and are getting bigger projects, I want to change this.Is there a way to set a reminder automatically in QB to ask customers for a deposit toward their total when we sending out estimates only if the estimate is over a certain dollar amount. For example if we send out an estimate for over $5000 is there a way to auto add a "deposit required" memo vs sending out an estimate for one $500 and not asking for a deposit? Hope this isn't a confusing ask.
We currently have several vehicles that use normal fuel and we have an account to put that in. We recently got an EV truck that requires stopping at a charging station on the road which there is a cost for.Are there tax benefits of creating an account for Electric vehicles charging costs? Should we just lump in with fuel?
Is there a URL link to the IHP Markit where I can see today's exchange rates as well as historical?
Trying to breakdown sales, inventory & assets into departments / categories from the sales on Lightspeed to qbo. Also, credit card payments and cash.
Quickbooks charges $100 a month just to do simple inventory tracking. Is there a better software for simple accounting. I feel quickbooks just charges for every little thing and makes it very complicated for the small business owner to do the accounting. Not sure why they brag about ease of use. All I am trying to do is record inventory I purchase and sell properly. Is there a proper workflow for this other than buying into the advanced plan? I have bank feed setup so every-time I purchase inventory with my credit card it records under current assets and also as an expense. When I sell the product, I create a sales receipt for the client. However, it doesn't deduct the inventory from current assets. There has to be a simple workflow. Apparently under simple start we cannot add inventory under product and services, but I believe there should be a way to do this in simple start either (manual workflow process) Can anyone please help or should I switch to some other software?
I have a new bookkeeper starting soon. This will be for basic data entry, A/P, A/R, etc., but nothing CPA-ish. She has bookkeeping and accounting experience, but is from eastern Europe so the programs she has used are different, and probably some terminology too. What are some training options for Quickbooks desktop that are not with Intuit? (hey intuit, google "quickbooks training" and go to your result. The links to learn more are all 404 not found).
S-corporation has 2 owners. 50% owners each. One owner bought out the other owner as of 1/30/23. How can I record that transaction in QB? The payment was 1/2 of the company's worth.
We have been QuickBooks customers since 2009. In March/April of 2023 we started to notice that our invoices no longer added a valid (or any at all) link to make payment. We were transferred to an unknown amount of support techs who had us uninstall, reinstall, update, force updates again and nothing was fixed. What did happen was all of our company settings were reset and other "features" we no longer working. This resulted after about a month of not being able to use QB at all or take electronic payment in our company file being damaged. It was sent to QB to be fixed and was returned missing half of our client information, or simply changed where that information was stored (email in phone number, phone number in address). This took close to 40 hours (after the 30-40 spent on the phone with support) to clean up. Fast forward to today, a dozen or so open tickets with no resolution, we now are being told by our QuickBooks Desktop that we only have one
Good morning,I am using a QB Desktop for Mac 2019 on a very outdated computer, and I would like to transfer this to a newer laptop that is compatible. I have been able to install the QB program on the new computer, but I need to migrate my registration and account information.I tried to follow the directions available on here to use a "Migration Tool", but this does not appear in the Utilities section of my existing QB software. I would happily uninstall the software from the old computer, as I truly want to migrate the software, account, and data so I can deactivate the old computer.Please advise the best way to do this.Thank you!
Message reads: A QuickBooks Server s currently accessing "PYA_01-27-21". QuickBooks must close the company file.To reopen the company file in QuickBooks, first stop sharing it in Quickbooks Server. ... I attempted to do as instructed with o success.
how do I export a quotation to excel
Hello, I tried to turn on progress invoicing, click to update invoice template, click 'Save' in the progress invoicing field and get the error message: TypeError: Cannot read properties of null (reading 'transactionsStylePreferences'). I have tried logging out and back in but that didn't solve anything. How can I solve this? Thanks,Mark
I was able to add the SKU field but now I can not type in the SKU? the service is manufacturing and I do not want to open the service and type in every SKU to the add a product page. I would like to type in different sku's into this fillable field just as I do with Description. Is this possible?
Hello, On my Open Sales Orders Report, I have an open balance on historical orders that are years old. I marked these sales orders "closed," yet they still have line items with amounts not invoiced and will not be invoiced. How can I close out the sales order to have an open balance of 0 WITHOUT issuing an invoice to hit the revenue accounts or WITHOUT deleting line items? My idea would be to change the amounts, and past the amounts in the description section. Keeping the historical evidence, but zeroing out the amounts that will never be invoiced but are still showing open. Thanks,B
