Other Questions

How do you undo Reconciliations if the first one started was incorrect?

Is there a way to batch or automatically make customers who haven't done business with you within say 5 years inactive? Just really time consuming to go one customer at a time.

Email template sent to customers Intuit has changed, Now includes excessive Intuit marketing logos and language and customer support has not been able to assist me in editing the template or creating a new template to use as my default. This change occurred around August 1st. Thank you,    

Do POS printers work with Quickbooks online?

Hi everyone! I need help in properly importing the best Chart of Accounts for a Digital Marketing Sales Firm. Do you have any leads to where I can see and review them before I use it for my client's QBO. My client already has its own COA imported by the past Bookkeeper but it has loads of unnecessary accounts. Can you show me the step by step on how I can make the others inactive preferably BY BATCH ACTION, if possible in my client's QBO subscription. And how to import the updated one without having problems with the data. Thank you in advance.

I have started naming Journal Entries starting with my initials (to distinguish the ones *I* create from theones our bookkeeper creates).   The drop-down list of "Recent Journal Entries" from the little clock icon isn't showing the whole entry, e.g. "DG-11"   shows as "DG-".  Is there a way to widen that field in the drop-down list?  Could it auto-size to fit the number of characters in the recent entries it is displaying?  Quick Books Online.

Having a heck of a time trying to find the QB Online Desktop version download link. Everything I found online are outdated. No luck on the official QB page either. Navigating the site to find the app was not a good experience. If anyone has the latest direct link, it would be much appreciated. Thank you.

Original commenter did not share additional details

Recently, whenever I attach a pdf file to a bill, expense, etc. and then click on that attachment after it's been added, Quickbooks downloads the file to my computer instead of just opening up a window for me to view it. This started happening about a month ago. All attachments that were added prior to that time do not do that. For those, I can still click and view them without downloading. Please let me know what I need to do so that I can continue to view my attachments without Quickbooks automatically downloading them. Thank you!

enter a bill payment to EDF

All clients have terms of due upon receipt, however when I email the invoice  QB adds a date 30 days past the date of issue in the header.  I also experience this in the invoice, I have deleted the 'due date' field to avoid this.  Where can this be changed to avoid confusion for our clients? 

good afternoon allkeep getting this error, and don't see a 'true fix' for error 196please guide me thru fixing that transaction    Error 196 See Online Article     Error: Verify Online Account Information: Invalid Customer ID number --> Record = 90.    Details: List: 'Account', record name: '! Chase Checking'

Original commenter did not share additional details

Every time I enter the mileage for a previous month, the current date repopulates. How do I enter it for the date I need and the date not revert?

So i am doing the setup checklist and i am on the organize expenses category on the 2nd task and i finished it but it wont let me go to the 3rd task. What do i do to fix that.

I have a name listed as a "donor" for my non-profit organization. I also need to add them as a "vendor." The person both donates to us and we pay for services from them. When I try to add the name as a vendor I get an error message that says the name is already taken. How can I use this same person as both a vendor and donor?

Hi, How do I pull up old emails sent directly from QuickBooks?  Desktop. Thanks

Since I have upgraded to the 2022 version my web connector throws an error "Application requested to abort" and this error only appears in the web connector when logged in to Quickbooks. Once logged out of Quickbooks then the web connector runs fine. - QuickBooks and the third-party application are running at the same user level- The Quickbooks path and file name are correct. Any troubleshooting to fix this issue?

I created a Bundle in Products and Services. That bundle now needs to be edited. I am not having any luck finding where Bundles are located. Can someone please tell me where the Bundles are located once created?

I just upgraded to QB Pro 2020 Desktop and would like to reduce the size of my large file.  If I use the Condense Data Utility and choose to "Keep All Transactions But Remove Audit Trail," how will that actually affect my daily usage? Honestly, I'm not sure what to expect by not having an audit trail. I mean, will I even notice a difference...is it more of a "behind the scenes" kind of thing I'll never miss? Or, is it something that I might be utilizing frequently that I'm not even thinking about? I guess the questions is, "Why would one need an audit trail?" to know if I'll miss it, or not. The last thing I want to do is condense and then do a face palm 5 days later.Thanks for any enlightening you can offer. 

When I invoice a customer and charge sales tax it all adds up to a total at the bottom of the invoice.  Is there a way to may a "subtotal" line that will add the total of the items purchased before the line item "sales tax"?  Sometimes I have to log just the items purchased and I have to add all the lines, or subtract the sales tax to get a total.  Thank you.

I've created a tag group for "Income" however, when I go to use it in QBSE, I only see my expense tags. Can someone explain what's happening and how I can start seeing income tag(s)?Thank you

When searching for a customer in the customer screen, why don't sub-customers show up on the list under the parent customer? Having the list of subs under the parent would be much easier to read than the list on the left column. Please see the screenshot.  ~LM

I just get a new computer and my quiq book dont lest me print 

Having issues with emailing invoices all of a sudden. As soon as I try to input an email address that page freezes up and you have to close it.