Other Questions

Hello.  I know that there's a way in QB to create invoice templates.  My question today is can I bypass creating a template by opening a past invoice and use it to create a new invoice?  It would be nice if I could just open an older invoice, assign it a new invoice number, and then make a few edits to the amounts and send it off.  Is that possible in QB Online?  Thank you.

I bought a new computer and want to move my company files from our old computer to our new one.  I have 4 company codes on the old computer, but I only want to move 3 of the company files to the new computer.  At the same time I want to upgrade to Desktop Pro 2023.   If I install Desktop Pro 2023 on the new computer, can I copy the 3 company files from the old computer that is using Desktop Pro 2021?  Will it convert the 2021 files to be compatible with the 2023 version?Thank you! 

Upgraded to Quickbooks Desktop Pro 2023 I have Windows 10 and now customer list is messed up, cannot run receivable reports and too many other problems to list that is wrong now. Anyone having issues?

We are a food manufacturer trying to find a way to use Quickbooks Manufacturing & Wholesale 18.0 to generate a lbs sold report. Right now all I can see is a report with cases of product sold and/or the total dollar amount of sales in the given time period. I'd like to add a column to the report that includes the net weight of the item. That way when I export a sales report to Excel I could plug in a multiplication algorithm to calculate total lbs sold. Any feedback would be enormously helpful!

INVENTORY I have a PPE client.  They bought stock at 2.00 but as mask wearing is down she wants to take a one time write down to $1.00.  How do I do this in QBO? 

Good morning all,     I am not new to this Community but can't seem to get to my actual ID of Burkemperlawn hence the addition of "1". I am locked out of my QB Pro 2020 Desktop edition once again. Previous time was due to Update issues that led to an uninstall and reinstall (fun). This time after putting in my admin password it's due to "you haven't logged into your Intuit account in 25 days. Log in now" (it's been more than 25 days I can guarantee since I've been forced to log in to continue using my desktop QB) and "you need to update your software to log in" with no way to accomplish updating the software. I obviously can't access my QB Homepage to do updates. I have followed the prompts to update in the past, since the previous snafu with updates, and hit an error multiple times after clicking all the right prompts. I have been using QB desktop versions since 2006 or earlier and I am annoyed with the update issues that have cropped up in the last year.  How can

I have a client that rents part of a building for his shop area.  The owner of the building and my client have made a verbal and written agreement that my client will perform a set amount of work (only labor) to cover the cost of the rent for this section of the building.  My client has been making invoices to show the work being perform and to track the billable labor that will cover this set amount per month.  How do I properly categorize this and show the rental expense as being paid?  Currently, the owner of the building is showing as both a customer and a vendor (slight name difference).  I have been making credit memos on the customer side of things, to show invoices as paid, and then creating a bill, that is the same amount as the work performed, for the rent and showing it as paid.  I forsee this creating an issue when reconciling his bank account in QB Online.  So how can I go about showing this expense properly so that it doesn't through off

We use Quickbooks for our accounting system and DEAR for Inventory Management.  We are now selling on Amazon FBA.  We have connected the Amazon API to DEAR.  We have connected A2X (which pulls Settlement Reports from Amazon Seller Central) to Quickbooks.   How do I eliminate the duplication of Sales Orders, Sales Credit Notes, COGS and Inventory Adjustments  in my Quickbooks as I am getting that information from DEAR and A2X?  Do you have any advice for me? Thank you, 

 For some reason when I issue an invoice I see the letter T next to the amount number. Why is that? Can I fix that to $? Thank you !

I saw that someone had asked this question for QuickBooks Desktop, but I did not see how to do it in Quickbooks Desktop for Mac.  I have a bunch (and I mean a bunch) of "other names" type that I want to bulk convert to Vendors.  Is there a way to do this in the Mac version of Quickbooks without doing each one manually?

Hey guys. I’ve recently gone self employed. What are the first steps? Do I have to create a sole trader entity on gov.uk. I was also told I need to find out my tax bracket or new tax code?

I have recently reinstalled my pc and reloaded simple start 2010. After reinstalling simple start a message box instructed to call [Removed] for activation. Is this a valid number still as I am not from US but have been using this program to keep simple accounts for years. Can someone help? Thank you.

Anyone else seeing an absurd pricing change from 2022 ($499) to 2023 ($799)?  I wish I could raise my fees like that.

We regularly have customers whose email addresses exceed the character limit of the email address field in the customer profile. Is there a way to change or increase this limit?We're using Enterprise 22.0 Desktop version.

Why do I have to call a call center and wait on hold to purchase software? This is completely unique in the software world in how completely antiquated a process this is. It's not 1987, there is absolutely no reason to put artificial restrictions on the purchasing of your software. It is anti-consumer, and I can not wait for the day this company is replaced by a competitor. I will jump at the first alternative that does not take the customers requests for normal operating practices as a joke. 

I am having trouble with creating an invoice with the information from QB time. I fallowed the steps to import my time/info to QB online.  When I follow the steps to accept and create the invoice none of the info is on the invoice.  I did talk to a someone two weeks ago and she told me there was a glitch in the system and it needed to be fixed, and that I would get an email when the problem was fixed.   Does anyone know of this problem or a work around?

A piano school is currently tracking this on a spreadsheet at each location. They want to centralize using QBO. The parent registers online then pre-pays for a package of 5  lessons through paypal. The teacher can notify the bookkeeper that a lesson has been "used" but what is the best way to track this in QBO?  Thanks

I tried updating my Desktop Pro 2020 today and Nick from the QuickBook Sales Team advised me that the QB 2023 Desktop would be a good fit for our small company.  I tried to update our QB from QB Pro 2020 Desktop to QB 2023 and he told me that it would be $545 per year for 5 years plus monthly payroll add on.  I agreed to the one year subscription but he stated that QuickBooks is only able to do the Desktop 2023 in 5 year bundles.  The cost was $2725.00 and monthly payroll cost.  I shared that my husband and I are in are 60's and hope to retire in the next two years.  He stated that there was no other option.  A five year QB Desktop bundle or on-line Quickbooks.I reached out to QuickBooks and FateCandylaneT from the QuickBooks teams respond that I needed to contact the Sale Team (which I had twice-Nick stated 5 year minimum and the chat representative stated that on-line was the only option as all desktop will be obsolete in 3 years.) and upgrade to the QB2

I added items to inventory then created a bill for the supplier. This ended up duplicating the amount in my inventory. How do I fix this?

We use QB Premier 2020 (Manufacturing & Wholesale). 95% of our items have a correct COGS. A lot of them are Assemblies, and they have the correct COGS showing up in Profit & Loss by customer report. However, about a dozen of our assemblies, for some reason, show up with a higher COGS than we charge for them. We have not lowered the costs - they just show up this way. Turns out we have been reporting a lower P&L for the last 3 years than we actually have, so now we're going to have to send in revised tax reports to the IRS.   For instance, we have a harness that we make that costs us $35 to make, that we sell for $45 (to a retail customer), that shows that our COGS is -$105.00. When I click on the item, it shows the correct COGS, in both fields ("Total Bill of Materials" Cost and "Cost" fields). So, where is it pulling this number from and how do I get it to reset to the correct COGS ($35)? I have Admin access, but can't find anywhere that resets the COGS to what it act

I am working on setting up a new account in loan manager.  I cannot find the account in the drop down menu in loan manager.  This is for a vehicle loan.  I created the vendor account to pay the loan to.  I created the long term liability since this will be paid off in 3 years, at 0 percent.  I created the fixed asset account as well.  Why is the liability account not showing up in loan manager?  The tax line mapping is similar to other accounts that are popping up in loan manager.   On another note, the last time I used loan manager probably about 5 to 7 years ago, I had a problem with Quickbooks, they had to restore my data file or something years ago, and I lost my loan manager stuff and didn't have the time to spend days upon days with Quickbooks trying to resolve it.  So I just managed my loans myself.  When I was searching for my answer to my question I see that people are still having this problem where their loan manage

When I get a repeat order I want to just revise the previous order with a new P.O. number, dates, ship via, pricing, etc.. But I don't want to lose the previous P.O. number in my customer's history. How do i do that?

how do I copy 2018 budget so I don't have to manually create 2019 budget

I already track mileage using the QB app. I am a consulting engineer so my mileage is expensed back to the client with no mark up I pass it through at the IRS mileage rate. I do not take my mileage as a tax deduction or at least I don't want to. Bills and Expense in Account and Settings are set all on so I can make expenses billable,Track billable expenses and items as income is NOT checked.  Maybe it should be???I have Reimbursable mileage setup as a service with the income account as "Billable Expense Income" Sales Price is the current IRS mileage allowance (.585) purchase product or service from vendor is checked with a cost of $0  Expense Account is Travel: Reimbursable Mileage (I set it up in chart of accounts) The above does not quite feel right to me it seems to show up correct in the P&L report it works in my Project tracking. Can anyone provide insight on how they setup accounts and pass through mileage as an expense or provide input on this being

some emails won't deliver my invoice