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Been trying to access my online backup file. We just upgraded to QB online. We had a separate computer that held our desktop version that we remoted into it. It died, but a few days before it died, I did a full backup. I FIRST logged into IDP, it told me there were 2 licenses tied to our account. I chose one. Of course, it was the one tied to our current license (online). Nobody seems to know exactly how to access the other license? 8 people in and none of them can tell me how to access the other license, which I assume has our backups on it. I had someone tell me that I can only access my online backup from the computer my QBs is on.
Do I need to be concerned with the discontinuation of support for QB Pro 2019? I only use this on my desktop for bank register reconciliations. I do print year end reports. Otherwise I do not do online backups, banking etc. Will this program still work?
I am assisting a small company using QuickBooks 2021 desktop. We were successfully using Microsoft 2013 to send out billing notices in Outlook 2013 through QuickBooks. On October 28 the emails stopped working. It was determined this was caused by a change Microsoft made because of security concerns, they disabled simple login in Outlook 2013. I found a workaround that allowed access, but that will stop working at the end of December. In the meantime, they ordered Microsoft Office 2021, with the intent to upgrade. While attempting to install Office 2021 I received an error about a 32 bit version of Microsoft Office Access 2007 being installed, and it disallowed installing the 64 bit version of Office 2021. It also disallowed installing the 32 bit version of Office 2021, complaining that there was a 64 bit version of Office 2013 installed. Before uninstallling the Access 2007 program I wondered if QuickBooks may be using that. A search
Hoping to connect with another manufacturer who's using QBO alone to run their business. Syncware is able to bridge orders from retailers and consumers coming in from Brandwise, Markettime, Faire and Maisonette...here's my problem -where do they go? Where is the dashboard I used to see in QBD with "orders to be printed" and the like? If I have a 100 orders a day coming in, we need to have those automatically fed into our ERP. But I do not see anything on managing these in QBO. I have considered a custom field and reporting/workflows so orders can be "New/Problem/Cleared to WH/Shipped and Invoiced" or the like...but again, I need to be able to select dozens of orders and move them through the process such that nothing ever gets lost.Rambling question I know - just hoping for a needle in the haystack user who does something similar.
I have several company files I maintain...and am attempting to create a new one. When i go through the setup, i get to the "create company tab" and working bar comes up and gets to 10%. Then a message comes up that says i need to download the latest file doctor...this update includes new fixes for many errors that can stop your company file from opening. I download that, and run the "fix my program portions". Still having the same issue and unable to create a new company.
I used QB Desktop Pro.I have an Intuit merchant account.I send invoices via email with the payment link for my customers to pay online in Intuit.Does anyone know of a tutorial I can send to my customers that explains to them how to set up an account, save their banking information and pay their invoice every month?I really don't want to have to create one myself.Thanks!
I upgraded my QB desktop from 2016 to 2018 last year because QB was lagging horribly. Well, the problem has not gotten better, in fact it's worse. When I was still within our free support period, I called for help, they couldn't help. They told me to be sure to update windows often. I run a small moving company with only 8 employees. I have about five years of books on this account and my accountant says there is no way my database should be too big. Any ideas? It takes me about a full minute to enter one transaction that should take 15secs. Payroll is a nightmare as well as reconciling my accounts as it takes forever due to the lag.
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need to unpost payment to a cancelled credit card
I have a vendor who's original W9 listed a social security number and they have now submitted a revised W9 using an EIN. I am not able to make a change to the Business Id in the vendor details section. Is there another spot to make this change?Thanks!
I recently migrated from desktop to online. In my sales window (and in individual customers pages), there are 385 invoices and estimates that need to be printed. These are very old invoices and don't need to be printed. However, QB online does not provide an Action item to remove them from the queue. I've also opened the invoices and there is nowhere on the invoice to take off the "print later" button like in the desktop version. Nor do I have time to open 385 old invoices and remove do this. Even closed invoices are indicating that they need to be printed. On an estimate, there is an "update status" option. I tried "re-closing" it and that doesn't work either. Even if I print them - they are not removed from the sales transaction window and still indicate that they need to be printed. This is a major glitch. I read a community post about how to do this (but it's two years old) and it doesn't work. I've also read the help instructions and they don't work either. I've spe
Do you guys have any issues using retainer in quickbook? What are some features Quickbook Retainer should improve on?
I have followed all the steps that QB has given. All my information on my forms and in the system is the same as it has been for a long time. What other steps are there, or is QBO having issues?
I am currently using QBO Essentials and I am looking for a workaround on how to "track billable expenses" and create an invoice for my client with reimbursable expenses. I need to create an invoice for my travel expenses to be paid by my client. I took a trip to LA to visit a client in which they will pay all of my travel expenses. I used my business Amex (this account is being tracked in QBO) to pay for my flight, rideshare (Uber/Lyft), meals, etc. How do I create an invoice for my client so I can get reimbursed for these travel expenses? I've spent hours via QB support groups/Youtube/online looking for a work around (just spent an additional with QB support on online chat and phone and no help). . Thank you so much in advance for your help.
I need to send an email to all my clients at the same time/ same email. How do I do a group email?
My Check Writing screen is locked because of a 2019 error that I came across when I was searching for explanation of an outstanding Account Payable and I cannot get back to my check writing screen until I correct the error. How do I correct an error from that long ago?
Cheques written to suppliers.
Can anyone share their experience of switching from QB Desktop to QB online?I looked at the online version and it seems completely different.Have been working with Desktop for almost 18 years.I'd love to know your thoughts before taking the plunge.Thank you!
How do you address changes in costs for inventory items? Say that I purchased 5 light bulbs at a cost of $3.00, so the value was $15.00. I sold 3, and ordered 5 more so that I didn't run out, but now the cost of the light bulbs is $4.00. Now I have 2 @ $3.00, and 4 @ $4.00, so I have a total value of $22. However, when I update the product, the value is $24. Is this just not something that QBO can handle? I did not have this problem when working with QB Desktop. Thanks!
Does anyone know how to export data from Customer Factor App into QuickBooks?
Anyone else notice the last 4-5 days on QB Online, if you are building a new item in Producsts and Services is says the items already exists and also says you are already working on that item ? It appears to think you are logged in twice as the same user and blocks you from being able to add a new item while in a quotation. You have to build an item , log out of QB, log back in and then add the item to you quote. Imaging doing an Estimate with 10 new items the headache this creates. Is QB working on fixing this ?
Hi! I recently received funds from a Business loan. I am using these funds for Business expenses.My question is, what is the best way to log the expenses that I am making using the funds from the business loan or do I log them like I normally would? I was just a little confused because I learned that the loan would not be recorded as an income so I wanted to double check before I assume.Thank you!
Can you recommend a book keeper in New Jersey who can import everything into Quickbooks?We are retirees and our accountant's assistant deleted most of last year's quickbooks.Most of the companies only do Business accounts.
