Other Questions

I updated my customer's email address in his contact information. When I went to send my invoice to this customer, the new email address did not populate. QBO populated the email address that I used the time before. Is there a way for QBO to always populate from the customers contact information?

I have quickbooks pro desktop 2017 that i bought back in 2017 for $200 something. I only use this for creating estimates/invoices to send to customers and to insert my business receipts for taxes. I dont use any other feature. Starting last month i can not send any invoices or estimates as it is saying i must purchase an upgrade to use my account. Why am i being forced to pay again to upgrade my account just to send my emails? I called customer service and they WILL NOT help me because i do not have a customer help service plan. I dont need account help, i need to know why im being scammed to pay for an upgrade with something ive already paid for.

Hello all,I am new to QuickBooks desktop hope you all can help me with my question.Back in 2019 we purchase an order a machine for $20000 (under PO).Now we would like to return it to the vendor but how should I proceed on my end? Thank you all in advance!

Does anyone use Epicor/Eagle POS/inventory software? Our company recently switched to them and I am having a hard time setting up the feeds from purchasing. Of course, they have an internal AP module they want us to use, but we are trying to avoid that. Does anyone have experience with them? They generate IIF file for QB import. Thanks!

We are using Quickbooks Online. We are having some issues tracking inventory on some items. When I look at the 'Inventory Quantity Adjustment' screen, the total is correct, however, when running reports or looking at the main screen, the total is wrong. We have checked and several times input the correct amount in, but it still only reflects correctly on the 'Inventory Quantity Adjustment screen'. Has anyone else had this issue? We have for months, and it's not on all items, just random ones. 

I am getting an "application request to abort" error when using the web connector.  We are using QB 2021 Does someone have a way to solve this? Stephanie

We recently replaced out printer in our small office. Printer has four trays, so Tray 4 is dedicated to check stock. I also recently had to install additional updates to Quickbooks, and I'm not sure if that's relevant. If I go to File>Printer Setup and choose the "Check/Paycheck" dropdown I can go to the printer Options and manually select Tray 4. I can then go to the Align option and set the vertical offset so that it's correct. If click OK until all those menus close, and then immediately reopen them all of the settings that I just changed have changed back to their defaults, so the checks are automatically trying to print on plain paper and misaligned. I have noticed with testing that if I make those changes and DONT reopen that menu that they seem to stay saved if I have the company file open, so the checks will print correctly. However, if I close the program and reopen it all the settings are gone again and the checks will print on paper from Tray 1. I can change the

I currently own two rental properties outright and transferred both of them to my single member pass through LLC.  Recently I purchased another property for rental, but had to get the note and title to me individually (the bank for not issue the mortgage in my LLC's name.)  The lender will not allow me to transfer the title to my LLC while they still hold the mortgage.  My question is that, since my LLC is a single member pass-through, it is treated the same as my personal income.  Can I setup my newly purchased rental property in the same quickbooks I have been using for my LLC and treat it the same regarding initial fixed asset, income and expenses?  Thank you

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I would like to create a QB online backup file to a thumb drive

I created an assembly item in POS in order to pre sell the item. At the time, I did not know the components of the assembly. I sold some of them which gives me a negative quantity on hand. Now, I know what the components are of the assembly, however I cannot change the quantity of the items in the assembly from the default of 1. How do I fix this to show the assembly quantities and account for the sales? Thank you.

I'm suddenly having this problem. When I 'create invoices', which used to page sequentially back from the current newest as I clicked 'previous', now goes back to 2002 and I have to click through 20 years of invoices to get to the recent ones. I can't find anywhere to change the order of this search sequence. (QB2000)

I have items when I do a reconciliation report that pop up that were cleared on previous reconciliations like they were never cleared

Where can I see a history of all emails sent through QBO?

See attached gif. Very annoying.

I can't post anything in the community without "post flooding" when I only hit "post" button once. As soon as I hit post, I get the error. Then I have to wait a random amount of time (it's not clear) before I can try to post again. And even then, often I get post flooding error. It makes it impossible to get much needed answers. How do I correct this so I can post questions?

Has anyone found an alternative to QB? They are raising my fees on an increasingly frequent basis.

In QB Desktop;  many times we receive items without bill (because we haven't yet received the bill); the items go into inventory;  Then we invoice the items to our customers and the items go out of inventory.NOW  we receive the Bill from the vendor and have trouble entering it into QB because there is NO inventory to enter the bill against and it won't let us enter as inventory will go into negative.What is the best way to handle this situation?

We are a non profit and migrated from Desktop on a Mac  to Online Essentials. When we migrated, we ran financial reports before and after for comparison and all matched. When we tried to do the first bank reconciliation, the beginning BANK STATEMENT balance shows zero instead of the last bank balance reconciled on desktop. The software does not allow an edit to that balance. I’ve talked to three employees at intuit and each wants me to make a JV entry adding an opening equity balance. However, that is not the proper fix because it adds the bank balance to the cash book balance and results in a duplication to the book balance in the general ledger. We don’t need a correction to the books at all. We need a correction to the reconciliation window which shows the incorrect previously reconciled BANK balance. Also, I noticed that previous cash entries already reconciled prior to the migration do not show a C or R. And I see that the conversion does not carryover the previous reconcilia

Our company wants to try out using the Bill approval workflow, but there is no Bill Approver role in Quickbooks Online Advanced.  Our Department Heads don't need to see anything other than the Bills they need to approve. When we reviewed creating this Custom User role we couldn't figure out where to start - the choices are really granular. How do we set up this Custom User role - 'Bill Approver' - so we can try out this function?

I am trying to see if there is a way to convert my vendor PO into a customer estimate. My company receives the vendor invoice (bill) before we create the customer's estimate so I'd like to find a way to take the info from the vendor PO or Bill and convert all those item codes to the customer's estimate. I know there is an option to take the customer's estimate and convert that to a vendor PO, but I want to do the opposite. Is there any way to do this? Please advise.

Hello. We receive condo dues monthly from our customers. I've never done an invoice or a sales receipt because it's not a taxable sale in Illinois. I have been adding it directly in the check register since that's the only way I can get it to show on our customer's account. However, if I have more than one payment, it won't show each individuals name. Am I doing this wrong? Is there a better way to manage these payments? 

Two Points as following  1-I'm unable to update sales man for customer . Once customer created can't add rep to be showing the sales report . 2- Also Need to link all home depot invoices to reflect automatically into Vendor AP Invoice 

HI I currently have quickbooks pro 2020 with enhanced payroll.  I am wondering which version of quickbooks online is a good comparison?  I will be upgrading asap. 

So if someone passes the exam and receives their ProAdvisor certification in April, are they required to take the recertification by June of the same year since they just received their original certification? TIA