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Can I edit the options in the dropdown under Customer Information? Example "Main Email" edit to "Corporate Email"?
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Is it possible yet to switch from QB online to QB desktop?I've searched through the Q & A and it seems like up until 2021 QB claimed to be able to, but in reality couldn't transfer all the data. Is this still the case or has anything changed? Has anyone had any success making the switch? Keep in mind we need all the pdf receipts attached to expenses to transfer appropriately as well.
Currently it seems if a customer pays through QuickBooks payments a reciept is auto generated and emailed to the first contact thats listed under the customers account. Is it possible to have the receipt sent to everyone listed under that customers account if there are multiple emails associated with that customer?
Quickbooks Online (US) has an option to pay bills online. I am considering whether QuickBooks Canada version has a similar feature to pay vendors directly by connecting the chequing account to the QuickBooks online
I have successfully upgraded from desktop 2016 to a trial version of desktop 2023 twice now. It states it was successful, however it is not maintaining the information. I need it to keep what I import so that I can then migrate to QBO Simple Plan. The first time it imported and I could get to it and it looked great.Tonight I went in and nothing was there, so I redid the import and it stated successful. The system locked up and would not do anything, so I have to close out. Once again it is not there. Any ideas, to why this keeps happening? Thank you!
There is so much blank space on most screens. Why make the entry boxes small?
Is there a way to get the desktop look/setup on my online version? I already know to navigate desktop but upgraded to online.
Hello all,My friend is a small business owner. In her business, getting deliveries on time is crucial. She uses QuickBooks online to raise Purchase Orders and often spends a whole lot of time following up with her suppliers on order status. She often experiences delays in deliveries because of inconsistent responses from her supplier. I want to understand if there is any tool/software that you are using, whereby you can track the PO status in real time. I went to the QB marketplace in search of a solution but couldn't find any. Are you facing the same issue as hers? If yes, how are you solving the pain point of following up with your suppliers?
Is there a way to add the due date to a customer's statement of account? I like that I can send a customer a list of their invoices which include the amount due and the payment made. But I want to also add the due date so they can see how far behind they are.
Does anyone agree? I am very disappointed that Desktop Pro is going away. I will never use the online product as it is inferior to the desktop product. It also poses security risks that are unnecessary and is dependent on external variables. Shame on you Intuit! This is purely a greedy money play to make customers buy a monthly subscription. Many small businesses will not be able to pay these exorbitant fees and will look for other proctucts to fill this vacated niche. In addition, I have been using Turbotax for 10 years for business and individual purposes along with dozens of other entrepreneurs in my groups, We will all be looking for alternative for 2023!!!!
Hello! How can I set up AFLAC deductions semi-monthly in QuickBooks Desktop when payroll is scheduled biweekly? Thank you!
When I open Quickbooks online, it used to go to Business Overview. Now its going to Workspace, which I never use. How do I change the default?
Hello. I'm using QB Online. I have tags and tag groups set up. I am able to add tags for AR invoices, but when I insert a new bill or expense, the tag field is completely missing. Why is that?
I need the MPNs to be able to be imported correctly. For example, 666692123115 gets changed to 6.66692E+11 after exporting an item list to CSV. I have 3000+ items. Is there a way to just import the exact value of the MPN field? Thank you!
How come account numbers only show up in Classic View for this report and other reports?
All I need to do is make certain expenses in a credit card payment or a vendor payment billable to a customer. Like if I get a $5000 bill from a consultant that is billable towards a customer, there is no field where I can input that particular customer or job. Quickbooks online is like 3X more expensive than my desktop version which we would use on average for 3 years, so I am paying more for way less functionality and I have to take my right hand off the numerical keypad to move the mouse icon to the next line down instead of clicking an arrow like on the old quickbooks or excel. I am considering bailing on this crappy online thing. They just want more money and me to sign up for more apps. Sincerely,From a highly frustrated and upset customer.
The only option choice is to transfer billing to client
I need to EMAIL a support request with a PDF attachment to Intuit support.Is there any such email address ? (for US registered Intuit account)-BackgroundI have just wasted over an hour of my time in a QB support online chat session in a vain attempt to delete a duplicate Intuit account (causes IMMENSE confusion as has same email address and corporate name).In the account I need to keep, I have a second address which is no longer correct and needs to be deleted - and guess what I could not get that done either.It is obvious the support person couldn't provide the help I needed. Whether this is due to a lack of training or that the Intuit systems could not let him help me with these tasks I don't know.-So what I want to do is EMAIL the details with screen images etc. to Intuit with a request "just do it !".-Online chat isn't up to making the changes I need, and I can't paste images or PDF's into chat.Likewise I can't paste images or PDF's into a telephone call back.
Hi all! We've just started using quickbooks to send invoices/statements/ACH remittance advice. With some of our customers/vendors, I would love to define the email instead of having to look at the notes to make sure I am sending documents to the correct people. There are options for "main email", "alt email 1/2", and "other 2/3". I can define these roles in the notes, but is there any way to change the actual drop down options?? I would love to see in the drop down "Invoices" or "ACH remittance advice".
We've used the full suite of Intuit products since the start of our business 17 years ago, so we have an enormous amount of transactional detail (encompassing both customers and vendors) that we cannot afford to lose since we access that detail daily. We've researched the Quicken-recommended option, but Shopify doesn't support transactional detail transfer, nor do any of the other options we have researched. So we have questions that I'm hoping some of you can answer. We will get a new payment provider, and there are many of those that can connect with Quickbooks, but we need to know if we will still be able to do file exchange between POS and Quickbooks. I've read that multi-store operations will no longer have this option, but they don't mention independent single store operations. Does anyone have information on this?
I have been working with QB "technical' support for weeks to resolve an ongoing issue with our QB desktop (2019 Pro). No one seems to know how to handle this technical issue. Their only solution was to completely rebuild our entire company file (8 years of data!!) verus having their data services team review the file. Has anyone else dealt with this issue?
Can’t print invoice , anyone ?
