Other Questions

The main computer (Host ?) can send invoices via Gmail. The work station cannot.Set it up the same way.

Question: Is it ok to change from an accrual basis to actual and back again just for analysis?To do an actual cash basis for cash flow... then return to the accrual basis... is this practical?

Is anyone having issues with invoices being sent but not received by the customer? I've tried sending an invoice to myself and my spouse and I am not having any luck. I've checked spam, followed every help tip provided by Quickbooks. 

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Hi,  We are using QuickBooks enterprise version for one of the accountings transactions. Two users are accessing in different time zones for updating the records. But they are not able to see other user updated records   vice versa. Can you please guide us what could be the issue here? Sateesh 

Can anyone out there help with stock and customer migration from QB desktop to QB online.We have around 600 products and 400 customers

I am running QuickBooks Premier 2020 Desktop.  I utilize printing envelopes from the "Create Invoice" link/button in my Home window. I select the customer I want to print an envelope for and go to the Print drag down menu.  I select "Envelope." It brings up a "Envelope Options" window and has autofilled the Printer as "Microsoft Print to PDF."  QuickBooks is not giving me a choice to change the Printer. I went to the "Printer Set Up..." sub menu under the "File" menu and there is no "Envelope" option. I changed "Invoice" to the printer I want to use, but it had no effect.  What am I missing? How can I manually change the printer?  Other things I have tried:  changing the default printer in Windows to the printer I want to use. Printing an Invoice using the printer I want to use and trying to print an envelope, and that did not work.  At some point today, I will try to print an envelope and the correct printer will be there. HELP

I started using Quickbooks Plus Online today. Should I enter the invoices I created using a different invoicing software for January and February?

I am trying to group reimbursable expenses together into one line on an invoice and I cannot get this feature to work as it does in Desktop.  Help!  For example, I have a client that travels and all of these expenses are billable to their client.  Sometimes there are 15 - 20 receipts.  Instead of each one showing up individually, we would like them to be one line item and a total.  Is this possible?  And does the version matter, Essentials, Advanced, etc. Thanks! 

Is there a way to download a budget from Excel into Quickbooks Online?  I know people have been asking for this for at least three years.

When making a sale and searching for the item and clicking on it, a message pops up that says, "No matching items found for: abcd. To add this item, select 'Add as New Item.'" If you cancel out of the pop up and type in the item number, it comes right up on the screen like normal. Why is it doing this and is there a way to fix it?

WE have used QBO for years... this has never happened.  Called support - no help...  apparently i will get a call back.   We actually went back and deleted the closed PO's to see if that would help... Nope.  QTY on PO is still negative.    That number is very important to us for accurate ordering.   So a negative number really messes this up...

I have a corporate credit card account with three employee credit cards under it. In Quickbooks Online, I added all 3 accounts as Credit Cards in the Chart of Accounts, linked them to my bank, and the transactions were then imported from a certain date. Here's where the problem is: The transactions for all credit cards are showing up in their Quickbook accounts fine, but the Corporate Credit Card account only imported the payments, which I guess is correct (as in the credit account statement). I've tried to move the individual cards under the corporate card but QBO gives me an error:  You can't change the parent of this account to CORP Account - xxxxxx - 2 because it or its parent is already set up for Online Banking or Web Connect. How can I merge all these cards together? Thx,  Chrisco1 

I incorrectly made a credit card payment to Chase for $16,066.90. The $16,066.90 came out of my Wells Fargo bank account. Once it posted I contacted chase and let them know of the error. I actually meant to make the payment for the actual statement balance of $9388.12. I contacted Chase and they reversed the payment of $16,066.90 to my chase account and made the correct payment of $9388.12. They then refunded my Wells Fargo account the difference of $6,678.78. I am in need of assistance in correctly documenting the reversal of the $16,066.90 and also the new payment of $9,388.12 while still recognizing the initial payment that was made from Wells Fargo. Step by step advice would be appreciated. Thank you in advance!

How do I set it up so that the sales statements that I send to my customers is connected to my Gmail like my invoices? I like have the sent receipt in my email from my invoices and I want it to do the same with my statements. Thanks,

I got a new vehicle for my business. I have a few uncategorized trips that automatically populated under the old vehicle prior to me getting the chance to update my primary vehicle. This needs to be changed, there are too many transactions to go through one by one. Is there a way to change these uncategorized trips in bulk? If I select all (say 10 on a page) a little header pops up and one of the options is to "Change vehicle" but I can't seem to get that button to actually change the vehicle. Any insight would be appreciated!

We received a refund check from our insurance carrier back in 2016.  The old bookkeeper created a customer called "refund check" and put the funds in Undeposited Funds.  Now I have a customer called Refund Check with a credit of $700.  I am now trying to clean up the transaction.  How do I do this properly?  I guess I can delete the transaction, but I'm afraid it will screw up my reconciliations for the past 6 years.  Is there a journal entry I can do?  Thanks!

What is the difference between 2 users and 2 licenses? My wife and I each have our own business and we each enter our own information on our own macs. At the end of the year, I access her files to handle taxes, etc. I believe this can be done via two licenses (as we do now with Mac 2016) - as long as we do not access the same file at the same time. However, I notice that the two user version is less expensive than two distinct licenses; but it is somewhat unclear if there are any restrictions on the set-up of the two-user version. Is each installation of the 2-user version a full copy that can run independently on its own machine (e.g., on an independent laptop) or is the 2-user version designed as a single server install with 2 client installs (i.e., which would prevent both users operating independently)? Are there any other limitations of a single 2-user license that might prevent using it as I described above?

When I email an invoice to a customer, two identical emails are sent every single time. QB Desktop Pro 2020. It's been doing this forever. Please help me make it stop, it's completely unprofessional looking for me.

I need invoice help!

I purchased a home and got a mortgage.  I closed the property a year ago and want to enter a journal entry to quickbooks.  From the closing statement wanted to find out what gets added to the property asset and what items get expensed.  Please shed some light on this.

I received an email from support @ intuit- subscriptions.com about our payment failing to renew our subscription, and providing a link to log in to my account and renew the subscription. Is this a valid email address? 

I use QuickBooks Desktop for MAC 2020. Many months ago I updated MAC OSX and QuickBooks changed at that same time.  The Online Banking changed and to access my Chase credit card account there was a new way to login in. It works, but the problem is that I get logged out approximately every 2 weeks.  So I have to login again. But here is the kicker, when going to login (screenshot below) there is no way to have my MAC enter the password for me. So I have to go manually find the password to copy it, then paste it into the box. I liked it better the old way in which it stayed logged in indefinitely.  I hate that it automatically logs me out every couple weeks.  And I hate even more that this is the one instance in which Apple's built-in password manager can't enter a password.

I've been using Quickbooks products since the 1990's.  I have to interest in the recent push into the cloud.  If data can be here, I want it here.  Call me old fashioned.  I have stayed with the desktop product.  I didn't upgrade every year, and my product continued to run on whatever the past version I bought was.  I eventually went to the support plan and annual update of the software even though in most cases I didn't update annually. Today my bank put a hold on an Intuit transaction because the amount was so much more than they normally see.  It was over $200 more.  It took over 25 minutes this morning for a call center to stop asking me how I was doing and trying to sell me on another product before I finally got an answer that it went from 373 to 595 in a single year.  I really don't need the phony scripted pleasantries.  On a follow-up call now, it appears that they only offer a subscription and that while I am buying t

My company file is 1.5 GB.  What must I do it get it down to a manageable size.  Isn't this size above the recommended file size?