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I am trying to see if there is a way to print off a list of credits. Such as if a customer overpays and we owe them.Example:Customer 1: -100.00Customer 2: -20.00**without every single Customer and payments received** Most customers want credits on their accounts instead of refunds. And there has been some confusion in the office about how to apply credits (that is solved). So now I am wanting to see which customers have outstanding credits (within Quickbooks) that we owe them.
The bank accounts did not balance and I need to reconcile the 2021 and 2022 banks without changing the P&L numbers for 2021 and 2022. How can I clean up the unreconciled transactions in this scenario? Thanks for your help.
Is there a way to remove the signature and date line from the Purchase Order Template?
When using the Sales Order Fulfillment Worksheet, we've notice the time to process from sending to pick, pick then send to pack takes approximately 8 minutes per sales order. Is this normal? What is the average time for QB to "search" the data for this process? I want to see what the time is, so I can see if I have internal company file issues. Thanks.Jeremy Black
My employer has mortgages last 2021 and 2022 but these are not yet recorded on QuickBooks. This year 2023, I have to record them including the property Market value. However, he doesn't want to change any balance for any account from the last 2 years. How can I record the mortgages and property assets in this scenario?
In desktop, a PO was created but an item was unintentionally missed. The PO was received with the bill. The missing item was then added to the bill, saved and the PO opened and the missing item added and saved. Item shows in inventory, bill total is correct, but PO shows 0 item for that item. I tried closing it with a check mark and it closed but stayed at 0 quantity. There are 12 items received, how do I get the PO to show 12 items instead of 0?
Hello, I recently switched from Sage50 to QuickBooks Premier Desktop and have been adjusting the inventory. I already changed the inventory on hand to match what we have in the warehouse and closed any open purchase orders that were already received. However, when I run a report on our inventory stock status, all the products I have ever bought have that full amount as "On PO".For example, a few days ago I ordered 35 of an item. Yet On PO shows I have 2,000 on purchase orders, which is not true. Others have 9,000, etc. I believe the system is using purchase order data from as far back as 2017, even though those purchase orders are all marked as Closed. How can I change the PO quantity of products in order to reflect the correct amount? Thank you!
We a Not-for-profit agency. We migrated from the Desktop to the Online in June 2022. We have encountered multiple problems since then. The major problem we are facing is how to classify the payroll into multiple grants (classes). For example, one employee, in our agency, may be paid for by 3 or more grants. QB Online, at least from my experience, does not allow us to split this one person's pay into 3 or more classes (grants). Is there anyone in the community who has an idea how we could solve this problem? We will greatly appreciate your help on this issue. Thank you. Go42
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Hi, I want to migrate from desktop premier 2014 CA to Online, but cannot. Can you help me? This Desktop premier 2014 already update to latest version Thank you
I have QB Premier Plus NP 2022. I was told that our cost for a software upgrade is going from $549.99 to $800 (45% increase). This is a sizable increase for us. Can I opt not to get this upgrade and stay with what we have? We are a small church and this kind of increase hurts our finances. I was offerred a migration from Intuit to go to an Internet based option which I do not want to do. Looking for cheaper options. Help.
Hello Community,I am hoping someone can assist me, I got introduced to Quick-books because I am currently serving as a Non-Profit Treasurer for a local Non-Profit organisation.The President of the organisation has asked me to create a budget for the 2020 fiscal year, I have been researching this for a few days now and I know that Quick-books does have a feature that lets you design the budget but I cannot figure out how to pick specific accounts in my chart of accounts to include in the budget, I have quite a few accounts in the chart of accounts and i want to only use a few of them to include in the budget.Please help I am feeling out of my depth and could really use someones experience. Thanks alotEd
Where are 2 places you can search for apps that work with QuickBooks Online?
Quickbooks manual journal entries are not calculating or showing a running total. When entering expenses they should create an offsetting credit to cash for the totals to balance. That is no longer happening for me in QB 2016
Under the same company, can I have different bank account with it's own login credentials?
Recent update to QBO (global edition) has removed Advanced settings (plus two others) from the normal Account & Settings menu. So, my client & I are now unable to change critical features like - language, closing date, etc. Currently, the co. file is "locked" in Spanish. We have 3 Spanish (only) speaking users + one bi-lingual + 3 English (only) speaking users. We've never had a problem previously, switching language and, setting closing dates. So, Intuit QBO Design Team - please tell us where you've moved these critical features to; or is this a new feature related to the user permission?
I am trying to reconcile and can't get to zero
I submit 1099-S to contractors but their income itsn't showing because I used the wrong 1099. I should have use 1099-NECHow can I un do it?
Hello I Turned on "Schedule Payment Mode" with the toggle button at the top of the Pay Bills screen to see what it was. Well, I found out, it's to utilize Bill Pay, which we do not. Now I can't open my Pay Bills screen at all and it just says "sorry, but something went wrong" all of the time. How do I turn off this feature!!? When I see a toggle button, I assume I can toggle it on and off. Apparently that's not the case with this... once you toggle on, its over. And according to the person I chatted with in the help section, I am just out of luck. They told me to mark my bills as paid one by one. This is UNACCEPTABLE! I have hundreds of bills I have to process from the bill pay screen and print checks in house. Don't offer a toggle button if you can't toggle - better yet, maybe say what the button is for and that it's irreversible if that's the case. PLEASE tell me there is a way to undo this!
Hi,Trying to enable lot numbers and received following error. "Some transactions have multiple serial numbers on a single line, but you can only have 1 lot number per transaction line. You must delete all but 1 serial number from each line before QB can switch to lot numbers."How do I fix this error?
The drill down feature works after I've run a basic report. Balance sheet or Profit and Loss. Then I go to hit the return arrow or "Back to Report Summary" and I get a report with just the subtotal/total lines. This only started happening in the last month or two and I've been using QBO for 4 years now. Any ideas? Anyone else notice this issue?
Hello, I would like to create a "work order" for a vendor. I am not purchasing any goods from them therefore I don't think that using a Purchase Order function is appropriate in this situation. My goal is to be able to track this work's progress. I welcome suggestions on how others might deal with this situation. Thank you!
I have a few questions on Build Assemblies: 1. How are Build Assemblies completed/closed? 1.a Are the completed/closed when Invoices are created?2. When is the physical quantity adjusted (not inventory value but number/quantity on on hand). 2.a Is this done when the invoice is created 2.b If so how does the Newley created invoice know which Build Assembly to pull the physical inventory from?
