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I have tried to check and uncheck the shipping address same a billing box and edited the invoice
Does anyone know why QB Desktop has doubled in fee in the last two years?
I have both a SEP IRA and Roth IRA accounts connected to QBO. I've matched my contributions from my bank to the accounts - but - there is a long transaction list where the account moves money in/out of funds, earns interest, and pays a dividend to the account. I have NO idea how to categorize these. This isn't money that exists in my operating account, it's not "real" in a way - do I need to create a new account to assign all these deposits/expenses to so it evens out to what is in both accounts? Or do I just exclude everything except my contributions? Appreciate any help - thanks!
I di d undo one transaction by a mistake how can I reverse it.
I followed the steps in Setup, use and pay credit card accounts. (Almost). The credit card bill was paid with a bank "Bill Pay" operation, not a physical check. The process Write Checks won't let me enter BILLPAY in the check number field, so I've temporarily put a check mark in the Print Later field. How do I get BILLPAY into the check number field? We won't know the bank's bill pay check # until the bank statement is received, and obviously can't wait for that to enter the transaction in QB. When we use Pay Bills in the Vendor tab, we are able to insert alpha characters in the check # field and avoid printing a check. I'm thinking that since I have entered the check, I could probably go into the check register and change the "To Print" to BILLPAY, and then simply delete the check from the print queue ... assuming I could find the print queue, which I so far haven't found. How do I open the print queue? Which reminds me
Even If I copy an older Estimate that had tax, the tax will calculate in athat case but wont show between the subtotal and total fields, and I also cant adjust it to make it tax exempt either. The tax field or option is simply not there for Estimates. For invoice is does show normally, just not in Estimates.
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I currently have Quickbooks Desktop Pro 2024. What happens in 2027 when the service is discontinued? Will I have the option to use Desktop Pro Plus or Desktop Premium. I don’t want to move to QB online.
Typically Landed Cost adds to a bill with no issues for me, but I noticed that it will not add to the bill if one specific inventory assembly items (that I purchase from a vendor) is on that bill. I can unselect the item when applying the landed cost, and it will add just fine, but if that item is selected it will act like it is going to save the landed cost, but then not post to the bill once it is saved. I don't know if I set the item up incorrectly, I have attached a screen shot of how the item is set up. Please advise if anyone has any ideas as to what the glitch between this specific item and our Landed Cost is. Thank you!
Hi,Would you please provide us the solution for the issue of Landed cost not calculating after pressing "POST TO BILL" button. This issue exists only for some transaction. we are using multiple currencies option and home currency is AED.
I currently use tags but they are apparently getting discontinued. We have contractors who get paid AFTER a customer pays their invoice. The way I'm doing it now is I create a new invoice for a customer and then tag it with that invoice's number (creating a new tag for each invoice). Once that's saved, I create a new bill for my contractor and then tag that bill with the invoice number. From there, I can run a report for ungrouped tags and see in little sections each invoice and it's associated contractor bills along with a payment status for the invoices and the bills. Once I see a customer invoice is paid, I can then go and pay the contractor invoices. When I run the report again, if the invoice is showing as paid and all contractor invoices are showing as paid, I move that tag into a "completed" tag group and it disappears from my report. That is how I've been accurately tracking this process and making sure that my contractors don't go unpaid once the customer pays. Now t
The image on receipt snap is no longer working. I upload the image and it says that it’s uploaded but in fact it’s not. Now I cannot see the receipts on any of the prior ones that I uploaded even from 2024. This is on the App. I have an Apple phone. I did all of the troubleshooting that was recommended and it did not work. Please advise!
I am new to QBE Platinum and wanted the system to auto generate the next Lot Number. Can this be accomplished?
We are a publishing company with several authors that earn royalties based on sales. Anyone have any suggestions on how QBO could handle royalties based on sale of their product? I supposed commissions could work the same way if they can be tied to product and not customer. Any suggestions would be greatly appreciated.
Previously, QuickBooks Desktop was able to save our SMTP password without issue. However, now that our clients are using Microsoft 365 with Multi-Factor Authentication (MFA), they've had to create 'App Passwords' in order to send emails through M365. The problem: QuickBooks Desktop no longer saves the SMTP password. Here’s what happens: We open QuickBooks Desktop and log in.When we try to email an invoice or estimate, a dialog box appears asking for the SMTP password.We enter the App Password, and the email sends successfully.As long as we keep QuickBooks Desktop open, it continues to send emails without asking for the password again.However, once we close and reopen QuickBooks Desktop, the SMTP password prompt appears again. This issue occurs consistently across multiple installations and clients. Why is QuickBooks Desktop no longer saving the SMTP App Password for M365 accounts?Any insights or workarounds would be greatly appreciated.
There is no sample company option in setting. How do I get it?
I want customer specific notes that would populate into a sales order or invoice every time that customer is used.Such as: customer is closed on Fridays It would be OK if it only showed on screen and did not print
I run a small business and trying to understand our reports a bit better. I can't seem to find the exact answer in the forum. Our business revenue has decreased recently after being very profitable during the pandemic. In July we had a Gross income of $120k with total expenses of about $115k giving us a net income of about $5k on our P/L. In addition to the expenses on our P/L my wife and I pull an owners draw (the company is an S-Corp) as well as have a few loans totally about $28k/month. We made the mistake of taking a shopify capital loan so are paying about $14k a month just for that.Our bank accounts don't seem to be decreasing at a rate of $23k a month so I'm confused how it affecting our overall viability. We have real fears we're missing something and will run out of money soon and go bankrupt.
I need to remove from expense and put into income
Is it possible to add a hyperlink to my outgoing invoices? I’d like a hyperlink to our website and our socials. The only thing I’ve found is how to add a url, even though the QB expert keeps calling it a hyperlink.
Question.. when I pay something with my credit card, Quickbooks app is gonna let me know with a notification, that the credit card has been used?
