Other Questions

There is a time activity tab when you view a project. There are (3) ways to view - week, month & service. Is there a way to add another way to view? If I wanted to view per day in the project instead of having to pull a report, can a create another drop down for 'day' to do so? Thanks!

Hi, I have an invoice that was created in 2023 and payments were received against that invoice in 2023 and 2024.  There are 3 payments recived in 2023 that are incorrect and need to be deleted, whcih can't be done since 2023 is locked down.  The bank reconciled due to an adjusting entry made 12/31/2023 to address years worth of discrepencies, but now the balance due on this invoice is understated by the 3 payments incorrectly received in 2023.What entry do I need to make to essentially delete these payments?  Do I debit AR and credit RE?

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How do you set up Time Entries to allow the manual entry of time opposed to using the Time Clock?

I have the Square App connected to my Quickbooks which imports Square transactions. I also have my bank transactions imported. The Square App has created a mess of my books and I am at my wits end trying to fix it. It imports transactions that don't match or end up as a duplicate, or will import them as the amount after fees, then the amount again in a negative number, plus all of the fees again in a negative number. So for example, if a transaction is originally lets say $1075, it comes in a $1059 after fees. It will then show the debit as $1059, a credit at $1059, and then all the individual fees -$3, -$4, etc. I cannot reconcile my bank account due to this. Is there anyway to just go through and delete all of the square transactions at this point? I want to disconnect Square, the whole idea was to save me time, not create a nightmare.  I will still have the bank account feed imported so the transaction is still there. 

Hello community In QB desktop for Mac, I try to extract the shipping addresses from hundreds of drop ship orders. I can go into each specific order and copy/paste, but that's a never ending story. Is there a more efficient way? Thanks!Jurg

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Hi QB Community - really need some help. I started a QBDT migration to QBO yesterday around 3pm. It has been 19 hours and it is still stuck on 45% (it has been at 45% since I first checked 6 hours ago). I have reached out to QB Support over the phone and all they keep saying is the migration is fine and is still going. I am not sure if they are just saying that or if someone can dig into the actual progression..

How do I get my [payroll PIN reset

After one of the latest updates, I believe it was last week or so, I'm now being asked to log in as an administrator.  I close out the request and that logs me into QB.  The issue is it should not be asking for admin privileges and want to stop this.  I am also now getting issues with another 3rd party software that syncs with QB because of this so I need to find out why and how to eliminate this.  

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Hi,I am a bookkeeper and I have two clients with mobile businesses. They are now in need of having the capability of invoicing customers on site.  Both of my clients use Square for credit card processing. I heard that there is an app for Square for your phone and you can do invoicing on the spot with it and it will sync with QB Desktop as well as Enterprise.  I saw the cost was around $41 per month.I called Square and they sent me a link to QB support which then said it was $6K per year.  I don't need Square to sync everything with QB, just invoices and payments.Does anyone have information on this that I can follow up on for my clients?  Thanks!  PattiB

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Sometimes when I enter invoice with an item which has 0 inventory, ending balance quantity shows minus inventory.I want to know if there is some way to block invoices automatically when I don't have inventory.Please let me know how I can block

This sounds like a complaint, but maybe someone has a solution.  It's on our QB Desktop company file hosting machine ("server").  After updating and closing QBDT, then relaunching, right away I get "locked out", as it demands a password change for user "Admin", before I can do *anything*.BUT I don't use "Admin" on this "server"... I use a different (nonadmin) login.I click Cancel, that does nothing... I click anything, nothing happens... I have to End Task the app to "close" it.What's worse is, we can't get QB opened to launch the Webapp "DBSync", which we need to sync data between QBDT and our CRM.I can't reach the "Admin" user right now... they are on vacation, in a different country!This is baffling, and kinda draconian, that Intuit codes this behavior into QBDT.If there's no workaround, then, how can I submit this as a feature request/bug report?

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I did not choose a payment method for the customers, but I have a large deposit pending for my employer. I thought that I was doing him a favor and that there were pending payments to be received per the video that I came across. But I'm finding that I may be incorrect. This account needs a lot of help and I'm wiggling my way through.

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I am working on ProAdvisor Academy training and am on the second module about tracking inventory etc. The problem I ran into in the first module and now in this one is that the answers I give some time are correct, but the program marks them wrong, even though my answers match the correct ones exactly. Has anyone else run into this?

I have one person shown in my 1099 list who only have 1 out of 2 payments I made to this person.

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Someone who didn't understand Square and Quickbooks integration set up a new item in Square that wasn't correctly configured. I should be able to assign the right account in the App Transactions interface with Square, but the dialog box will not display the correct Quickbooks Account for me to use. This used to work correctly for me, but now the details screen for Square transactions in Quickbooks is not supporting the things I need to do for our books to be correct. Assigning the correct customer and the correct revenue account is often completely impossible.

QB self employed will no longer connect with my bank and all of my past years data is gone

Investing in another business that does not do the same work(cleaning services) as what we are doing now(HVAC) Can I sell the license to an older version that we do not use anymore for that business? or will QB in their almighty greediness put a kabosh on it.