Other Questions

Hello,We currently use QB-Desktop-Pro-2014 and upgrading to QB-Desktop-Premier-2021. 1. Will we be able to upgrade all files from Pro-2014 to Premier-2021? 2. Which file extensions are needed for the upgrade, currently we have the following extensions:.DSN, .MTA, .LMR, .ND, .QBW, .TLG Thanks.

If I am running Quickbooks Desktop and what to TRY to run it on a MAC - if I do a COPY QUICKBOOKS FOR MAC.  Will I still be able to open the PC Desktop file?  (((YES I HAVE QUICKBOOKS ON THE MAC just never used it.))Or does making that COPY QUICKBOOKS FOR MAC  In case something goes wrong.

I had a Payment to Deposit window pop up for $1.00 when I went to Record Deposits. I researched the payment that needed deposited, and it was from an entry into the Undeposited Funds account in 2022. The payment had subsequently been deposited in 2022, and still shows in the Undeposited Funds account as being deposited. The account balance of the Undeposited Funds account shows $0.00. The checkmark is missing in the checkmark column next to the $1.00 entry from 2022. I have no idea why the checkmark is missing, or why this popped up as a Payment to Deposit, but I need to get rid of it because the window pops up with every deposit I make. Does anyone know how this happened and how to get rid of it?

Good afternoon, I received help before regarding inventory site location.  I inactive the Unassigned location, but every time we do a cycle count it shows the correct bin location of the item and also show the item again with the unassigned location.  See the attachmentHow can we eliminate the unassigned location in our inventory. Thank you 

We are a non-profit and don't need Jobs as they are configured to Customers in Premier Plus 2024, which is more like a construction company. We need to track issue areas across the G/L and Classes for finance and grant reporting, especially P&L by issue area. Does anyone know if Jobs can be untethered from Customers? Or can we create a special field? Tried the memo field but that doesn't work for what we need. TIA for any help!!!

QuickBooks has recently implemented a change to the "Projects" feature which has caused substantial billing issues with some of our clients. A "Client" or "Customer" can have multiple email addresses listed, CC, and BCC fields.   When you create an invoice associated with a Client, the invoice automatically inherits the email, CC, and BCC fields.    Recently, changes to "Project" definition now only allows a single email address. The "Email" field in the Project definition now prevents the use of comma and space, which prevents users from inputting multiple email addresses. The field format control was likely implemented to cut down on improperly formatted email addresses and bounced email invoices, but it has had the side effect of eliminating an important functionality of Projects.  Each Project for a Client might have different billing instructions, so it is convenient to set up all the recipients of the billing for each project at the time the pro

Hello, I received a call from QuickBooks Account at [Removed], saying my account payment needs to be updated.  I looked at my company account and payment is up to date.  Then I was told I need to update to QuickBooks pro 2024.  I currently have QuickBooks pro 2023, desktop.  They scheduled a time for someone to call me back to deal with situation.   Is the call legitimate or a fraud?     Catsblocks

We use QuickBooks Desktop Pro 2017. We have two notes under a customer and both are pinned. I cannot get either note to unpin. It happened when another user went to pin the new note, which usually unpins the first, but this time it didn't. I've tried creating a new note, thinking it might pin and unpin the other two and that didn't work. How can I unpin the undesired note? Thank you for the help.

Hello! I am having a problem that has gone on for far too long and I need help t fix. We have multiple people access two different stores we have setup. So when I go to log in every morning it always says someone is in single user mode please ask them to switch to multi. The problem here is that the chances of me locating who that is and them being at their desk is slim to none. So then I am stuck waiting and calling their phone over and over and I can't do anything until they return. Everytime when they answer they say that they just recently switched and it was in multi and everytime it has switched back to single user mode. Is there anyway to keep multi user mode as a default and only way to go to single user would be to go to file. Thanks in advance to whomever can get me my time back at work. THANK YOU

How do I add a pinned note to a customer? How do I edit an existing note on a customer?

Can you create other statuses other than the (3) listed? Thx!

Why do I have to "Accept" an estimate in order to convert it to an invoice?  I used to be able to just click on "Convert To Invoice" without having to accept it first.  Why did they change this?  All this does is add an extra click, which adds up to a lot of extra time when I do a lot of invoices.  It seems like QB has gone out of their way to add extra clicks to everything we do.

Hi,I am looking for a way to sync my ADP PTO balances with QuickBooks Time in real-time. Specifically, I need the PTO balances in QBO to match the current balances from ADP. Is there a built-in way to sync these in real-time, or are there any third-party integrations or other solutions that would allow this? Additionally, I would like to set up PTO accruals in QB Time to be based on the employee’s hire date, rather than the standard calendar year. How can I configure it to start accruing PTO from the employee’s hire date?I would appreciate your guidance in addressing both of these needs. Thank you!

After few years the problem is yet to be fixed.I tried the useless method suggested previously, actually in " Sign and Security" tab if I try to turn off the 2 step verification a new window show up asking me which type of 2 step verification I want (set up a number or authenticator app). Garbage.What a waste of time in password-captchas-SMS again and again. Every single day. Every single time. If you leave the monitor for 10 minutes... well... back again with dumb security level Fort Knox style , as changing to 3 hrs is not remotely working. If really QB values so much security they should improve THEIR side (servers and whatnot) and not forcing paying customers with dumb PASSKEYS (why do I have to use an external pendrive from my PC in MY OWN OFFICE?) or crazy 2FA.

I would like to add a cover page to an estimate an invoice where I would take customer name and put it on the color page however I'm not seeing the option anywhere Help.... 

QB Desktop Release 13 2025 resulted in omitted and incorrect columns on several memorized reports. I followed the instructions to fix it but several of the reports are still wrong in every company I've checked,Is there a fix out available yet?

So I’ve used quick books self employed for my invoicing for a good few years. Never really noticed but I’ve been getting charged approximately £19 per month from intuit directly and also been getting charged approximately £3.99 now £5.49 per month from Apple Store”? Is this correct that I’d be paying for it twice as I read that this is an error? Thanks Bradlee 

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Hello, I'm having a rather strange problem, it happens to me with several companies. In the summary of supplier transactions, bills and Check appear in the negative. However, in the reports and transactions everything is correct. That is, it is correct that the payments appear in negative, but the Bills? I'm leaving an image so you can understand me better. Any solution to this? 

I'm using QBO Advanced for a nonprofit client. They have several divisions whose funds need to be tracked separately but want to use one parent bank account. They recently changed banks and had all the funds in from17 different bank accounts (one with 40 sub-accounts), transferred to one parent account. The subs were created in COA for the new parent account. Then the old accounts were merged The funds are showing up twice in the sub-accounts that were merged from the old bank.

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I need to show a couple transactions that seem to be eluding me.  I will start with how the transaction went and then what I need it to show.Funds were withdrawn from an investment account (Edward Jones) and deposited into one bank account.  That same amount was then transferred to another bank account, then withdrawn via ACH for a bill.  Normally I would do a bank transfer except we need to see everywhere it goes in the Profit & Loss.I need the P&L to show it was deposited into an income account under a specific class code, then show it coming out of an expense account under that same class code (this part is just moving from one expense class code into an income account under another class code).  This starting to sound simple to me, but I am having trouble getting the funds to show up in the P&L the way I want and go in and out of the bank accounts correctly for reconciling.Can anyone help with this?   

We have a few customers who each have several hundred retail locations, and each location orders and is billed as a job/sub-customer, but the corporate headquarters (parent customer) issues combined payment -  which we receive in QB and then apply to the numerous jobs/sub-customer invoices with no problem. However, when the parent company is due credits and deduct them from a payment that needs to be applied to multiple sub-customer invoices, the credit memo requires 2 general journal (GJ) entries in order to apply it to job/sub-customer invoices. Why does QB require these GJ's for applying credit memos to sub-customer invoices, but does not require this for applying payments to sub-customer invoices?As an example:  30 stores (jobs/sub-customers) order $1,000 of product each ($30,000 total)We ship and invoice each order separately per customer's requirement (30 job/sub-customer invoices)Approximately 3 weeks later, we receive a payment from the corporate office&nbsp

We have desktop and want to switch to online. However, when I try to sign up for online, it says I can't with my subscription.

I received a promotion in my Quickbooks advising me that, on renewal, I will get 50 percent off, and the renewal fee would be $351.00. When I called them (a third world country and the person could hardly speak English) I advised that I wanted to pay early (to make sure I received my 50 percent discount). The person told me if I pay early the next renewal will bill on that same date and I will lose the remaining days left on my subscription so I should just wait until they auto bill me, so I did. Now they overdraw my account and take out $702.00 instead of the $351.00 that the promotion on my account under subscriptions had stated. This is a total scam! when I went back to look at the promotion because I wanted to take a photo of it for proof, it was gone, and it just shows the renewal was paid. Has this happened to anyone else? I would not have renewed it for $702.00, I would have found another company.