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I keep seeing new things pop up or catch my eye when using QBO and it needs to stop.
I was excited to start using the new Outlook (May 2023), which looks and feels more like Gmail (very visual). The Outlook e-mail connector with QB has always been limited and frustrating, so I was hopeful that we'd get improvements with the new version, but I quickly discovered that the new Outlook is currently incompatible with QBD. It will not allow e-mails out of QBD with the new Outlook version turned on and e-mailing directly out of QBD is the only thing that gives the payment button to our customers. Otherwise, I have to save the Invoice as a PDF and then send it through Outlook itself.Yes, I had our IT department run a fix, but unfortunately, it didn't work. I was then advised that I should revert back to the old Outlook for now and wait a month or two to try it again or be on the lookout for updates.Has anyone else had this experience yet or found a solution?
How do I sign in on a new computer?
I've just created a limited access user for QB desktop. How can I copy the layout settings from one user to another? I don't feel like trying to "manually" do it.
Is anyone else frustrated with QBO's inability to print/show more than 3 custom fields on an invoice sent to a customer? Custom fields is one of the only reasons I'm sticking with QBO Advanced and paying $180 per month. They brag that Advanced can have up dozens of custom fields. But only allowing the customer to see 3 of them seems like a waste. I'm sure it goes back to the original programming coming from the original QB Desktop version. Just like the inability to print bold or italic characters on an invoice. Really?!? It's 2022!! Seems like these omissions should have been addressed a long time ago. Any insights or news of a fix would be appreciated.
Buen dia Mi pregunta es como elaborar un custom reports?
Can I change the payment amount on a loan?
I have 2 employee types- one gets expensed to job labor, the other to office wages I also have a rembursement payroll item that should go to job materials and a per diem that should go to labor burden. There doesn't seem to be a way to accomodate all of this in QBO. I can either get the wage types (job labor and office wages) mapped separately by choosing the "Each employee's wages are posted to their own expense account" option in payroll settings- accouting preferences Or I can have the reimbursements and per diem mapped separately by choosing the "Each employee's wages are posted to different types of accounts" option. It doesn't appear I can have it both ways.
I'm having trouble getting wages to post to a customer/subcustomer when running a P&L by customer report. We use QB Time and I can see each time entry has a customer tied to it. However in a P&L by customer report they are showing up in the "Not specified" part of the report. In the payroll settings- accounting preferences- wages expenses I currently have chosen the first option "All my employee's wages are posted to one expense account" and have this mapped to our Labor COGS account. However instead of breaking out to the Labor COGS account for each customer based on the customer selected at the time entry, the labor is all going to the "Not specified" section of the P&L. I don't actually run the payroll, someone else does, but is there some disconnect between QB Time, the setting I have set up in payroll accounting preferences and when payroll is run?
Hi everyone,I'm having an issue in QuickBooks Online while allocating bank transactions. When I start typing a Category in Account field, the transaction type automatically changes from "Expense" to "Transfer."I'm not clicking anything just typing the account name and QBO switches the type. I want to know why this happens and how to keep the transaction as an Expense if I’m just categorizing it.Has anyone else experienced this? Any tips would be appreciated!Thanks in advance.
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When creating a report it defaults to the modern layout. Then when you switch the layout to Classic View. It does not stay in the Classic view. Once to the Classic View and you want to for example open an expense account that report opens back up in the Modern view. This is frustrating as the Modern reporting is not what I want to view the report in. Is there a way to make the Classic report the permanent default layout?
The phone number is [Phone number removed] and the caller ID says SMYRNA. Whenever they get put on hold, they disappear when we try to pick up the call. Anyone else get these calls?
when trying to send emails from quickbooks to outlook i get an error that says outlook is not responding, restart outlook...this doesn't work. if i close outlook and then send the email, qb sends it without problem. please help
Cash was used when payroll with direct deposit was set up but Intuit deducts from a bank account.
I deleted the app from my phone because it was not functioning correctly. When I went to re-install it I could not find the app in the Apple app store. How do I get the Quickens self employed app?
I have to scroll down to the bottom as I process a payment and open up another menu to select my bank account because it defaults to undeposited funds. Easy to forget, makes a big mess. Can I change this to default to my bank account?
All the deposits show up on my reconciliation, but on the payments side, it doesnt show any of the money that paid out of the account for expenses. I can pull up all my expenses in quickbooks, but they are not showing up on the reconciliation.
I've just upgraded to QB2024. I've always found useful a window like that attached, but able to select a single client, rather than all of AR. Any suggestions?
