Other Questions

Has there been a solution yet for matching multiple bank deposits to 1 sales receipt in undeposited funds?  For example we deposit all checks via mobile deposit which all show up individually from the bank. These need to be combined to account for the undeposited funds.  If there is no solution yet, what is the work around?  Thank you. 

How would you find a software expert to come onsite to help with unresolved issues.  We are having issues with Sales Order Fulfillment Worksheet pulling back in old data and not clearing out.  We have items in there that are 2 years old that should have been gone by now.  QuickBooks support and our IT person are unable to fix.  We have over 6000 lines in our Pick & Pack tabs.  I need help before it totally crashes.  

I use Quickbooks Online Essentials which is sync'ed with bill.com.  I created Purchase Orders in QBO to track liabilities to subcontractor/vendors. I've gone through Help section and tutorials on purchase orders and reached out to Help chat but none address how to apply to bills sync'ed from another service. With PO open and using the Copy to Bill feature creates a duplicate bill. Can anyone with experience provide more guidance please?

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Does Accountant's Copy give my accountant access to the "Other Names List"? If so, can I deny them access in some way? It contains sensitive information that they do not need. Thank You.

When using the autofill feature to enter bills -- how do I stop the total due from populating in the Category Details?  It will put the total due there, then in the item details it fills in the PO info.  I need the PO info.  Just need to know if I can turn off the auto populate in the category details section.

How can I speak to a USA rep who can understand? I have hearing loss and find it very hard to understand agents in overseas call centers. 

The owner of the company paid for me to get notary certified and supplies under his business card. This will aid us in not having to go to the bank to get things notarized. What category would this transaction go under? Its technically an expense but its also helping so not sure if it should go under something else? 

Every QuickBooks version I've worked with: Every screen I can think of that shows a number of line entres ... Customer Center, Vendor Center, Chart of Accounts, Item List, etc.   ... Many of the column widths need to be adjusted to clearly display the contents of the column in each of the list screens, and if multiple screens are open, if you navigate away to another screen and then return, you have to resize the columns all over again. This seems to be a waste of time over and over ... I wouldn't mind doing it once but to have to do it repeatedly every day and usually multiple times a day gets frustrating. Is anyone aware of a way to get each of these list display screens to hold the column widths so us poor users can stop spending our time resizing columns over and over?

phone number for customer service of quickbooks proadvisor billing for program 

Hello, community.  What are other QBD users doing about the new e-filing requirement for 1099 Forms starting January 2024.  Since most businesses will be required to e-file the information returns, and quickbooks desktop is already able to e-file (for free) all the W-2 and 940/941 forms, seems like there should be a free option in QBD...or at least a somewhat painless (free) work around.  I know there is the paid version within QBD, but I am really not interested in that if I can help it. I'm starting to gather information now, in hopes that there will be options by January.  Thanks in advance.

I recently installed QuickBooks Desktop Pro 2024. After a recent update, I noticed that my default printer for Checks/Paychecks had changed to Microsoft OnNote.  It was no problem to change my printer back over to the correct laser printer.  I used the Alignment feature to make sure that the printed information lined up correctly on my QuickBooks compatible checks (that I have been using successfully for years).  However, when I print more than one check per page, only the TOP check of the page lines up correctly with the pre-printed lines of the check.  The bottom checks are printed progressively worse out of alignment. Essentially, the printing template for checks in QuickBooks is no longer spaced correctly to match up with my checks.  I have attached a (redacted) printing example on my check stock that shows the problem. Troubleshooting Done So Far:Adjusting the alignment changes the entire page up and down and there seems to be no way to adjust th

When emailing invoices from Quickbooks, is there a way to send the invoice and uploaded attachment as one file? Currently, when I select 'Invoice and Attachment' form the email tab, the invoice and document are attached to the email as two separate .pdf files. Some of my customers require these documents combined into a single file. 

in Quickbooks Desktop credit card payment is not reducing amount paid to vendor by credit card

Hi, A client of mine is getting the following message: QuickBooks detected that a component required to create PDF files is missing. This may cause issues with printing transactions., emailing forms or saving anything as a PDF file inside of QuickBooks Desktop". Is there a solution to this? Thanks, PattiB

We received a new credit card with a new number but has the same account linked to it. This credit card doesn't have any other features linked to it through QBO, like bill pay, or having statement automatically uploaded to QBO. I have read some other situations posted. But what is the best way to do this? Should i just edit the number to keep all the transactions that I have entered up until we have received the new cc number, or should I make a new credit card account with the new number and show the balance that was transferred from the old credit card number to the new credit card number?

Hi,I would like to edit the email template that is used for sending batch invoices. I know how to edit the email template that goes out for single invoices. From the preferences menu, I choose "Send Form" then from there I choose "Invoices". However when one sends batch invoices that uses a different template than the "Invoice" template. The "batch invoice" template does not seem to be in the list. I would like to be able to edit the text, and insert first_name , etc. Even if I edit the email message in the send batch screen it does not use the edited text, rather a batch invoice template from somewhere. Thanks,Henry

Hello,I just set up a customer called "SHOP" to put 3 large shop build/re-organization projects under. I created 3 separate projects and I'm using them to track the costs of each shop build/re-organization project and it is working, but I'd like to know if there is a better way or another place to do this in Quickbooks online.Thanks!

I can run a report of my inventory but cannot make any changes to my items. It's been almost two weeks no resolution. I can add inventory, and it shows up, but all my other existing items are gone. Anyone else have this problem?

I keep getting a privacy error. Has anyone experienced this? Is it only when using Chrome? 

I am just setting up my Quickbooks using the online version. I entered my sales under Sales orders instead of under Sales receipts.  But I had closed the sales orders, and it won't let me reopen them now.  How do I reopen them so that I can cancel the sales orders?  Is there a way to delete them once they are closed? Or is there a way to move the data to Sales receipts from the sales orders?  Thank you, DebraT

I would like to export a list of my customers to a csv file.  I want the file to include the following as separate fields:Customer display nameFirst NameLast NameCompany NameEmailStreet address 1Street address 2CityStateZIP codeIs this possible with QBO?  QBD could do this.I am able to export a subset of this information to excel, but it lacks First and Last Name.  This looks like a bug. 

Hi, I'm trying to upload my W2's to the new Maryland Tax Connect portal.  When trying to upload a test file, I get the error message "file extension is incorrect".  I am uploading the file that was created in quickbooks so I don't know what the issue could be.  Please help.

I have a new non profit client that tracks cumulative donations by donor. Can you import a donor (customer) list with amounts they contributed in years past? If so, what is the field type? I definately do not want the amount to show up in A/R. Thank you.

I'm having an absolutely maddening issue with QB Self-Employed. I have created an invoice in a third-party business management software I use that integrates with Quickbooks and sent it to QB Online. The invoice shows up in QB as "Deposited" even though it has not been paid. When I try to select "Mark As Unpaid" either nothing happens, or it says there's an error. When I go to the Activity and click on the link that is supposed to go to the payment, it says, "We didn't find anything!" So I deleted the invoice in both QB and the third party software. I created the invoice in the third party software again, sent it to QB again and the exact same thing is happening. I tried duplicating the invoice only in QB, and it applies an arbitrary payment that has the same payment number as the other false payment and still does not exist. The only thing that worked is creating the invoice from scratch on QB, but now it is not linked to my management software. This hasn't happened before with any ot