Other Questions

I just made a mistake by switching from QBSE to QB solopreneur... I'm just shoked. Is there a way to transfer back to QBSE? All my transactions/categorizations are lost. Another problem - how can I connect my Etsy account to QB solopreneur? With QBSE it happened kind of automatically, I can't even remember how. Then the interface is different. Is there a way to see Business income for a particular account how it is in QBSE? 

When I open the Write Check screen, there are no Save & Close, Save & New, or Clear buttons nor are there the Customer:Job or Billable? columns. This does not happen on my Credit Card Charge screen and does not appear to be an issue with my screen resolution or scaling (after exhausting Google for answers). If I am in the Expense Memo box in the body and Tab over, when I start to type a job name, the dropdown box appears on a completely different monitor to the right (I have a 4 monitor set-up). If I have QB in the right monitor, the dropdown pops up in the middle of my screen... 

Is there a way to inactivate customers and/or inventory items in Quickbooks Enterprise without doing them one by one?  Our business generates a large number of one-time inventory items and do not have many repeat customers.  This creates a lot of customers and inventory items that will not be used again.  We are looking for an easier way to inactivate the customers and items when the customer job is complete.

I'm a novice to Quickbooks Desktop so apologies if I'm asking dumb questions.  I'm using Desktop on a Mac so I have to use Rightworks in order to access Desktop and download any files for importing into Desktop.  It seems to be a very archaic system.  My end of month process includes downloading and importing all transactions from the bank and downloading and importing all transactions from Gusto (I'm not using Quickbooks for payroll processing).  Once the import has been completed, there are duplicate credits showing.  There is an entry from the bank and an entry from Gusto.   Can anyone tell me if 1) I should be importing from both the bank and Gusto, and 2) if I should simply delete the duplicate entry?

Hello: I am trying to map my 1099 accounts and they are showing a weird "A" symbol with an accent mark over the A.  This is the only issue I see that is preventing my 1099 summary/detail reports to be blank and not show any payment activity. Has anyone experienced this? Thanks, Cindi

I'm seeing in several desktop versions that since the last update, the mapping for the 1099 accounts has dissapeared.  By running the 1099 detail report for this year, I have to change the toggle field to "all allowed accounts" to get any data.  The Chart of accounts filter for 1099 accounts is blank in every account when ran from the Chart of Accounts Listing.  Does this mean we are going to need to map our accounts again?  This is rediculous since we just had to do it when the new form 1099-NEC came out.  

An employee gave me the wrong banking information on one of her accounts. It was rejected but the other direct deposit went through. We issued her a check and for the rejected bank and used the DD offset to get the correct amount. I spoke with QB support and he deleted the entire direct deposit, so we created another check for the $700 that went through as a direct deposit. The employee's summary page is correct with the right numbers. Her 2024 W2 is not correct due to the $700.00. How do I fix this?

Need to be able to send same invoice (annual fee) to 2000 customers.   QB Online Advanced   Cannot find a simple process that handles this process without in effect having to individually select each customer or batch feed the invoices which apparently is limited to 150 per .csv input file.   This cannot be that unusual ....   Thanks

I got a new client inquiry from supposedly a movie production company, asking if I can train 4 actresses on how to create an invoice and how to create recurring invoices, and then day two how to train these actresses on how to create a 1099. Day one 2 hrs they will pay me $4000 and Day 2 2 hrs they will pay me $4000 , so $8000 total.Seems like a scam. then he asks me to send him a QBO invoice. Which I was wondering how they might complete the scam to get my money... If I force them to pay with credit card then they don't have much recourse.Then scam number two same person sends me email asking if i can do AP work and send 5-10 checks a day using my check paper. I guess writing out real checks and sending through the post office. Don't know how that one scam will play out since I would never do that over an email with a brand new client... crazy... Just wondering if anybody has come across this scam or is it legit? 

I have an employee who has a legal ability to have a 401(k) limit of withholding of $34,750.  I just spoke to a QB Online payroll expert who indicated that QuickBooks Online only allows a limit of $31,000.  Does anyone know how to get around this so he can contribute the maximum of $34,750?

For the last several days we have been experiencing this large white empty space to the side when putting in PO's. Not sure if anyone else has experienced this or has any idea how to remove it. Any help would be appreciated. 

Are there any users working from Spain to share start-up experiences? ¿Hay algún usuario que trabaje desde España para compartir experiencias en la puesta en marcha?

HOW DO I PRINT AN INVOICE IN SPANISH

I am closing down my business but would like to maintain all of my Quickbook records, without maintaining my on-line Quickbooks account.  What is the best process to be able to back my company for the past 10 years, and have access to the entirety of the file?  Can I save them locally or export them?

Hello, I'm setting up my template for invoices, and my company font is different than the rest of the page - what is causing this and how can I correct it??  See attachment.[Removed attachment]

How can I stop this popup from coming up every time my users make a change on an order? We just pgraded to Desktop Enterprise 21.0.  

I don’t know about you, but I’ve been getting messages from leads from my pro advisor page for Quickbooks and the frequency seems to be getting more... At 12/2024... They’re saying they need Provisor training help for new employees and are inquiring about my rates and when I usually respond with questions they never answer... 

I have a single-member LLC which is a disregarded entity for tax purposes.  I paid a business over $1000 this past year for professional services.  Do I (the LLC) need to send them a 1099?  

I have more than 5000 old receipts in the QBO receipts tab. How do I easily delete these. The page display is only 10 at a time at 5000 I would be here for weeks deleting. Do these show up under attachments? At least attachments has a page size of over 300.

Hello,We fix and flip homes. We buy products in bulk, for example: knobs, valves, LED lights, etc. I use Products to put these items into inventory. Lets say I start with: 100 qty purchase of valves with calculated unit price of $6.58 each (with tax included). I put into Products, 100 qty at $6.58. All is good so far. As we complete projects, I create a Sales receipt and pull the items from inventory. So if a project uses 25 valves, the sales receipt will add $164.50 (25 *$6.58) to the cost of our renovation. All is still good. Now, lets say we complete several projects, and now my qty in inventory has a balance of 7 valves. I need to order more. But here is where I am having issues. When I reorder, almost ALL the time, prices increase from one time of purchase to the next. When I reorder, 100 valves now cost $7.49 each. The current project will need 11 valves.... 7 at the price of $6.58 each, and the remaining 4 to be pulled in at the new price of $7.49 each. and I

HELP and please don't just send a bot answer!!! SEE ATTACHED PDF OF EMAIL FROM QUICKBOOKS EMAIL WITH ATTACHED INVOICE...Recently my web mail stopped working, couldn't figure that out, so switched to "quickbooks email" through my microsoft outlook.  Well emails are going out again BUT, now you all are showing my computer file name within the email you generate when I send a invoice. QB had to fix it once and now my file name is "fixed_my company LLC" now that looks real intelligent. Is there a way to fix this when using quickbooks email or should i go back to trying to figure out why my web mail just stopping working.  Pray I get a real answer.  There are many "unsolved" questions on this matter.

New office manager here- The co. owner wants me to add pending transactions (shown on his bank account) to quickbooks so the balance is reflecting the real time amount. Were not sure by manually doing this if it will affect anything once the bank account clears these. Will we end up having duplicate entries on QB or should we NOT add it and wait for the bank to clear it. We are already connected to his account through QB so its not showing these pending transactions. 

How do I go about printing grid lines between line items on invoices and estimates for QB online.  I was able to do so for the desktop version.

Buen dia  Tengo una pregunta me aparecieron estas dos transacciones en el plan de cuentas uno es ingreso y el otro es egreso, es decir: System-recorded deposit for QuickBooks Payments $1,240.00System-recorded fee for QuickBooks Payments. Fee-name: DiscountRateFee, fee-type: Daily.$58.78 Pero en el feed del banco aun no aparece, mi pregunta es debo esperar a que se muestren en el feed del banco?

Hi, in customer information, under the Additional Info tab > then the drop down for the Rep names.  Where do we go to edit the Rep names?  Thank you!