QuickBooks Q&A
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Check for a Vendor that was paid via credit card. I will issue a credit for the vendor to clear Accts payable
For some reason, the custom estimate template that came with Quickbooks Desktop Premier 2024 prints unlimited pages even though it is only one page. It used to print fine, but I assume the all the updates created a bug in the template. Use another estimate template that I downloaded online and it prints one page. Is there a way to download the standard custom estimate template from quickbooks again so I can import it.
Since switching to QBO, I've been receiving two pop up windows that I can't get to stop no matter what I do (deny, allow, cancel....) they keep coming back. No one I've talked to @qb11_2 can help. I only have a screen shot of one (below). This one keeps coming back if I click cancel and it won't accept my password. The other pop up asks to share confidential information from my "keychain". Error encountered: "An update is ready to install. QuickBooks Online is trying to add a new helper tool. (Enter your password to allow this.)" [Screenshot removed by a moderator contains PII]
My bank no longer connects to quickbooks and is supposed to have it fixed by the end of april. HOwever, I need to get my transactions entered. I downloaded the transactions but QB gives me an error no matter which account I attempt to import into.
Hi, my company uses AvidXChange to process payments. There are three vendor name fields in QBO: Company Name, Vendor Display Name, and Name to Print on Checks. Why is QBO setup to use the Vendor Display Name in their API...and only the Vendor Display Name!? That is the internal vendor reference name used across the application. My guess is that it's because it is the only field that is required. But, this is causing issues for our business. We have several accounts for the same vendor, and we use the vendor display name to distinguish the accounts: ABC Company 1234, ABC Company 2468, ABC Company 6789. Now, we have checks being written by our payment processing provider made out to ABC Company 1234. Do I have any options here? Can the API include more than just the internal vendor display name? I'm hoping something is in the works for QBO to address this issue within their API. Suggestion: Make the Company Name also required, default it to the Display Name for transition if blank, then
Hello QuickBooks team and fellow users, I’d like to suggest a feature enhancement that could significantly improve workflow efficiency: the ability to easily convert an Expense transaction into a Bill Payment.It’s quite common—especially when working from the Banking feed—to mistakenly categorize a vendor payment as an Expense when it was actually meant to pay off a Bill. Currently, correcting this means deleting the Expense and re-entering it as a Bill Payment. While effective, it’s tedious and prone to oversight.This issue often arises when the Bill hasn’t been entered yet at the time the payment is categorized. QuickBooks understandably can't match it—but once the Bill is created, perhaps the system could recognize the potential link and prompt: “We found a recent Expense that may relate to this Bill. Would you like to reclassify it as a Bill Payment?” Also, if users could simply click “Edit” on an Expense and choose an option to convert it directly to a Bill Payment
Our annual QB credit card processing fees are way too high. We would like the fee to be added to the QB payments page when the customer pays via credit or debit card. Two years ago, QB said it's not possible. HOPING it can now do it?? When the client goes to the credit/debit card payment page, there should be a little box confirming the addition of QB's processing fee. (We do NOT want to raise our prices. We just need to offset the processing fees QB is charging us.) If QB can't do it, is anyone using an outside vendor for payments that allows the processing fee to be passed on to the customer? Thanks in advance.
Here is my situation. I am a general contractor. One of my subs (Vendor) needed a down payment and I did not have a Bill from them yet. I wrote a check for the down payment in February. Now in March I received the Bill for the full amount. How do I apply the check from February to the Bill I want to enter in March. I also need to add that I used the Items (not expenses) Tab in the Write Checks screen and that I have already billed the Home owner (Customer) for the down payment. [Meaning I can't edit the check and change the expense to accounts payable and the customer job to the vendor because the charge has already been marked as "billed" to the Customer].Is there a way to do this? Right now I have entered the March Bill in full and added another line item with a negative amount to showcase the down payment.
I have an QuickBooks times administrator. As an administrator she has access to everything. However... her husband, like most of our employee's spouses check their workforce app weekly to see his paycheck. Can this administrator have two different email accounts? She needs to have two workforce idenities, one as an administrator and one as worker. Or maybe she needs two different workforce logins. Can i configure it so that she can login in as admin with a co email. [email address removed] and see everything but also log in under her gmail account and only see the stuff that only pertains to her? Another question: Is it possible for an QB times administrator or QB Times manager to not be a paid employee of our company? I think you can give priviledges to a CPA or accountant so that they can see your stuff. ThanksL
When I run a Profit and Loss by Customer report - the total net income amount is correct. Good there, BUT, I then click on one customer's net income amount to see the Transaction Report details, it opens the Transaction Report, but that report ADDS all of the expenses to the income, giving a grand total for all income & expense transactions added together instead of subtracting the expenses. Why? I want to see the Transaction Report as a detail of the Summary Report for that customer project where the Income is added and the expenses are subtracted to give me the details and the actual net income amount at the bottom of the detailed Transaction Report. I did, after-all, click on the total net income amount to go to the Transaction Report so that's what I want to see. Why doesn't the Transaction Report subtract expenses to give me the same total as on the Summary Report? Did something change within Transaction Reports? Expenses should never show as a positive or be ADDED in an
Our users are asking if we can add or modify the Tax Line Mapping options in our QB Desktop 2024 Platinum Plus system. It does not appear that modifications can be made to this list. Is that correct? Thanks.
What is the proper way to handle Salaried employees on QuickBook Time? Should they have their on Shift?Even though the employee is on a salary their vacation is still limited.ThanksLDO
Hello, Is it possible to set a limit on how early an employee can clock in, and how late they can clock out. IE, 5 minutes early or 5 minutes late, without needing a supervisor to approve the punch? this for Tsheets Kiosk
Our regular bank was recently merged with a new bank who does not offer Direct Connect.We have reverted to our backup bank which does offer the service.Trying to pay bills now, Quickbooks Desktop Pro Plus 2022 does not allow us to use this Vendor with Bill pay because it is already considered an Online Payee with the previous bank. We have tried:Disabling Online banking for a single bankDisabling Online Banking for all AccountsWe've sent our Company file to Data Services to remove the flagAnd we cannot use Quickbooks Online Payments as they do not offer the service in Vermont. We have thousands of Vendors. Has anyone found a solution for this?
