QuickBooks Q&A
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For every invoice I send, I get a copy to my email address.
Can I assure that the historical information stays in cash accounting through a set date and only from that date further it changes to accrual?
We've created separate invoice templates, one for Services and another for Products. We access them from the "Customize" button that appears on the bottom of the Invoice screen.One of our employees, whose access on QBO is limited to Customer info, including the ability to create invoices, does not see the "Customize" button and therefore cannot select which invoice template will be used. Invoices she creates use a generic template (although it has the correct company info, including the logo) that isn't one of the ones we've created for Services or Products.Any idea how she can use those templates??
My payment account is Denied and I try to activate it many times isn’t working and I have a deposit on Hold on my account. How can i activate it and receive the payment.
I have a client that sells product by the ton. He wants to show tare weight and final weight on invoices and receipts. His scales show results in pounds. How can I show the weights and convert from pounds to tons on the invoices and receipts?
When setting up credit card payments, do I only get charged 3% when customer makes payment? Also are there any other fees for online cc payment?
I have recently tried setting up direct deposit for a new quickbooks desktop client. I continue to get an error saying "Something's not quite right. Try again later and it should work". I have been on chat several times for 2 hours at a time and no one seems to have a clue at the support end. I used to get really good support as a proadvisor. I think we CPAs get the same support on chat as anyone else now, and it's appalling how bad quickbooks support staff are. It's infuriating that the product won't work right but no one seems to have a clue as to how to fix it. Help!!!!
I really need a feature to generate a recurring invoice on a certain date and have it send out automatically at a later date. I have customers with a flat rate recurring charge every month. Sometimes these customers make additional one-time purchases during a given month. I would like to have the following month's invoice generate 10 days in advance so that I have time to edit it before it sends out to them on the 1st of the following month, with the option of having the additional charge(s) only apply one time without changing the recurring transaction template. I thought the current feature of generating the invoice a certain number of days in advance then setting the interval to repeat monthly on the 1st would accomplish this, but it turns out all that does is generate and send the invoice at the same time, however many days in advance you set. This is no different than just setting the invoice to send out on a different day each month and does not add to the functionality
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I have just converted from desktop to online (forced essentially by Intuit sadly). I had been using the desktop version for like 20 years and had numerous old accounts which in the desktop version were simply hidden. QBO won't let me now hide or inactivate them. And the reasons given don't apply. How do I fix?
In QBD, a job was created under a customer for each project, and then referenced in the invoice (bill to customer) and PO (basically used as a sales receipt to the 1099 vendor who worked on the project). How can I replicate that functionality in QBO? I tried creating a sub-customer, but when I create the invoice, it uses the sub for billing/shipping address. I ideally, the main customer populates the bill to field, and the sub populates the ship to (the ship to info will change for each invoice). Similar in PO, the 1099 contractor would show up in bill to, the customer in ship to, and somewhere be able to reference the sub when the PO prints. Suggestions on how to or where to look would be appreciated.
Don't bother using the TOP RIGHT HAND corner Feedback pop-up feature as it no longer works. I just finished a Support call, Case #15134559390, who stated Intuit is no longer taking Customer Recommendations and/or feedback through the Feedback feature. Instead any feedback submissions are now being emailed to all registered users in the company file. I sent a Feedback today that was emailed to all Registered Users in our QuickBooks Online Advanced account. It contained confidential, private information that should NOT have been disclosed to anyone else. Not even three weeks ago, this Feedback Feature would not email all registered users. INTUIT DO BETTER!
Hello,My main POC was changed from my cell to my business 800. Now I cannot receive a MFA text because 800 #'s cannot receive text messages. I've been on the phone with QB for 4 hours yesterday and no one can help change the number (due to MFA needed to change).I have been unable to transfer my QB funds to my WF bank account for 10 days now. Please help!
There should be two different date boxes when entering bills to be paid. A bill from a vendor could have a date of 12/1 but the service was really in Nov, so I want to post it in November, but the post date is driven by the "bill date", which is very frustrating. Why can't there be an 'invoice date" and a "posting date", with a default to the invoice date unless something is entered? This is a basic feature of any accounting system and would be very easy to fix!
Can I move my undeposited fund to my bank account?
I want to allow someone to perform simple task of matching deposits. What role should I assign them?
Hello, I am an accountant currently on Pro Plus Desktop 2023. Do I need to renew to Pro Plus 2023 prior to July 31st to keep my subscription going? I have looked to find a place to go ahead and renew my subscription, but I could not find it. Does it possibly renew automatically? Thank you!
Hello, can anyone recommend if it’s a good idea to work as an assistant to a bookkeeping company to get experience? How would I go about finding businesses like this? Indeed is no bueno. They just have bookkeeper jobs for other businesses. I would like to work fully remote and get experience with bookkeeping! Thanks in advance,Dave
My client has Quickbooks Desktop Enterprise. We have an audit coming up and they have requested a Gross Sales Report by Month. I tried the Sales by Customers Report but was not able to break it down by month. I tried the Profit and Loss and then clicked on the income to expand.. I got bills and expenses included. Is there not a way to run this report by MONTH? Do I have to literally print a P&L for each month.My other clients have QB Online and I can easily print this report. Why does Desktop not offer it? Am I missing something?
The lines at the bottom in the QBO example invoice under SUBTOTAL are: discount 2%, tax 8.25%, shipping, total, online convenience fee, total of new charges, and balance due. This is much better than the manual workaround to add as a service item in the body of the items purchased. I can't find any resource on how to do this though. Assuming it's new functionality...
Why can you not edit an invoice?
I data entered all my bank statements for 2024, was able to Reconcile Dec., 2023 fine, when I went to reconcile Jan., ’24, the Reconcile screen “Greyed out”, making it No oprtion to click the “Lower right hand BLUE “Reconcile” button, or the “Leave” button…it’s like I’m stuck, in limbo.The (purchased, Thankfully!!) 2019 QB Mac program isn’t corrupt, because I was able to reconcile, and then later same day (it was ;left open), running), not- just the Greyed out Screenn [removed] - SEE PICTURE. HELP PLEASE- I’m at my wits end and have to data enter (& Reconcile) 6 more bank accounts for all of 2024 for Tax Filing!! :(. TYIA, signed, Super Sad “Girl Boss"
