QuickBooks Q&A
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I front money for Customers and get reimbursed. Instead of categorizing these expenditures in an expense account, I tried to categorize it as a reimbursement account and it sad to assign it to a Customer, but if the customer isn't showing to go to Preferences, Vendors and Purchases and turn on Expense Tracking By Customer. I can't find Preferences or any of these settings and the AI assistant answers here are way off. Can anyone help me out?
Under our inventory item list a part shows 21k OH. When we run the Inventory Item Quick Report, the OH shows 5,600. A receiving we did yesterday is not showing up on the report, part ordered, paid by check. All other receiving's are showing for the year.
The price rules are set up with individually selected customers and products/services. However, when an invoice is created for one of these customers and the product/service has a price rule, the price doesn’t reflect the rule. Instead, it shows the default pricing for the product/service. This requires multiple people to review invoices for accurate pricing, which makes the price rules almost pointless. The users restart QuickBooks daily and check for updates weekly. Has anyone found a fix for this?
Hi! I am a new user and I am trying to figure out how to fix duplicate bank accounts/transactions. This is a rather lengthy post with the detailed info of how I got here, but if you scroll to the bottom you will see a summary. Thanks! Here's what happened: I was having issues linking my bank when I first created my account, so instead I downloaded the transactions and manually loaded them. Fast forward a week and I was able to link the account, but I selected the same start date as the file that I loaded, resulting in overlapping transactions for 4 months (I guess I thought it would know it was the same account, or give me that option, but that was my mistake). I was able to speak to QB support person, who told me to unlink the account. When I did that it is no longer showing in the Bank Transactions section, she told me since it hadn't been reconciled it was no longer there. Great! I figured I could just go back and link the account to the existing bank account that wa
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I just change the Merchant name because there was a mistake and the bank refuse to accept payments. Now the name is correct, bank account is linked and active but I cannot "activate payments" inside the invoice I created.
What happened to the new version of the QuickBooks Enterprise 25
I have been using QB Desktop for years and years. I currently have QB Desktop Pro Plus 2024. My Subscription expires in 30 days. If I choose not to renew the Subscription will I still be able to use Desktop pro plus 2024? I don't care about the online services. I just need it for my accounts, making invoices, and reports. I don't use the payroll services, the downloading of my accounts or any payment services. Can I still do the basics but not have access to the online services or will i get totally locked out of using QB Desktop Pro Plus 2024? Thanks for your help!
I’m using Quickbooks online. I have undeposited funds that should not be there. I match all my transaction from the pos and bank fees every week. But it seems it is tossing them into undeposited funds. Do I need to change the classification when matching to sales or something else. Right now when I log in to match and transaction from the pos is classified as undeposited funds. Also how would I clear the old transaction.
Hello, We run a nonprofit and are looking to setup two separate QB Online accounts under the same EIN: one that includes the Payroll feature and one that does not. My first question is: will this cause any issues?My second question is: can we receive the nonprofit discount through TechSoup on both accounts? Thank you!
Hello, we changed internal accountants. I deleted the username to update the profile for that email, which is now used by someone else. But when the new internal accountant tries to register it, the information for the other person, who is no longer with the company, is still there. What do we do?
I have tried turning off auto track. It does not work.
we don't pay all our contractors every week, so do I need to "turn off" DD for those contractors who aren't getting paid every week, or will we only be charged IF they have a processed DD?
my export to Excel/CSV function for reports does not work.
I have since disconnected the accounts, but the previously loaded transactions remain, and they are from before I began work as a 1099 employee, so I don’t want them in the app at all.
Hi Everyone, We were using tags to track expenses for all the different events our team went to and now that we have to transfer them to custom fields. Can someone point in the direction on a. How to add custom fields when I input expense/bills. Also How do I pull reports with custom fields?
When making a General Journal entry it shows up in "Record Deposits" how do I get rid of these? It also happens when I do an inter-company payment (see below)
I got an email notification on the subject, "Product update: Option to pay online on invoices with payments turned off" with a link to an article called, "Let your customers pay invoices by ACH bank payment with a convenience fee" but the content is only for QuickBooks Online (QBO). Is this new option also available in QuickBooks Desktop (QBD)? If so, where can I find the instructions? Alternatively, is there another way to pass fees on to the Customer?
I set up Health and dental as a payroll liab. but should it be an expense account? I'm assuming it should be. Health/dental are taxable and employees are deducted for part of cost each pay period.
We just started using Sales Orders (Work Orders), when I convert a Sales Order (Work Order) to a packing slip, the Item, Description or Quantity does not print on the packing slip? The sales order marks as filled and closed. Am I missing a step or handling this wrong? Any suggestions are welcome!! Julia [removed], IA
We are having in issue with QB automatically applying a payment to an open invoice. For instance, we had a customer pay $1,000 down for work to be done. The next day the invoice was closed out showing another payment being paid for the remaining amount. We did not apply the second payment manually. It looks like it was done automatically. How can I make this stop? These instances have become very problematic.
Hi. I run a construction company and we use Enterprise Desktop. We typically do multi-month jobs that we invoice along the way based on actual Time&Materials (as opposed to just "beat the estimate"). Our customers will give us a PO based on our estimated cost of the job (not itemized, just a $ amount). But we do have to monitor what portion of the PO $ amount we've invoiced so far, so that future invoices don't exceed the PO amount. This seems like the ideal use for a "Work Order" or an "Estimate" in QB that we invoice against. However, as far as I can tell, to make a Work Order or Estimate, you need to put in items and quantities. In my case, I don't know items and quantities until I actually do the invoicing. Ideally, I'd like to make a Work Order with only a $ amount (not necessarily items), then have that $ amount get "used up" as I invoice against that Work Order. Of course I can just do this outside of QB by keeping a separate Excel, but stuff like this i
