QuickBooks Q&A
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Hello my friends - I am setting up the Chart of Accounts.There are six Accounts that are mandatory within QBO in my initial listing (I tried deleting each to be sure). These six cannot be deleted: - Undeposited Funds- Uncategorized Asset (sic)- Opening Balance Equity- Retained Earnings- Non-Profit Revenue- Uncategorized Expenditure Here are my questions:1) Should they be numbered? (Does it matter?)2) Can the ones in bold be used as "working: accounts or should they be left strictly alone? a) Undeposited Earnings - I get the impression that this can be a working account....that it is where all cash donations not yet deposited go - correct? b) Uncategorized Expenditure - Haven't a clue. Do I use this when the reason for the Expense is unclear? Thank you as always for your expertise.
I've been trying for over a week, and I report each time I get the error, but I would like help fixing this.
I'm new to QB but already know that it will be beneficial to sync QB with Etsy where I do most of my online sales. However, I'm just in the process of getting the bookkeeping side of my business set up. At the moment, I'm using my personal checking account with Etsy but soon will be setting up a separate bank account for my business. My questions is this... if I sync QB and Etsy now using my personal account can I easily change the default bank account to a new account later? I know I can change the default accounts separately in both QB & Etsy but will I have to sync them all over again? And if so, do I risk duplication of the sales and fees data? Thanks in advance for any insight you can provide,Elizabeth @ ForestBloom
Dear Quickbooks Team, I made a journal entry from the transferred files of old company to new company, when I begin to reconcile the bank accounts it shows the beginning balance is zero, but I checked the Charts of accounts there is a total balance. Any ideas how to fix it? thank you
I have attempted to fix this issue more than once and never can get it right? I am using two monitors. Quickbooks Pro Desktop loads on one of the monitors (right side) and most of the windows will open there without any issues. But, when I click on an item that causes a pop-up to appear (i.e. - check register) it always shows on the 2nd monitor (left side). This is annoying because quite frequently I have other applications open on the left side and the pop-up is hidden. Can I set up the pop-ups so they also appear on the right-side monitor? Thanks EJ
I'm using QuickBooks Self-Employed.
Trying to match invoice with payment received. Not showing when i click record payment and select the account that it was deposited into.
A cash payment on a invoice was deposited to checking but I don't know on which deposit it was included in. The transaction was done incorrect and when I try to delete it QB is telling me the amount has already been deposited so I need to delete the entire deposit and fix the mess.
I can't find where my tax forms are to file them correctly. I am not quite ready to have QBO do it for me, so I want to see the forms and submit them on my own.
I currently have automatic bank feeds. When i receive a payment through QuickBooks, I match it up to the invoice. Once that is done, the payment is now automatically recorded as accounts receivables.Is there another step I should be doing so that it gets recorded as income?I noticed it comes up in my P&L report (cash not accrual) as accounts receivables.Please help.Thank you!
After QBO changed "Amount" to "Category/Product/Service amount" I am no longer able to sort by this field in a transaction report. Is this a bug, is there a modern view report that allows sorting by transaction amount, or is this a new "feature"?
Actual vs. Budget report doesn't show total annual budget?
Hello I am looking for help as I still use QB Desktop Pro 2018 for bookkeeping, (general ledger and accounts payable) but no additional features. I was still able to import qbo files from bank and credit cards but the past month it started telling me I need to update to access Intuit Account. When I click on learn how the link has nothing to do with that. I login to my account through website fine so I still have access to account. When I login in still shows Quickbooks 2018 Active so I thought all was solved. Today it tells me my 28 day reminder is over. What can I do to still use the basics? Thanks
Hello All,Is there a way to lock the customer terms so that they are not changed when an invoice is created. We have several employees who create sales invoices to our customers and they inadvertently change the terms from time to time. This create havoc on our AR Aging. We have asked them to please be careful when creating the invoice but I was hoping this was a field we could somehow lock in order to prevent it from being changed every time an invoice is created. Suggestions? Thank you.
Hello, I have been trying to get an older version of QB Desktop working. I have received various suggestions and in the process it seems most of the files I try opening now tell me wrong password. When I try resetting password I have received various errors1) internet connection but I reset password of one account 5 minutes before on that computer and receive error on multiple computers2) Can't verify but info worked with other account3) Admin password recently reset4) Try Later5) Couldn't make changeIs there a way for support to verify? I have tried resetting using QB2014 and QB2018. With various comments I'm thinking I should use 2014. I cannot get 2018 to connect to account for verification. Once I type in username and click next to get to password screen it just spins circles. If the company already exist can I just always skip this? Starting new company would be issue but can try to start it with QB 2014 and register then convert to 2018 Thanks
Can someone tell me if the Quickbooks online desktop app is decommissioned or still supported? Some areas of the website say the app was decommissioned but other areas of the site still offer it for download?Decommissioned? Click here Download it? Click here Which one is the correct information
I am attempting to use progress invoicing and am trying to adapt our custom invoice to this new layout. However when I go to print preview (or print) the invoice the Curr % and Total % column headers show nothing and the items in the columns are printing wing-dings fonts. Everything looks correct on the layout designer and the font is not wing-dings but I can't fix it. Can anyone help with this?
I have tried it from my home computer thinking it was possibly my work computer or internet and that didnt help. Ive also cleared my cookies and everything. Ive used QB online for years and the last two months this has been horrible
I'm claiming 0 Yet there's no federal taxes coming out
