QuickBooks Q&A
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Good Morning, I am using the “bulk enter transactions” feature to enter bills, and using the class column to apply them to a class. However, the class is only being applied to the account line item and not the whole transaction. Therefore, when I run reports and filter using class it’s not pulling up. Is there a way to get the class to apply to the whole transaction in bulk entry?
HI! I currently work in QB Desktop and have a question about accessing finance charges. If a customer goes beyond the grace period is a finance charge invoice automatically created by QB's or do I have to go into access finance charges each time? We are looking for an automated process of sending finance charges each month. For example, a customer is now 70 days past due and the grace period is 30 days from due date which is due upon receipt. Will a finance charge invoice auto generate for the 2nd 30 days past due? Thank you in advance for the support!!!
QBO will no longer load (as of this morning) on FireFox [latest version]. It gets stuck with the 4 spinning dots at the main web portal page: https://qbo.intuit.com/app/ Support also won't work correct since it requires login, which won't work on FF. Works normally on Chrome, so we know it's not a total outage, but rather some kind of update that killed the app for FireFox. We've done all the usual troubleshooting (cleared cache, cookies, etc.) to no avail... Any ideas on why this won't load any more, or anyone else seeing this or can verify? Also seeing auth issues trying to post to support from FF, see attached. Makes me think that something with a security cookie isn't responding correctly on FireFox browsers anymore. Thanks!
There's a reminder to "Open Online backup" that I cannot get to go away. I've tried opening it, opening it and backing up, turning it off to no avail. Please help.
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In desktop, you could go to a Customer and all their invoices would be listed in a side bar, you could just click in the sidebar and go from one invoice to the next. In QBO, is there a way to do this? There are the left and right arrows on either side of the invoice number, but when you click one, it goes to the next numerical invoice, not the next invoice for that particular customer. I frequently need to access previous invoices and it's such a pain finding that ONE invoice in a sea of invoices. Search function is absolutely useless, it hardly ever finds what I am looking for.
I like to produce certain reports for our owners and am looking to produce a budget report for 2024 by using an "expenses by vendor" report as a reference, but it will not let me filter it by class. Having multiple locations, I need to separate the expenses by location. I use a "separate by class" system to do this. I have been able to apply a filter to almost all our reports so we can see what location is doing what until now. I would like a report to show me expenses only by "class" (location) for the year. Anyone have any other report recommendations on a report that will help me where I will be able to separate the expenses for each specific class for the year?Worse case scenario, I'll have to take the info off the P&L...................
Quickbooks is not saving invoices. It will let me create customer accounts but I can't save invoices. This is frustrating as we do over hundreds of invoices a week. This is disrupting business. This is not a cache issue or anything they describe, this is on QuickBooks side as we are having its happening on all our computers even employees working from home! We need this fixed ASAP.
Yes, I checked Spam. 2 hours on the phone w/support who wants me to report to the bug team when support has a case number w/all the info.
I need to pay an employee 40 hours PTO not during a regular payroll. Do I just create a check and put in 40 hours PTO? How do I make it so health insurance premiums and 401k are not included in this one time check?
I have been using the Square app for years to import transactions.As of February 1st, the imported transactions all come into QB *without* the sales tax checkbox checked, and the associated sales receipt for the day has a new line item called Sales Tax Item.The byproduct of this is that when I view the Sales Tax report for February, QB thinks my taxable sales are *way lower* than what they actually were. Is this a settings thing? A change on Square's end? A problem with the Square import app? Has anyone else noticed a change in how their Square sales are imported into QB?
I need to access 2024 Expenses that were already posted but cannot adjust the Date Box to give me access to the entire year of 2024. Can you tell me what I have to do to resolve this issue?
For instance, if I have stored card for customers that are no longer current, I would like to remove the unneeded info. i know how to remove the data. I mean If i knew that mr smith and mrs jones had cc info stored and we no longer needed it, i could remove it. The problem is finding out which mr smith and mrs jones even have stored cc info and combing through 2500 customers is way too time consuming.
Can i change column width on the transaction report in order to see amount column
Can i create purchase order in mobile app Qbo
QB/Intuit requires me to submit PCI Compliance documentation in order to use QB/Intuit credit card processing. According to the industry regulatory agency, PCI Security Standards Council, since I don't see, touch, or store the credit card, all I need is PCI DSS Compliance. PCI Security Standards Council states my credit card vendor, QB/Intuit, should provide me with that Self-Assessment Questionnaire at no charge. Instead, they're referring me to their vendor, SecurityMetrics, who's charging me $85 annually. C'mon QB, I pay Intuit plenty and have been a loyal customer for over 25 years!!!
