QuickBooks Q&A
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Hi, I have an estimate that was created in 2022 and invoice that were created in 2023 to the customer "A", when it should have been created for subcustomer "A1". Payments on this invoice were received in 2023, 2024 and 2025. When trying to change the customer on the invoiec, I get a warning that all linked transactions will be removed.If I first change the estimate to the subcustomer "A1", then change the invoice subcustomer "A1", will the payments received follow, and update to subcustomer "A1"?Or is there a journal entry I can make that moves this over to subcustomer A1? Prior years 2022 and 2023 are locked down, so I'm not sure QBO would even let me change the subcustomer on the estimate or invoice from 2022/2023
I have 2019 QB and am treasurer for a church. Want to change treasurer and he has a MAC not a PC. When he loads the flash drive it says he needs the admin password. I have never set one and no clue how to do it. I am only user and have looked at the YouTube on how to do it but it doesn't work. Any help would be appreciated. Richard Lockrem [email address removed]
It is two different banks, and they don't transfer between them, so I had to write a check
I want my front desk to process payments thru gopayment but give them access only to add customers and process payments. I am on the basic plan and would like to avoid upgrading to the 3-user plan
I already have over 200k of invoice summited and some of them actually even use quickbooks.
Hello, For more than a year I've noticed that a personal credit card with American Express Doesn't sync all transactions. I've read where others have complained about this. It appears to be associated with QBO and I've read where others have complained last year but I'm still seeing it. Interestingly there are multiple cards associated with the account. Mine seems to always download but my wife's card which is a sub account of my primary almost never comes through. Fortunately, I figured out what was going on but it's a pain to have to download the transactions from AmEx and then import them. It's a pain but could be worse since AmEx let's you separate card holders and download just those transactions then import into QBO. This has been going on for a long time. I've tried disconnecting the account then reconnecting but same problem. There's no error just missing transactions when you go to reconcile. Anybody having the same p
Hello! Love that this resource exists! Thanks to everyone. Looking for a similiar community that is more focused on accounting questions. Does anyone have one they like? Not having a lot of luck when I have a specific accounting question. Tried Google. Thought I'd found one, but then there was mention of emails for sale, etc. Yikes! I'm not looking for a referral to QB ProAdvisor. Thanks!
Invoices
After creating an invoice on Quickbooks Self-Employees app, opening it up and clicking “Preview” in the very top right to show the PDF, nothing happens. I have to email myself the link an go through the steps to generate the PDF. This Preview button has been broken for some time now and would like to know when the fix will happen. Thank you
We had a direct deposit which was soon after reveiled to us they had insufficient funds. So i need to re-instated there balance
I settled a lawsuit for an amount of money spread over 10 years with a large initial payment and the rest paid monthly. It will be considered income and I'm on cash accounting. I'm not going to use actual numbers but these are representative. The settlement amount is let's say 200,000 and the initial payment is 100,000 received mid year. I want to show the 200,000 as an asset with the payment against that asset of 100,000 as cash income for this year. The remainder should be on the balance sheet as 100,000 asset. I have added an account on the chart of accounts for the settlement asset account as an "other asset" which I thought would act like Accounts Receivable. I did a journal entry for the 200,000 crediting other income and debiting settlement. I then did a journal entry for the initial payment (100,000) crediting settlement and debiting the checking account. That is what I expected to show up on the profit and loss when c
Our bookkeeper, with remote access, notified me recently that a payment was made to EDD from our account last summer. The payment was not for our company, but for another company that she works for remotely. Total payment is >$6k. She claims that she thought she was logged out of the "payment portal" for our account and was logged in to the other company account when she made the payment. I'm not sure I can believe that - I've heard that the details about the account name is on the screen when making payments, but as I do not access that account myself, I can't be sure.It is now two months since I was notified, but we still don't have the refund yet. I have asked her to deal with EDD on the issue since she has all the details, and she told me that a refund check was generated 12/26/24, and we should receive it by end of February, but we have not. My question is: what are my options to recover the money? Since bookkeepers are
Turbo tax wants a .qbb file. How do I get that off of Quickbooks online?
Fields needed: project, customer and income spanning Jan 1 2020-Dec 2 2023
Has anyone has success with integrating Salesforce with QuickBooks Online Accountant? I understand that the integration is possible with a normal QuickBooks Online subscriptions but was told that Intuit's integration app does not work with the Accountant's version.Thanks your any help.
Just moved over to Quickbooks online. I'm a Sole Proprietor who mainly uses Quickbooks to track income and expenses, invoice and track payments, banking and to run general reports for my account at tax time. So, I signed up at the Simple Start level, which I would assume all Sole Proprietors and real small business would do. Mostly, it seemed like the right fit until I hit Billable Expenses. Why are Billable Expenses not included at the Simple Start level? They are clearly a function of Invoicing which is clearly part of Simple Start.
My inventory is showing as an expense and Im not sure if that is the right categorization because I read that its supposed to inventory cost of goods sold
