QuickBooks Q&A
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I have uninstalled and reinstalled the app, deleted all data from app, signed it with phone and email. I chose Bank of America, sign in, choose to share data and then I select my accounts. The next screen shows both accounts and I need to choose between personal, business, or mixed. I chose mixed for both. The save button shows up, but when I click it, nothing happens. Additionally, the cancel button won’t work either. I have to force close the app. I’ve updated to the newest app version and the newest iOS version on my iPhone 15.
I send out invoices monthly for my customers. Some of them do not want to set up autopay through Quickbooks. They want me to set it up to pay automatically. How do I do this through invoicing?
After I connect one of my bank (no problems at all) back in October last year, I'm trying to re-connect my American Express and connect 3 other bank accounts (chase, Wells Fargo and US bank) I'm keep getting error 571, or that it can't connect to bank account right now or something unexpected happened. I already cleared all cookies, and enable pop-ups, and change the browser from safari to chrome, nothing helps.
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?
