QuickBooks Q&A
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Why do I have to "Accept" an estimate in order to convert it to an invoice? I used to be able to just click on "Convert To Invoice" without having to accept it first. Why did they change this? All this does is add an extra click, which adds up to a lot of extra time when I do a lot of invoices. It seems like QB has gone out of their way to add extra clicks to everything we do.
Hi,I am looking for a way to sync my ADP PTO balances with QuickBooks Time in real-time. Specifically, I need the PTO balances in QBO to match the current balances from ADP. Is there a built-in way to sync these in real-time, or are there any third-party integrations or other solutions that would allow this? Additionally, I would like to set up PTO accruals in QB Time to be based on the employee’s hire date, rather than the standard calendar year. How can I configure it to start accruing PTO from the employee’s hire date?I would appreciate your guidance in addressing both of these needs. Thank you!
The email itself is from Quickbooks (xxxxxxxxxx@xxxxxxxxxxxx.xxxxxx.xxx) saying that my 400$ Norton bill for 5 devices has been paid. I cannot find where it was charged but is this real?
Invoicing is a crucial part of running any business, and while it might seem daunting at times, it doesn't have to be a struggle. We've gathered the most recent top 5 trending questions from the QuickBooks Community on this topic and today we’ll be going over those answers with you. Whether you're looking to automate tasks, simplify processes, or just ensure accuracy, we've got you covered. Let's explore these helpful solutions together! 1. How do I set the default "invoice date" to the last day of the month? I’m so glad you asked that! QuickBooks Online has no built-in feature to automatically set the invoice date to the last day of the month for all invoices. However, we can implement a few strategies to streamline the process and ensure you manage your invoicing process more effectively. Let me guide you through the process. If you have clients you bill regularly at the end of the month, we can set the
There is it search by date filter. When typing a customer name into the search box it finds no results. When scrolling through years of invoices, I see nothing but older years and my new customer’s invoice is no where to be found.
Sent an invoice out to get paid for my products.Customer has payed, and said "payment is in review" Now I check it today and it says "Payment setup required to release funds This Payment needs review. Check your email for more details" There were no emails. And I have set up all my payments before hand. This isn't my first time getting payment through via QBWhat should i do?
Hi!We have CD account, which we closed out. After the funds were transferred to our checking account, we now show a negative in the CD account on balance sheet. We started with $45,000 in the CD, and then we were deposited back $47,194. Now the balance sheet shows the CD account as -$2194. It seems the profit from the CD has caused a negative on the balance sheet. I just need to get this zeroed out, so the balance sheet has zero for CD account. Thanks for any help!
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After few years the problem is yet to be fixed.I tried the useless method suggested previously, actually in " Sign and Security" tab if I try to turn off the 2 step verification a new window show up asking me which type of 2 step verification I want (set up a number or authenticator app). Garbage.What a waste of time in password-captchas-SMS again and again. Every single day. Every single time. If you leave the monitor for 10 minutes... well... back again with dumb security level Fort Knox style , as changing to 3 hrs is not remotely working. If really QB values so much security they should improve THEIR side (servers and whatnot) and not forcing paying customers with dumb PASSKEYS (why do I have to use an external pendrive from my PC in MY OWN OFFICE?) or crazy 2FA.
I have transactions/tax payments out of my tax payment checking account showing up in my main checking account in the register and the balance sheet details but not in my bank transaction view?
I need to copy my current QB company file keep the COA with zero balances. Keep the items. Keep all the ESTIMATES. No invoices needed. No balances. No financials. Can this be done?
I can see the "select pay item" for an employee when I open the weekly time sheet but my employee can't. What would prevent my employee from seeing the "select pay item" option?
When I migrated to QBO from QBD I entered the historical checks but for some reason some of them are not getting pulled into the P&L. They show up on the PR summary as "historical checks" but I don't know how to access the individual transactions to see why some are showing up in the P&L and some are not. I have tried calling support multiple times and each time after hours of explaining again what my issue is and sharing my screen to show each agent what I mean, always end up being told they will escalate the issue and yet it's been 5 months with multiple conversations and still it is not resolved. So, I thought I'd try here. Any help would be appreciated. I don't mind entering each check manually there are only 27 but if I do then the payroll summary will be wrong because I can't get rid of the historical checks.
I am trying to do my 2024 taxes with Turbo Tax Business.Since it does not transfer from Quickbooks Online, I need to transfer the data to a desktop trial.I used QuickBooksEnterprise24Trial last year but I cannot use it this year because the trial has expired.How am I supposed to get my data into Turbo Tax?
I would like to add a cover page to an estimate an invoice where I would take customer name and put it on the color page however I'm not seeing the option anywhere Help....
QB Desktop Release 13 2025 resulted in omitted and incorrect columns on several memorized reports. I followed the instructions to fix it but several of the reports are still wrong in every company I've checked,Is there a fix out available yet?
I started with Deposit Detail report. In the column selection options, I included "Pay Math" (QB moral values police won't let me enter the name of the option that THEY use in the QB system ... sort of the QB "double standard" at work!). This options shows if the customer paid with a check, credit card, ACH, etc. What I am trying to get is a report that shows the payments deposited ONLY from credit cards during a range of dates. Unfortunately, Pay "Math" isn't an option in Filtering. (Another minor fubar from the crack design team!) **** Does anyone know how to generate a report that would show ONLY credit card deposits within a variable range of dates? **** Thanks in advance.
I’ve seen a couple of variants of this question in the support forums here, with several conflicting opinions for how to go about this, and several needing to re-explain the core issue at hand. I suspect Journal Entries are the way to go without overcomplicating it, but here’s the scenario and background info--- Background: Company A has existed for about a year now, and uses a separate bookkeeping software to track income and expenses (not QBO). Company B is newly formed, and is now the parent company (Company A is now a subsidiary). Both companies are single member LLC’s with the same owner, and QBO is the bookkeeping solution for Company B (we’ll be keeping the other software for Company A). Business bank accounts are and will continue to be separate, and there are no planned “intercompany” transactions going forward through the normal course of business (blending of income streams, or one company paying the other company’s expenses). Scenario: One of the particular servic
So I’ve used quick books self employed for my invoicing for a good few years. Never really noticed but I’ve been getting charged approximately £19 per month from intuit directly and also been getting charged approximately £3.99 now £5.49 per month from Apple Store”? Is this correct that I’d be paying for it twice as I read that this is an error? Thanks Bradlee
Hi, We have a 10-year rental contract for $6,000.00, payable yearly (we invoice the customer $600.00 every year). How can I register the whole contract amount and then the yearly collected rentals? I really appreciate any help you can provide.
I need to have a report built in quickbooks enterprise that compares the prior 3 years. Anyone have any idea how to do this?
I sent out a check in Dec 2024. However, the check cleared in 2025. My account says it should be in 2024 General ledger. How do i record it?
Hello, I'm having a rather strange problem, it happens to me with several companies. In the summary of supplier transactions, bills and Check appear in the negative. However, in the reports and transactions everything is correct. That is, it is correct that the payments appear in negative, but the Bills? I'm leaving an image so you can understand me better. Any solution to this?
