QuickBooks Q&A
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Customer Type is supposed to be on the Customers page and give you the ability to assign a type to your customers. It's not there or I cannot find it. Is it gone?
I purchased a new laptop and have successfully installed (from disk) Quickbooks 2000. I am trying to move 2 company files from old to new laptop. I have tried "utilities" "move QB to another computer". Everything copies to my USB. When I open the USB on new computer and click on "Move_QuickBooks.exe" nothing happens. I tried to backup the files and tried restore. It states the file is corrupt or not a correct file type. Same with just moving the .qbw files and trying to open. Any suggestions?
Suddenly today we noticed that Quickbooks was backing up our data under Data Protect. We have never subscribed to that service. We did notice that our QB Pro Desktop renewal was significantly higher than previous years. Would I be correct to guess that they just snuck the Data Protect plan in with that subscription, whether we want it or not?
They are only getting the "pay invoice" blue window. In order to see a printable invoice that are having to click on the "Pay Invoice" link then click "view invoice".... They don't like that and preferr the PDF to be attached to the email.
Hello! I am using Quickbooks Desktop Pro Plus 2024. When sending invoices, I would like for our DBA name to be used instead of legal business name. For the printed invoice, I can create a modified template, delete the company name data field, and then add a label with the DBA name. However, there are two other places where the legal company name appears. First, when emailing the invoice to the customer, the legal business name appears as a "header" in the first line of the automatically generated email message body text as shown below. Is there a message template somewhere where this could be changed? LEGAL BUSINESS NAME Invoice Due:02/24/2025T1Amount Due: $50.00 Dear Customer :Your invoice appears below. Please remit payment at your earliest convenience.Thank you for your business - we appreciate it very much!Sincerely, Secondly, I am using QuickBooks Online Payments. When the cu
Buenas tardes Tengo una pregunta, en que modulo de QBO puedo observar el libro mayor y libro menor (contablemente hablando) Quedo atenta a su respuesta.
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how do I do this?
Quickbooks online does not seem to allow changes to purchase order template, Is therea workaround?
I have a client that wants the employee to be paid set amount (1200, 1000, 900, etc) after taxes. They are paid by salary. Is there a way to accomplish this in Quickbooks Online.
In Quickbooks, when creating multiple grant budgets, should the period be the entity's fiscal year or the budget fiscal year?
I'm running the Customers > Open Invoices report as of 12/31/2024. This is the same report we used for EOY last year. This year for some reason the same report is giving us the open balance as of today, NOT as of the Last Fiscal Year (12/31/2024.) For example, I'm looking at a 12/20/2024 invoice for $12,820.00. It was paid on 2/12/2025 but was entirely unpaid as of the report date 12/31/2024. Yet QuickBooks is reporting the balance as of today. It didn't do this last year. How do I fix this to report the correct open amount as of the closing date of 12/31/2024?
My efile status in QBO is "sent" and I have not received an efile receipt. According to the company information the status should be Not submitted or submitted. Why does mine say "sent". I am on QBO Simple Start. My credit card was charged for the 1099 service. I see the list of 1099s in my 1099 dashboard. Is there something else I have to do?
I have a Sole Proprietorship LLC. I will buy equipment for a client with no markup. I add the equipment purchase to the invoice so as to be re-imbursed by the client. How do I keep the equipment that I am being re-imbursed for from showing as profit since I am not making any money on that part of the invoice. Thanks
I cannot figure out for the life of me how to get a payroll report for one specific job for a month. Every report I try pulling does not give me what I need, which is just how much we've spent on payroll for a specific job in QB Desktop. I've tried this: https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/hours-worked-report/00/247809but it does not break this down the way I need it? I even tried customizing the report to reflect only the employees worked at the job and the job itself, but still not accurate. Why can't I just run a report to show how much was paid in payroll for a specific job during a specific time frame?
I repair equipment for customers, often times we repair this equipment 1-2 times a year as they are high use, wear and tear. Is there a way to track the serial numbers and warranties we give for each repair inside of Quick Books?An exampleI repair Machine "A" Serial Number 12348 months later, I get the a machine from the same client, and want to track the serial number 1234, to determine how often I am repairing, if its covered under my own 3 or 6 month warranty, and which parts are being used.Thanks!Josh
After the most recent Quickbooks Desktop Enterprise update this week, some memorized reports will not run. Also, when I created replacement reports it does not allow me to favorite them.
We are using QBE - Desktop. I have created new BU in our CRM to help use track expenses and revenue between our two locations. Do I need to create new classes in QB with differentiation in location??
I've contacted support regarding this issue, but they couldn't solve it. My products, except two new one's I've added, won't show up in the "Products & Services" tab, so I can't edit them. I can still invoice the products, they still appear in reports, and QB says they already exist if I try to re-enter them. The customer service rep and I have tried checking the filters/categories, using different browsers/incognito, and exporting a list to excel. Nothing has fixed the issue. Has anyone else experienced this/Can you help? Thanks.
I need to know how I can setup it up so that employees (hourly and salary) can start accruing paid sick leave. It is 1 hour earned sick leave per 30 hours worked up to 56 hours for the year. How can I get Quickbooks to track this, if it can?
Me and my husband purchased a restaurant late August of last year with money borrowed from my mother-in-law and a separate 3 year term agreement from the previous restaurant owner to pay her the purchase price in 3 separate lump sums once per year. Since I currently work full-time as a Nurse practitioner, we have not needed any income from the restaurant to make our personal ends meet each month, rather we have been trying to build up our operations account in order to get ready for our first lump-sum payment this coming August. Our accountant recommended last year that we take out a "reasonable" amount as our income; however, that is not feasible if we are going to have enough money to make our first lump sum payment this year, therefore we did not take out a "reasonable" amount as income. Is this something that is frowned upon if you have income from another source and you're trying to make sure you have enough money to pay back a loan? Obviously, we don't want the restaurant t
When I filed and paid my January sales tax, it looks like I recorded the adjustments in the Sales Tax screens, but didn't record the payment. The month's tax now shows as "overdue" and when I review the tax liability there is no "record payment" button any longer. *I can add an adjustment but not a payment. The payment has loaded from my bank, but of course I can't match it to anything. How do I record the payment?
It doesn't matter which client I choose, i keep getting the same message, Tried talking with QB support and received no help.
I had an employee on "Unpaid Leave of Absence". He has had 2 paychecks since his return and they are not showing in the bank register. He is marked "Active" and his paycheck shows up but does not appear in the register.
