QuickBooks Q&A
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I'm running Desktop Pro 2016 on Windows 10 and really don't have a need to upgrade Quickbooks at this time. I would like to, however, upgrade to Windows 11. Has anyone had success in running an older version of Quickbooks on Windows 11? Many thanks
I made a mistake in the Receive Payments section. My invoice was for $250 but the customer only paid $215 and I mistakenly clicked on it as being paid the $250. I discovered this when I went to Record Deposits and the number didn't match with the actual deposit. So I didn't record the deposit and went back to Receive Payments but now I can't undo the payment. I don't care about the underpayment and just want to record it as receiving the $215 and call it good so it matches the actual deposit. What do I do?
We sometimes create invoices that are not yet ready for sending out to the customer. The problem here is that in some instances, we end up creating duplicates of the same invoices and send out one without realizing we have a second one that was a draft of the one sent out. Ultimately we end up with 2 invoices showing up on the A/R report that shows one that was sent and one that is actually a duplicate "in progress" draft invoice. We'd like to be able to mark our invoices that are not sent yet as DRAFT so they don't show up on A/R reports. Can this be done? Ultimately when the draft invoice is sent out, it becomes an actual invoice and only one will show up on a report. In essence, we'd like to see invoices treated like emails. If you create an email and don't send it, it becomes a draft email. It stays that way until it is sent, which then takes it out of draft mode and puts it in the Sent mail. This is what I'd like to do with invoices. Same concept. Invoices stay as drafts unti
This client does not have QBO Accountant, so I can't undo the rec. Previous accountant reconciled to an incorrect ending balance (I'm not really sure where she got that number, but it's not on any bank statement). I can only find how to fix incorrect beginning balances or restore a previously correct rec.
Hello, we have created a new company and want to import our chart of accounts from the old company. When I go to gear icon/export data/ (all dates are chosen) lists/ the chart of accounts is not an option. All I get is customers, vendors, and employees. How do I access the export for the chart of accounts? Thanks.
Client mistakenly did a backup last week which somehow condensed all of the 2024 work- nothing is on the bank registers . There isn't a recent backup to restore - I learned he does not do regular backups . He wants to move to QBO - would the migration from QBDT include the condensed 2024 work? what is the best solution to get this work back or is entering manually the only way?
so we have QB Enterprise 2023 on desktop PC's and we are having problems with one of the computers (slave) not connecting with the server (mine). we are connected through a router/modem hardwired and the slave computer keeps getting a message saying to have the server be in multi user mode - which it always is. Sometimes we have to shut down both computers then it (slave) will connect, we have also tried putting my QB in single user mode for a few minutes then change back to multi user mode, then the slave will connect????? any ideas on why the slave keeps losing connection with the server??? thank you in advance for any advice.
If you had an invoice of $105.40 and you thought you paid correctly.Later, you attempted to match and realized you accidentally paid $105.50. It is $.010 overpayment.After manually matched the original invoice of $105.40, there is still $0.10 that I don't know how to deal with it.I thought it may be matched to Bill with -$0.10 but it doesn't let me enter less than 0 value so that doesn't work. I entered vendor credit and tried to match with it but it doesn't show up in the matching choice.Is it only journal entry option left? I'm not as familiar to deal with JE. For this particular case, how should I correct it?
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is anyone having issues with connecting to their bank?I am having so many issues with QuickbooksI am getting this message. I need this to go to the developersI also need an email Uh oh, there’s a connection problem. Sorry, but the app didn’t connect. Please try again later, or contact customer support for help.View error details (for Developers)The redirect_uri query parameter value is invalid. Make sure it is listed in the Redirect URIs section on your app's keys tab and matches it exactly. Click here to learn more about the redirect_uri query parameter
Hello, I've been using Quickbooks Desktop for quite some time and closed out my books for 2023. Now I want to migrate to Quickbooks Online. I have made sure my Intuit account is setup, with all my info and a valid credit card on file, but I simply can't can't choose a product or subscription. I keep getting this error. You can't add QuickBooks Online Simple Start to Premier Coding Solutions Inc. with your existing subscription. What is the resolution to this? I want to use Quickbooks Online for 2024 and moving forward. Thank you,Andres
I get this error when trying to file 1099 NEC through QB - I need to get all two of them filed today. How do I resolve the error below? Something's not quite rightSomethings not working. Give us a few minutes and try again. If it still does not work, please contact us.
Some time ago my QB GoPayments app (Android 15, latest version) began listing my city's "saved rate" as twice the actual rate. It shows 16.5%, when it should be 8.25%. The "location-based rate" is always correct. I suspect I probably caused this problem a while back when I was fiddling around with sales tax, and I've only now had time to troubleshoot, but for the life of me I can't find how and where to fix this.Most of the time this doesn't matter because I do a large part of my work in the same city, but sometimes I need to take a payment when I'm not in the usual city. In that case the "location based rate" is incorrect because of my location, but then so is the doubled "saved rate".In QBO I've followed the instructions to go to Taxes > Sales Tax > Sales Tax Settings, but I have no Custom Rates. I've even looked in the Merchant Center without success. And yes, I've signed out and back in on the GoPayments app.See attached screenshot for what I'm seeing. The second-to-las
Our HOA just added QB AP module. I have been placed in charge, as a board member, to implement this module. However, when I go to set it up the third step requests personal information on the person setting up the module, such as name, address, etc plus social security number. I am an unpaid board member and do not want to share this information. How do we handle this? ThanksSteven
I can change my address in the Intuit account "Profile," but that change isn't reflected under the Intuit Account "Preferences" under "mailing address." How can this be changed?
What is the date in February 2025 that Quickbooks is going to allow corrections to 1099s?
How to fix the automatic mileage tracker to log my mileage
After years of using QB, I now cannot create new invoices without memorizing them, and then I cannot edit memorized invoices. I only get a message that the operation cannot be completed and there is no further information about it. Also I constantly get a message that I'm in View only mode, and I need to renew my subscription. I am using desktop version for Mac. Getting to be the point that I'm ready to ditch the QB and look for entirely different solution.
Anyone else having problems with Bank of Hawaii connecting to Quickbooks? Our won't connect for over a month now. I have contacted support 3 times. Done all the screen sharing, and troubleshooting tips, and all 3 times told yes we are aware of it and it is being escalated to being fixed. That I am not the only one. But I have never received an update. I contacted and was on the phone with support for over an hour again a few days ago, and exact same thing. How much longer until we can access? How do I know for sure this is being worked on and not over looked when it has been a month with no email updates about it. Anyone else? Please help. Thank you!
Hello,I am new to QB Online. I am part of a very small non-profit. I am trying to set up QB Online. I have set up new accounts to the chart, tags, products. I also entered cash receipts, expenditures and bills.Now I am entering the deposits and checks from the bank statements. (Note: We are not able to use any interfaces, this is all manual). When I enter a deposit, I do not understand what account to enter for each customer. When I enter the same account as the cash receipt, the payment detail report doubles up the amount. If I use the cash account, that decreases the cash balance. What should the offset account be for a deposit?Thank you for your help.
I have 2 deposit transactions that I transferred from my personal bank account into my business checking account to simply avoid overdrawing my business account at the time. What's the easiest way to either... 1. Take both deposits off my books so they don't affect my business accounting books (i.e., avoid being counted as income or taxed, etc., - one thought was to treat them as loans and then have them paid back???) 2. Keep them on my business books and categorize them so they don't affect things. They are both small amounts and if it's too complicated, I don't need to pay myself back. If this is a simple fix, then I guess I could. Yesterday, I ended up categorizing both of them in QuickBooks under "Expense" > "Shareholders Distribution - Other" and then I reconciled last month (January). Since I reconciled them already will undoing them throw off January or can I simply change the category they should be under instead of "Expense" > "Shareholde
My client is being told that the only way to get QB Time Elite to sync with QB Enterprise is for them to upgrade from Gold to Diamond, at nearly triple the subscription. All they want to do is import the timesheets so they can have more accurate job data. They do not use QuickBooks as a payroll service and they only have manual payroll turned on to record after the fact payroll. I have other clients that do not use QB Time but can import other products' timesheets directly into Enterprise without an issue. How is it possible to QB Time Elite or otherwise does not integrate with Enterprise without an upsell?
