QuickBooks Q&A
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and my follow-up email to the agent who ignored the appointment. We currently use desktop pro plus, whatever that means (id think its a thing anymore?) and I'm looking into upgrade options to Premier or possibly Enterprise. I had an appointment yesterday with sales support, I was getting email and text reminders prior and thought I was emailing the agent, who in hindsight was only sending form emails. Angel never called as promised. I'm just curious if QB is doing such great business that they don't even need to sell more?
I am very, very frustrated with QuickBooks. I have been trying to downgrade from QuickBooks Plus to Simple Start, but I keep getting this message: "You have the 'multicurrency' feature turned on in your current QuickBooks Plus SUBSCRIBED plan. This feature can't be turned off, and is not supported in the QuickBooks Simple Start plan." Nowhere was I warned that enabling multicurrency -which I don't use- would permanently lock me into an expensive plan. This is deceptive and completely unfair to customers who want to scale down their subscriptions. Even worse than that I spent hours on the phone with QuickBooks customer service, and the experience was infuriating. The agent I spoke to had no idea what the multicurrency feature was and was intentionally keeping me on hold instead of connecting me to a supervisor. She refused to help and wasted my time. It was obvious she had no intention of resolving my issue. She just made me listen to music for hours. QuickBooks is b
I am trying to add a custom field (PO #) to my invoices. I watched the video help, but when I enter the custom field name, I get the error "Name should not exceed characters" . Seems like the error should state how many characters, but it doesn't. No matter how many characters I add, I get the error upon saving". I tried to find a customer support page where I can message Quickbooks Tech Support, but I keep getting linked back to the "Assistant".
I did not receive the update for the year 2021 on the 941 Sch B although all of my other forms have been updated?
We have 4 US Bank credit cards and they all show up separately in QB. Which is fine. But I am needing all charges to show under one parent account in order to reconcile (like the Cap One & BofA - I did not set those up, so I am not sure how it was done & I can not see what is the difference between them to know what I am doing wrong). I followed the instructions on setting up a sub account... I went to the chart of accounts, I clicked on Edit in the View register drop down, but there was no "Is Sub Account" to tick anywhere. When I went to BofA or Cap One, I did not see a "Is Sub Account" that was toggled either. So I am not sure where it is to make the sub accounts in order to have all transactions rolled into one parent account for reconciliation. What am I missing? TIA
I've attached a screen shot of the "Map vendor payment accounts" and in all honesty, I think this method is one of the dumbest things I've seen from Intuit. But in this perhaps I am missing a simple solution ....Note the circle drawn around the "Account" number. This shows ** Numbers that are NOT in numerical sequence. This makes for an error prone way of trying to assign 1099 flags ** ALL of the numbers shown here have been INACTIVATED because I have restructured the GL COA to simplify processes and implement Class Tracking. In my mind, INACTIVE numbers should no longer appear in this list. Am I simply missing the way to reorganize this listing into numerical sequence? If so, how? I get that once assigned, changes mid-year aren't a good idea. However, once 1099's have been filed for a year, then changing the 1099 flag assignments shouldn't present a problem. In our case, whoever originally assigned these flags must have had a fair amount of drink before starting or
My expense for healthcare is paid at the beginning of the month (health insurance for the month of July is debited from my account on July 1).My employER expense and employEE deductions accumulate into the health insurance liability account throughout the month. I would rather not leave the expense uncategorized all month long if I dont have to.I was told that I would have to create and expense at the end of the month choose the category of "health insurance liability" and any remaining difference to be allocated to health insurance expense. Is there a good (better) way to categorize the health insurance expense when it shows up in the banking tab and just apply the "liability" later as incurred ? I hope this makes sense.
Hiso im trying to send my profit and loss report to my email. It said sent. But upon checking my email box and spam box ,there is nothing there. I have try it serveral times already. Can anyone help.
I'm trying to add Rest hours, Hours offered, AEWR, into QB. Just need a little direction
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I'm using Quickbooks Payroll Core. Last week I could pay federal taxes electronically. This week it is set to manual tax payments. I did not change anything.
I need to open a backup file from one month ago but Intuit Data Protect is only showing me the last two days. I can see all of the older backups listed, but how do I retrieve one of them?
HiI have forgotten my Admin password for my company
I have a dymo printer 550 and it works great to use to print from Quick Books. However, its not wanting to print the way the label is set up. Is there anyway i can change those settings?
I have identified a discrepancy in the beginning balance in quickbooks, it doesn't match with my beginning balance in the bank statement, while performing my reconciliation for November 2024. This seemed unusual to me because when I completed my reconciliation for October 2024, everything was properly reconciled. Upon review, I found that the discrepancy amounts to $2,041.18. After generating a "Previous Reconciliation Discrepancy" report, I discovered that my supervisor had deleted vendor payments from the years 2019, 2020, 2022, and 2023, which match this exact amount by mistake. These payments had already been reconciled.My supervisor has instructed me to make the necessary adjustments to complete the reconciliation. However, I have never performed this type of adjustment before, and I am unsure how to proceed. I know that one way to correct this is to undo the reconciliations and redo them from those years, but it would take me a considerable amount of time to und
I want to add a payment link to my statements
I am trying to create letters to my customers and when i am running the letters to populate I receive an error message saying "The QuickBooks Letter Template that you selected does not have any QuickBooks Letter fields in it. "Please advise on how to add letter fields to a template and where to locate the template for editing.
I'm trying to track customer payment behavior over two different time periods, and I'd like to calculate the average time to pay from one period (Sep 2021 through Mar 2023) and compare it to another (Apr 2023 to present). However, when I use the average time to pay report in Quickbooks, all that comes through is the total average time to pay for the customer, regardless of what time frame I band it to. Is there a way to view a customer's historical average time to pay, or will the report only ever pull their present average?
How can I get the inventory valuation detail report to show the product/service? I've tried all the customization features but only get the product number - not the description. Thanks.
We accidentally paid an employee $400 via direct deposit, instead of $100. The employee returned $300, we voided the $400 paycheck, and we registered the correct $100 payroll as a paper check. I don't know how to categorize this to reconcile our accounts. Currently our chart of accounts sees payments of $400 and $100, and a deposit of $300. This leaves our balance at -$200, instead of -$100. I thought I could split the paper check transaction to bring the sum to $0 while still including that payroll item so our tax liabilities are correct. But when I try to edit the item through either bank register or payroll item's transaction journal, I just get sent to the Payroll Summary reports page.
I would like to add interest to rent invoices. Can the interest or late fee be automatically updated on a daily basis until the invoice is paid? Currently on Quickbooks Enterprise Solution Manufacturing and Wholesale 24.
Can I set up auto e-mail for invoices to a specific customer once the invoice is created.
