QuickBooks Q&A
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My 5 other employee's can do it just fine.
Hello,I have a few questions about the integration with Etsy. What does it mean that QuickBooks integrates only with Self-Employed? I have an INC company—should I still integrate Etsy with QuickBooks, or is that not recommended in my case?I’ve noticed that when QuickBooks imports all sales and creates invoices, it does not import refundes or cancellations. So, if an order is refunded or canceled, it still shows as an active invoice. How should I handle these cases to avoid overstating my income?I also noticed that it imports the total amount including sales tax, but doesn’t break the tax down separately. Since Etsy collects and remits sales tax on my behalf, the integration is inflating my revenue, and I might be taxed on that amount—which shouldn’t happen. Is there a way to prevent this or correct it? Could you please provide a detailed explanation of my options with the app integrations? Is it even worth using, or would it be better to create one monthly invoice manua
I'm new to QB Online and accepting payments online as well. I'm trying to create an invoice where I can add a column on the table content section with the title "COLOR."This is for a retail clothing store, so I would like to add the column/label COLOR. So when creating an invoice for the customer, I have the invoice showing: Description, color, size, cost ea, amount. How can I add this column to the invoice? I have looked at the - YOUR COMPANY then CUSTOM FORM STYLES then AND then invoice edit under CONTENT. I have also looked at the customer invoice and edited through there, but could not do much. Hope this makes sense. Thanks in advance.
I've followed the instructions Quickbooks provides, of going to: Invoices Create Invoice Set Up Payments At this point, a new window appears that gives me an option to "Apply For Online Payments" I've already set up my Quickbooks Payments Account I click on "Set Up Payments" and am taken to a white screen with nothing on it except a green button in the center that says "Ok" When I click on "Ok" - it takes me back into my invoice. I've tried with different browsers, including Google Chrome and get the same result. I called Quickbooks for assistance and they were unable to figure it out. Thank you in advance for any advice.
I'm attempting to set up electronic bill payments through quickbook online so I can pay vendors and contractors directly to their bank accounts. I have my checking account already synced with transactions flowing through so I know the connection works. However, when I try to set up my bank account for to schedule a bill payment, it tells me it's going to send test transactions and the test transactions never happen. When I go back to the schedule bill payment screen, it says "invalid account, use another". This is the same account that is already syncing so it's not invalid.I've checked with the bank and they have not rejected any test transactions. Has this happened to anyone else?
How is Recurring payments different from Recurring Invoices with AutoPay? Are customers required to create a QBO account to set up recurring payments?
Dear QBO team,We need to talk. Again. My client uses recurring sales receipts with cards on file—something your system is supposed to handle reliably. The card is entered. It's verified. The sales receipt is scheduled. The green light is on. Everything looks perfect. And yet… sometimes the payment just doesn’t run. No error. No flag. No explanation. Just silence.And this isn’t new—I’ve reported this multiple times over the past year. I’ve spent hours on the phone going through the usual script (“Yes, I know how to use a mouse.” “Yes, the green light is on.”), only for your reps to eventually admit that yes, the transaction should have processed… but didn’t. And no, they can't tell me why.Here’s what this bug means in the real world:1) I have to manually click into every single recurring sales receipt—even though it was “set and forget”—to verify that the card actually processed. If the card last 4 and account funds deposited to isn't there, I know it failed to process.2) Today, ye
All my team members are editing their own time except for one. How am i able to have him edit it.
I work from home in the EST time zone and work late doing invoicing but once I reach 8PM any invoices I process past that are generating as past due. I don't want to change every invoice I generate so I'm hoping that there is a cut off time somewhere in settings that I can just extend out so that everything I generate in that day (at least up until midnight) doesn't print "PAST DUE" on it. Thank you so much!!Carolyn
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I dont want to enter it everytime i create invoices.
Does anyone know when the "Connect to PayPal" app is retiring. I have a dunning message in my QuickBooks Online banking stating I must switch over to the "PayPal Connector" app. It doesn't state a date. Did I miss it, has the "Connect to PayPal" app already officially retired?
I can't connect to my bank, I would like to know how I can transfer money to my account
Does anyone know about or have experience setting up statistical accounts in QB? It does not appear possible. I'd like to track things like hours and utility consumption.
I want to be able to create multiple Invoice templates that have different email messages. Right now, if you create one Invoice template, and then create a second template, with a different email message than the first template, the message you type in the second template will then change the different message you had in the first template. Why can you not have different messages in different templates? Why must they all be the same? This should be changed.
At the end of April, I issued a $5000 bill payment through bill.com to a vender as part of the payment of a larger bill and recorded the expense in QB towards the bill. Then the vendor called and asked that we cancel the payment and issue it through a different service because of issues on their end with bill.com. I voided the payment on bill.com, and when the voided amount was returned to our bank account, I recorded a deposit for the return of the voided payment with a note in the memo about the void. I then reissued the payment through Quickbooks, recorded the payment, and soon after, we closed out April's books. Unfortunately, I have since realized my error. I have limited experience so far using bill payments in QB, and I now know that recording the deposit as a "payment" from the vendor didn't reverse the $5000 dollar payment towards the bill, and now the bill lists the remaining balance as $5000 lower than what is actually owed. Since the bill payment and deposit have alrea
I have already tried to change the format to text, copy and paste values but it still does not work. Note: I have used this for several months and it worked perfectly by just copy and pasting from an excel spreadsheet. This started 2 weeks ago.
I am using Custom Field for the first time since TAGs will be discontinued in Quickbooks, and it appears that when I categorize a bank transaction I am not able to choose a custom field. Before I was able to choose a TAG when entering a bank deposit, therefore I was able to run a P&L per TAG. How can I run reports including incoming sales transactions if Custom Field is not available in bank deposits (bank transactions)? Thanks.
My client paid me 3 months ago and I still have not received my funds. Over the last 5 weeks, I have called at least 20 times, have had at least 7 cases open, and have been promised multiple times that the money was going to be transferred. It still has not. I have been told it will be transferred by 3-5 business days multiple times across these 5 weeks. I have been hung up on, and I have been told an email with details will be sent and they never have. I have been told that my issue will be escalated to Tier 2 and Tier 3, but that never happened. They are lying to me and withholding my livelihood. Quickbooks is stealing from me. If this does not get resolve, I will find counsel and I will sue. If you are searching for an invoicing service, do not get Quickbooks. Do not do it.
QuickBooks has had two of my invoice payments on hold for two weeks now. When should I expect them to be deposited into my checking account?
For example. I click on invoices and id like to be able to enter the Job name that in products and services into the search icon.
I want to be able to run reports to show how much money I make from each customer, but I have so far been unable to link the transactions where I got paid by these customers earlier this year to the customers I created in Solopreneur.
I want see bigger numbers and letter
