QuickBooks Q&A
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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
System type: QuickBooks Desktop I have run both the Open Sales Order by Customer and Open Sales Order by Item reports and noticed a variance between the Open Balance totals. I was able to determine that these variances related to a few sales orders that show as open in our system. Each of these orders had one of the multiple line items on the order shipped and invoiced. However, the other line items remain open on the customer sales order. When reviewing the Open Sales Order by Item report, the items are listed for these sales orders. When reviewing the Open Sales Order by Customer report, the orders are missing. The sales orders have been reviewed. They are marked as open (not closed). They have a customer account listed on the order. Only the items shipped and invoiced are noted as invoiced. All other line items show as 0 invoiced and have a Qty listed for the order amount. I have reviewed the report settings and cannot find a filter that would remove these
I need to turn off automated payroll tax payments but Quickbooks customer support says that they have taken away the option to turn the feature off.
Welcome back to day four of the Guide to QuickBooks Mastery series. As we near the end of this week-long series, we will be taking a deep dive into maintaining customer and vendor lists, creating estimates, invoices and bills, and tracking project progress and profitability in QuickBooks Online. Tune in for today's event below and come back tomorrow for the final deep dive of the week. Interested in learning more about QuickBooks Payments capabilities? To get started, check out QuickBooks Payments rates and apply.
Applied numerous time and keep getting declined.
