QuickBooks Q&A
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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.
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Applied numerous time and keep getting declined.
Deposit
Hello,We are looking at cleaning up our system by removing old vendors that are no longer used and I want to pull a report that lists vendors with the date of their most recent transaction. I tried using the Transaction List by Date and grouping it by vendor but it ranks the vendors by their earliest transaction date, not most recent transaction date.
A customer paid an invoice that was emailed to them and choose the option to pay through bank. The problem is we do not have our bank connected to QBO. I received notice from QBO that there is money to be deposited and to finish set up. That is not something we plan to do right now. How do I make sure that the funds are not being held up in QB as the customer has already replaced the payment to us by check.
Hi, I need to issue a partial refund to a customer who paid an invoice through Quickbooks Payments. When I create a Refund Receipt and I use Credit Card - Quickbooks Payments as the payment method, I'm asked to enter the customers credit card information. I do not have the customers credit card information on file since they paid via QuickBooks Payments. Would I need to partially refund the customer through my Merchants Services account directly and not create a Refund Receipt? Thank you.
I have hundreds of customer information and it is all gone from the app.
I see a number of third-party apps in the app store but, I'd prefer a native integration if available. Does this option exist? If not, which of the 3rd-party apps do you recommend?
My coaching software uses Stripe to collect payments. I'd like to funnel those into quickbooks online. Is it possible? If so, how?
How do I import transactions from Stripe into QuickBooks Online? I want more explanation about my question . Thanks.
Hello, We have a digital product business set up on Shopify, and we accept Paypal payments. Right now, we have to match each transaction that comes into our Paypal Bank account into the respective Sales Receipt.For example, our Paypal bank will look like this:Jan 5 - $15 - Bob SmithJan 6 - $30 - Jane DoeJan 7 - $50 - John DoesThen we have to go into sales receipt and search through each of them, then match them. However, we also accept other payments, so this process takes a little bit of time and searching (plus waiting for quickbooks online to reload etc). In short, it's far too time consuming for us to keep matching these each by each. Right now it's not terrible, but we're starting to get more transactions, and I can't imagine anyone doing this once we have hundreds of transactions per day. Does anyone have any idea on a better way for us to set this up? I've looked for integrations and there doesn't seem to be anything that would help. Thank yo
How can you add a custom detail type in accounts with the online version of QB? This question was asked over over a year and a half ago. Certainly before then. This is BS BS BS BS. This is no only a simple fix, but one that every business owner needs and I am sure is as frustrated as I am for the lack of intuitiveness for a company called intuit. Do you really think that the magazine stand in New York City has the same two dozen categories as the trucking fleet in rural America? They call it logistics for a reason. And, YES, I have tried your backdoor fix..." However, you can create a sub-account and match it to the closest parent account." It is tediously frustrating and counter-INTUITive!!! INFURIATING!
I have tried everything and I keep getting the error. I didn't accidentally login to solopreneur (I'm not a subscriber) instead of self-employed but exited immediately. Please help, I'm desperate!
Taxes that are not due until July 31, 2025 and February 2, 2026 were withheld from my account. Now, I being told they can't refund because the funds were already sent to the agencies... How can that be when the reports are not due!
I need to connect my Venmo business account just like bank accounts.
invoice which i have received payment and then have been disputed. after some days, it has been deposited. However, i have charged for a dispute payment
Got an error message today when trying to deposit checks thru the mobile app, and discovered I’m only allowed 20 checks per month. The nearest ATM for deposits is an hour away, so that’s not going to help me. A lot of my customers pay by check so this is a big problem for me.
In quickbooks online, in an invoice, there seems to be no connection to an account per line like there was in Desktop. (I have copied from a prior invoice), There is no connection in a NEW template either. How do I connect "widget A" to an account for "Widget A" so I can get a report at year end?I am very new to quickbooks online. The helpdesk phone number connected to someone for 2 hrs and he had no clue. Pretty basic stuff here! Thanks!
can we send an invite somehow to ask for their bank info and pay them by ach instead of manually writing a check?
I thought 27/7 was short for 24 hours a day 7 days a week
