QuickBooks Q&A
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Do all banks provide check images when transactions are downloaded?
I love the new feature that allows you to automatically send a link to a customer's phone number when invoicing in QBO. My question is why the link is not available when sending invoice reminders?? For clients who do not check their email regularly, having it also go as a text to their phone is really helpful. If nothing else, it says "Hey, Buddy! Check your email and pay that overdue invoice!!"
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Hi everyone, I am trying to transfer a credit issued to one customer to another customer's outstanding balance. I found a really clear explanation of how to do this on QB as per the below link. My issue is it is not working for me. https://quickbooks.intuit.com/learn-support/en-us/help-article/manage-customers/transfer-credit-one-customer-another/L4vT5bz8K_US_en_US When I set up the 2nd line in the journal entry, I follow the instruction to "On the second line item, select Accounts Receivable" However when I do that & set up the 2nd part of the journal entry I get an error message saying I cannot use AR twice on the journal entry. That is exactly what the QB explanation says to do. What am I doing wrong? How do I fix this? I need to move the credit from one customer to pay another customer's outstanding invoice. Thank you for any help anyone can offer in advance!
I need to export check information to map to my bank as a positive pay file. I cannot see where I can choose the filed "name to print on checks".
Does anybody know when the new account limits/caps on payments get lifted? I have BP Premium. I'm supposed to get 40 ACH included plus $0.50 for each additional. I ran my first few and only 10 went through, this was over a week ago (and multiple hours on the phone with support). It seems that new accounts are capped. I did a bunch of work to transfer all my vendors over to payments, only to find it won't process the dang bills. Nobody at QBO/Payments can help me. They all say the same thing that it will eventually reset and the caps will be removed. And they don't have any way of removing the cap. Does anybody know how long it typically takes to have the payments cap removed? (And Intuit -- consider this a formal complaint - you marketed payments to me constantly. I finally sign up only to have the system fail and force me to spend loads of time on support.) Thanks for your help!
did my subscription run out?
When do we submit direct deposit payroll when the pay date is January 3, 2025?
Bulk Inventory Adjustments to show previous inventory and adjust new quantities?
Hi,Our company has these active subscriptions in QBO:* Quickbooks Advanced* Quickbooks Bill Pay EliteWe need to know precisely what the limits are for how much we can send using "Quicbooks Bill Pay Elite".Specifically:1. Does QBO set a daily limit on the total number of payments we can make?2. If yes, does QBO apply this limit to the day that we schedule the payment to go out on or the day that we actually enter the payment into QBO? 3. Does QBO set a daily volume limit on the sum of all of the dollars of all of the payments made that day?4. If yes, is this daily volume limit for the day that we schedule the payments to go out on or the day that we actually enter the payments into QBO?5. We believe that the dollar limit of any individual payment that we make is $450,000. Is that correct?6. Does QBO set a monthly limit on the total number of payments we can make?7. If yes, does QBO apply this limit to the monthly that we schedule the payment to go out or the month that we act
Hello! The companies I am working with is considering shifting from QB Online to QB Enterprise. With this in mind, I have the following questions: 1) How elaborate is QB Enterprise's User Access Feature? Say we have a sales team, can we allow them to ONLY make estimates and invoices but NOT EDIT? Can the management also restrict their access to financial statements? 2) How can we transfer our files from QB Online to QB Enterprise? What data can we transfer seamlessly and what data in QB Online that cannot be transferred? 3) I am currently working for 2 companies, both of which are using QB. If we were to buy the licenese key for QB Enterprise, can both companies use them or only 1 license key will work for one company? 4) In QB Online, only the sales invoice and the estimate can be customized via importing a style from MS Word. Can QB Enterprise do this as well? If so, can it also import custom styles for sales receipt? In QB Online, it doesn't have that featu
Hi,My client is operating restaurant and the company has just started its operation in 2024. The company has $43,000.00 net profit in 2024. Besides its fixed asset value is $37,000.00 like oven, fridge, machinery etc.Can we deduct all of this fixed asset value from the net profit?
I am new user of Quickbooks desktop. After I added the new vendor, and willing to add a new transactions of Purchase order with selected vendor, there is a box shown " Vendor Not Found" and buttons Quick Add/Set Up/ Cancel. I cannot input any purchase order, bills or payment for any vendor added. What should i do? Thanks
I'm adding an entire month of expenses and deposits. When I search by date for what I have added so far they do not show up. The only way I can view them is in, Chart of Accounts, but not in my checkbook register or transactions. What am I doing wrong?
We run a Homeowners Association and are using Quickbooks Desktop 2020. Assessments are $480.00 a year and may be paid in full every January or spread over 4 quarters with payments of $120.00 each. We currently send statements to all members in January. Those who decide to pay in full never see another statement until the following January. But those who pay quarterly must be sent statements every quarter. We would like to add a $5.00 service fee to people who pay quarterly. It is designed to be an inducement for them to pay in full in January and cover the extra costs we incur processing quarterly payments. I know how to offer a discount for early payment, but that would reward everyone who already pays in full in January. My question is, how can we automatically get Quickbooks Desktop to include the $5.00 fee and account for it? Should we switch to invoices, or can we accomplish this with Statements?Any and all advice is appreciated. If we need 3rd party software, that coul
Has anyone clicked on the payment option where it says there is no fee to us? Customer is responsible for fee?I still see a Intuit transaction fee on my bank feed?
I am trying to figure out what versions of Quickbooks Desktop (Pro, Premier and/or Enterprise) will allow me to enter one or more bin locations for inventory items and also let me print pick tickets with those locations when I want to fulfill an order? I also would like to know where to find the complete list of reports each QBDT version (Pro, Premier and Enterprise) provides and how customizable they are? Thanks, Jeff.
Hi, I want to confirm that by canceling my QuickBooks online that my contractor's 1099s will NOT be filed by QuickBooks. I switched to a different payroll system that will automatically file and send out 1099s for my contractors and I do not want a second inaccurate 1099 to be filed accidentally by QuickBooks. Please confirmthanks!
I sold part of my business in early 2023 and the buyer is paying me over time with monthly payments.I created an invoice to track the monthly interest charges and their payments. So each month, I change the date on the invoice and add the interest for the current month. However, when I look at my 2024 P&L report, the amount under Sales for this transaction looks to include all the payments since the start of 2023. I'm guessing I need to start a new invoice for each calendar year in order for just that year's revenue from the sale to be reported in my end of year P&L. Is my assumption correct? Thanks in advance. Paul
Hello,I installed the latest updates to Desktop Enterprise 23 two days ago, restarted the server, and now have several errors and issues. This is a Windows Server 2012. So basically when any company file is opened, even a sample one, a screen pops ups that says "Somethings not quite right." The Home page loads, and the company file seems to work, but certain functions like "Taking Payments" causes and "Unrecoverable Error" and QuickBooks crashes. I contacted support yesterday and worked on this for four hours to no avail. - QuickBooks Case# 151.173.012.99 We ran every kind of QuickTools Hub repair, did a full uninstall/reinstall, a clean uninstall/reinstall, I created a new Windows profile to test, we created new users, Reset Updates, I ran System File Checker and DISM, checked DNS and flushed/registered it, changed server, but nothing is working. I am seeing reports of this issue recently on these forums and reddit, so it feels like something broke with this update. The
Hi all, I'm the new controller for a company that is using Quickbooks Desktop. I'm going over the chart of accounts and they use many sub accounts. Is there any way that I can print some type of report that shows which parent account the sub account is a member of? The only way I see so far is to open each account card which is very time consuming. Thanks in advance.
About a month ago I received an email requesting I upload documents to verify one of my business accounts, I did not feel comfortable clicking the link and uploading sensitive documents (there was also no information about this in my actual quickbooks account) so I forwarded it to Intuit’s security asking if it was legitimate. I never received a response. Now I am suspended from my account. I have called twice and no one seems to know how to help, one person had me go back and upload the requested document, which I did, and said she was initiating a reinstatement email which never came. I called back the next day and spoke to someone who had me go in and also upload a copy of my ID and said then all I can do is wait and there is no guarantee they will grant me access back into my account. I need to get ahold of someone who can help me, who is in account verification, so I know what else I need to do. I need access to my accounts.
When entering a new bill in Quickbooks desktop, if the price was different than the last time it was ordered Quickbooks would automatically ask if you wanted to update the cost and the sale price. QBO doesn't do that, and so each time a price changes (which is obviously happening more and more often, I have to go into products and services and manually change it outside of the bill. This is frustrating and time consuming. Why is QBO missing so many of Desktop's best features?The search feature in Desktop was so much better, too. It was easy to find the last time you sold an item and how much you sold it for. Why does the search feature in QBO only work for certain things?Also, since switching to QBO I can no longer access my desktop file because I no longer have that subscription, so I can no longer see my own information and history from my company. I was forced into switching, and now I'm paying more money and everything is more difficult. What is going on and why is no one coming ou
