QuickBooks Q&A
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CAN QUICKBOOKS PRO PUS DESKTOP 2024 import qbo files
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I had gotten my Proadvisor certification as well as the CPE for the courses. I was at another firm at the time and cannot get access to my CPE certificates. How can I get copies of my CPE certificates?
Is there a way to customize an AR Aging Report to always exclude a particular Customer? In other words, I want to filter the report to always include all customers except for a specific one. Since our customer base is dynamic, new customers are added continuously. I cannot rely on a static filter to specify customers to include; rather, I want to specify a list of customer(s) to exclude. Bottom line: I want to avoid having to select all customers and then deselect this one customer each time I run the report. Thank you!
How can i access the same file on two different quickbooks desktop computers in two different locations?
My client has added another card user to one of their accounts. I have successfully created a sub account and proceeded with reconciliation of the parent account. Everything seems to be working EXCEPT the bank feed. (Chase Bank!) You can see how this is setup in the attachment below. Also, what's with the huge $50k balances in QBO compared to bank balance? I don't see any unreconciled items or weird opening balances in those two registers? The math balances to the bank balance but I don't know why those numbers are so high? When I open the registers in the two sub accounts, everything is correctly reconciled. I'm OK with manually importing transactions using a .CSV; however this comes in ONE file with both cards listed. Can I import this into the parent account or do I have to import these individually to each of the sub accounts? This would be a little clumsy, but I might be able to do a little excel trickiness prior to importing. I'm not concerned at a
When we print invoices a black square box pops up on the document. No reason for it, it just shows up. Ideas?
When creating an estimate, if you've specified no product or service for a line item, it's PRODUCT/SERVICE column will default to Design:Services upon saving the document into your books. Is there anyway to get rid of the default Design/Services, that automatically pop-up in the Product/Service? Before QB changed this I could delete "Services" that showed up in Product/Service, hit save and then the space would remain blank. I prefer that section to remain blank. Suggestions? Thanks,
I could have sworn there was a place in the account and settings area to set the default G/L accounts for new products and services. I can't find it and would like to change my default expense account from "purchases" (the QBO standard) to another GL I have created. I cannot merge "purchases" with this GL. I have multiple users setting up new items and they never remember to change the G/L...help?
We have a mobile scanner to pick and pack orders, but we also got it to do assemblies from. We would need to import them into quickbooks. Was told we can do that now being told we can't. This has been a nightmare program to work with from the start. Is there a 3rd party app or something to make this work. It was a big part of using Quickbooks. Any help would be greatly appreciated.
How to set up S Corp 2 % Owner Health Insurance benefit....Quickbooks is taxing the benefit with FICA and Medicare. How can I remove that?
I need the configuration quickbook
HiThe dates of my item receipts are changing to the current date when I enter a Bill for the received item. This problem has started recently.Can anyone advise on how this can be rectified. For instance:Items received on 27th November. If I attempt to enter the Bill for Item receipt on 9th Dec, the Bill date changes to 9th Dec. I need it to remain as 27th November.
On the "Bank Transactions" screen, what does the dollar amount in the bottom white space of each account card (below the bank balance and labeled as "In Quickbooks") actually mean?
Does anyone know how to get our QuickBooks Online Advanced company file moved to a faster Server? I need one where the Server is functioning at full speed without any slow downs during the hours of 8 a.m. to 6 p.m. Eastern Time, with a 99% Uptime. Its absolutely ridiculous that Intuit drives us mad with all the pop-ups in Desktop trying to move us to QuickBooks Online. When we make the move, the IT Gurus at Intuit don't know how to manage a Server bank with Millions of users. Resulting in the inability to work because the Server is so slow during business hours. DO BETTER INTUIT!
I have set my Companies preference that Reports be run in cash basis. When I run a Profit and Loss or a Balance Sheet "Standard" the report runs correctly under Cash basis. When I run the Profit and Loss or Balance Sheet "Detailed" the report runs incorrectly under Accrual basis. Anyone having this same issue? Is there a fix/explanation for this?
I was suddenly disconnected from my bank accounts I have already linked to QuickBooks. When trying to reconnect I am getting the following error message: "We didn’t find the right account types to connect at this provider. We can connect to BANK but can’t find the right kind of accounts. Select an account at a different provider. (106)" I have cleared my cache, unsuccessfully tried to reconnect. I have also disconnected the account and tried to add it back and am getting the same message. Any ideas how to fix?
customer service number
Your instructions for resending an invite to Quickbooks Workforce are flawed. On my screen there is no Resend, only Revoke Access. This employee has already been set up, payed and has viewed paystub for 9 months. She has new computer. Needs new invite. Email has not changed. I tried removing her email, saving and logging out of QBO, closing and logging back in. Still see no option to Invite or Resend, only Revoke Access.
I accidentally marked an invoice as paid. How do I gogback and mark it as unpaid?
All my deductions were erased from my 2022 year. How can i recover this info?
