QuickBooks Q&A
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When I go to print invoice I always have to hit print then it goes to pdf and I have to hit print again, then the printer box pops up and hit print one more time. I want to hit print from invoice and go directly to printer and skip pdf download. I do not know where to change that.
intuit has the payment made in early dec when the bank has it made in late nov
I would love to use the reminders to enter my regular transactions but many of my items are ACH or draft transactions. QuickBooks always assumes they are checks and automatically assigns a check number when it puts it in the ledger and I have to remember to delete it or the next time I print checks my numbers are off. Which is an extra step. There should be some way to just prior to entering it or in set up to indicate (it is not a check). There should be someway to enter an ACH or draft. Any suggestions?
We were able to scan QR code to initiate scanning with our smartphone to our quickbook online while working on our desktop. why did that disappear overnight?
I have one transaction that comes up with the "checks to be printed" and I can't disable. It was paid via online banking in quickbooks which I use 95% of the time. It is also reconciled. It is not a payroll check. I have attempted to edit but the pull down to remove is not highlight-able.
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It appears to be showing the last paid invoice as part of the total due even though it has been paid. So for example if I am emailing a reminder for a $25 invoice that is due it is also including the previous $295 invoice in the total due (even though the $295 invoice is paid). Once they click the Review and Pay link in the email they total due is correct. Most are not clicking this though they are instead seeing the larger total than emailing us as to why. This creates a lot more work for us and them.
Recently some unusual entries have appeared in my reconciliation screen. I am seeing invoices and receipts under the "payments/checks" column. I have no idea why they suddenly appeared or how to clear them out.
Received a payment for an invoice and email confirmation. But won't load only blank screen
I have been using Recurring Transactions for many years. After I entered a transaction, I could create a recurring transaction from it. I save an enormous amount of valuable time with recurring transactions. And every time I created, edited and saved a new transaction from the recurring transaction template, QuickBooks Online (QBO) asked me if I want to update the template to reflect my changes. It was tedious to be asked constantly, but now that I can’t use it, boy, do I miss it. I recently migrated a new bookkeeping client from QuickBooks Desktop to QBO. Without being asked, I was forced to be in “the new experience” for customer invoicing. I could go on for hours with how bad this experience is, but the grievous sin is that I can no longer create recurring transactions or update recurring transactions. These Support pages say I can create a recurring invoice from an existing invoice by opening the existing invoice, clicking on Automation on the right, and clicking on
I have added multiple payment methods as well and there are sufficient funds. This is a HUGE issue that has resulted in our subscription not being paid therefore the account deactivated... and also resulting in 941 payments not being made. UNREAL! anybody else having this issue?
Hi, I made entires into an account for in QB 2023, the problem is I need to use it in a place where I have qb 2021. I know you can not downgrade the data file, but can I export one account as an IIF file and then import it into 2021? THank you
I was hoping someone here could help me. The company I work for was using Melio to pay vendors via ACH directly from QuickBooks Desktop (Enterprise 2021 version). Recently, Melio stopped working with QuickBooks. As per Melio, they are phasing out integration with QB. My company still needs a way to pay our vendor bills via ACH and we want to do it directly through QuickBooks, not an external 3rd party app or by using our bank "bill payment" option. I have been told that QuickBooks does offer Bill Pay but when I go to pay a vendor bill, the only option I see for payment method is print a check or pay via credit card. I do not see a pay via ACH option, I only see the 2 options I listed. I did contact QuickBooks customer support and after 3.5 frustrating hours I got nowhere. No agent knew how to turn this option on or if it even still existed because some articles point to a service that ended in 2019. So my question is:1. Does QuickBooks Desktop allow user to pay ven
My bank merged with another bank, so my old card used to pay my QB subscription no longer works. I am trying to update my card information with QB, but when I click through to Account and Settings it freezes up and the page becomes non-responsive. Sometimes the Account and Settings page won't freeze, and I can go to Billing & Subscription but that freezes up 100% of the time. This does not allow me to update my payment info. I have tried Chrome and Edge browsers, and I have tried from my laptop and phone. I did a live chat and the person could not help at all. I tried calling the number he gave, but the number said to login and go back to help on-line. How am I to resolve this problem?
We are a service business. Currently, purchases are made with a debit card so the expense incurred comes through within a day or two to my QBO account and I categorize it as needed. From there I can directly put together my invoice for the customer and invoice them. We are considering transitioning to charging expenses to our vendors who typically offer 30 day payable accounts to alleviate the transaction fees from all the debit purchases. My question is how do I account for the expenses incurred, if we go this route, before they transactions are processed through with actual money moved? If paying those vendor accounts monthly, I 1) do not want to over-extend myself and 2) would like to have the ability to track each expense still to invoice my customers soon after the job is done, not waiting until I get the bill from the vendor. Additionally, my process for tracking what COG's or time spent on jobs that is yet to be billed out is to utilize the 'Unbilled Charges' report. It wou
I had been using Pinnacle as my banking institution and changed over to First Bank. When I added First Bank all the information for Pinnacle disappeared. How do I recover that information?
Hi there. I have an issue with Wise account transactions not syncing. I keep seeing the message below. The problem is that it hasn't synced for a few weeks now and the same message is being shown. Does anyone know how to resolve this? Something isn't workingSorry, we can't update your account. Please wait a few hours and try updating again (101).We reported this and will notify you when it's fixed
Setting up automatic payments for your recurring invoices has never been easier! With QuickBooks Online's Autopay feature, you can let your customers settle their payments effortlessly, provided you have QuickBooks Payments enabled. If you'd like to let your customers set up autopay for recurring invoices, check out QuickBooks Payments rates and apply. Let's take a closer look at how you can take advantage of this feature and get started today! For more details and resources, make sure to check out this article.
I am having an issue with an expense on my bank feed. Our A/R is run through our CRM, but all transactions are entered into QBO. The CRM is weird in that a customer may be billed twice for the same item and if both invoices are paid and a refund is issued for the "overpayment", you do not "write-off" or zero out the second invoice that was paid. (I don't understand, but that's a whole other issue). Anyway, a client was double billed and paid both invoices. I entered only the first invoice and payment, deposit (all funds received by CRM each day are direct deposit into our bank) matched, all good. The second invoice, payment and refund, I have not entered, because QBO would then invoice as unpaid and outstanding. If you enter a credit memo, same thing. In this case, we were actually charged by the CRM because the refunded amount was greater than the payments received that day. I cannot figure out how to enter a transaction that will match to the bank transaction th
Buenos días Tengo una pregunta por qué razón el saldo de la cuenta QBO checking aparece negativo, muestro imagen del registro en el plan de cuentas donde se oberva transacciones que no tienen la letra C:
