QuickBooks Q&A
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I have received a payment on an invoice manually. How to I send the customer a receipt?
They have a recurring invoice for one service, which is yearly and need another recurring invoice for a service, which is monthly.
Why is Intuit, a company we pay thousands upon thousands of dollars per year in fees with, now forcing my small business to pay additional yearly fees to become PCI compliant? We don't handle our customer's credit card information. This is a huge misstep by Intuit. At a minimum, Intuit should pay the yearly fee for compliance if they are going to force this upon us.
In QuickBooks Online, how do I print a summary report listing all Customers who have made a payment and show their name, mailing address, email, phone number. (I only want the Customer listed once, not one line for each payment.) We have a lot of Customers in QB who have not made payments-- I only want to see the ones who have made payments. This is actually a donor listing as we are a non-profit organization. Thanks in advance.
We thought it might be a cookie problem, so we tested it on two other computers, but we still got the message.
We used QB online back in 2019 and then moved to something else. Now we are starting to use that account again. I'm trying to "clean" up accounts from our previous go-round. It is such a mess. I'd like to merge or deactivate many of them BUT every time I try a deactivate I get this error "Request failed with status code 400". And then something about having no zero balance or it's a default account that can't be changed or it's part of automated workflow. They have a zero balance and I have no idea about the rest. Every single account gives me this error and there are over 75 of them!
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The company has multiple operations and would like to separate one of the functions to interface with another software. The company outsources its payroll and does not use QBO so there are no issue with reporting. The "main" company would just enter a journal entry to combine the activity from the other separate activity for tax purposes.
I have not received any guidance from Allstate OR QB Intuit. We need to get this done in a week.
CUSTOMERS WILL NOT POPULATE WHEN ENTERING A DEPOSIT
We are in planning season for 2025 and I want to run a report that compares next year's budget with this years actuals (2024). I am working with the report "Budget vs Actual", but I cannot figure out how to select a date range for the Budget (2025 or "next year") and a separate date Range for the Actual (2024 or "this year"). This seems like it would be such straightforward methodology, but I cannot figure it out. Please help.
(this is for a catch-up qualified employee)
I need to send a backup from my desktop QB 23.0 Enterprise Solutions version to my bookkeeper with an earlier desktop QB version. Can I convert the backup to allow this to happen using the Restore File for Earlier QB Versions?Thanks.
I am having trouble with phone support teams at both Quicken and QuickBooks, so hopefully someone here can provide what I presume will be a simple (although multi step) process to convert/transfer a file from Quicken Deluxe 2015 to QuickBooks Desktop Pro 2018. Any insight is appreciated. Thank you. Jim
Recently updated to Windows 10. How do I configure QuickBooks POS 18.0 Pro to send emails (receipts, purchase orders etc) with Windows 10 Mail App? When I try to send an email I get the error "Problem - An error occurred while trying to send email. Solution - Please verify that you have a default Windows email client set up and configured properly."I do have the Windows 10 Mail app set up and configured properly (works with other programs)
Hello, The Customer has vendors that are showing a zero balance in their record. The problem is theses same vendors is showing an outstanding balance when she pulls the Unpaid Vendor Report. She said everything was fine until October 1st. She also said that when they receive an in house vendor payment, the cost of the jobs is distributed as payroll wages. She says it's like a journal entry, but because she is doing this through a Purchase Order, she cannot do a journal entry using items because journal entries can only be done for accounts. I have tried going through the Vendor Center and also looking at the Chart of Accounts. So far, I have not been able to come up with a resolution.
I have smaller deposits taking over 6 days that are still in review
I entered PayPal transactions manually. Thought I'd save some time by syncing it. Nope. Made a giant mess. Tried excluding duplicated transactions, made it worse. This is user error I'm sure but I need to get it fixed asap.
So what I'm trying to do, is save a TON of time here. When I create an invoice I go around my store with a barcode scanner and it comes up with the item in the invoice. If I click the barcode again it will enter in the quantity as 2 instead of one and so on. I really would like to know if there is a way to Auto-Select the Bin location of the item I'm ordering?? As you can see in the picture I have a lot of Bins and when done with the invoice I have to go back through and select every single BIN location from the drop down for each item. Is there a way quickbooks will just auto select the bin with the inventory in it? I know you can have it pop up if it is going to go negative and wont let you sell it, so it obviously knows there is inventory.Just looking for some help! Thanks in advance for any info!-Ryan
Hello there, This is the 3rd time I have received this message about the PCI compliance.. I called your customer service department to get some further help and to verify the work I did with Karson & Ethan from securitymetrics to be PCI compliant. I paid the fee $$$, filled out the form online. I was told by them I am compliant... Can some one that knows what PCI means, just look up my Intuit account? The last rep didn't have a clue how to help me. Please advise if I'm not compliant there is no way I can me responsible after using so much time, especially after how many times I have reached out to get some verification
I can do a nice neat sales price history report. I can do a nice neat average cost report. I cannot find a way to get them both to appear on the same report in a nice neat vertical fashion. I've been able to do something like this in margin reports, but it leads to very ugly and hard to format horizontal reports. Please help!
In the bank deposits the window for received from changed the way its filtered. It used to show deposits at the top now its alphabetical and mixed with all venders and customers.
