QuickBooks Q&A
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Hello,My client just sold her business. She will no longer need her subscription for QB Desktop Pro 2024. The last payroll will be May 31st. How does she go about cancelling her subscription and if she cancels in June, will she be able to always look back at her QB file to create end of year tax reports for the CPA for 2025? Thank you! Patti B
Hi, We sell around 100 different products and accept returns. When I issue a credit memo, sometimes the returned product is defective, and can't go back into inventory. Is there any way to keep track of which items are being returned without increasing inventory? I don't want to return all items as the same item, for example "Defective".The only way I've thought of is to create a duplicate item especially for returns by adding an asterisk such as "Product 1*". However, this gets messy since we can forget to use the return version when issuing credit memos, or using the return version for invoices.
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How can I reach support on Saturday & Sunday?
I've seen several threads on here from users up to 8 years ago asking for the capability to convert an unpaid invoice into an estimate. This would simply mean developers coding a transaction that copies the line items from an invoice to an estimate template and perhaps asking the user if they would like to void the invoice from accounts receivable. Other accounting software have this capability in 2025. Is there any update on getting the ability to convert an invoice to an estimate in Quickbooks?
I’m unable to add a vehicle rental expense in QuickBooks SE. Tried all fields, changed category/date, reinstalled app—still get “Add Transaction Error.” Please help!
I wish that on the mobile app, there was an apparent way to neither match or exclude a transaction, a third option that let's you modify the transaction, that is easy to see, would be immensely helpful. The AI is making weird assumptions, and I'm sometimes too busy to use the desktop app.
I have recently converted from desktop to Quickbooks online plus. I am trying to attach reimbursable expenses to already created invoices. I do not have an "add" option, nor do I have an arrow beside the balance due as has been referenced in several provided instructions. I have already entered the expenses and applied them to the correct customers. Now the issue is pulling the expense over to the already created invoice. Thanks in advance.
Quickbooks Migrator tool is not updating my bank accounts into the desktop version. I have successfully used the migrator tool in the past but today when I tried again, everything was moved except Bank accounts and as a result I cannot see any data in the bank registers,. I have desktop v2021 - not sure how to fix this. Help.
Can't reschedule payment as "Pending" while also "Cancelled" payments are not able to be deleted. Deleting the bill has no affect nor does voiding the payment.
I got an email with the subject: Action Required: - Document regarding EFT/ACH for your review and in the body of the email it has a signature request for contract settlement offer letter. Is this real?What is it about?
I want to process credit cards with the card reader, but it will not hook up directly with quickbooks online on the desktop. I have chatted/ phone convo/ emailed. No one can really tell me what's going on, or if the gopayment app they tell me I need will charge additional fees on top of the quickbooks online fees to process credit cards.
I need to make a raise effective to the last pay period and issue an adjustment check. How can I do this in online payroll?
Hi Everyone, I am setting up our Chart of Account for Payroll which is actioned by a third party. I have a question in relation to Liabilities.I have setup the four Liability accounts as the QBO instructions state. However I made them subaccounts to the Payroll Liabilities Account so that I could use the bank feed to confirm the amount taken out of the bank by our payroll company. As you can only add the bank feeds to one account its zeroing the Parent account (Payroll Liabilities) but leaving the subaccounts as just showing the increase and no decrease amount. Do I have to forgo the Bank transaction feed and just create a journal which seems rather convoluted or do I just let the subaccount keep incrementing all the time and ignore them as the parent Payroll liability account will be correct?Thanks for any insight you have.B.
All I could find as far as articles was concerning credits to customers. I'm unsure as to why we even have overpaid our vendor in the first place.
Hi. Currently some reports have a "smart page breaks" feature... but it's not an option in all reports..... The unpaid invoices is one I print often.... is there a setting where this can be enabled..... It would be nice if the page break didn't happen in the middle of a vendor.
Online payment disputed. Funds Returned. Customer sent check instead. How do I fix the payment records?
I am trying to reconcile my account and all my debits and credits are showing up on my bank register but not on my reconcilation
How was a customer able to make payment in the first place, if my account was "closed". It's been 30 days and they now say we have to wait for another 60? How is this legal. It is $21k we are talking about!!!
Get practical solutions and stay up to date on the latest QuickBooks Online features and small business trends with this episode of QuickBooks Quick News. This month, we dive into the improved migration from QuickBooks Desktop to QuickBooks Online Payroll, Payments app integrations, Payroll tax payments, QuickBooks Resolution Center and the Amazon Business purchasing app. Plus, discover how all the new ways you can incorporate Ecommerce trends into your business for an improved customer experience. Tune in below to learn more.
