QuickBooks Q&A
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Cancelling an entire subscription and then resigning up seems unnecessary given we just want to delete the existing data.
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I spent over 2 hrs with QBO chat trying to figure it out. I thought it was limited to multiple email address Customers. But I just tried to update a Customer's 1 email address & that doesn't propagate either. New Projects are ok. Invoicing at the Customer level is ok. But if I try to invoice an existing Customer:Project with multiple email addresses or an updated email address it doesnt work.
Hi community, I'm facing a reconciliation issue and would appreciate any advice: We issued a check to a vendor and recorded it in QuickBooks. A few days later, our bank notified us that the check was never cashed, and the funds were returned to our bank account. To record the returned funds, I created a journal entry in January: Bank account: Debit Accounts Payable: Credit (selected the vendor) Later, I mistakenly marked this as paid in February. However, the payment was never actually made — the check was returned. Now that we've realized the error, the entry is showing up in the February bank reconciliation, but we already closed that month and do not want to reopen it. What is the best way to clean this up without affecting the closed February books? Should I create a vendor credit, reverse the journal entry, or handle it another way? Thanks in advance for your help!
Have been using Quicken (and old version) for our home finances forever; mostly as a checkbook register and to print checks. Looking to do these simple tasks for checking/saving/other accounts on an iPad. Can I do this with Quickbooks for iPad and is there a simple way to transfer data from iPad to computer? Thanks in advance.
Has anyone else encountered this? We recently opened a business savings account with Live Oak Bank. I cannot get QBO to let me log in to connect my account. There are two live oak bank options and I've tried both. I even found an old thread that said the username has to be all lowercase (it is) and the password less than 11 characters (it is). The login field on QBO is asking for a PIN, but I have no PIN set up with live oak, and can't find a spot to create a pin, just a password. I keep getting the "That didn't work. Try signing in again. (103)" error. Really frustrating that I can't link my account to QBO. Is there something I'm missing here? Anyone else had this problem?
I am using Intuit Data Protect with Quick Books Plus Annual Subscription Premier. Does Intuit Data Protect backup my attachments folder?
A client paid through QuickBooks Online but we are not set up to receive payments and would rather not pay the fee, so I reversed the payment under Transactions but a week later and they still have not received their funds back yet.
can not submit payroll
I am writing to express my extreme disappointment and concern regarding the outcome of a recent dispute. Despite providing comprehensive evidence – including email correspondence and shipment tracking information – for a legitimate sale where I shipped the goods, the dispute was decided against me.I am deeply troubled by the fact that there appears to be no avenue to appeal this decision or reopen the dispute. This situation has resulted in a significant financial loss of $3,000 for my business.Furthermore, subsequent events strongly suggest that I was the victim of a scam. The buyer's email address is now bouncing back, and their phone number has been changed. This reinforces my belief that the initial dispute was fraudulent.Given these circumstances, I am struggling to understand why QuickBooks would not rule in my favor when presented with clear evidence and now, indicators of fraudulent activity on the buyer's part.I am also perplexed by the subsequent offer to pay for a protection
Is QBO down?! Login tells me something is wrong, then asks me if I want to update my email or phone number ...I don't want to do any of this. Can't move forward
We’re moving from Avalara to QBO’s sales tax module. I read that after switching, reopening an unpaid invoice might cause the sales tax to change. I assume this happens if the tax codes don’t match exactly between systems. Has anyone experienced this? If so, was it due to mismatched or incorrect tax codes, or how did you resolve it?
sorry Liability.........
I appreciate that Intuit is working to boost security, but passkeys won't work for me. How can I stop getting promoted to create one, Every. Time. I. Log. In.???? The login process is already tedious enough, particularly if I use a new browser instance, and I need to click Skip multiple times a day. I tried to get help via chat, but I'm afraid that was a waste of 45 minutes. Thanks,Don
I am unable to open or use the desktop app. This is a new issue and is very concerning.
Here's the scenario: 1. Invoice created and sent to John Smith, LLC for $1002. John Smith,LLC pays me $1503. John Smith, LLC says that we can keep the extra $50 for a future invoice This is where I am not sure the next steps. In Option 1: 1. Make receive payment for $100. 2. Make Credit Memo to Client for $50 Problem: When the I go to make a deposit - I cannot attach a credit memo, so it will only attach the $100. How do I match to the other $50? In Option 2: 1. Make Receive Payment for $150. 2. Match to the Deposit of $150 3. It allows me to save the extra $50 as a creditProblem: It is showing a negative $50 in my A/R on cash basis. How would I make sure that I have the credit for a future invoice - if that invoice is not created for a year, and also not have negative A/R showing up on my Balance Sheet in Cash Basis?
what category do you use for cable tv expense in a pub?
We have QB pay our payroll taxes automatically and a few weeks ago it stopped entering the payments made automatically onto my checking account register even though payments have been made.
We are being charged monthly for the BillPay service which Quickbooks cannot make work correctly. I have two vendors for which we have not been able to schedule payments in Billpay for three months. In February, I spent 5 hours on the phone with a support rep who tried to get me advanced support, but we didn't succeed in getting this fixed. Afterward, I got an email saying our issue wasn't a top priority and no ETA for a resolution. WHAT?! I'm still using our bank billpay for these vendors, so what am I paying Quickbooks for? When I called today I got some BS about needing to speak with our company owner first, which I have NEVER been asked before, certainly not last month, and certainly not in the past 12-15 years! He happens to be on vacation, but the rep said I would need to find him, ask him to call QBs to give verbal approval to speak with me, so I could call back to try to find someone to help me. Again, what am I paying Quickbooks BillPay for
Hi all! I've got customer invoices and customer orders that all have the email later box checked. I probably have thousands of these transactions checked. I want to start using the send forms feature, but it's crashing every time probably because there are so many transactions it's trying to pull. Is there a way to auto uncheck all of my transactions that have the email later box checked or do I have to go through all of them manually? Thanks!
Once you have categorized a transaction, is there a way to see if there is an expense attached in the 'categorized' tab? If not there, is there a report we can pull that shows which transactions have receipts? Thanks!
Hello, I've been using QB Online to manage our companies' finances for a while, with no issues. We bank through SunTrust which is now Truist, and during the merge, have had issues on both the Truist end and the QB end. All of our employees have personal credit cards, which are sub-accounts of the Control Account Card (or Parent account in QB). Under banking, I only pull the records from the Control Account, but then categorize them in expenses as one of the sub-accounts for their personal cards. This worked fine because SunTrust displayed all transactions under the Control Account. Truist wasn't doing this. The Control Account only showed the total balance on all the cards and any payments made toward that balance. I had to enter into each individual's card to see the transactions. We made them aware of this bug and they have since fixed it. I now can retroactively see all transactions in all control accounts in Truist, but QB still isn't displaying them retroactively, o
