QuickBooks Q&A
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I created 85 "October 2024 special assessment" invoices for shareholders in a co-op. When the income amount is paid, they show up on the bank transaction tab (from our linked bank account) as a deposit for either "matching" or by categorizing it to the appropriate shareholder and account type (ie - October special assessment). But when I confirm the transaction, it gets applied to an expense account (Legal Fees). QBO Care has been unable to determine why this is happening.How can a bank deposit (income item) that pays a specific receivable get applied to an expense??? Has anyone else had this happen? I've spent over 6 hours on the phone over a period of a month with the QB experts to no resolution.
How do I link a vendor credit to a purchase order? I want to use a vendor credit I entered in QB towards open POs that need to be paid. Therefore, I want to link them together so I have a history of what the credit was applied to. Thx!
Products & Services shows Open PO quantities when PO is not open. The only accurate numbers are the 2 POs I have circled in blue. And please do not recommend the "clear your cache fix" - that does not work. I tried different platforms - Windows, Mac, desktops, phones, tablets, apps and browsers. The numbers are all the same and incorrect. I've deleted, added, received against again. No fixes. Please help with something that works. This has been going on for the entire year I have used QBO.
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We are using desktop but are moving to online. But finding qbo very inflexible. We are needing a customer account number in qbo like there is in desktop. It's a basic and common practice to have account numbers. The only solutions I've found are to use the display name field in qbo. This is not a reasonable solution. We are trying to figure out how to add this as a custom field to the account.
I suddenly am getting a red screen saying a cash transaction cannot go through. Why is that and how do I fix it? I did not lose my internet connection so it is not that….
Tried to use QBO Chat - was given a phone # to call that wasn't Qbooks.
Please chime in if this has happened to you or you found a solution! I’ve been with QB Merchant for almost 10 years and they suddenly closed my account. They also closed my QB Checking account with no warning and cannot give me a direct answer as to where the 50K of deposits are. Very discouraging and would love to know if there is enough negligence for a class action lawsuit.
In 2025 I'm wanting to start working on some reports to start seeing bottlenecks Is there a way, hopefully without going through OBDC where I can get a transaction journal of all inventory items regardless of part number? Mainly wanting to see when something was bought in relation to something was built, age of ingredient it was built, cost basis on a category grouping, etc. So, I figure if I had a date ranged list, where I can see where it's purchased, for how much, added to inventory, removed for build, etc. I could build on top of it. I'm not an accountant, but kind of like audit trail for inventory?
Hello, I received two invoice payments on the same day from the same customer. QBO treated both payments as one deposit. I now have an uncleared deposit in my reconciliation report. How can I resolve this? Both payments total $1124.00, which is the amount listed as an uncleared deposit. (Attached screenshot removed by a moderator. Contains PII)
Payment processing
Using QuickBooks Enterprise Solutions 24.0. We bill customers with a project number under "client information" on the invoice. Is there a path or search I can create to find invoices by the client's project number?
So I'm in a bit of a pickle here. Here's what happened: 1) I accidentally connected my checking account a second time when adding a new one (I chose the start date of the new account, this will become important later). This created a new account and disconnected the bank account from the original.2) Based on some bad advice somewhere else in this forum, I merged the two accounts and made the new account the surviving one.3) I deleted duplicate transactions, including the opening balance that came in from the different start date. All is well, except that all my reconciliations were lost. I would do those again (begrudgingly), but the beginning balance shown on the reconcile page is the deleted one from the new start date, and doesn't match anything that's now in the chart of accounts. It also doesn't match anything I can find in my bank statements. The old beginning balance is still in the chart of accounts, so I'd like to start reconciling from that date and that balanc
I have been using the Custom Invoice Template for the longest period of time up until 10 days ago when the custom invoice template is not being applied when Creating Invoice from Estimate or Creating a New Invoice. The invoice template reverts to the Standard quickbooks invoice template when i click on 'Print and preview'!! QB helpdesk had tested my custom invoice template and noted no exceptions. They informed it could be a backend problem and affecting many users and are investigating. Is the backend team working expeditiously to remedy the situation?? Anyone else facing the same issue? Thank you.
We switched bank accounts for checking. The old bank account has a zero balance and has no uncleared transactions. It was never linked to QBO for downloading bank transactions and is not a default account. I want to inactivate it to remove it from my monthly reports but I consistently get a message that I cannot inactivate the account. Some of the reasons being: there is a non-zero balance (there isn't), it is a default account in my COA (it isn't), it's being used in an automated workflow (not that I can see). I get a red box with the message XXXaccount request failed with status code 400. What is status code 400, and how do I get this account inactivated?
While working with a customer we damaged one of the parts so we needed to replace it for him. So how do we treat these parts as warranty? We bought the original part, we need to repurchase the same part to replace the previous damaged part. How do we deal with this?
Any help figuring this out would be helpful. The snap shot would usually update after ever invoice creation and reconciliation.
This has actually been happening off and on for the past week.
I have been with QuickBooks for about 3 years or so. I have never had an issue receiving my money from an ACH invoice, until recently. I had several invoices pay over the weekend, between 11/1 and 11/5, Fri- Tue. The invoice that paid Monday posted to my account Monday but did not show deposited for $13,000 in QuickBooks. While a $20,000 invoice that paid Saturday has still not hit my account and is showing as deposited by QuickBooks. I have been given a trace id that chase can not find, I have spoken with 5 reps and 2 supervisors. I even got Chase and QuickBooks on the phone and they got into an argument with each other with chase telling the QuickBooks rep that no deposit was found nor could they search a trace ID. Today is 5 days since the invoice was paid, still no money, and neither institution can explain what's going on, is my next step to see an attorney? How can I get this resolved.
I'm trying to set up new employees in QB. I add them and then invite them to Workforce. About half of them are getting this error message and can't add time. The error message tells them to contact your admin - but I don't know what I'm doing wrong.
QBO Payroll is down for maintenance for quite a while. It says a few minutes and try again. It has been over a hour. What's going on there.
Outlook freezes when sending an email containing .pdf attachments while using QuickBooks Enterprise inside the VM. We have already tried reinstalling O365 apps, installing the 32-bit O365 apps, and reinstalling Adobe Acrobat, but the issue keeps reoccurring. We also ran diagnostics using the QuickBooks Tools Hub, but the problem persists. The temporary fix we are using is restarting the VM. Any ideas other ideas? Thank you so much!
В программе «1С: Бухгалтерия для малого бизнеса» или других версиях 1С, для установки резерва товаров необходимо выполнить несколько шагов, которые помогут вам управлять товарными запасами, бронированием товаров и расчетами с клиентами.Вот пошаговое руководство:1. Настройка учета резервовУбедитесь, что в программе активированы функции учета резервов и остатков. Для этого перейдите в раздел «Администрирование» → «Настройки учета» и проверьте, включена ли возможность резервирования товаров.2. Создание заказа покупателяДля резервирования товаров обычно создают «Заказ покупателя». Перейдите в раздел «Продажи» и выберите «Создать заказ покупателя».Заполните все необходимые поля в заказе: выберите покупателя, укажите товар, количество и дату.После этого сохраните заказ, и программа автоматически зарезервирует указанный товар на складе.3. Установка резервов на товар вручнуюЕсли вам нужно зарезервировать товар на определенном складе без оформления заказа, перейдите в раздел «Склад» → «Резервы»
