QuickBooks Q&A
Recently active
Looks like if you want to move data from Xero the only option is to move to QBO, but I would like it to end up in the Desktop version. Is there any reason I can't move it from Xero then to QBO then to Desktop? Has anyone tried this and was it successful?
is it okay to move the intuit folder from programdata to a network share? The reason is that we want to free up some space on the drive, and this folder contributes significantly to disk space usage.
I accidentally included an employee's reimbursement on their paycheck as a bonus last week. QB will not allow me to enter a negative bonus. How do I get that amount out of her payroll?
I am trying to edit my payroll preferences in the settings, specifically I am assigning
Original commenter did not share additional details
I recently took over bookkeeping for a client. Upon reconciliation, I noticed that there was a duplicate billable expense in the register. I deleted the duplicate (or what I thought) and it accidently deleted the one that is linked to a paid invoice versus the other one. When I go to try to add the ones that were kept to the invoice, they don't show as available to add. But they are still in the register and marked as Billable. Is there a step that I am missing? Or is it not possible to add a billable expense to an already paid invoice? I need to add it so that they payment amount matches the invoice amount. Any suggestions?
Hi! I have these payment links with errors stuck on the top lines of my Payment Links window. The help threads say to use Actions to delete them, but there is no option to delete them under Actions and they are super annoying. How do I clear these errors out? There are no payments associated with these links (the client took care of it another way), and even when I uncheck the accept credit cards/bank transfers check boxes within the client profile these don't go away. Any help would be appreciated!
Syncing with Chase and Amex, so pretty standard. Not losing old info, just have to log into bank / Cc account to update whenever it loses connection.
I recently signed up for Quickbooks Online, and also ordered bookkeeping services through intuit. I signed up over the phone with a salesperson. My credit card was charged and when I login to my account I'm able to look up the charges on Intuit's website and verify that they are valid. I click on every link on the page and cannot figure out where to actually access quickbooks. It doesn't show up that I have any subscriptions. Also, I haven't been contacted by anyone regarding the bookkeeping services. When I click Support, it takes me to various pages, none of which have contact information by phone or email. The only phone number I can find on the entire website is the sales department's line. Holy Cow. What do I do?
I am getting duplicates or mismatches in my register because my bank posts a pending transaction and QBO will bring that transaction over to be reviewed. Sometimes it brings in duplicates, once when it is listed as pending then a new one when it is cleared at the bank. I just want QBO to recognize a transaction as processing/pending and not even bring it in for review until it is cleared/finalized by the bank.
$1,000 is for speaking fees while $843.50 is for travel expenses. How should I split that out?
For example, I ordered 2 of one item. I created a bill for it so there were 2 in inventory. The other day I sold both of them and made a sales receipt, but for some reason I am still seeing both of them in inventory.
Canon imageFORMULA R40 Office Document Scanner Receipt Edition
Hello. I need to update my banking information for Quickbooks online payroll. However, the phone number under my Principal Officer is an old landline number that I do not have access to anymore. So when I try to update the banking information it tries to confirm by calling the old number. I have called Quickbooks several times and nobody can help. Please Help! Thanks My phone number is the correct number everywhere else in Quickbooks, just not under the Principal Officer area.
I need instructions on how to download a newer version of Quickbooks Desktop Pro to one of my company files. I have 2 files - the corporate one and the LLC. The Corp. account has been updated from Desktop Pro 2021 to Desktop Pro 2022 and I need to do this for my LLC file as well. How do I do that?
Just curious why QBO Payments cannot be used for commercial real estate rent payments. Its so convenient and I really don't want to have to snag a secondary property management program to accept online payments. Any help is appreciated, thanks!
Using QB online advanced. Would appreciate insight in how to create P&L type report by customer type. We have multiple Customer Types representing different Lines of Business so seeing the Revenue and COGS by each LOB is an important metric.
I am trying to activate direct deposit on my 2020 QuickBooks Pro desktop, but I continually receive the same error message 50004 (says something like "contact admin"). I have called the support # and nothing works and nobody knows what the error code means. I did notice on my account, there is an Assisted Payroll subscription that I have never signed up for and is showing "Active" along with my yearly subscription (I have never used or wanted assisted payroll). The support line has tried to connect me to the Assisted Payroll department but getting through is nearly impossible as I waited on hold for 1:38 before I had to return to my office. Frustration is boiling over as this should be a simple fix but no one has been able to help me. Does anyone have any idea what is happening here?
I have QuickBookss Desktop Pro 2018 and have had no problems until now. I can no longer email invoices to my customers. I get the message that it is "unable to send your emails as you are signed out of Intuit ID. Sign in to continue." If I continue, I get the message that my "software needs to be updated to access my Intuit account"? I can't seem to get anywhere. I deleted my email address and tried adding a new one but Intuit needs to verify it. Where do I go from here. I do not want to use their new programs or their online programs. Can I still use this feature?
How to not show the down payment on product/service summary?
I created a sample project. I added a custom field called Referred by. I'm just looking to get a report of all projects by Referred by
