QuickBooks Q&A
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Please tell me there’s a way to remove setup guide. I’ve completed the steps and now I have to stare at the guide trying to sell me services I don’t need or want for months. How long must I endure this pain? it’s clearly an easy feature to develop to “hide setup guide” or “mark all as complete “. How can this be fixed?
I can not find the best way to capture a customer credit card refund within my daily batched bank deposit. QBO claims this is a system limitation. What is the best way to capture that customer card refund on my daily bank card deposit? Thanks
My credit card number has changed due to fraudulant charges on my card. How do I re-connect my card without losing any of my transactions
I am using Quickbooks Pro 2009 (don't laugh) on a standalone, no internet connected computer, no network. We run 7 companies on this program but we recently had a few abort issues with various files (most recent is C-343 and older ones are -6000, -301). I now have all 7 qbw files that I want to use as my MASTER to start updating the last 3 or so weeks of transactions (we just use the A/P and A/R). The files are working fine for me although when I upload the files to our accountant, they are unable to open them (seems like it times out??). In an effort to reduce the file size, I tried the "Condense or Clean up company data" on our largest files which is 311 000 KB (QB Pro 2009) but the "Clean up company data" function doesn't work. It shows the completed progress bar and then it "verifies the data" and then aborts and notes the C=343 error message (the connection to the company file has been lost....). When I log back in, the files I wanted to condense, were not conden
Hello..I hope someone can help us record this properly. We are a small dance studio, and are using a desktop version of Quickbooks. For a limited number of students, we give scholarships, which are an expense for us (we are for-profit and don't receive any grants). Here's the problem we're having with Quickbooks: If we invoice the student account for the full amount due, and then record our scholarship contribution (as an expense account), then our scholarship contribution shows up as an expense, but the full amount of the invoice shows up as income on the P & L, ( and when it's deposited in the bank account it shows up as income again, so it's double income). But most of these are 100% scholarships, so the student isn't usually paying anything, so it greatly inflates our income.But if we invoice the student account for the full amount due, and record the scholarship amount as contraincome, then the income on the P & L only reflects what they actually paid, but our scholarship
We need to run a report that shows all invoices regardless of status. The 2024 edition of QB Desktop excludes "past due" invoices, which is skewing our numbers greatly.
I have 6 line items on my invoice in QBO in order of service date, but for some strange reason line # 3 is being shown as the last line item on the printed/PDF invoice.
I am using QB 2020 Prem with latest update.When I enter a bill or sales receipt using group items I enter the item number but the description of the group and the group price is added after the last item in the group. That really makes a messy bill, sales receipt or invoice.Why can't QB put the group item description and price on the same line? The price of the group is already calculated, thus, I don't see any really why it could not be on the same line?
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When we signed up for Quickbooks Advanced online. Quickbooks Online Payroll Core was added as a trial subscription.We do not need this, but need Contractor Pay, but it seems that you cannot take Payroll Core off your account to be able to use Contractor Pay. Is this correct?We are being told that you need to setup a new account and transfer all the data to that account to use Contractor Pay.Please advise...Thanks!
I have a handyman business and have just started using QuickBooks Essentials. I want to confirm I am entering my expenses and invoicing customers correctly.For example: I purchase some materials from Home Depot for a specific customers project (ex: lumber to fix fence) and then I invoice the said customer for these materials without a markup, along with the labor hours. With QuickBooks essentials, I do not have the ability to show the items table or to make expenses billable.I currently 1. create a product/service: name it materials, as a noninventory item; make it a billable expense income in the income account; select: I purchase from a vendor; then select expense account: cost of goods sold-supplies and materials.2. I enter my expense purchase for said materials: ex: Home Depot vendor and use the category: cost of goods sold-supplies and materials3. I go to invoice the customer: for product/service I select the Materials that I created earlier and enter more of a description (ex: lu
Where do I record membership dues?
When I collapse the rows in my report and then print it out, the rows that have hidden sub-accounts are followed by a blank row and the rows that don't have sub-accounts are not. The result is that the report has random blank rows and it takes up more space than needed. The report is a Profit and Loss report. Is Quickbooks designed to do this on purpose or can I get rid of these blank rows? I'd like to avoid having to export the report to Excel, although I have to admit that export works just fine and there are no blank rows inserted into the spreadsheet.
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.
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)
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