QuickBooks Q&A
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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»
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When can we access the 2025 desktop software? Our Pro Advisor site only shows the 2024.
I have spent countless hours with QB Online Advanced Help and still spinning my wheels. We are undergoing a large reporting project where I need to be able to export all of my projects information for a time period into Excel so then I can slice and dice it how I want. We use the Project Name as the unique identifier so then we can tie everything together in Excel. I can pull all Invoice and Payment information and the Project Name will tie to it appropriately. However, the expenses/checks will not. I've tried multiple support agents and they all end up back at the same conclusion - QB can't export or tie that data together in a report. This is bananas to me because I know the system ties it together because I can pull a Project Profitability Summary report that ties everything together, the Projects functionality itself is built on the fact you can tie expenses and income together under a project. I am praying one of you QB ninjas will be able
I am working with my bank to connect my QuickBooks into my banks billpay platform. I currently have the connection setup for my transaction info. When submitting payments I am being prompted by QuickBooks to enter an SSN but my business uses a TIN and it is being rejected. Is there a way for me to do this with a TIN or does it only work with a business operating under a SSN? I have to think a lot of business have TINs and would want to do this. I've read some threads about using 3rd party apps for this payments but I don't really want to do that.Please help!
IE. a customer finances their invoice with the bank for a no-interest financing plan and the dealer (our company) gets charged a dealer fee (discount rate) by the bank to offer that plan to the consumer. We in turn get deducted that fee upon receiving payment from the bank and only receive a portion of the amount originally invoiced. Right now, I am entering it as a discount on the customer 'sales receipt'. However, I do not like that because it shows up as a 'discount given' on the P
Error 324. Main American Express credit card syncs but additional cards create an error message. All worked /an updated until 6/7/2024.
I need help with setting up the correct flow for child support payments. We are a new company. The employee's child support is deducted via payroll and is currently going to:Child Support (Account Type: Other Current Liabilities Detail Type: Payroll Tax Payable) To submit the withheld money to the state child support agency, what is the correct process, so that the account where the child support is withheld is correctly offset? For the first week, I created an expense account ("Expenses for child support Account Type: Expenses Detail Type: Payroll Expenses"), and then cut a check hitting that expense account. I'm assuming that to be the wrong thing to do, because the "Child Support/Other Current Liabilities" account balance has not been offset by the amount of the check payment submitted to the state already. Please give me detailed steps on what the correct process would be AND please explain how I should
We don't use QBs for processing customer payments. And we don't use bank feeds, either.We use Venmo. Of course, Venmo charges processing fees if you use a Venmo Business account, they charge 1.9% plus 10 Cents per transaction. This is a LOT!We do pass some of the expense on to the customers. Most customers are okay with this, knowing it costs money to operate a business. However, we all would be much happier if we didn't have to pay such high processing fees, or any fees at all to process customer payments.Could I get some suggestions on what you are using to process payments received, please? (Other than QBs).Thanks very much.
Hi there-I'm needing assistance with managing users. It's a little complicated, but hoping you can all help iron this out for me 🙂 1. Our accounting firm has a client whose books we've been doing for years on Quickbooks Desktop. The client then needed us to transfer their QB file to QuickBooks Online, which we did.2. The client is using Quickbooks Online Simple Start - this only allows for 1 "Billable" user and 2 "non-billable" accountant firm users. (what does billable mean in this context? That the billable user is the one who pays for the Simple Start subscription?)3. I've logged into our firm's CAMPS (qbo.intuit.com....) page, which lists this client's company file (ya with me so far? 🙂 4. Right now, it lists our firm as the Primary Admin and the Client as the Company Admin (and ALSO lists us in the Accounting Firms tab).5. Our goal is to add her personal CPA/bookkeeper to the Users. We can't seem to add anyone else in the Use
How do you get the scheduled bills to pull into your cashflow planner? I have the filter set correctly but they still do not show up. Any help would be great, thanks.
