QuickBooks Q&A
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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
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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
My Google Calendar stopped integrating with QB. I start an invoice, click the calendar, click search and it cant find any events. I've been invoicing for 5 years with no problems. I can
I've added all possible permissions without granting standard access and it will not work. I do not want access for financial reports outside of sales (no P&L, etc) so I don't want to grant standard access. Is it a bug?
Why am I being prompted to get and use a one-time passcode to login? Just started happening yesterday, now for every single time I login. How do I stop this?
I created an invoice from the time sheet and now I want to add more to it from the time sheet.
I need to generate and/or customize a report that shows me open vendor bills grouped by Project. I've tried everything I can think of.
Recently, we have seen an uptick in FirstBank customers calling our Online Banking department to seek assitance with Error 187 in QBO. This error suggests they are entering their security questions incorrectly. However, once we (at the bank) troubleshoot with our customers and ensure they are, in fact, entering their information correctly. This does not resolve their problem. We have also followed the steps in the QBO article for how to resolve this error. Furthermore, we have also done basic web browser trobleshooting and this still does not correct the issue. What I have noticed for these customers that encounter this error is that they have recently set up their security questions through their online banking, and once they try to log into QBO and are prompted these questions is when they get the error. We have even tried resetting their security questions and this still does not resolve anything. I checked the outages feed to ensure our bank wasn't having issues with QB, but found
I've been trying for a week now to manually add a tax payment made outside of quickbooks online. I've never had this happen before but need to add it so the tax liability section shows the payment has been made. This is something I do every month for local taxes so I'm sure I'm doing it correctly. The message I keep getting says...Payment submission failed. Has anyone had this issue recently? I'm thinking its a QBO glitch? Thanks
Security metrics
the error message When you use Accounts Payable, you must choose a vendor in the Name
How do I void (not delete) a bill that has not been paid. All the instructions I've found do not apply. In Desktop, you could void easily.
What is the number to QuickBooks customer service service?
Currently we have one company in the US, but would like to start a company in Costa Rica and be able to invoice in their currency. But I have been hitting a brick wall trying to speak to someone in Sales for international QB online
I tried the account due to the claim of instant deposit. All my accounts are linked to QB. It makes no sense to me that 1. QB would deposit in a brand new checking account (same day) without my authorization. 2. Why so long to get it to a linked band account???? All my checks go to my BofA biz account and have been for years. Now it says 3-5 day to get it to my operating biz account which is going to kill me. unauthorized qb change and lengthy amount of time to FIX it.
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We do not use the Quickbooks Shipping Manager because it is too limiting and we have a separate solution that handles all of our shipping needs. We use Quickbooks Web Connector in order to import the tracking numbers into Quickbooks Desktop. This essentially adds the Shipping information as a "Shipping" Item on a line on the Invoice. Customers get this information when we email them a pdf copy of their invoice. Several customers have expressed that they do not like having to go into the pdf to get the tracking number and when they do, it is not hyperlinked or anything in order to make tracking easier. In researching discussion topics, I see that Quickbooks online has fields for "Ship Via", "Ship Date", and "Tracking No." Importing this data into defined fields should then allow this information to be inserted into the email body. Does Quickbooks Desktop have the option for these fields?
