QuickBooks Q&A
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Has any one figured out a fix to the problem of Quickbooks software not opening because it needs Windows Explorer 6.0 ? I've been using QB Pro 2009 since... well... 2009. I have a lot of info I cannot access and I'd like to keep using it. Thank you for your help.
I created an estimate, I invoiced my client and now they want additional work. now I need to create a change order. Can someone please help?
Hi! I own a therapy center where due to the crazy high deductibles in the current healthcare industry, clients accrue rather high balances at the start of each year. Many of them need to make smaller payments over the course of the year to pay off these balances. They want to set up automatic charges to their credit cards to pay smaller amounts monthly. In QB desktop we were able to set up recurring payments that applied to the customers accounts as credits that we could go back and apply to invoices. However, in QB online the only way I can figure out to do automatic credit card changes is with recurring sales receipts. The problem with this is that then I have to go into each invoice and apply the credits from the sales receipts as discounts on the invoices. Which then shows the client and insurance companies (HSA etc) that they had a zero invoice once it's paid instead of a paid invoice. Anyone know how I can
QB begins to open, asks for my password, minimizes, and then freezes without opening. When I hover over the minimized icon, the screen pops up, but it is greyed out and will not remain when I move my cursor. Help?
My account manager indicates to me that my access to my QBonline Pro Advisor account was turned off because I do not have a subscription to QB desktop for the period beginning November 1, 2024. I understood that support would be discontinued after October 31. I also understood that the QBonline Pro Advisor account is free, but clients must pay for their subscriptions in order for this to be used to support them. Similarly, my Pro-Connect Tax was inactivated, as all had the same user name and contact information. Support at Pro-Connect and QBonline have spent some time on this, but cannot resolve it. I submitted a request for reactivation on Tuesday. I was informed that it was not escalated and still not acted on. Another request is submitted today, Thursday Oct 31, with the expectation that it will take two to three business days to resolve.
Hello,I am getting and error when I try to access payroll setup from QB Desktop. The error code is 05396-40000. I have tried rebuilding the data, verifying the data, and using the QuickBooks tool hub app. Nothing seems to be working. Thanks for any help in advance!
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Hi, I'm interested in appearing for the 3 certification exams i.e Basic (Level 1), Advanced (Level 2) and Payroll certifications for ProAdvisor and have the following questions. I learned that QB has made updates to the exams so appreciate your responses to my question below in the same order. Thanks much in advance! 1) I heard that QBOA changed the certification exams I mentioned earlier so, did they make them tougher to pass?2) Did they update the training content for the 3 exams accordingly?3) Did they change any rules regarding how many attempts I can make before they ask me to wait 60 days to retake?4) I read on QBOA forum a few months back that many people were complaining that the training provided by QBOA is not good and the questions being asked on the exams are not within the training. Has QBOA rectified this issue with the updates they did?5) How long does it take approximately to pass the 3 exams? Please suggest a range based on doing it full-time vs part-time.6)
As a newcomer to managing a single-member LLC (sole proprietorship), I have a few more questions to ensure I’m categorizing and tracking expenses correctly:1. Recordkeeping for IRS: Do I need to keep all individual receipts and details for expenses, like these gift card purchases, to present to the IRS when filing taxes next April? How detailed does this record need to be?2. Impact on Filing: If I don’t list each expense in detail, how might that affect my tax filing? For instance, if I categorize all similar expenses under a broad category (e.g., “Marketing” or “Research”), is that sufficient, or do I need to break down each one?3. Audit Preparedness: For legitimate business expenses, what level of documentation is recommended to stay prepared in case of an IRS audit? Any insights on these points would be really helpful, especially on best practices for tracking these kinds of incentive expenses! Thank you again for your help!
I would like to reconcile revenue before the end of the period. Can I change the posting date of the revenue recognition entries to post on the 25th of each month?
I do traveling sales and have a lot of mileage that I use for deductions. I have used the mobile app for years and recently noticed that it stopped tracking on October 5th, 2024. When I called, they said it was a known issue and they are working on the issue and would keep me posted. I was told to manually track my mileage until then!
new to on line .how do i reconsile
Using QB Online Plus, and I have a lot of expenses marked as billable that I would like to unmark in bulk. I do not want to delete the expenses. I just want to unmark them as Billable. How can I do this is bulk?I tried following the guidance via the link below, but could not find what was required for Step 5 onwards.https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/remove-billable-expense-charge-quickbooks-online/L27Keynmq_US_en_USThanks.
I just transferred my credit card account to QB's to get a more accurate picture of my small company. When I purchase items for my business, to resale, with the credit card, they are booked to expense-inventory. When I make a payment, I book it to credit card payment which is a liability account. Both items seem to be increasing the liability account instead of the payment decreasing the account. What am I doing wrong? Where do I book the items for resale and the payment? Thank you for all your help.
Like the desktop version
I believe these old employees, most of whom haven't been with us since before COVID and don't even appear on the list every time we search for employees, are preventing us from importing our current employees.
My client has a lot of duplicate transactions because they manually entered ones that were downloaded by the bank. So now I need to delete the duplicates and in some cases the downloaded ones of have a "cleared" status. The manual ones have a "reconciled" status. Can I just delete the cleared ones?
find a previous invoice
All of the billable charges are wanting to create invoices most of them are workers comp charges so when we go in and get rid of them they are creating income to our account. we want to avoid that and just do not know the right steps to go about it.
How do I turn off that prompt? We have to say no every time we save an invoice, and it is a huge pain when we're creating multiple invoice for the same customer. I need the "update" turned off!
