QuickBooks Q&A
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Hello, I hope you're doing well, I am currently cleaning up the books for my client. He has used QBO since 2021 however the previous accounting agency only connected some of his savings/checking/CC accounts. When I onboarded my client I had to relink his accounts after 4-5 months of being disconnected. However, his two checking accounts have a gap of no transactions from 5/1/24 to 7/31/24 - the bank statements are monthly. I have checked all transactions and registers for both accounts. Additionally, I ran reports for my uncategorized income accounts and expense suspense accounts; finding no transactions for this period. I reviewed the transactions for the following months, 8/1/24 to 9/31/24 and QB has inputted those transactions. I don't mind manually inputting transactions for those months, but I want to ensure this issue won't happen again. Thank you
Hi. We are having several customers ask us if we can have Bar codes on our invoices. Is this possible?
In our case, a bill is paid in advance if the bill date and due date in Commonsku are the same.
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I'm learning the hard way that there are 3 different administrators as far as Quickbooks is concerned: 1. The account administrator via the CAMPs tool.2. The admin account of each company file (this is the admin account used to log in to each company file locally if using QB Desktop).3. The most nebulous "primary admin" Intuit account associated with each company file. Why does #3 exist? I'm sure there's a good reason but it's giving me considerable headache. Unfortunately, in the process of "cleaning up" old accounts there was a "primary admin" Intuit account that was deleted. What happens the next time you're in the company file (even if logged in as the admin user) is you'll be asked to sign in. Even if you sign in with the account administrator (#1 above), you'll get this message:"We're unable to complete your request at the moment. Request your admin *****@*****.com to add and assign you the required Intuit Account role(s) by following these steps: *Sign in to Quic
Looks like there has been a report overhaul. How can I see P&L YOY comparison including % of income? Or even a multi-year comparison? Using QB online.
Hello Everyone, Here I am asking question again. I'm dealing with a Spa business and just wondering what's the proper category I should put the candles to? This is the first time I'm seeing a transaction spent on a candle. Is it going to COGS or to Office Expense? Your help will be very much appreciated.
Do you know how you can see when a client viewed the invoice?This client looked at it 13 times.I am wondering if when we open the invoice does it also count as a view?Or only when the client is looking?
I’ve been having an issue with logging into my QuickBooks Online account since mid-July 2024 (I’m writing this in late October 2024), and despite having opened ~7 separate cases with Intuit tech support, plus a case with the Office of the President, I’ve still not received any explanation as to what caused my account access to be revoked, nor a resolution of any a kind, but have repeatedly been told that my case is being closed and there is essentially nothing Intuit can do to restore my access to my account, even after submitting my ID and *notarized* business documents on several occasions to verify my identity. I’m the owner of my company and am unable to access our financials. We’ve spent thousands of dollars integrating our services with QB for us and our customers to use, yet now I cannot so much as *log in* or receive any meaningful customer support, and am left with no real option than to migrate our entire accounting – after over a decade of business – to a
A customer paid me nearly $70k. I have a Quickbooks email confirmation, but that money has not appeared in Quickbooks (that I can find) or into my bank account, and it's been 5 days. Can anyone advise me where to see it? Quickbooks holds on to your money...and charges too much for this service..then wants 1.75% to pay you your own money instantly. What a ripoff. Mark
This happening to anyone else? I try to add a couple of lines to an invoice and it won't save. Yes, I tried using a different browser, clearing the cache, restarting my computer. The error is not happening with just one invoice, but all of the ones I have tried.I first got this error last night and now still getting it this morning ~12 hours later. Any ideas of what's causing it? I really need to finalize and send out invoices today!
Hello, Our employee closed his bank account. Direct Deposit of course failed. When will we see that checks sum deposited back into our checking account?
how do i deposit a check > $10,000
On the QBOL prepared form the box "Send a refund" is checked.I want to apply instead.
Hello, I am new to the world of accounting and I am just starting out the accounting program at my local college. I have a basic understanding of the accounting world through numerous sources as math is a passion of mine. While I am at the starting line for this career field I was wondering what you all would have done differently knowing what you do now versus when you started? What advice could you give to help an aspiring newbie? Any and all information provided is greatly appreciated. Thank you in advance.
I have been trying to work with the support team, but they are having a hard time understanding that I can't do the screen shares and I would like to be able to connect them through email, as I also can no longer make their calls.
Is there is a way to add a column to a QB sales order, pick list, and/or invoice that shows the number of cases the customer ordered. Let me give you some background. My company bills in units. This information shows up and prints out on these forms. We then manually convert the units to cases for our warehouse personnel. For example, a customer orders 96 units of a particular item that is packed 24 units to a case. We convert 96 units to 4 cases and write that information on the forms to assist the warehouse in picking the proper number of cases. It would be easier if this information were automatically provided by QuickBooks on these forms. Is there a way to do so?
I am new to Quickbooks and need help. This is for a municipality, so there are differences in that and a business. Does anyone have any experience with using Quick books as a book keeper or treasurer of a municipality. How do you add and track receipts?, how do you disburse those funds to the many different accounts? How do you prepare a warrant with in QB? and how to disburse the debits into the many different accounts that a municipality has?Is there a "spread sheet " sort of function that will have the credits and debits for each account so that a report can be viewed so we know how much money has been spent in each account?
The beginning balance of my bank statement is different from the one in QB. I generated a discrepancy report which said it was because I deleted a deposit. I see the deposit listed for that date in the customer center, but it's not in cash. I thought I would delete it all and renter. When I try to delete it in the Customer center I am told “You need to delete this payment from the deposit before deleting transaction” The problem is that the deposit is not in cash anymore. I just want to make my bank rec right. Please help.
Currently Running our Business on QB Enterprise Manufacturing and Wholesale. Tracking products/inventory/customer database/Orders/Invoicing, etc. as well as the obvious financial reporting tools of QB. (not payroll however) I'm selling the business and want to be able to hand off all transaction history, customer database, customized fields we've implemented 10 years ago in our customer file, but don't want to obviously hand over our financial accounting for the corporation which isn't being sold. Just the 'book of business' on our product line. Does anyone know if I duplicate the company file - if I can delete the accounting side and they can still access/download/reference all the customer data while they transition up to a new system? I'm totally lost on best way to handle this. I will need to downgrade to a different desktop version I assume until shifting in to new company direction.
How do I adjust my TSheets/Workforce settings to allow some employees to assign their time to a Customer and some of my employees (office staff) not? The QB help staff has been completely unhelpful and I've called multiple times.
I processed last week's payroll & printed everything needed. I can't run payroll for this week's pay date. How do I get QBO to let me run this week's pay?
