QuickBooks Q&A
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I'm trying to send invite link to our accounting firm. QBO asks first for verification code to proceed. But I am not receiving code both via call and text. Already checked my phone and it's working well.
Is there a way give like a check stub, proof of payment, or something similar for contractors that get direct deposit?
How to set bulk import of invoices?Is there a way to charge fees for credit card transactions?How can i get single invoice that has multiple projects for a law firm?
I created a new invoice under custom forms. I want to use that for invoices. How do I replace the standard invoice that comes up when I select invoices sales? I previously had used the desktop version and creating invoices was so easy. I am having trouble navigating to try to find how to do that. Thanks for any help you can provide.
its telling me to contact admini
Is there a way to rearrange the order of the bank accounts on my dashboard? It would be nice to group them by which ones are used the most.
We tried downgrading from QB Enterprise Platinum to Silver today. We do not use inventory locations or advanced pricing. We do use BOM that go multiple levels deep. We seem to have lost that functionality. Did something go wrong or does Silver no longer mange bills of materials?
I switched from desktop to online version through intuit but they kept billing me for both payroll accounts, now they will not refund me even though the desktop version was never used again. They said it was because it was a monthly subscription and basically, I should have caught it. Is there someone other than customer support I can reach out to correct this?
I have not cleared the transactions thru the bank feed yet so is there an uncomplicated way to clear this up.
I am trying to delete a credit card that was accidentally saved by a co-worker. The customer is very upset that his card number is saved in our system and wants it removed. I saw the option of entering a non transacting card number but that information must be out-of-date because it doesn't work. This seems like a HUGE problem and I am concerned about legal ramifications if this can't be done. Will someone please help?
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Dear QuickBooks Support, I wanted to provide some feedback regarding the messaging displayed to clients when they view their invoices—specifically, the message prominently centered on the page that reads: “Looking for a way to pay? We can let Company LLC know you’re not sure how.” with clickable buttons of "Yes, let them know" or "No thanks" As a business owner, I find this phrasing to be off-putting and undermining to the professional relationship we maintain with our clients. It suggests that our billing processes might be unclear or difficult to navigate and all to promote payments with QBO. I would greatly appreciate it if you could provide an option to either turn off this message or modify it to better suit our communication style. This would allow us to maintain a professional and tailored approach to our client interactions. Yes I can switch to PDF attached invoices and have, but have no visibility on whether the invoice is viewed or not. Th
It has been several years since Intuit made the decision to implement batched payment deposits, and many users continue to express significant frustration over this change. The transition has complicated bookkeeping processes, adding unnecessary steps that disrupt the efficiency of a once seamless and nearly automatic function. Users are struggling with the inability to easily match payments to individual invoices, which has led to confusion and errors in their accounting records. Many feel that Intuit is prioritizing cost savings over user satisfaction, neglecting the widespread dissatisfaction among its customers.
One of my employees recently got married. I changed her last name in the "Employee" tab of Quickbooks Online Payroll. But the Time module (and our timeclock kiosk) still show her former name. Is there a way to manually sychronize employee details between Quickbooks payroll and Quickbooks time?
How do I add a new filter to the dropdown menu in Reports? I need to filter by Source Name and that is not an option.
I have a client that has open credit memos. I can see them on client profile page. But when I go into receive payment, there is no credit memo box at the bottom for me to apply the credits. It seems to be only effecting 1 client.
Good afternoon all, Last week I set up a forecast for this year and I entered $1M as our expected revenue (account 700). Yesterday I printed our forecast for the 3rd quarter, for the first 3 quarters of 2024 and one through the 4th quarter of 2024. The 3rd quarter and the 3 quarters are fine but there is $1M in revenue (700) + another $1M in uncategorized income (4999) in the 4th quarter in the printed report that does not show on the actual forecast. Issue is that it doubles my income. I tried making 4999 inactive, but it doesn't remove it. Any ideas? Thanks, Taylor
We recently hired an employee outside Canada and I'd like to add her in our payroll. However, the employee doesn't have a SIN and an address here in Canada. How do I set up her payroll account?
After being with our organization for 10-year our employees are eligible for longevity checks. I have recently compared adding the longevity to the regular paycheck vs a separate check for longevity. There is a not-insignificant difference. Is there a way to have two payroll checks for one employee when they are due to get their longevity check?
I registered my company with TWC TX for UI account number, at the same time QBO assigned a different number for the same company. How can I merge both numbers and use one of them only for the same company?
After adding time entries for contractors the last pay period, exiting time entries to a different screen, e.g., dashboards or other, then re-entering the time entries screen and selecting a date range for the last pay period, with display by set to contractors or all team members - the contractors do not appear. However, if I put in the date range using Custom then the contractors show up. Shouldn't they always show up. If I put in a date range of this month or last month, contractors do appear.
I just realized that when I make an address change to an invoice in our 2013 QB desktop version, that ALL the invoices for that company change. How do I prevent that from happening so the change stay to that one invoice.
Want to be sure that all transactions are properly documented (with an attachment that represents the supporting source document). Was hoping I can pull a transaction detail report (for any date range) and add a column that shows an attachment was tagged to a particular transactions.
