QuickBooks Q&A
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So pretty simple but for some reason Im hearing so many different ways to do this.. I had a bill created for insurance expense.. I paid the insurance expense and in Quickbooks logged the bill and payment.. Then vendor sent back the payment as the policy was complete and didnt owe any more money.. How should this be handled the majorityof the time knowing I have a BILL, PAID BILL, And money deposited back into my account?Thanks
We have been using Quickbooks Desktop for an extremely long time with multiple companies we own.Along with that, we have merchant accounts set up for two of our companies that we accept credit cards for. We recently created a separate company for a portion of our business and we use Quickbooks desktop for it. When attempting to set up our card processing, we got declined. It's been months of customer service opening "tickets" and trying to figure out how we can make it work, there is still no solution. Tickets get closed without solutions or explanations. We were told to find a different company to process our card transactions on multiple ocassions as well, instead of trying to find a solution. We have asked if we can send proof of incorporation, or proof of indentity and no one seems to be able to help with that either. We have been loyal to Quickbooks and are very disturbed by the way this has been handled. Is there anyone who can help get this figured out? Or is the best answer Int
I'm getting this error when trying to book reimbursements from my CC.
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My role is In house accountant. Can I edit the bank and credit card reconciliations?Thanks!
How to update subscriptions
uploaded CSV files. triple checked the file. 9 of 10 upload properly. but there are a bunch dated 12/31/1969. during import process the 12/31/1969 transactions were excluded, then edited then un excluded, reviewed and accepted. with the correct dates. move to the register and they all show 1969. there are no duplicates AND they all appear in the proper month.. i mean to say that when looking at the reconciliation or register screen I see all May 4 expenses including one showing date 12/31/69, same on May 15, May 22 etc. What do I do?
This is the auto generated reminder email that would be sent to my customer.This is a reminder that this invoice was due 10-09-2024 and is now 14 days overdue. Please settle the outstanding $***.xx balance at your earliest convenience. We aim to build a healthy business relationship with you. If you're facing an emergency or hardship, please communicate this ASAP at " business name"
I am trying to email a report from QB’s and after inputting the email password, I am getting the following: Incorrect credentials or Gmail settings. I have done all of the verifications but I continue to get this message. Our email is through AT&T Yahoo, so I am not sure why the error is mentioning gmail. Also, I am using QuickBooks Desktop Pro 2019 on a desktop with a computer tower, running Windows 10, not on a cell phone or a tablet. When I was last here, this was not happening, so it is something that had to take place during the last month.
how can i see a copy of my 941s filed in 2020?
Hi, I am trying to export to Excel a report which contains a summerry of all the invoices issued, with the full contents of the descriptions. ( "memo" field ),When I try this it just shows the product description for the products in the memo field, but other details in the memo are not shown.I am on QB Premier 2021 DesktopRegards
I need to speak with someone in QB Enterprise who is familiar with "create new company files from existing ones in QuickBooks Desktop (Enterprise)". I continue to reach someone who means well, but has no knowledge of what I'm asking and continues to put me on hold and comes back with an answer to a question I didn't ask. I need to be the one asking the question to the people experienced in this so the question is clear and direct, not what an inexperienced person thinks I meant to ask. Does anyone know how to really get to knowledgeable people in QuickBooks??????
I cannot do anything when the app does this and am forced to close the app. Are there any solutions to combat this bug?
in the old layout, I was able to customize invoices send to customers to exclude the 'qty' and 'rate' columns, which is a necessity for my business. How can this be accomplished in the New Layout? It appears this functionality has been removed? unless i just cant find it.
I'm not an advanced user and haven't used categories in QBO. I'm reasonably adept at using Income & Expense Accounts & Sub-Accounts. If I want to continue (for reports) Income & Expense Accounts & Sub-Accounts, how do I set up and identify deposits and payments using Zelle, PayPal or Venmo? I want to know that one of these services was used, but I don't want to lose identifying the Account used (ie. office expense, phone, subscriptions, etc.). I will appreciate your advice on this.
How do I turn off intuit assist?
Hello! This year the non-profit I run merged with another non-profit that dissolved. The dissolved non-profit cut my non-profit a check to be deposited into my bank account. How do I categorize those funds in my QB file? It isn't a sponsorship or general donation. I am at a loss! Any help is appreciated! Michelle
When I change the product/service on a customer invoice, the invoice amount goes to zero.
Hello, We are a retail store selling building supplies. We have two price levels Retail and Contractor. Whenever we try and do a credit memo for a Contractor customer the prices automatically adjust to the retail pricing. Is there a work around or fix to this. For now we just manually adjust but when we forget its a hit to our bottom line crediting back more than we should. Please advise. - Devon
I need to chnage a vendors Tax Id number that was entered incorrect but it will not allow me to type, how do I correct?
We purchase fuel from at least 3 vendors and would like to track the use of the fuel, whether we sell it to customers, use it within the company, and how it is used for the company.
