QuickBooks Q&A
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We have a lot of customers, and a lot of invoices per customer. Some of our customers want to receive individual invoices, and some prefer to receive statements. Is there any way for me to bulk send specific invoices without me manually checking the box next to each invoice and batch invoicing from there? I was thinking if I could upload a CSV of all the invoices I want to be sent as individual invoices, and that bulk upload sends those invoices. Then customers who want a statement I could go in and do that separately. All the customer invoices are already in QuickBooks, but I just want to bulk send without checking specific invoice boxes (due to the large quantity).
I file and pay our state payroll taxes outside of QBO. Every time I try to record the filing and payment in QBO I get an error. Is this happening to anyone else and if so, how did you correct this?
Currently, Credit Card payments are processed in a separate CRM system and imported into QBO into undeposited funds account using Sales Receipts. Wondering if we imported the Customer invoices if QBO would auto apply the payments?
Does anyone else see these BADGES they give you in the community as a JOKE? They waste my time. You think QBO would be PROFESSIONAL, not kindergarten. How about working on SUPPORT, not games? I know I WORK, I work my tail off and when I see these stupid BADGES clogging up the answers I need, it's an INSULT. GROW UP.
Can we use the feature in the trial version?https://www.youtube.com/watch?v=c-EvkjkM2_U We couldn't find it anywhere
Recently "upgraded" but there was not a choice to migrate our data....trying to do so semi manually, but cannot type it all in... wondering if there is a way to download a CSV and then import (I understand my import options into QBO, but self employed doesn't seem to have an export function)
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How do I get the shipping amount to calculate taxes shipping to CO? It looks like FR023000 tax jurisdiction is not set up for Colorado. Please advise.
We have a very small HOA that was established a couple of years ago. We are slowly building up our reserves for basically our future private road maintenance needs. I use QBs desktop. I have a checking operating account and a reserve savings account. We collect HOA dues annually and that is our only income except for interest earned from the savings account. I have forecasted how much is needed to go into reserves for the next 10 years. Each year when I collect annual dues, I deposit it into the operating fund. I then transfer the needed amount for that year to the reserve account. But how to I record the reserve transfer correctly so it shows on the balance sheet correctly? I need step-by-step instructions. Also, when I need to draw on reserve funds for that year, can I have step-by-step guidance on how to do so?
From past few days i am facing a issue related to signing in my Backdata in Quickbook. when ever i try to login in to my account it shows an error and automatically log me out.If anyone knows about this issue how can i resolve this please help it out
Hi, Is there a way to delete or make inactive payroll items in QBO that were created wrong or duplicated so i don't have to see them in my list, if possible, how can i do that?Thank you!
I updated my QuickBooks today (Desktop accountant plus 2024), and since then, it's collapsed the whole report, not just the subcategories (like it was until now).
How do I void a check made through QuickBooks bill pay?
Tried all the customization options available in QB. Couldn't find any feature that could help me. Please guide me on how to do the same.
Can QuickBooks keep credit cards on file to charge for incidentals?
I'm very green when it comes to accounting, this software, etc. However, I think I understand the concept of the relationship between income, expense, and profit/loss. When I run a P/L report in QB, it reports total income of $203k. When I run a sales report by Product/Service, it reports sales of $386k. Why are all of the sales note being accounted for as income in the P/L report? Thanks to all who can provide information!!! [Removed] Land Management Solutions
Unable to reprint payroll check
My client is a corporation that uses accrual accounting, but QBO (during conversion from Sage) set up an "unapplied cash payment income" account that I can't get rid of in spite of it having a zero balance. This account makes no sense in accrual accounting as unallocated cash should show on the balance sheet, not the income statement. I'm not all that familiar with QBO; can someone tell me how to get rid of this account?
A customer of mine posted a deposit to my quickbooks online account on 9/11/24 for $2950. This deposit sits On-Hold! WHY??? Why has this not transferred to my personal checking account? It shows a deposit ID but is On Hold. I need this funds released to my banking account asap. Please assist and explain why this happens.Thanks,Brett
I tried searching and couldn't find any posts about it but I'm having problems adding receipts in QuickBooks Online that have multiple pages.I have receipts that have multiple pages, for instance a lot of the items on the first page and then the second page more items and then the total. But when I take a picture "scan" it wants to add them as 2 different receipts and I don't know how to combine them. Can anyone help me out with this issue?
