QuickBooks Q&A
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Sometimes when creating a new project I am unable to add anything to it (invoices, estimates, bills), and it will be stuck with the error message "Your project is getting ready. Check back soon to see when it's ready." After checking back hours later the project will still be stuck with this message. I am assuming this is not working as intended. How can I stop this from happening?
Phones background locations service were off need to import old work trips into quikbooks
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I generate invoices for a law office. I'm having the following issues: The invoice looks one way when I edit it, it looks completely different when I print it. For example, I have a heading in the first line of the invoice that states "For Professional Services Rendered". When I PDF it, that heading shows up at the end. I have costs moved to the end of the invoice in QBO (we group our costs together at the end). When I PDF the invoice, the costs revert back to date order. It looks like QBO Is automatically sorting by date when it is printed to PDF. Any way to stop that? I want to center the Law Firm's address on the invoice. I cannot find a template that will do that nor can I edit an existing template. Any help will be appreciated. (Sorry if this is the 2nd post on this, I couldn't tell if my first post went through).
My boss used our company card to make a purchase he is going to pay for out of his own pocket. Is it possible for us to have him pay the credit card directly and not enter either the charge or the payment in QBO? Or will that mess up our reconciliation? If I can't do that, should I record the expense to a miscellaneous expense category, then have him pay the company and record that as a credit to the same expense category? Are there any other options to make this less complicated?
project accounting is not working
in the reconile area
I have quick books pro 2024 desktop and when i open company it is telling me that there is an updateI have tried a few times and it keeps getting stuck at 44% after 30 minutes.
One day my employee came in and attempted to log into one of our company files. It starts to log in after she enters username and password, but before anything can load, Quickbooks crashes and closes. She is able to log into all of our other company files without a problem. I found if I duplicate her user and delete her old user she is able to log in again with the new credentials. However, the very next day the same problem happens with the new user, so I am now coming in every morning and creating her a new user so she can log into the file. We are using Quickbooks Desktop Enterprise 24.0. I confirmed with her that she is closing every window before clicking File > Close Company/Logoff. I don't think it's the role assigned either because I have other employees with the same role assigned who are not having this problem. I've tried adding her with her email and without it. I have given her a different username every time. I'm stumped at this point.
We create estimates for larger contract jobs, and use the estimates vs. actuals report constantly and it works great for $ amounts. But for assessing "where we are" in a project, it would be helpful to have a report that shows estimated vs actual labour hours. Right now the only way we've been able to do that is manually looking at the hours on the estimate and comparing that to the "time by job" report. Is there a report we haven't come across that will do this?
Is there a straightforward way to adjust the cash basis receivables balance showing in a cash basis report?
QB desktop payroll subscription has been canceled but renewal payment cleared credit card account on 10/15/24. Unable to access key features.
For 6 of last 8 months, the reconciliation shows end balance same as bank statement and thus zero difference. Immediately go to Reports>Company&Financial>Balance Sheet Standard. The balance is low, because checks which were not cleared in reconciliation are shown, and calculated, as cleared. Was using QB Premier Non-profit 2019. Thought there might be a glitch, so bought QB Premier Non-profit 2021 and restored from the last month when the QB Balance Sheet, reconciliation and bank statement all matched. Same problem. Any ideas?
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I am trying to customize a check register for our bank so I can download it as a csv file. My problem is I cannot get the account number to appear on the report. I have account name but not the account number since we have 74 LLCs with thier own bank accounts. The Bank report for positive pay needs to have the following columns -Account Number - Date - Check Number - Void - Payee Name - Amount - Any suggestions would be greatly appreciated. Thanks,Gerard
I am applying a credit to an invoice and I cannot specify the date to apply the credit. This causes the credit to be applied in the wrong month, therefore the income will not show in the P&L report in the correct month. The process I am following is I select the icon, Apply Credits, on the invoice. The Apply Credits screen opens and I select the credit in the Available Credits table. The date in the top area of the Apply Credits window, 10/16/2024, is fixed on today's date. The invoice Due Date is 9/6/2024 in the previous month. The credits were received on 9/6/2024. Because of the Apply Credits window date of 10/16/2024, the payment is applied in October not September. Desktop QuickBooks did not preform this way the last time I closed out a month. I have been able to apply credits in the previous month in the past. This change causes my books to be inaccurate because I am unable to apply income in a previous month. Please H
I charge a 1% interest charge on all late net30 invoices, i have multiple invoices that are between 1 and 19 days late for different amounts and i need help adding on the interest
IMac 2024, agent got me a download that would work in the online platform so I could subscribe to the 15./mo for 3 months....she migrated QB desktop 2016 from my old iMac to the new software and it worked, but a window kept coming up asking to register or I could not use it..need the License and product numbers to register, and there is none...spent hours with Intuit techs who. could not fix this....now I cannot open my check register. I have Quickbooks Mac Plus 2023. and it is an Online payment platform so I can use the 15./mo for 3 months subscription for now
Quickbooks DesktopHow do I process a recall ach payment in QB desktop? The invoice the vendor sent was incorrect, I paid the amount and paid the bill in QBs. However, once I was told the invoice amount was incorrect. I was able to stop the payment in the bank and the money should be put back into our bank account. How do I record this recall payment?
Within QBO on the left side is the bar which allows you to select Dashboard, Banking, Sales, etc. Is it possible to edit this menu to remove the items that I do not use or reorder the items towards the top that I use all of the time? As an example -- I don't use QBO for Capital, Payroll or mileage, so I would like to remove these.
How do I create an annual report for an individual cis subcontractor?In layman's terms please!
Is there anyone else having issues with the loss of formatting of their memorized reports after updating Enterprise desktop to R9_50? Our Balance Sheet and Profit &Loss reports now show fully expanded and then when you collapse rows, you end up with two rows and your net income (Row 1: Ordinary Income/Expense; Row 2: Other Income/Expense and Row 3: Net Income). I tried to collapse and expand the rows I wanted so I could memorize the P&L that way but when I go back to the memorized report, it opens in the 3 row only format, then I have to manually expand the rows again.
I just received an email that says it's from QuickBooks Billing (it looks very authentic) with the subject line "Account Deactivation: What You Need to Know'. Here is some of the content: Due to Non-QuickBooks update, Your QuickBooks Account will be Turned Off. It has come to our attention that your QuickBooks is not syncing with the Intuit server, and as a result, it is not receiving necessary updates. Unfortunately, this issue will lead to the discontinuation of your QuickBooks service on the aforementioned date. It then gives a phone number to call [removed by moderator]. I recently installed an update from QB for our desktop and I opened QB today and the Go Payment page with no problem. I just thought I would put this out there.
