QuickBooks Q&A
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We're trying to start using our TC21 scanner. We believe we setup our team members as vendors, but the scanner tells us there are no users found. Has anyone had this issue before?
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I am using QuickBooks Advanced report writer, and using a slightly modified version of the starter report for Job Profitability Summary. I am trying to get the included pivot table to exclude any customers who have not been invoiced yet. The only modifications I have made is a list box for Job Status, and added an expression for Job Profit Margin as a percentage (Diff/Actual Revenue). Long story short I am trying to exclude customers/jobs who have not been invoiced. Again this is the starter report for Job Profitability Summary 🙂 If this can be achieved via a list box filter that's fine too, expressions make my brain hurt haha.
The PO is saving when there is no Customer/Project selected. But, when I input either Customer/Project or Class it shows the error.
I operate a Mini Storage business. I offer tenant insurance from a 3rd party provider. I collect the insurance along with rent monthly. At the end of the month, I reconcile insurance sales with the insurance provider and they invoice me for the full amount of insurance collections. They pay me a percentage based upon the insurance policy collections. I established a Tenant Insurance Holding Account to record collections (I do this once per month and use a report provided within my software management solution) through a journal entry. The journal entry is as follows: Account Debits Credits DescriptionTenant Insurance Holding Account  
Horrible!!! Constantly changing up my estimate template. I use the app and half of my customers don’t show up. When I go to preview the estimate, it states “I’m using an Old Template Design “ which I’m not!! I tried turning off progressive invoicing and changing it to a standard design and STILL having issues! Someone please help me with this. It’s such a necessary evil.
We recently decided to organize our projects on QBO so we can track their profitability. I cannot seem to find a field on the invoice where I can add the project once it has sent and paid. Is there any work around?
Hi, Is it currently possible to change the e-mail address that gets used when you check the box "Send me a copy" on a sales invoice? When I check that box, it sends it to the company e-mail account that is saved on QB online and I don't see any way to change that without changing the company e-mail address, which I do not want to do. I also do not want it to send the copy to the same person everytime, but rather to whoever is logged in at that moment. Is it possible for the copy to be sent to the e-mail address of the user who is currently signed into QB online?
Is there a report to show the original invoice amount and the payments applied to that invoice by the invoice number for a particular customer?
I am trying to update my QuickBooks Desktop, but everytime I just get an error message with code PS038. What is even happening?
I have realized there is credits on accounts either by in accurate data entry or a credit for over payment but a check was issued so the full credit no longer applies. How do I rectify this issue?
Dear all, Is it possible to select your account while importing data in QuickBooks Online, similar to the way it works in the desktop version? Currently, I only see fields for date, description, and amount, and I have to manually choose the category afterward. Is there a way to preassign the category?
I have been running QB DT 2017 since 2017. This problem has been present since 2017 and earlier. I recently upgraded to QB Premier DT 2020 because I was told the reporting fixed this problem. That is not true. My problem still exists...We use QB for managing our non-profit's finances. We get donations by checks and most of the time, we deposit the checks in batches. Her is a fictitious example. Yesterday (05-18-2020), I deposited three checks totaling $1000: John ($250); Mary ($250); Larry $500. This is reflected as a single transaction SPLIT with three entries.At the end of the month (and at the end of the year) I need to run a report on all donors that contribute to our mission. When I look at the transactions, these three transactions DO NOT APPEAR. When I go to Customer List and specifically look at these three customers, this 5-18 transaction is not on the list.This is a SERIOUS FLAW in the software. It makes it look like we are getting fewer donations than what is actually true.
My monthly fee went from 30 to 35 dollars without my knowledge. I would like it to go back to 30 dollars.
Bank transfers from QB to my bank show not working, try again later.Happen all day. 10/16/2024
Other than manually entering the transactions how do I resolve this?
How to record a chargeback
I want upgrade my plan
how to record a credit card chargeback in QBO
Hello we are trying to migrate to Quickbooks Desktop (Enterprise Retail) from an obsolete DOS program called Real World and have to do everything manually. We just decided to do this but want our start date to be 07/01/2024 because that is when our Fiscal Year started. We use Quotes, Sales Orders, Purchase Orders and Invoices in our AR. What is the correct order to manually enter the data in QB or does it matter? Can you enter Invoices and then do the Purchase orders and sales orders or must it be linear? Can you enter Payments and Deposits as Open Items and attribute to invoices later? Any other tips on this wild job?
