QuickBooks Q&A
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Working with PDF reports can be a bit limiting when you need to edit or reuse the data in a word processor like Microsoft Word. Especially when the reports are generated by accounting software, they often come in fixed formats that aren't easy to modify.Into this, I extract data using a PDF Extractor that converts PDF files into editable DOC and DOCX formats. It’s been helpful for preserving tables, text blocks, and formatting from the original reports. I’ve mostly used it for generating editable versions of invoices and financial summaries for internal documentation.Is there any free way to extract data from these kinds of PDFs? I’d love to know if others have found free methods, especially when working with bulk files.
I am wanting to create a payment link for a workshop, but don't want buyers to see my address.
The fees are deducted prior to hitting the bank, but I still would like to track in QuickBooks.
For example: I am trying to write a check to a vendor (Notes Payable) but this account is not showing in the category details section. I've tried different browsers and signing in and out but it doesn't seem to help.
I can't believe that I am the only one having this issue. Contacted support last month and even signed up for the support subscription and still no resolution. Contacted them again today just in case a new tech might know....same answer. Anyone able to help?
i need to transfer my QB online to desktop
Wave gave me all of the client's transaction data in one single file.
Our default invoice template uses the "note to customer" field to give payment and contact instructions. This field is populated automatically when we create an invoice in QBO. When the 3rd party tool generates an invoice in QBO that "note to customer" is blank. The invoice number is also blank.
I have double-checked our Template settings and they are still saved as they always have been, i.e. "Invoice [Invoice #] from our company name". But the email subjects that are going out to customers have been everything from "New payment request from (owner's personal name - not company name as it should be)" to "(Customer name), you have a new invoice from (owner's personal name - not company name as it should be)". What is going on?! And how do we fix it, since our template settings are still set to what they have always been, and not these new subject lines?
For some of the companies we purchase inventory from we have both a company name and a contact name. When printing a check, I just want the company name to appear in the address field; I don't want the contact name to appear above the company name. Is there a way to toggle off contact name when printing a check?
When I click on https://sandbox.qbo.intuit.com/app/purchaseorder it now redirects me to https://sandbox.qbo.intuit.com/app/obillupgrade I still have purchase orders enabled in my sandbox company and I can see previous purchase orders in the list of expenses.
In the "Reminders List", I see the reminder. On that reminder, I click "Edit and Create" to record a payment and save it, successfully. The problem is that after I complete that task of recording a payment from that screen, the "Reminders List" never updates. It continues to show that reminder as if I had never taken action on it. How can we fix this to make the "Reminders List" update? Does anyone have any tips for this?
Our payroll identifies tip separately for each employee, need that to rollup and report in form 941.
I don't want to see the business feed in QBO I don't want any AI help
Is this even possible? I have our basic invoice email template as the default, but I also have a template for paid invoices for the customers that keep a card on file, a past due template and a card declined template. As I'm invoicing, I have to stop and send each one that's paid immediately instead of having the option to send them as a batch. It's time consuming and I'm hoping there's a workaround. Quickbooks Desktop Pro Plus 2024
I need some help. I've enter a bill, made a partial payment and then have canceled services. Initial partial payment has cleared the bank and was reconciled. How to I remove the balance left on the bill? I don't think I should delete the bill and re-enter since initial payment has already cleared and reconciled. Thanks
A recent update has made it so that class fields are no longer included on our invoices. They show as hidden when drafting the invoice but cannot be unhidden when printing/sending the invoice. Has anyone found a workaround to this? Our consultants names show up in the class field and our clients require this information.
This invoice payment has not been deposited into my account and all the other invoices listed in that deposit has been.
After the update. Now when I send an Estimate, the email received by my customer comes with "Invoice Number" which is the Estimate number instead. "View Invoice" link which when clicked open the Estimate approval page. "Balance Due" with nothing in it. The email body makes reference to the Estimate. This is getting my customers confused as ther link pops up to the eye and they reaching questioning why they're getting an invoice instead of an Estimate.4 hours on the phone with three different support levels ending up in a "we'll reach out with a solution..." a week ago and silently the service request was closed, no a word from QB and issue persist. I feel I'm alone on this one and QB doesn't really give a dime about their curtomes and many out there share my sentiment.See image for details
Mid april Mercury Bank disconnected from QBO. I try to re-connect with my credential but it kips returning error 590 after successful autentication with the bank.
