QuickBooks Q&A
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Has anyone found a 3rd party tool to extract the "Invoiced" and "Remaining" column data(line item product/service) from an Estimate that is for a Progress Invoice?
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Why would class tracking disappear?
I'm using Quickbooks Online. I need to apply multiple bills that will add up to match the total of one purchase order.
I need help creating an entry for overhead charge per project without affecting banking. Each project requires a 15% overhead draw from job total before I can start allocating commissions. How do I go about doing this?
My balance reads weeks late It doesn’t refresh
When viewing a balance sheet in the "Classic View" there is a "customize" link with an option to show only non-zero rows. That option is not available in the "Modern View". However, if I go to the Classic view update the selection and then switch to Modern View that preference is saved.However, when creating a custom report, from a Balance sheet there is no classic view options, so all non-zero rows are still displayed. Is there a way to change the report to show only non-zero rows?
The Error says something your trying to use has been made inactive
I want to start over in Quickbooks, but my QBO account has been active for more than 90 days. I can't simply replace "homepage" with "purgecompany" in the url, and Quickbooks is telling me I must cancel my subscription and then start a new subscription. My QuickBooks account was paid for and I have access to it for the next year. Will starting a new subscription to start over in QuickBooks mean I will need to pay for a new subscription?
1% ACH fee with a cap of $20-30 was fair. Removing the cap is greedy and outright wrong. They allow an invoiced party to pay ONLY a fee of $25 to collect an ach payment, but then penalize their subscribing customer by holding funds for more than 5 days. Everything QB does is to force you in to needing additional add on services for more monthly subscriptions. Any others feeling the same way?
The Terms List report includes discount columns:However, when I edit or add terms, the fields aren't there: So, how do I create a terms record with a discount percentage and period so I can offer my customers early payment discounts, like in QuickBooks Desktop?
I noticed that system admin made edits last night. My state tax is due once a month after the end of the month. I walk in today and it is showing that the state tax is late for the payroll we just had last week. It's not even the end of the month yet and yesterday there was no action needed. Usually it says upcoming to pay and it will be on the next month by April 10th for the March payrolls. We have one more payroll in March. Why is it saying to pay early?
I do pay the taxes and file reports manually and only rely on QBO Payroll Core to track and show me the due dates to pay and when to file the reports.
I like to start out as close to zero as I can, with the exception of posted checks before I start posting my bank withdrawals and deposits beginning balance, payments, deposits?
I need to change the email address of my accountant
I got a processing error when trying to pay a contractor with direct payment. Do I try again?
I need to edit an "approved" time off entry. My understanding is I need to "unapprove" it first but I am not finding how to unapprove a Time Off Entry.
I do work for a big firm, but work with different teams and invoice those teams individually. I was going back through paid invoices from 2024 and tried to create sub-customers of this big firm so I could track income from the various teams in my reports. But when I changed the customer on an invoice to a [new] sub-customer, the invoice became overdue. When I clicked "receive payment" I was unable to then link that payment to the bank deposit from back in 2024; it created a new payment (but not a bank transaction?) on today's date, and then now I have all of these "unapplied payments" or credits. How do I reconnect the edited invoices with their corresponding 2024 bank deposits? Thank you in advance... I'm so new at this.
Hello,I’ve got a company file that’s nearing 4GB in size. We’ve been using the same file since we first set up Enterprise back in 2010. It functions but has been slowly getting more and more sluggish in recent years. I do routine maintenance to speed things up like deleting ND and TLG files. This weekend I’m planning to delete the audit trail (I’m told this is a large amount of the data and can speed up the user experience as well as remedy corrupt transactions, etc). But I’ve also been told that creating a new company file and just migrating data for customers, vendors and inventory/items would be a better method. I’m also aware of file compression, which I’ve heard is not the best of the three options. I figured I would post here and hopefully get some feedback, experiences, suggestions, etc. Which of these options have any of you tried and what were the outcomes?
Hi Community, We have a duplicate for a previously matched and reconciled payment.The duplicate unmatched payment got accidentally partially applied to a new and open invoice.I can't figure out how to unapply the payment so it can be excluded or deleted, and the new open invoice won't show that it's been partially paid. Going to Sales/Customer/Payment doesn't work because the payment hasn't been accepted since it was a duplicate. Any help is greatly appreciated!
