QuickBooks Q&A
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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.
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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!
On 5/6 the font size when in my QB online accounts suddenly increased in size. Instead of seeing the entire screen at once I now have to scroll up and down and side to side. How do I go back to normal font size?
We use Class and customers and now all of a sudden when I go to create a new Check or Expense transaction I can't view the Class or customer or billable columns and now the tag field is missing as well. Why does Intuit do this stuff ??? Don't we pay them enough ?
This new feature in QB that appeared out of nowhere is the absolute WORST. I went to send a reminder invoice and the AI bot said it wrote something for me, instead of using the email I wrote and had in my settings that worked perfectly FINE. It is this "Generated" feature.I would NEVER send an email reminder to a client using what this AI bot wrote so I have to fix it manually EVERY time.It is AWFUL. Please. How do I turn this OFF? It worked just fine until I woke up one morning and it didn't.
Is there a way for my clients to pay the processing fee if they use credit cards?
I had to create a custom PO form to add the SKU, and it worked. But now it no longer works. It appears the online PO pulls from this custom form, but the printed PO uses the canned form. How can I make the system print the custom PO form?
I have an older version of Quickbooks that is not a subscription and we have always created sub-accounts under the main bank account and now it won't let us do so. The sub-account section is grayed out and cannot be accessed. It let us add as a regular account under banking, but then the activity doesn't show up in the reconciliation, but shows up in the transaction detail.
For instance, I sometimes travel for certain clients. The client/customer in this case is not the Payee, but I'd like to have an idea of how much I spend on certain projects. Am I able to add a Customer field to an expense as in this help article: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/how-do-i-associate-an-expense-or-deposit-with-a-particular/00/1254065? Thank you!
If a payment has been pending for 25 days do you just considered it a declined payment?
I am bringing on a QBO client that is currently wrapping up a partnership entity. The current business uses QB payroll desktop, but my client will use QBO for the new business. The desktop renewal ends in May, and they will change to a monthly subscription until the business wraps up the end of June. Will they be able to generate year end payroll reports, etc in July, so they don't have to keep the subscription all year long?
We have 2 companies each in their own QB file.However, we use 1 cc for both (different users).Company A is in a QB file with the CC. Company B is in a separate QB file without the cc.However, company B still has to pay off some of the CC.This being said, how do I record the payments from company B, if I can't pull up the bank account that is making the payment in company A's file?Does it make sense to create a fake bank for company B in company A's file?I still can't figure out what would be the best way to go about this.Thank you
