QuickBooks Q&A
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I have tried to turn off including zero and non-active columns in my custom Class report and it does not work.I clicked on Customize -> Rows/columns-> Show-> Columns, then clicked on "Show non-zero or active only"and it does not work. $0 columns still show up in the report. It does work for Rows but not for Columns.is this a known bug?
My firm uses the migration tool to create annual backup copies of our non-advanced online clients; I have been doing this for three years with no issue. Last week, I couldn't get the migration tool to work - I uninstalled and installed several times, used the tool hub but kept getting the "1009 internal error: unknown exception". Finally, I contacted Intuit and was directed to Data Services, a case number was created, and they had to do the migration on the back end. They could not figure out why the migration tool was not working, and I was told that I may have to go through data services each time. We have over 20 online clients. Having to go through data services over 20 times just to create backups of clients’ files is absurd. There must be a way to fix my migration tool. Or another way to create backups of non-advanced online client files.
At the end of each month I run an Inventory Adjustment and Build Assembly report respectively to verify the monthly transactions. During the month when the transactions are being created on the lower left hand side there is a "memo" field. I would like this field to show on the report. I have selected every column indicated under the filters. The information populated in the "memo" is the item number with the words "Inventory Adjustment" at the end. This is NOT the information in the memo field. Can you let me know what the name of the field is and how do I get the information I need on the report?
Email was sent to my address at @qbodocs.com, so I have no way to access this email.
The charges for the primary card are showing up fine in the bank transactions, but those for the second card are not.
We have revenue accounts by two different choirs. We use class to differentiate between them, but I want to present our detailed P&L by summary accounts.
Is anyone else running into issues where a very large report with many columns will not print on multiple pages? I have reports I'm trying to schedule to be emailed to managers on a regular basis but it only creates a report that puts all the rows and columns on one page regardless of how big the report is rendering the report useless unless you are willing to just scroll on the screen. You cannot print it with page breaks. QB suggests downloading to Excel which isn't an acceptable solution. We pay for the software so that we can easily share financial information and this should be a simple programming fix but we're years into QB Online and no solution appears to be in sight. I'm curious if others are frustrated by this, found a solution; or, how many of us send feedback that they just ignore.
I am logged into QuickBooks as an admin. I need to add new users. When I click the users and roles button, it asks for a password. I enter the admin password. the manage users and roles window pops up for less than a second and closes.This only happens in 1 of my QuickBooks files. I have run the desktop repair tool which found no errors.This is a desktop version, not web. Please, does anyone else have any answers? I have rebooted, restarted services and tried a different profile on that computer and still. same issue. But only in one company file.
I sell product to export markets. Once sold I will then buy the product. I will have additional cost for these orders. I would enter all my cost on an order as item receipts. Once bills would arrive I would reconcile these bills to the item receipts to insure they were accurate. I have not been able to find this option in QBO. Now I need to reconfirm each bill is accurate in a 3rd program. Looking for an efficient way to review and receive invoices.
Our company has been sold and I only need QB to function for this year. I switched to QB Online because the cost was cheaper than renewing my desktop subscription which terminates in a few days. My payroll information did not migrate to QB Online with the other files. I only need payroll to function in order to file end of year reports and print W2s for 2025. I cancelled my QB Desktop subscription but still have active desktop payroll until March 2026. I'm thinking I might just want to handle these tasks with my desktop payroll since I'm very familiar with it instead of dealing with QB online for this.
I have Quickbooks Premier Plus Manufacturing and Wholesale Edition 2023 on my desktop. I was balancing my February bank statement and accidentally clicked on the Undo Last Reconciliation after I reconciled February. It didn't undo the reconciliation as far as I can tell since the February invoices are showing that they've been cleared on the checkbook, but if I click on Begin Reconciliation again, the beginning balance is incorrect. This is an account that doesn't get much use. We're going to be closing it so there's not much in there. The February beginning balance should be $30.23, ending <$61.25>. After I clicked on the Undo Last Reconciliation, it's now showing a beginning balance for the next reconciliation as <$975.10>. I have NO idea where that number came from because there aren't any reconciliations with that number. When I click on Locate Discrepancies, what pops up is a blank report with no numbers. I've clicked on GOTO, chose both amounts, b
I am trying to connect a Chase checking account to QBO, but I keep getting the error from Chase Bank: "It looks like this part of our site isn't working right now." I have several other accounts with Chase Bank connected to Quickbooks Online, and have received this error message with this account for several months. Has anyone else experienced this?
My last name is the same as a ubiquitous department store - Macy's - so QB almost always categorizes a transaction vendor as being Macy's. It drives me crazy.
"Under Review"
I am looking for a way to enter and save more than just one credit card for customers.
When I create an invoice for a project, I have to zero out the cost of the material used because we only use QB for inventory purposes. Afterwards, maybe a few hours later or the next day, a manager will bring a Sales Order for items bought for said project, but it is just to replenish what was used. When added into our inventory they add the project number to the purchase order. Will this cause the customer to get billed double or will it show up as a loss?
They are coming through as an expense that I have to manually add and not a tax payment. If I try to match the tax payment does not show. Is anything else having this issue?
Invoice won’t open
A warning for QuickBooks Online Payroll Customers QBO Payroll has created two inaccurate transactions in my bank account’s chart of accounts, they do not match the actual bank withdrawals nor the payroll tax payments. In one case, the transaction was initially recorded correctly, and I matched it to the bank feed transaction. 10 days later, "System Administration" edited the transaction amount to an incorrect value. After spending hours with QBO Payroll support, they have refused to correct the issue and instead suggested I hire an accountant to make manual journal entries to reconcile the accounts. How can customers trust a system where transactions can be altered after the fact, making them inaccurate, with no process to review or correct them?
