QuickBooks Q&A
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What’s going on with the system? I’m trying to “review” receipts under the “transactions” tab however, when I click any of them they immediately zero out all the amount information.Supposedly it’s keeping the Vendor & Category information though there’s no obvious way to see that or effect a change after clicking on it.
I linked my credit card to my quickbooks online account to pull all the transactions.The balance in the banking tab is correct but its not pulling the transactions, any idea how to fix this?
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I turned on my Purchase Orders & at the same time, I have enabled the 'Custom Transaction Numbers'. When I create a PO, it still is being assigned by Quickbooks on the PO. Adding a custom field just adds another field of info. I am not finding where I can add the # to start our POs with & disable the one that QB assigns. Where do I go to do this?
I am trying to run a collections report but need to specify a certain product/service. Collections report can get me there but when I go to the filter, it will only allow me to filter by customer, Due Date, Terms, PO Number, Rent, Rent (project). We just switched to QBO and I am hoping I am going to get the hang of this sooner or later!
I can see the information in Quickbooks but when an employee logs on to their own paystub in Workforce, the information/details are not there.
How can you reconcile profit and loss
We need to maintain both SKU and MPN for items in QBO but do not see a way to have both appear. We need the MPN to appear on purchase orders and bill and SKU to also appear on bills. Our unique SKU is also used to sync with outside applications to maintain inventory and bring in sales from a shopping cart.
Particularly Snapdocs
Quickbooks shows that I made two payments for federal estimated taxes in January but they categorized both payments for the 2024 tax year instead of posting one to the 2025 tax year. Now the QB balance for my taxes show I'm $3K short. How can I fix this?
My template subject line for invoices has been changed to random subject lines, such as: Your invoice is ready! Pay this invoice, Amount: I send batch invoices and cannot figure out how to turn the AI feature off. Help!!!!! Please.
When the organization received a QBO Plus subscription through Techsoup, I did not realize that using my personal name and phone number would connect QBO to my personal Intuit account. The organization now has organization emails and a phone number. Techsoup sent me a new subscription number to start over. How do I move all the transactions, data, chart of accounts, etc from the old QBO to the new QBO.
Used the Settings - Tools - Export Data menu option. Resulting Balance Sheet and Profit and Loss reports are all zeros.
So I have looked through the community and found nothing on this. I am running the payroll report for excel sick and vacation and the dates are NOT in order. Why would this happen. It's very hard to ready this way.
Can I MOVE my Bank Accounts around in the Bank Transactions Area at the TOP of the Page ?
Change print order of checks?
Hi, i just added my Chase Credit Card to The Bank Feed Center. But for whatever reason i wasn't able to perform anything from that account. whatever transaction i tried to confirm, add etc. a pop up came up "You do not have access to perform this action. To complete this, request for access from your Primary Admin"the strange thing is that I'm the company owner, I'm logged in as administrator (owner) and I'm the only one having access to this account. does anyone have any ide what that's all about, and if anything could be done to fix it?
I do not have a button to send a client request on my QBOA. It is supposed to be under Work > Create client request. I was told by QBO support that some new accounts are part of a pilot where the feature is being moved under the Client List. But when I go to the Cient List and client click on the client name as instructed, I still do not have the new tab or button. I have no way of sending a client request. One of the reps had me clear the history, go into multiple browsers, different computer, etc. The result is the same on every browser and every computer, so this really isn't a browser issue. I have also received several follow-up phone calls regarding my open cases to see if I was still having this issue. But nothing has changed and I am still not able to send client requests. Is anyone else experiencing this problem? How do I go about getting the programming team to expedite addressing this? I was given two case numbers # 15123005036 and 151
