QuickBooks Q&A
Recently active
Original commenter did not share additional details
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
These windows depicting people at a computer and suggesting I learn about this or that are constantly popping up while I am trying to work. The pop up window blocks my task bar and 2or 3 times out of 10 won't close- no matter how many times I click on "Maybe Later". This forces me to completely close the program to get rid of it, so I can work. This is beyond annoying. Then the same suggestions keep popping up with no way to say "No Thank You" or "Don't show me this again" I guess the marketing genius's at Intuit believe we don't know our own minds? I work freelance with over 20 company files, so I have to go through this with every company I open -multiple closing the program throughout the day. Please Intuit- Can you fix this?
Is anyone else having trouble receiving calls from Live Bookkeeping? My phone won't even ring, yet it will show a missed call from them and I am unable to get through to them when I try to call the number back.
Buen díaTengo una pregunta por qué en el budget los datos no coinciden con el profit and loss, por ejemplo, el nivel de venta para el mes de abril fue de 133 k pero el budget solo refleja 128k.
Yikes! I accidentally imported pages of transactions rather than just a single transaction from our CRM this morning. The date range was for a couple of months so there is 12 pages of transactions that I would have to review and delete somehow if there isn't a bulk fix option. My last backup was 4 business days ago so I'd rather not go that route either. Is there a way to undo the most recent IIF import into QB Desktop?
We are a QB Enterprise Platinum user with about 15 active users. Our company has used QB for payroll for over 4 years, we use QB Time and IFSM to log time (including direct labor for job costing). We are switching to using a PEO/payroll processor to get better health insurance premiums. We will produce W-2s for Jan - Nov 2024, PEO/payroll processor for Dec 2024. I need QB to still populate reports and to calculate COGS-Direct labor. Has anyone been through this conversion and what did you do to get QB to process hours without processing the actual payroll? I spoke to 3 different people from QB Support and they all said that it cannot be done.
Hello, I have created a billable expense, added it to an invoice and now I see it in the Billable Expense Income Account. However, the income will not be realized until the customer pays the invoice. Is there a Report that I can use to see what billable expenses have been paid and which ones are still outstanding? Thank you, Leslie
I'm using Recurring Transactions for monthly billing. Have a workflow issue in that, the only way to seemingly trigger the "Update the recurring template?You're saving changes for a recurring transaction..." dialog is to choose Save and Send. However, I'm only ever sending the transaction when there are billable time entries in it, but when you do that, QBO will usually throw an error you can't get out of, and you have to cancel and re-open the invoice, so I'm manually going in and editing the Recurring Transactions every month, which is not ideal. Quickbooks Enterprise had no issues doing this (as with many things). Also, your pop-up survey cannot be bypassed, forcing you to complete it whilst in the middle of trying to post this, which is extremely irritating. I had to open up a new tab and start over.
I have been waiting for weeks to have QBO help link up my bank account for payroll. Had to cancel QBO and go back to desktop because they cannot get my bank to link.
please show me how to manually add transaction
How do I stop charging customers late fees after a week? I do not want to charge late fees
I have requested and recieved the email for the online files so i can import them into desktop. When i open the migration tool and select the file i want to import into my desktop enterprise nothing happens when I click on the import button. QB Desktop is open with no file open ready to go. Thanks
How can I have the last 4 digits of social security number printed on employee pay stub from QB online?
I know all about the steps to enter a vendor refund (enter a deposit, create a credit memo, link the two in the Pay Bills window). But how do I PHYSICALLY get the check to the bank? Following the above steps -- which are the procedures I've ever found online - only zeroes out the two transactions. It doesn't physically put that refund check on a deposit slip for me to take to the bank. How do I print a deposit with the check included so I can cash the refund check?
