QuickBooks Q&A
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occasionally I need to personalize invoice messages before i send the invoice - that useed to be an option - however, now - i HAVE to use the template. Does anyone out there have a work 's around for that? I don't call qb's customer service anymore because they are not helpful - and i'm usually the one "supporting" them and showing them how to do things
Every time I create an invoice and add one of my services I chose to categorize that service as either a flat rate, a quantity, or an hourly Rate. I offer services that can be any of the three under various circumstances. QB seems to think that it knows better than I do. No matter how many times I correct and save the invoice the service category automatically changes from what I set it at to one of the other options. This is infuriating because it makes my invoices appear inaccurate or sloppy!
After I do payroll, I go to make tax payments and pay my federal withholdings and my state withholdings. I have always been able to view and print the form but now it says error-not able to view at this time. This has been going on for over a month. I have been using QBO for over 10 years and never had this issue. Please help.
Gear>Tools>Export Data>Change date range to last year>Export to Excel The General Ledger report is empty (yes I clicked "Enable editing" after opening the excel file). The P&L and Balance sheet are exporting correctly. I've confirmed that there is data in this date range for this company. There is information on the General Ledger Report when I run it normally from the reports section in Quickbooks. I've tested this with 3 other company files and the same result. This is a huge bug, please fix it immediately. I use the export feature to save a snapshot of the books each time I close the books and file a tax return. I've already done about 50 of these this tax season and now I have to go back and manually re-export the Gen Ledger for all of them. I rely on this feature to work, and I use it frequently in case numbers in a closed year have changed, in case the client is audited, or if the company closes. I only caught this because I needed
I have some invoices that are not showing the text invoice feature. What can I do to fix this issue? I have many customer's that do not use/have an email.
We have a number of vendors that we pay monthly and they have dozens of invoices & credits. I need to send them remittance advice so they know which items to clear from our account.
I can print the invoice showing it as "PAID". But the Total at the bottom still shows the total amount due. I want it to print Balance Due = $0 at the bottom. I've seen others done this way. On screen at the bottom, outside the invoice information, it shows Balance = $0. But this does not print.
I'd like to allow a manager to run reports by client so she can bill properly once a client has been completed. We currently do not use projects and just track our hours by customer. I don't want her to be able to see my total hours each week, but if I worked on a client then I want my house to show up in that report. How can I do this?
This is for QuickBooks Time.
I cannot use an existing account to create a new one inside Chart of Accounts. Previously this was possible. It seems Intuit has removed this capability.
i need a api which will return this data
I checked the regular parameters -- my internet is working fine, my machine greatly exceeds requirements, etc. Can someone on the QBO side pass along a request to improve performance? It is nearly impossible to get work done.
Is the cash from invoices paid on Sunday available same day?
Intuit deposited payroll taxes on 3/31/2025. System Administration deleted that payroll tax deposit after the bank reconciliation was done on 4/9/2025. Why would System Administration delete an entry?
We have several individuals who have access to the QB database, but only one should be able to add transactions to/view one of the accounts and reports generated from that account. Is there any way to password protect the account to avoid inadvertent access to it?
I added 20 contractors manually, by entering their bank direct deposit and W9 information. But now I would like to have them submit bills electronically. What are the correct steps to allow them to set up and submit bills into QBSE account.
Good eveningWe work in QuickBooks Accountant Desktop 2023. We have five users. Each has automatic updates turned on and the option to turn off is greyed out. The QuickBooks file is on a server. Today we had to call the IT tech and discovered that the desktop versions were out of sync with the server version. We have previously crashed two or three times a day and one desktop is not able to see the live server version. We need the auto update turned off. There was a youtube video that explained how to turn it off, which we did for one desktop. We can't find the video again. We need each desktop to be turned off, so that the server version is updated first. Each desktop works in three company files. We know that only two can be open at one time.Can someone explain how to turn off the auto update on each desktop? Running Quickbooks as administrator is not sucessfulThanks Thanks
