QuickBooks Q&A
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I opened the invoice, clicked more actions, selected Refund, and got the following message: "Unfortunately, it’s not currently possible to refund payments received by ACH/bank transfer. However, we’re working on it and will let you know when it’s ready". What are alternative ways of reimbursing a customer, if it's not possible to refund payments received by ACH?
We only have Sales in one County, StateWe have special rates.Report (included) There are four lines. I expect only two.State and 10.5% should be merged.County and 1% should be merged. They are not duplicated. I need to add them up to get the correct taxable amounts and taxes. This company was setup from scratch in QBO. If we can group by rate, this can also work. Any ideas?
Hello, We have a client who is using 3 different QuickBooks Version on 3 different servers. Versions are:1 QuickBooks Enterprise Solutions - Manufacturing and Wholesale Edition 24.02 QuickBooks Pro Plus 20233 QuickBooks Desktop Pro Plus 2024Client Wants to dissolve the 2 servers and want to make it one means want to move all the company files under one server and if possible want to use on one dedicated QuickBooks version. I want to know if it is possible to merge the QuickBooks company file that client is using in QuickBooks Pro Plus edition to QuickBooks Enterprise solution or if we can install both Pro Plus and Enterprise Solution one a single server . Will it create any conflict? As I know that there are few QuickBooks Version that cannot be installed on a single server as it create conflict. Please Advice Regards Ayush
Seeking some way to import an estimate -- typically an Excel or comma-delimited file -- directly into QB (preferably Online) such that it is recognized as an estimate (whether mapped manually or automatically). Based on cursory web searches and perusing this forum, it appears that the only way to import anything -- estimate or otherwise -- into the transactions database is as an .iif.Further, based on the existence of many plugins that claim to offer interoperability with Excel, my current best guess is that such a transmittal would entail a somewhat involved conversion process. Seeking confirmation or advice either way. Thanks.
Is anyone using QuickBooks 2018 desktop and windows 11? If so, any issues?
-Has anyone imported IIF Files to Enterprise 2023? How does it work with Classes?
When our receipts are getting uploaded into QB, it seems like part of the time its not finding the $$ amount to match it with on the receipt. As a result, I am unable to just match it with the related transaction (or have the system automatically match it up). Is this a known issue? Is the only way to resolve it to download & attach it in transactions instead? Thanks!
I need the manual sales tax selection to be the default, not automatic sales tax which only applies to my area. I work outside my area.
I've used QuickBooks for many years. I have one of the last releases before it went to a subscription. Now that I am retired, I don't need all of the QB features and I don't want to pay the $360 annual fee. Is there a way that I can import my QuickBooks data into Quicken? Thanks
We recently switched our corporate credit card from Chase to Bank of America. With Chase, I could see each employee's credit card information (purchases, balance, etc.) in the Bank Transactions section of QBO as separate accounts. With BofA, I can only see my credit card and the overarching corporate account. I thought maybe I could just link the corporate account, because that's where I see all employee cards on the BofA website. But the transactions that QBO pulls in from that account are limited to cc payments and fees. I have tried unlinking and relinking several times. The process only allows me to connect the two accounts (the cc under my name and the overarching corporate account) and not my four employees' credit cards. I never see those cards come up as an option to link and the corporate account does not include their purchase information. I am not sure whether this is a QBO issue or a BofA issue, but curious to know if/how others have solved this pr
In Desktop I my Workers Compensation Summary showed Gross wages, OT Premium wages, WC Wages Hours and Exp. Mod. HOWEVER the online QB report only shows premium wage paid and Gross wages. Where do I get the total hours and EXP Mod. ????? I've customized the Payroll Summary by Employee report but the hours aren't showing even though I have the report customized to show hours.
I have created a default invoice template; however, when I do a batch upload for invoicing, it doesn't use my template. I've been pulling my hair out to get it to use the default template but it keeps going back to "Modern". Please help as I need to upload all my invoices and don't want to go into each one after uploading and changing the format.
I recently uploaded a transaction, and I'm trying to match it to my invoices. However, the transaction uploads with a 1969 date and I can't edit. What did you do to the software? You are really pissing me off.
We have employees whose mileage we do not want to track because they are provided with a company vehicle.Is there a way to disable the mileage tracking for specific users?While not super important, it would just save us the step of zeroing out those employees' mileage when exporting weekly to our payroll system.
How do I create a report for Open Sales Orders by Date? There's a saved report in QBs for by Customer and by Item but I can't seem to remove these sort filters.
I have entered check numbers into the appropriate place when receiving payments, but they don't show up on the deposit slip, making it more difficult for bank tellers to check the deposit.
Hello all, 7 days ago we discovered that QBO was not calculating a standard T&M invoice correctly. We use QBTime to log billable hours, which are then imported to QBO and billed at the defined billable rates for each Service Item. We noticed that the when QBO was calculating one such invoice this month, the billable rate x the billable hours were off on several invoice line items (QBO was adding an extra few cents to several line items-but not all). For example, if a Jr Consultant was billable at $139.39/hr and that resource worked 12 hours = the total for that line item on the invoice should have been $1,672.68 but the QBO invoice showed $1,672.72 (off by 4 cents). This was the case for several other line items on the invoice but not all. We noticed this same issue on other invoices as well this billing cycle. We notified QBO and a ticket was escalated to their engineering team but no updates in 7 days and each time we call they say they have no updates as to resolution. This seem
