QuickBooks Q&A
Recently active
Original commenter did not share additional details
Our company always sends statements at the beginning of the month to customers with a balance. We recently migrated from Desktop to Online and cannot figure out how to email statements that include a PDF attachment. The PDFs are so much easier for the customers to read and understand. When they pull up the email (usually on their phones), the text is not laid out well and is difficult to understand. Now when I send statements, I get responses from customers saying they don't know what the information on the statement means. I've gotten nowhere with the AI chat bot, haven't been able to connect with a "Live Expert" from the Help menu (no such option), and got nowhere in the Sales options with our account settings. This is ridiculous and so very basic.It is embarrassing that we cannot provide something to our customers with a neat and tidy appearance, and that QB Online cannot give straightforward, live assistance to its own customers (us).
We're using Quickbooks for invoicing, how do we avoid duplicating numbers? We have two people entering invoices and numbers are getting duplicated. Quickbooks warns of duplicate numbers from 2011 but not in the current month.
I have invoice reminders set to use a custom message in the emails. I just noticed that they are being sent out with AI writting up reminders and trying to be funny in the message. When I click on use Default Message, it goes to the factory default message, not my custom message. So why is QBO only sending AI and Default invoice reminders and NOT what I custom typed in the settings. I can't get it to display the custom message at all. It's AI or Default, that's it!?!?! I Also just had to go into incognito mode to post this, after finding out on Google why I was getting the following error. Come on QB get your stuff together!!!!"Authentication Ticket Mismatched, failed authentication"
I know how to create a bill for a vendor and then schedule a payment, and have Quickbooks Online print and mail a check for me. I have a customer who paid me when they did not need to, and I have created a credit memo on their account. I would like to have Quickbooks Online print and send a check to the customer for me.
I'm looking for a way that I can automate notifications if a specific account reaches a $ amount threshold. I doubt basic QB online is flexible enough to do this, but I'm open to cracking open the developer tools and coding it myself.Basically, I want to build a rule where a notification email is sent to either myself or others if the account balance of an expense account reaches a certain $ amount. I don't want to be constantly flipping between screens to review the account as I confirm transactions and constantly monitoring it, then to export reports and send to my employees. How would I go about setting this up?
I passed Quickbooks level 1 and have my certification of completions and it will not show my badge in my account in the Pro Advisor academy. It shows 100% complete. In addition, I cannot access level 2 because of this.
Es family
I even called and someone helped me delete and reissue and they still dont show up...some of them do show up, though.
For the past two weeks, every invoice and payment receipt is emailed twice - both to the recipient and to me as a bcc. Clearing the cache and Intuit cookies did not resolve the issue.
I have been trying to find a way to monitor cash flow both monthly and annually for real estate properties. Principal payments are being tracked as a decrease to the long term liability account. Interest is tracked as an expense. I believe that is the usual arrangement, but it makes tracking actual cash flow difficult. That is, for each property, I would like a single report showing how much was received in rent/lease/payments vs how much was paid out in expenses/principal. Basically, I want to be able to quickly see which properties are cash flow positive each month (as well as annually), on a single report. I know I can work this out from the P/L and the balance sheet, but it would be much easier if there was a way to automate that process. The Statement of Cash Flows is close, but not exactly what I'm looking for because it includes the initial increase to the long term liability account when the mortgage is taken out. I also don't see a way to split this out by prop
https://uimn.org/employers/employer-account/news-updates/overview-tax-rates.jsp When will payroll tax settings include the option of the new MN UI additional assessment of 5%? Why is QB payroll behind on this???
On the timeclock kiosk, can employees look at their history? Or is there a QuickBooks Time app? Didn't find one.
I have been getting this "error" for a while now, and I have no idea how to fix it. We didn't realize we could have Paypal go directly to QB for a little bit, so we were just manually marking the sales as paid. Now, I'm trying to match up the Paypal amounts to the payments in QB. I have to manually match them, because the auto match has issues looking for payments rather than open invoices. Anyways, when I find the correct payment for the Paypal amount and click "Save", I get an error at the top saying "Select a bank account for this deposit" (see photo), but nowhere on the page is there a place to assign a bank account? I don't have any issues if I'm matching an open invoice and a Paypal payments, it's just matching these "manual payments" that we did. Thanks for the help! (Also, don't worry about the reference number, we were using is to coordinate invoices and Paypal payments, rather than check numbers like you are supposed to use it.)
We're trying to implement a price increase for 4,000+ Product SKUs and QuickBooks Online is giving me the same error when I try to import a csv file. "Something went wrong. Try again later." Extremely frustrating when this has a huge financial impact on our company. I've been trying to import the files since mid-May and have no luck with contact from the customer service team. Has there been any progress made on this issue?
Printed signature on checks
I want to change the customer detail "shipping address" to "site address".
Because when i make the payment, the expesne account is automatically created on that date and I nee accrue that to a week earlier
I doing payroll with QB for the first time and need to have the option to make Office Compensation a salary.
My balances match my statement, but for some reason im still showing a difference instead of zero. Statement beginning balance, ending balance, charges and payments all match in quickbooks and my statement, but quickbooks still says theres a difference.
need patient names to show on statement
How do I make custom payroll liability payments in QBO? Trying to make my Simple IRA employee and company contributions.
Accounts Receivable is showing a negative balance.
