QuickBooks Q&A
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The instructions say that the exams to become a ProAdvisor are "open book". Where is the book??
Phasing out tags on May 16 2025 is a major disruption to the way we've been using QBO for reporting.Using custom fields (at the time of writing) has following major limitations:1. Custom fields values cannot be assigned on the bank transaction categorization screen Impact: In order to assign custom fields to transactions you would have to open them again after categorization. This almost doubles the manual effort.2. Cannot run PnL report for custom fields the way you can run it for the tag groups. It goes without saying that removing existing functionality (tags) without offering comparable and workable replacement is extremely bad practice, though I don't think this is a concern for this rollout.Has anyone found a workable solution (something I could be missing) and also may Intuit does have a timeline for getting functional parity or possibly not hastily removing functionality mid year and postponing this arbitrarily set deadline.
I had to get a new computer and I need to get access to my quickbooks that have not been backed up
How do I install tool hub?
Hi there, We’re using QuickBooks Online and running into an issue with bulk importing invoices. Each of our customers has a default payment method set to ACH, but when we import invoices using a spreadsheet, the system overwrites the default payment method, and there doesn’t seem to be an option to include the payment method as a field in the import spreadsheet. This forces us to go into each customer profile manually to reset the payment method, which really undermines the efficiency of the bulk import process. Can anyone confirm:Is there any way to include payment method in the import spreadsheet?Are there any workarounds or third-party tools that would allow us to retain or assign payment methods during import? Thanks in advance for any insights!
I recently changed from recently migrated from desktop to online. I need to know why the check I created to print later isn't listed on the list only the years 2021-2023?
I need to create a single statement for a client. That client has several divisions. With QBO, I cannot find a way to create a statement for all of them. I can only choose one at a time. I do not want to email from QBO but to download so I can email from Outlook. This was easy in desktop but seems to be impossible in QBO. Is there anyway to do this? Help!
I only want to clear out old transactions that are showing in the individual Unbilled reporting.
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We lost power yesterday due to Tropical Storm Nicole. When we log into Point of Sale now, it gives us an Invalid Product Number and then closes the program. We're dead in the water and we need this program working again NOW! Please help!
Clients based in IL. Upgraded from QBDT to QBO Advanced - looking for a way of breaking down the "non-tax" sales as IL sales tax reporting requires that breakdown between services, exempt, resale etc. Does anyone have a solution other than tagging?
As I’m out to dinner with my wife, I get an email from Quickbooks that they are closing my payments account. I did not ask them to. I’ve been trying for over a month to get them to change my email address, because in the back end, you can’t change your own email address. Two weeks ago, they had my payments on hold for the whole week. Just randomly. We run a small business and have had headache after headache with this company, I have no clue what happened.
we are trying to lock QBO to use Privlaged Access Management using oauth2. QBO doent support SAML or SSO so was wondering if oauth2 would provide a way to restrict access.
9 digits appear on the screen but only 8 print on the form. I had this issue a year and a half ago and no one could fix it at Quickbooks - I just got the boilerplate answers.It looks like it just started a couple of days ago as the ones I processed earlier in the month are ok. Last time it happened I put the file in the 2024 version and it fixed itself. But now these files are in the 2024 version and resetting the updates is not fixing it. Is anyone else having this issue?
Hello. I am looking for guidance on setting up Cost of Goods in QuickBooks Online. I have the categories that we want and will track across various customers, but am not clear on how to set it up properly and connect the two sides. I followed an AI reply where I created a Cost of Goods Sold account and then setup the Product/Service side, but only a test item until I can figure out how the enter the categories. We have the correct subscription version that allows for tracking.Any guidance or videos you could direct me to?ThanksSerena
Anyone have any issues with the format alignment of employee paid taxes on the supporting documents for Q1 filing. Not totalling the employee withholding correctly.
When invoicing a customer and Adding Time/Costs, Items are not showing the correct number/the one on the vendor bill. The billable item price is using the Item Price shown in the Item list; this price changes constantly as our vendors use commodity pricing.Billable costs should read from the vendor bill that they're checked on, not the Item list.
I did an export of my COA because I want to start over with nothing in the Transaction ledger. When I do the import it fails. I think the reason is because not all of the listed accounts listed have numbers.
I am encountering an Unrecoverable Error when I try to pay a vendor (with a paper check) when applying a vendor credit. Has anyone else experienced this?
QBO clients from usa (Maryland) of auto repair shops ?
I would like to set up and send the first recurring invoice the day I set it up.
QBO has recently started adding sales tax to almost all invoices whether or not they are taxable items. Items are correctly categorized as nontaxable and the Tax checkbox is NOT marked (screenshot attached). I have to click on the "See the math" link, then click "Enter sales tax manually", then "Revert to automatic calculation" to get the sales tax removed. But then when I go to "Receive payment" the sales tax will reappear on the invoice. I'm having to double/triple check all invoices and payments throughout the day.
I have auto bank feeds and i am trying to record a cc payment that was made with a bank acct that isn't associated with this quicbooks file.
