QuickBooks Q&A
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Quickbooks miscategorized some of my bank transactions. How can I fix these entries?
Client has version with 4 licenses, but seems to only let 3 in at same time.Setup 'seems' okay but clearly something is amiss and not sure where else to look for cause.any suggestions welcome!
Can QuickBooks be set up to allow for partial payments with specific due dates, instead of the full amount always being due immediately?
I have two sales orders that are showing open with a $.00 open balance. One is back from 2019 and the other is back from 2023. The one from 2019 has been showing up, and it is annoying. The one from 2023 just popped up as open. It was closed for the longest time. How can I get these to show closed?
Hello,I hosted a networking event at a restaurant for current and potential clients. Can I deduct the cost of the food at 100%? I own an S-Corp with no employees. I am not on payroll.Thanks.
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Hello,When issuing a vendor credit, the dropdown item list has disappeared. It is still functional on the vendor bill side, but once I click the button on top to change to credit it is no longer available. Any thoughts?
Has any one else dealt with the error status code 3181 pr qb non-inventory issue code 140114?I've purged and did a company file clean up to only have a a few years of history. I've deleted vendors, customers, and item numbers from the inventory that were zerod out. And i'm still getting these errors when I do a financial update to quickbooks pro accounting. Any suggestions? PLease and thank you.
QBOI only pay contractors, no employees.I can make payments no problem, but at random, QBO will duplicate a transaction in expenses. This obviously throws off P&L statements, and so on.I spent hours with someone on chat, who remotely accessed my desktop, but ended up saying it was a "glitch" and it wouldn't happen again. It is happening again, and getting old. I have to manually go through all payments and delete the duplicates.Attached screenshot of the duplicates in expenses.
I need a new category to put the inventory I purchased.
We just updated our QB Desktop software from 2021 to 2023. I have one company file that when I click on it tells me to contact the Administrator to update the file. It never gives us the opportunity to log in. Any suggestions what might be going on and how we can fix it? All our other company files updated perfectly.
I would like to create a custom report that will show the end date of Contract jobs.Many of our customers have contracts. Under Joe Info we can enter a Job description, job type, start date, and end date.Is there a way that I can use the information in this input window to enter the contract information, i.e. end date, and then run reports to see when the contracts are ending for our customers?Or any other suggestions?Bottom line, I want to run a report the beginning of each month to determine which customers have contracts that are expiring (and need to be renewed).
It just tells me that they're making updates and it will be ready before the due date. The due date is in 2 days! Thanks!
Is it possible to customize the record templates available in Spreadsheet Sync? I would like to use it to upload customer invoices but I would like to use additional fields like shipping date, number, etc.Also, does QBO send automatically the invoices to customers when they are created through Spreadsheet Sync?
We have Enterprise 2024. Weekly I pay about 5 to 8 bills that need the bill payment stub emailed to the vendor. I know how to email the bill payment stubs just fine, but I'm wondering if there is a way to have them show up in the "send forms" area without having to individually select them to send. For example, when I create invoices to customers, there is an option to email later, but nothing like that in the vendor section.
We are trying to ship on our FEDEX account through QBO (i.e. no charges to us from Intuit/ShipStation). We definitely have GND service available to us in our FEDEX. Both FEDEX and ShipStaton say this is a problem with QBO and they can't fix it. The QBO "help" says it's FEDEX and/or ShipStation. How can we get this resolved?
I need the answer soonest possible
I received an email saying they are working on it almost 3 months ago but haven't heard anything since.
I am trying to locate a payment that may have been misapplied, and I have several payments for the same dollar amount, but I am trying to locate a payment by check number. What filter in the ADVANCE search tab represents the CHECK number to enter and do a search for that time period but by check #?
I have a customer (Boy Scout troop member) that has what are ultimately offsetting journal entries and credits. Is there a way to have them explicitly offset to reduce the Open Balances? Thank
Recurring issue: app on iPhone is not working. Its spins and spins and data will not load. This has happened at least five times in the last year. Currently it is not working for three weeks now. I have tried everything to fix it. Deleted the app, turned WiFi off, cleared large attachments to open up more storage on my phone. It is NOT working. This is paralyzing my business as I work in the road using my QBs.
We are looking at upgrading to enterprise with hosting. Does anyone have any issues with reliability? Support?
I noticed that QBO is not calculating sales tax for items correctly. Items are all set up as non-taxable. This is because I only collect sales tax in certain states. So, at the invoice level I mark items as taxable that I need to. Always worked fine in the past up until Q1 of 2025. On invoices where I collect sales tax, I mark the line item as taxable. For some items, it includes it on the calculation. For other items it does not. There is no difference in the setup for each of these items. I would expect that when I check "Taxable" on the invoice that the item would be taxed, whether it's an item, discount, etc. But it's not. This was working fine. I only found it now because I was reporting my quarterly sales tax and noticed that it was all wrong. As you can see by the attached documents, the items are marked as taxable, the taxable subtotal is correct, but it's only calculating tax
