QuickBooks Q&A
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Hello! Is there a way to alter or add to an AR Report? I am looking for an A/R Aging Summary report that I can add the last payment amount/date on the same report.
Hello There, I am new to the Community. Need to ask a simple question. will appreciate f anyone can shed some light on it. I have an Expense GL. it had transaction in FY-2023. So there was a closing balance in it. the same is shown if I run the Trail Balance as on Dec 31,2023. After that there was no any transactions in it For FY2024. I have never closed the books for FY-2023. But issue is, if I run the Trail Balance as on Dec 31,2024 this GL account appears with no balance. Where as, it should have a balance which was there as on Dec 31,2023. there is no activity in retained earning GL. again the books were never closed. Why this GL shows no balance as on Dec 31,2024. TB is Balance, So Where the did the balance transferred. RegardsYasar
Is it possible on a Project Estimate to hide individual line items from a client and just show subtotals? For internal Estimate versus Actual reporting, we need the individual line items but the client does not need the detail, just the subtotal. For example, on a recent estimate we have a line item called Payroll and a line item called Hotel which subtotal to a line item called Labor. The client only needs to see the line item called Labor. I understand that certain columns can be hidden from the client but can line items also be hidden?We use QBO Advanced.
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Hello- I am trying to enter a journal entry in QB online. Only a few accounts (mainly asset accounts) are available to use. If I type in a different account, it asks me to set up that new account. The dropdown menu for accounts lists just a few, the last item says 'empty string'.I have tried a different browser, cleared my cache and rebooted my computer. Nothing has helped.I have several different companies in QB online and the others are working fine. Any advice?
How do I print a Quarterly federal tax returns?
1 week ago we stopped receiving email notifications about customers having made payments via Quickbooks payments. This has been working for 16 years and we changed nothing on our side. I have checked, double checked, and triple checked spam and have added all related intuit email addresses and *@intuit.com to whitelists on both email clients and email server. I have had tech support send a test message from QBOCare <[email address removed]> which came through to my inbox immediately.I think the server stopped sending the messages but 2 hours on the phone this morning yielded no help and really no understanding of the problem. They just keep telling me that it is our email's fault, not Intuit's fault. I don't think this is true. In these forums I see there is supposed to be some settings to configure email alerts but they are mysteriosly gone from the interface. Of course tech support knows nothign about this. &nb
When trying to backup, I receive a message that I had issues with the company file that required a rebuild. I've never seen these before. Does rebuilding hurt any of your current data?
I have set up the following and have a few questions:we have switched from a debit card to a credit card for purchasesour bank told us to do this for security purposesI have set up the credit card to send its data (charges) to QBOeach Saturday I assign the credit card charges to the correct accounts in our chart of accountse.g., $27.50 for a sprinkler is charged to the "landscaping" accountSo far this month, the charges amount to $128Here's my question: when I move money in our bank account to cover the $128 credit card charges, that sum will show up in QBO. How do I treat that $128 payment? I have already "accounted for" those charges as they came in, and I don't want to put the $128 in the books twice.
Has QuickBooks 2023 fixed the update option so we can turn off the automatic update? Will this matter going to be fixed anytime in the future? Does Intuit care that this issue really needs to be fixed with their backend department!! Just to note----please do NOT ask me to call into tech support---they are no help on this matter. This is a program issue and the programmers need to correct this flaw. I really am not sure why it has not been taken care of since this has been an issue since QB's 2018. Come on just correct the glitch in the program!!
Just curious .... I am currently a level 6. If I were to change positions or company affiliation, how to I retain my "level" when I have a new address? I have used QB Desktop for some years at multiple organizations, and I have no idea what my "level" would be if all my historical activity was in one place. It seems I should have used a personal email address & name, but alas, "too soon old, too late schmart". Is there a place where I can change my profile so at least now my level will go with me wherever I go?
How do I set up to "manage pay schedules"?
QB wrote an email about automatically turning on the "Post invoice survey" feature months ago. The email says we can turn off the feature. I have been trying for months and reached out to support about 6 times with no luck or updates. The setting just has a spinning icon that never resolves. I've tried on multiple browsers and devices. When a company rolls out a feature automatically that impacts how we relate to our own customers, it should be OPT IN. And, since there is some engineering issue, the feature should be turned back OFF until they can fix it. Terrible support and service.
Hello,How do I remove a general journal entry that keeps showing up on our collections report from several years ago? We're using QuickBooks Desktop. Image attached. Thank you,Jenna
My desktop version just got renewed and I can't get past the product registration because quikbooks doesn't have 24/7 support which is beyond frustrating. I'm trying to run a business and I can't log in because of a trivial registration code.
Hello, I refunded a customer for an item on their insurance claim that we were paid for from the insurance company that they were going to do at a later date. So, I googled how to do that, now it is showing that there is a balance due for the same amount. So, what I did was record customer refund in refund receipt. Then I wrote a check to refund the customer. So, it shows a refund credit for that amount and a check debit amount for the same amount. So, I am not understanding why there is a balance due of that amount now. I don't do this often at all but looks like I am going to have to do it again shortly, so I want to fix that one I mentioned above and do it correctly the next time around. TIA
Hello! I have noticed that the Balance showing on the A/R report, and the A/R Balance on the Balance sheet are off.I believe there is one customer balance affecting this. When I bring up the "Customer Centre" , and pull up this specific customer, the balance total shown is $5153.31. However, when I open the "Receive payments" it does not show this amount anywhere, and only shows that the customer owes. When I try to fix this, both the Balance on the G/L and the subledger change, when I actually only want to reduce the amount on the G/L. Also, when I try to fix this- I am having a problem balancing this customers account because when I try to reduce the balance I see on the "Customer center" it will create a credit- but then I have nothing to apply that credit to, and it just stays on the customer's account. If anyone has some suggestions on how I can fix this- that would be greatly appreciated !! I have attached a screenshot to show what I am talki
Hello QB support,We upgraded our QB enterprise from 2022 to 2024 a week ago. One of our company files has no issues but the other company file crashes when accessing bank feeds. We have checked the vendors for unaccepted special characters and tried switching bank feeds to classic view. Before switching to classic view, an error message would appear stating the following:System.AccessViolationException: Attempted to read or write protected memory. This is often an indication that other memory is corrupt at AdvancedBankfeedsWorkflow.WPF.ViewModel.Helpers.QBONLI32.QBOLBCenter_ExecuteCmd(String strCmd, stXML& data) at g.a(String A_0[] A_1)
Is it possible to run QuickBooks 2008 in Windows 10 or 11? I have a friend who uses QuickBooks 2008 in Windows XP on a very old computer. She wants to get a new computer, but if 2008 won't run under a new version of Windows, she'll have to upgrade that as well, and she doesn't want to spend over $600/year.I've come across different answers online. Some say it can't be done. Some say it can be done if you download old versions of certain Windows components, which I don't want to get into. Some say it can be done if you run it in Windows 7 compatibility mode (which I don't mind doing).Is there a definitive answer?
I have searched for Close, Period Close, Monthly Closing, etc. and I only find something about the year-end close. Is there any documentation / articles or whatever from QB regarding closing a period other than annual? I guess I just don't know what terms QB uses to allow searching for information from them.????? Any help is appreciated. Especially on what terms YOU used to find something!!!!!
