QuickBooks Q&A
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My company is transitioning from QuickBooks Enterprise Desktop to QuickBooks Online Advanced. Currently, our process in the desktop version is as follows: A customer calls to place an order.A sales order is created.The sales order template is designed as a packing list.The packing list is emailed to the customer, with the email body referencing the confirmation number (sales order number) as their confirmation.The packing list is also emailed to our shipping party for a third-party software integration.Once the items are shipped in the third-party software, we use that information to generate and send the invoice to the customer from QuickBooks. We also use estimates, which we refer to as quotes, for our customers. A sales order is sometimes generated from a quote, but we never invoice directly from a quote. I am currently testing the online version, and I have noticed that there is no straightforward way to create a sales order and generate a packing list from it.
On July 26, 2024, I received an email from QuickBooks, linked to QuickBooks Checking through Green Dot Bank, stating that my QB checking account had been closed. Upon contacting QB and being transferred to representatives based in India, I was informed that the closure was due to suspicious activity and that my access to business funds was restricted. I received no clarification as to why my funds were inaccessible or how to transfer them to a new QB checking account. The proposed solution was to mail me a check, which would take 14 days to arrive. Operating my business without funds is not feasible. The responses from the QB representative in India were impersonal and abrupt. This situation feels like outright fraud by QuickBooks, as they retain my funds for 14 days without any resolution.
We recently upgraded to R13, and now Combine Reports from Multiple Companies crashes QuickBooks. We started a chat session with case #15133931094 last week, ran data verify, reset update, and repaired the program install, but nothing worked. After over an hour, we rebooted the server and lost the chat session.I've read many forums here about broken reports in the R13 release, so it feels related. I can provide logs for review if needed.Please advise on next steps so we can plan resource outages or confirm if a fix is in progress.
I'm getting a security warning popup that occurs dozens of times per day. The popup states - The current webpage is trying to open a site in your trusted sites list. Do you want to allow this?See image for popup>>>>>>>>>>How do I resolve this error and why is it occurring?Thanks.
I am in the middle of reconciling an account. There are many duplicate entries so I only checked off and reconciled one for each. Is there a way for me to easily delete all the unreconciled transactions from an account that is earlier than a second date?
Our customer paid two invoices on 4/10/25. As of 4/15/25 only one payment has been deposited to our bank account. How do i find out what the problem is with the second payment?
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I want to create a 3-yr comparison report for P&L and Balance Sheet. QB automatically does 2 years with I select Compare Previous Year from the Report Menu options.
Has anyone else had trouble getting QBO Payroll to Export California State Tax payments? In my case, this used to work and the state tax as well as the federal was Exported without hitch. However, in the past two months this has failed with varrying symptoms. The tax payments were made on time, but the Export function in March failed to show the transition in the Export list, while in April it showed on the list but was missing from the IIF file.
Where are the details about pricing for Quickbooks Plus annual subscription? I was forced to subscribe a year ago and it has now renewed, with an increase of $450, and I would like to see how the pricing was calculated.
using QBO Desktop app. App continues to log me out daily? Intuit states the QBO Desktop version should stay logged in for up to 6 months. ?
I am new to QB online and do not see an option for customers to have multiple shipping addresses?
how do i give access to my accountant for my qb self employed
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Anyone else have this issue? Invoices did not go out, so automatic payments did not process. Customers have deadlines to pay. Will this be resolved soon?
My last email company was hacked and is no longer active, I need to be able to send emails from my Mac Book using gmail. And can not find any way to do it Suggestions
Good morning, We have Quickbooks Desktop version: Premier Plus Contractor Edition. We have a third party that processes our payroll. We utilize Quickbooks time sheets to keep track of the billable time per job, these time sheets are forwarded to our payroll company weekly. I have spent a few hours with Quickbooks payroll help and so far unable to find a resolution to solve. Attached is a screenshot showing our revenue billed for the job, however the labor cost is not reflecting. Please help, thank you!
As mentioned many times on the community, I have a Bank of America corporate account with one credit card attached. When I connect and import this account to QbO, I get one account that only has payment transactions, and the other account, linked to my credit card, only has expense transactions.I understand the process of creating a separate account and importing these other accounts as sub accounts, which allows reconciliation.The problem I am seeing is that now my balance sheet shows 2 cards, one with a very large positive balance and the other with a very large negative balance. Together they equal my actual balance, but that looks very odd on the balance sheet. How can this get fixed?
Ran payroll but it did not pick up tips, how do i now pay tips
Maine PFML is all set up and ready to go. My taxes are all done through QBO. When I go to payroll tax it still shows that I have to file manually, why is this? If I try to view the document that will be filed I get an error Error displaying formWe are having trouble in displaying your form When will this be updated so I can see the first filing?
