QuickBooks Q&A
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Today I exported an invoice and its filename is now only, "QBSE_Invoice.pdf". Two weeks ago when I exported an invoice its filename was, "QBSE_Vendor_Vendor_Vendor_Invoice_Number.pdf" How do I get the invoice export to name the file the way it was 2 weeks ago, and who decided to make this change without letting us who use Quickbooks know about it? The way it was, it would export the name of the vendor and the invoice number, now I have to take the time to put that detail back into the filename. I don't appreciate this change.
Hello..We are trying to integrate Quickbooks APIs in our POS application. We have some doubts regarding below queries. Please go through these and let us know the solution. 1. Can we have 2 different line items for Discounts? when synching the pos data for integration with quickbooks,is it possible to send multiple line item for sales (eg default income, sales services, sales retail, etc) andalso for discounts (eg default discount, discount 1, discount 2, etc) to same account or different? what APIs do we follow for this?2. while synching the reconciliation to quickbooks we realised that products were created with the same name eg variance, default income etc. why is that and how is that happening3. Can we store Quickbooks token for longer time?In development mode tokens are expiring every half an hour. Is there any way that the token can have longer expiry?4. What is the procedure to move from development mode to Production mode and if we move whether any of the API key name
HiI'm just wondering if there is a way that you can set up product budgets?? We are a Wine Distributor company Kind regardsJess
So im trying to seperate my sales so that my PnL statement shows total sales from each client, instead of it just showing all total sales. i.e Client 1 $15000Client 2 $20000Client 3 $7,500Client 4 $7,500 instead of just Sales $50,000. is there a way of doing this? Regards,Cameron
I paid 2 invoices to wrong supplier by mistake (names are very similar).The supplier has then reimbursed me by way of bank transfer for the total amount of the two payments.In my bank feed I now have 2 outgoing payments with no invoice to match with, and one reimbursement.How do I record/reconcile these?
No bank feeds for 20 days ,yesterday a com.unity member informed I can use bookkeeping function to update bank transaction ,I cannot find bookkeeping function on my quickbboks online ,is there any other way.
Lately I seem to log on more the 3 hour timeout i have set seems shorter.Now it needs to know I am not a robot and sends a text pin code to get back in.This can happen several times per day.Can anyone tell me why the change?Scott P
I have check the ATO records and all appears OK although in the past, GST has been completed by a Tax Agent. I'm trying to lodge straight from QuickBooks without using my agent.
No bank feeds for 18 days ,frustrating I am connected with Anz all accounts are active ,but no regular feeds ,is this a program error ,can this be fixed ,I have self employed app it gives me regular feeds ,but quickbooks online very erratic.
Basically i charge a monthly fee for a service. How do i set this up in Quickbooks for the invoice/quote purposes?
I have read on some threads that theres a setting button on browser, which i don't see on my screen. Only see: Have questions about your subscription? Looks like you are on Apple or Google billing.
I have tried everything to try and fix the bank connection issue but it still won't work. I have connected, reconnected created countless new passwords and still can't get it to connect. apart from changing from quickbooks to another accounting software I don't know what else to do
I uncheck bills to not pay as I sent other bills. I went back in the have them ready to be sent at a later date and it showed the bill was already paid to the vendor but there wasn't a check number assign. I did let time pass and contacted the vendors to see if one was received. The vendors never received payment. Now I need to put the bill as unpaid but I don't see a way to do so. I don't know if this will help but I'm using Quickbooks - Premier Nonprofit Edition 2021. Any direction on resolving this issue will be appreciated.
Why is it I get a spinning wheel on my screen when I try to open a prior invoice to edit it. Very frustrating
Date will not default to today's date!Example: I will do a post check transaction say dated 5/5/22 , Then I will go to do an invoice and it is dated 5/5/22, Today is 4/28/22, why wont it revert back to today's date !?? I had sent an invoice with a date that isn't here yet and they called to question of course. Frustrating and embarassing ! Quickbooks online has issues with this and settings , why can't they get this updated and set up to meet our needs easier like desktop version! ??
Some of the bank transfers are recorded as payment, subtracting from the Sales of Labour, some of the transfers are recorded as deposit, adding to the Sales of Labour account.
I'm using the latest version of chrome, I regularly clear my cache and cookies. And I've contacted help several times about this. It's still happening and it's extremely frustrating and time consuming to fix numerous rules, every time. Anyone have any ideas?
I will be moving my payroll over to another software provider due to the Quickbooks/Keypay price increase.In the new software I have entered the BMS ID and each employees opening balances as of the date of my final pay run with quickbooks (30/3/21). I have also added the new softwares ID in my ato business portal.Do I need to do anything in Quickbooks to ensure there are no double ups of info reported to ATO? I have read some info that says "zero the employee ytd values in the old software" but I cant find any info on how to do this in Quickbooks?
