QuickBooks Q&A

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how to file t777 auto with a lease contract  do i just enter lease pmt amount with insurance and mileage to determine amount allowed?

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Hi,I having been running 2 companies in QuickBooks Desktop Pro 2020 and now I'm wanting to combine the 2 into one new file, with opening balances from the start of my fiscal year. Is there a way I can transfer all my transactions (Bills, payments, invoices, credit card charges, etc.) since then into the new file? I have been able to import my lists (customers, vendors, etc.) but have not found a way to transfer transactions.Any help will be appreciated!

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is there a way to undo a recent update made in quickbooks desktop 2023

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For at least 4 years I have been using the "Import Data" -> "Invoices" tool to upload invoices at the end of every week.  These invoices describe services rendered by our trucking company and I have a script that takes information from our database and places the text on separate lines inside a cell which then becomes the service description on the invoice.  The result looks like this:- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 238499 - PreloadedTrailer: 348Freight: Structural Steel. Trailer dropped at Customer Yard.Picked Up: Truck 1001 - 2024-04-15 - Customer in OrangevilleDelivered: Truck 1001 - 2024-04-15 - Job Site in OrangevilleWeight: 50000Reference: S-3208- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - A couple of weeks ago Quickbooks Online stopped respecting the linebreaks in the csv file and now the d

we are integrating a thrid party application with our quickbook account. However we consistently having an issue getting the PO number field and carrier field  on our invoice to sync between Quickbooks and the other programs. There are fields for the PO and carrier in both QBO (it is a custom field) and the other platforms, but for some reason those fields are not able to be mapped to each other. It has come up a few times that QBO is not pushing certain fields into the AP platforms and that is the reason the mapping will not work. I was wondering if anyone has experienced this before, and if there is a way around it or a recommended platform they would suggest? Any assistance would be greatly appreciated!

My company has tried to integrate a number of different AP automation platforms with QBO, currently we are using Beanworks, and have tried others such as Tipalti and Yooz. The Integration works mostly fine, however we consistently have an issue getting the PO number field on our bills to sync between Quickbooks and the other programs. There is a field for the PO in both QBO (it is a custom field) and the other platforms, but for some reason those fields are not able to be mapped to each other. It has come up a few times that QBO is not pushing certain fields into the AP platforms and that is the reason the mapping will not work. I was wondering if anyone has experienced this before, and if there is a way around it or a recommended platform they would suggest? Any assistance would be greatly appreciated!

I recently installed the Shopify connectors for QBO on my newly opened Shopify store.I had previously added  products to the Shopify store manually, and there have been a few sales (not many). I decided to launch the integration of the connector, and it seemed to go ok, except  . . I did not take care to ensure that the product names and SKUs were exactly the same on both.  I chose the sync option to do so by NAME.   As a result,  there are many duplicate products created in Quickbooks. At this point, I am looking for suggestions - should i stop the sycing between QBO and QBO temporarily,  and resolve the name  / SKU issue?  Can i simply delete the duplicates  (many dont have any quantities ).   Suggestions welcome, please.  Ric

because when the Estimate is auto-created it goes immediately to a closed state, nothing gets emailed, it is not on the pending list, etc. I have missed billing 3 customers due to this issue. There is also no way of editing the template, or seeing what state the Estimate will be created in, so it is impossible to know which Templates are set incorrectly.When I contacted support, I was told this couldn't be a bug otherwise it would have been previously reported.  Here is my support conversation with Reynaldo. You at 15:10, Nov 17:Reoccurring Estimates that were created when the Estimate was closed reoccur as closed. This has caused us problems because the estimate is never sent to the customer.ReadYou at 15:10, Nov 17:Hello ReynaldoReadReynaldo L at 15:11, Nov 17:Hi Jonathan, thanks for contacting Intuit. This is Reynaldo, your QuickBooks Online expert here to help.I see you have a concern regarding the recurring template.Reynaldo L at 15:13, Nov 17:If I may ask

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HOW DO I OPEN A BLANK PURCHASE SCREEN?

Yesterday my tab key stopped working correctly in my quickbooks online. I work on a MacBook and yesterday my tab key stopped allowing me to tab to add more than one line in bills, invoices or journal entries. The tab key will work properly to move me through the customers name, the date, PO #, etc. However after I add the first product and description and hit tab it used to take me down to line 2 to add another description however now it skips down to the amount. Any idea how I can fix this?

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A client imported their QB Desktop data into QBO, which goes all the way back to 2010. I'm trying to do their first reconciliation in QBO for Jan 1st - 31st 2023, however the GL doesn't match the opening balance less outstanding checks. If I fix the GL, then the bank reconciliation is out by the same amount then. I'm a very experienced bookkeeper so I know what the GL should be and I know what the reconciliation should be. How can I basically reset this reconciliation module in QBO so I can get this going?NOTE: There's no reconciliations to Undo in QBO because all the previous reconciliations were done in Desktop (which they did the bookkeeping in themselves)

have a client who wants an invoice sent to two different email addresses

I have been trying to migrate payroll infor from QB desktop to QB online, but it will not work. I have tried the step by step instructions, I have just spent over 5 hours with 2 agents on the phone, and 3 with chat, and no-one is really helping. One agent suggested that I pay a fee of $1495 for them to fix my desktop data and transfer it. I am losing my mind with this, I was told it would be an easy transition, but it turns out it is a nightmare. Doing the transfer of info manually did not work, it still won't let me run a payroll. Does anyone have any suggestion?