QuickBooks Q&A
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Potential new client interested in QBO, but needs both multicurrency and cash flow planning.
I work with assigning lead accountant for my team to help manage which staff member is the lead on each file. I am trying to edit the lead back to me (firm owner) and I cannot. Why is this happening? I've following the instructions. In addition to this issue, as a firm accountant user and primary admin, I am trying to remove the Tax Accoutant user since the client is changing tax accountant. I cannot remove the user and our firm is the Primary admin (well a staff member from my firm).
Any help or advice is greatly appreciated and will be greatly QB-DesktopIn ReportsOpen Invoices I have a list of all open invoices. All is good except two invoices, lets name them A and B. I know these have been paid, with no balance due, yet are showing up as blank space in the Open Invoices report. In Home screen, I go to Receive Payments, Received from (name) and Pmt Method Cash, the two invoices A and B show up here with $dollar amounts both in Orig. Amt . and in the Amt Due. Back to ReportsA/R Aging Detail (I set dates for this fiscal year to date) the A and B invoices are not showing in this report. This is accurate and correct. Question:How do I explain the A and B invoices in the Open Invoices Report, and Receive Payments?What to do?
It's come to our attention that lately, some individuals have been posting as if on behalf of the QuickBooks Support team and offering fraudulent phone numbers in an attempt to deceive and defraud unsuspecting members seeking assistance. Below is an example of one of these fraudulent posts: Please be cautious when interacting with any phone numbers shared on this platform. Here are a few tips to help you avoid falling victim to these scams: Verify the legitimacy: Always double-check the contact information you receive against the official QuickBooks website or trusted sources. The safest way to get in touch with us is through QuickBooks itself or through the Contact Us links found on our website. Know how to identify our Support team: True members of the QuickBooks Support team will have both a badge that reads "EMPL" as well as the label "QuickBooks Team" by their username. Posts from the site admin will say "ADMIN" and "Moderator". Tru
If we received extra income (without main income) how can we enter to QB online ?
The system won't accept a second email address to a customer's account. Why?
I received an ACH deposit in my bank transactions, but it also needs to be applied to an outstanding invoice. I have been told to post through AR.I went into Receive Payment and recorded the payment, which is fine. However, the deposit of those funds is not showing. I tried do a Manual Bank Deposit into Undeposited Funds. I used the Add Funds to this Deposit section, but I get an error messaige, "Something's not quite right. Please select a bank account." The bank account is selected.Is there another way to do this or could there be an issue with my banking in making a deposit?Thank you.
We are a Canadian company and have a USD invoice from a supplier, which is approved in ApprovalMax however Quickbooks is rejecting the bill with the error above (can only use one currency per transaction). Wondering if there is some company or supplier configuration missing.
I have updated a product/service. How do I sync it to Jobber so that the updated version shows up in my Jobber app?
I have a route that I sell auto body products. During the day I go around to my customers and in the evening I write an email for each of my 3 suppliers with all the products that my customers have requested. I write all the products by hand and it takes me a lot of time. Is there a simpler way with QuickBooks to either automate the process or make it simpler?THANKS
How do i verify my bank when setting up DD?
