QuickBooks Q&A

I am attempting to receive items against a PO (USD) in Quickbooks Enterprise.  I am getting an error message to select a different type of account for this line - you can only select an AP or AR account on the first line of a journal entry and it can only be used once in the same transaction. I have not seen this message before - how can I get around this??  

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I am a bookkeeper with many QBonline customers.  I do not want the customers of my clients knowing my name and e-mail but batch e-mails come from me personally not the business.

I uploaded clients via CSV which also contained the Customer Type column only to realize that the subscribed version did not include Customer Type.  I upgraded to get it.  I would like to reupload the same CSV file but suspect i need to delete the current set of records to avoid duplicates.

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New to me thing with my work, not entirely sure how this thing even works, don't think I set it up properly

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Hi new to Quick Books Online.  I linked the bank account to QB but some of the transactions from August didn't transfer over.  It should have picked up entres from Aug 1st but it's only showing those from Aug 22nd onward.  Any idea how to fix?

I usually get my pay stub Tuesday that has paid Wednesdays date on it and I get paid Wednesday morning. This week I got my stub Wednesday with paid date also Wednesday but I haven’t received my pay yet. Will it come today? 

I am new to QBO.  We need financial statements for Ongoing Operations and for Capital Projects.  We also have two physical locations.  For breakdown by location, I assume that I would use Location Codes.  For breakdown by Operations / Capital, I assume that I would use Classes.  So, in effect, we have four sets of books.  Have I got that right conceptually?  Thank you.

When I send out statements monthly QuickBooks indicates that a portion of the clients I have statements for do not have email addresses associated with them. No problem, I add the email address to the client record directly. (Not to the email address field in "Create Statements"). Then I go back to the statements screen to see that all the email addresses I have added to the client record now show up in the statement screen and I am able send out all my statements. But when I go send statements the next month many of the previous email address I have entered are no longer in the system. Some have saved and some have not. Last month I entered 34 email addresses in the client record and today 14 of those email addresses are no longer saved. Please help! Entering email address over and over again every month is very time consuming. 

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 I am not able to upload my logo to Quickbooks either in Account and Settings or to Invoices.When I click on the Logo square I get a dimmed screen but no popup nor are there any invisible fields.If I drag and drop I get the message that "The operation could not be completed. The operation is not permitted. NSPOSIXErrorDomain:1"I spoke with an QB person who told me it is my browser and to switch browsers. I have removed all cookies and cache. All other popups on the site work. What is the issue?

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I bills paid on 15 and 30 where is report to capture bills due in this time frame?

When I was using the desktop version of QB, I would wait until the statement actually came in to enter the charges after matching up with the receipt of the charges.  I would have the credit card company name as a vendor. I would pick the CC vendor in QB, enter the charges as individual line items to get my total charge.  Once this matched the total charge for the month on the statement I would then just go in and pay the bill for the CC. By doing this, it was harder to find a particular charge throughout the year that was entered. What is the best possible way to enter the actual charges and pay the total balance of the CC each month?

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Hi QB Experts, We are hoping to move from QB Desktop Pro to Online in the next while.One question we have and can't seem to get an answer about is - can we limit a users access to in office only? We would prefer that some employees not have access to the system while out of the office.Has anyone out there dealt with this before?     

We have a Quickbooks account that aloows up-to  users. My question is: If I, as admin, add another user in multiple users, Do we have to pay extra for this other user.  When I added my friend to the multiple user, I was ppropted to buy another user account.  Also, i and the other user are not in the same loication and are therefore not on the same network.  What do I or he have to do to get him on board as a second user?   How do I give him the password and how does he use it?

What does it make me pay a "day rate" now?????

Hi there, Everytime i want to change a client on an invoice, all the product/services information is deleted. Is that a normal behaviour? Is there a work around for that?  Thanks, 

Can I delete the pay stubs, re-do as manual cheques and pay manually?