QuickBooks Q&A
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HelloA sales order has been generated and sent to the customer. I now need to invoice the customer for a 15% down payment.I have an item "Down payment" as a payment.If i create an invoice from the sales order i either invoice the sales order at 100% or selected items on the sales order...The downpayment item is not accepted on the invoice..What am i missing.?ThanksOPL..
I have recently completed my year end and found that over $4000.00 was spent on the Credit Card percentage that Quickbook tags on for use of their online payments. How do I change settings so the customer is charged the CC percentage and it is not removed from my bottom line?
I tried paying through direct deposit but it still says pending and only way I can do it is through paper cheque which I don't have.
Our company has operated on a fiscal year for ten years. On 7/1 we changed out corporate election to S Corp and changed our year end to calendar year. So we have a short year from 7/1/20-12/31/20. Are there any considerations before we change the year end in Quickbooks? We have a fiscal year end 6/30/20 then another year end at 12/31/20 and then the next year end will be 12/31/21. Will QB make the correct closing entries for the partial year?
I am not using the online banking option at this time, not sure if that matters?
I have reviewed both business and personal miles and turned my auto tracking on.
I perform large monthly transactions to investors. These transactions show up in banking as one lump sum as the funds go through a clearing house first and then to the investors. To speed up the bookkeeping, I copy and paste the list of transactions from our clearing house software into a .csv and upload to quickbooks. Then when the large transaction shows up, it is matched to the bills and very easily sorted and cleared. Because I have to keep separate financial statements for each investor, each investor is setup as a class. I have to go back into the bills and add the classes manually. Can it be made possible to upload the classes as well to make this process super smooth and scalable?
Anyone experiencing these issues
I cannot upgrade how this was originally subscribed
I would like to connect my bank account to my QB. Is there a way to do that from the desktop version? I have the Pro 2022 desktop version. Please help!
supervisor phoned me outside of the hours i gave, so she left an email but there was no way to reach back
Why is it when I delete a receipt online it shows up in the mobile app as a receipt to be reviewed? I have to review it twice, once online and once on the app to make sure it’s not a different receipt. This is very frustrating and if I have other snapped receipts waiting to be reviewed in the app it gets lost.
The PST payment went through twice. What happens now?
The base import functionality of QBO has pretty limited columns. How do you import shipping addresses and shipping charges?And, is there a way to import bundles, or must we import the underlying products?Thanks.
Hello, everyone, I 'm new to the QBOA and would like to take the QBO examand get the certificate.However, after I signed up as an accountant, I found the sales tax is USA-based and I could not change the firm address to Canada . I am not sure how to switch the version. I thought maybe the free training portal is only suitable for USA users. I would like to try the Canadian version and get a knowledge of the tax interface. In that case, do I have to subscribe the Canadian product? Thank you for your help!
