QuickBooks Q&A
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Why are the Tax Rate Codes no longer in alphabetical order in QBO? When I add a new customer and need to assign them a tax rate code or need to change a customer's tax rate code I have to scroll the entire list of tax rate codes. They use to be in alphabetical order.
Hello, It would be great to see somewhere in the project dashboard the total amount of all opened estimates that have not been billed yet for a specific project. For example: I have a client that has approved an estimate for $10,000.00. The terms of payment are 30% at the signature, 30% when the work are starting and 40% at the end. At start, I would bill the first 30%. So, in the project dashboard, I should see that I still have to bill $7,000.00$ for this project with that specific estimate. The additional estimate that would be add to the project during the work would also be add to this number with the possibility to see to which estimate it is linked. Those estimates would also count in the project's total budget so we are able to follow the profitability of a project even though we have not yet billed to whole amount. This is my suggestion because, right now, each estimate are getting the ''Closed'' status as soon as we bill some amount from the
The method of payment wasn't recognized by QBO which was Interac e-transfer. How do I mark this as paid?
First I would like to say how disappointed I am with INTUIT. I myself have spent 50 hours trying to figure out how to import into "QUICKBOOKS DESKTOP", NOT "QUICBOOKS ONLINE", CSV, xlsx, or IIF files, multiply that by tens of thousands of people the amount of wasted productivity around the world. I'm talking about bank account transactions, NOT lists of accounts. INTUIT could have built this in. So can anyone help me? My bank is not listed on INTUIT'S list of "WEB CONNECTED" institutions. I can download transactions as .QFX (QUICKEN) or .CSV. Though a 3rd online service I converted the .QFX file to a .OBO file. When I imported the file (File/Utilities/Import/Web Connect file...) QB processed normally but came back with Error: Quickbooks is unable to verify the Financial Institution information for this download. Click here to view fixes for this issue. The "fixes" wrongly presume the institution is "WEB CONNECTED". Who does INTUIT think they are, I should have the opti
I downloaded both apps..I just need them to sync up
Hi there I am using three or four currencies in my transactions and expenses. I want to make the main currency Canadian Dollars. I am not able to do that also our account was not able to change this function into the QuickBooks system. I need help please with that. I rather if possible someone to call and assist me while I am online. my contact number is [phone number removed]. thanks
I am finding the customized roles are not enough to cover all the tasks that my Office Manager does. They cannot be further customized. Surely I am not the only business owner who has staff members making bank deposits and does not want the AR person seeing ALL the banking accounts and details?
how / where do I input and edit primary and secondary contacts for a customer?
I accidentally moved too much money out of my bank acct and and a QB credit card processing fee was returned NSF. How to I forward this money to QB?
I have consistent monthly invoices and payments for those invoices.
How do I manually enter income and expenses in Quickbooks Desktop Premier Edition? I am unable to import my bank details. PLEASE !!!!!
I have a client who is using QuickBooks Pro 2022, with Web Connector to handle the data exchange between QuickBooks and their web site. If QuickBooks is shut down, Web Connector runs fine. The issue is with running Web Connector while QuickBooks is running. This is the ideal situation as it allows us to take advantage of the Auto-Run feature and update the data every 5 minutes. When run under these conditions, Web Connector crashes with two crash messages. Here are the crash details: Problem signature: Problem Event Name: APPCRASH Application Name: QBWebConnector.exe Application Version: 2.3.0.215 Application Timestamp: 62737a3e Fault Module Name: dblib17.dll_unloaded Fault Module Version: 17.0.4.2182 Fault Module Timestamp: 57f4134f Exception Code: c00001a5 Exception Offset: 00078120 OS Version: 6.3.9600.2.0.0.272.7 Locale ID: 1033 Additional Information 1: b963 Additional Information 2: b963f05516
Sorry thats not even close to what i wanted to say just want help for what i pay for
I require a report that gives the same information as the AP Aging Summary, but lists the vendor invoices as well. AccPac was able to generate this report and my boss would like it used for cheque runs. We have switched to Quickbooks Enterprise Contractor Edition. The Aging Detail Report doesn't break down the columns by current, 1-30, 31-60, 61-90, >90. If anyone has a fix, please let me know. Thank you.
Hello, anyone can advise how can separate the item code from item description in any report that related to inventory? When I created inventory item, I used only item code in Item Name Column as per picture. When I export any report related to inventory, the item code and description are always in the same column. I want only item code in one separate column in my report so that it is easy to use excel formula. Appreciate your quick advise. Thanks,
What chart of accounts to use to record it
If not, is there a work around
