QuickBooks Q&A

Is it possible to close aged credits in QB without applying them to vendor invoices?We have a few aged credits in QB that should have been applied to previous vendor invoices that have now already been paid. We want the credit to still show in QB, however do not want them applied to our current outstanding invoices. Thanks 

Need to share an invoice payment link with a customer but I am away from the computer and only have mobile.

I've created expenses for a customer which I check-marked as "Billable". Once I start creating an invoice for that customer, I add the billable expense, but the Product/Services line is left blank. If I choose a Product/Service from my list, everything (description and amount) gets deleted - I know QBO has no way of fixing this at the moment. Instead of wasting time copying and pasting, how do I get the Products/Services to automatically populate when I add a billable expense when creating an invoice? 

Hello, So I have run into a problem and I have tried a couple of things to see if it fixes the issue. So I have entered our business PTO policy on the payroll side. I also went ahead and changed the account preferences to set up the PTO expense side of it. Now my problem is that when I go to the chart of accounts and try to run the PTO report and the PTO liability report nothing is coming up. I just recently run payroll and I checked that the hours accrued for each employee were showing in their pay stub. I am not sure what else to do because it is not linking to the accounts I have created. Now one thing I noticed under the Payroll settings>Accounting-Edit button all the way to the bottom there is another section labeled " Want to update existing transactions". So when I click on the edit icon I get a start date option. I am hesitant to enter a date because I don't know if that will solve my issue or make other unwanted changes. Please help, thank you in advance.

the menu bar on the left used to say invoices or sales, i dont know now because it was that easy to find, but now its noticeably changed. and i have to search to find my invoices

Just wondering if Inuit issues a receipt for the online processing fee when a client pays online.

I am trying to edit pricing on my items and the price box is missing. The word "Price" is there, but there is no data box. There is also a chart of accounts drop down next to Enable U/M, which we do not use. I have never seen this before. I was able to go to Add/Edit Multiple List Entries and update the price. I am signed in as the admin. I tried via another user and it was fine. Anyone have any thoughts on why it would be doing this?!

This issue has been ongoing since June. I see a QuickBooks US support issue that looks similar, INV-7346, but QuckBooks agents have been unable to help me. My subscription is active and paid monthly.

Need to reset snapshot app

When creating invoices, it is generally easier for me and my team to enter the quantity first followed by the product. In Quickbooks desktop, the ability to change and move columns for invoices and the like was easily accessible and accomplished. The only thing that I have found remotely close is changing the columns on the invoice template, though that doesn't edit the view when they are created. Is there a way to move/swap the columns of the invoice layout when creating an invoice?

Hello Community, I have been using QB 2013 Premier US edition desktop and want to migrate to QB 2021 Pro Canadian edition desktop. I was supposed to do it a year ago after I purchased the 2021 edition but I could never find time to do it till now. Is there a way to do this with a simple backup and restore function? I seem to recall from the online searches I did last year that this was not possible. I unfortunately can't track the notes and emails I wrote on this matter. Could someone kindly tell me if this is possible and if not what options I have. I need to be able to retain my COA, invoices, payments/deposits, customers and vendors. I do not use other QB features, including payroll or inventory. Many thanks in advance to all those kind souls ... Carlos

the payment comes from an account we use to pay consignors for their items

My sales tax wont add to total of invoice

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here is a copy of chat with support. it got me nowhere (i already have a few thousand items in "list" that has been used for some 15 years). can anyone help?  inventory report by product typejlr at 5:01 p.m. said inventory report by product typeHello there! You are connected to our on-demand team who will answer any of your questions about QuickBooks.SYSTEM_MESSAGE at 5:01 p.m. said Hello there! You are connected to our on-demand team who will answer any of your questions about QuickBooks.-SYSTEM_MESSAGE at 5:01 p.m. said - Shermaine has joined the chat 5:02 p.m.System Event at 5:02 p.m.: Shermaine has joined the chatSHi jlr . Thank you for contacting Intuit QuickBooks Desktop Canada. My name is Shermaine. I hope you are doing well today. I can see here that you need help with inventory report by product detail, is that correct?Shermaine at 5:03 p.m. said Hi jlr . Thank you for contacting Intuit QuickBooks Desktop Canada. My name is Shermaine. I hope you are doing w

I would like to use the automated payment reminders for customer statements but specify which AR account to pull from, to create statements for open invoices (like in the 'Create Statements' window, where you select the AR account). How do I do this?

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I have an organization whose employees wages are allocated to different projects. For instance, one employee's wages might be allocated 50% to one project and 50% to another. Is it possible to set this up in payroll settings?

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It is a Tangerine Mastercard. We are regularly prompted to complete a security step to keep the card linked. We've tried updating the card several times, but there are still transactions that are not being uploaded.

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while Raising AR invoices all Invoices are going under Intercompnay Invoices,, how can I rectify it

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Hi -- We are a nonprofit community theater. I would like to be able to track donations by specific funds (one of our board members recently passed away, and we received donations earmarked for a memorial fund). I created a Tag Group called "Donations," and under that, a tag called "[Name] Memorial Fund". I tagged the donations we received with this Tag. I would like to be able to export a detailed report so we can send acknowledgement letters to those patrons. Ideally, the report should include the address of the customer and the amount of the donation. (That way, I can make a Mail Merge document in Microsoft Word with this information.) Is there a way to do this? I have checked the filters for the "Customer Detail" report, and there is no filter option for Tags. The report on the Tags page under the Banking tab does not include customer address information.Is there any way to do this? Should I make this a Class rather than a Tag?

For special pay runs, the CPP exemption amount for this special pay will be different. Is there a way to manually change the exemption amount in QB?