QuickBooks Q&A
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In Quickbooks Desktop I was able to assess finance charges on my outstanding accounts receivable and send statements to clients with past due balances. In Quickbooks Online I can only figure out how to send statements, but not how to add /assess finance charges. Quickbooks Desktop made it easy and calculated it and posted the "Interest Invoice". Will I have to manually do this in QBO? I hope not, that's a massive PITA.
Hi everyone, I'm looking for guidance on invoicing and inventory. Our business refills CO2 cylinders. Our wholesale customers purchase full cylinders and then we receive empty cylinders back from them that are to be refilled. I'm struggling with how to properly invoice this so that is accounts for inventory going out (full cylinders) but also inventory coming back in (empty cylinders). Would this need to be a credit note? Or, could I have it all showing on one invoice? Thanks in advance.
For the first time I cannot accept and Account Invite as I keep getting the message "Wrong Link" indicating that it is not a valid link. Tried everything, cleared my cache, tried using an incognito window, right-clicked on the hyperlink and pasted it my browser and incognito. I had the client delete the invite twice already, made sure all invites were deleted and he invited me again. Did not work. Can you assist?
Hello,Does anyone know how to change the display order of the employee name under Employee Center as one of the employees' name was saved as Last Name, First Name. I want to make it consistent by changing it to First name, Last Name Thanks!
Can't find a reference to this error. My CC stopped syncing about 3 weeks ago and I get the message: "Something isn't working: Sorry, we can't update your account. Please wait a few hours and try updating again (354)" waiting doesn't do anything of course, I've verified the credentials and re-linked but the problem continues. Anyone else have this / find a solution?
Getting an error when trying to invite my accountant to my QBO file, why?
Your*
The dates show correct until I click the last step to upload.
Currently I am not able to change this message if I set CC payments as an option
I'm trying to import bank transaction (type TRNS) into QB Desktop from an IIF file, but the NAME field is always ignored (it's not put into the Payee field like it should be). The type is DEPOSIT. I have tried first importing those names as OTHERNAME records, or as CUST records, earlier in the same IIF file, but it doesn't help. (They do get imported from those records!) Even if the values I'm using for the NAME field are already stored in QB as Customers, and I import the field, the NAME is ignored and nothing is put into the Payee field. Here's the file I'm importing (the version that tries to create the customers first): !CUST NAMECUST 1234567[removed][removed][removed]890CUST Bob's Burger!ACCNT NAME ACCNTTYPEACCNT TD BANKACCNT Advantage Income INCACCNT Service Charges EXPACCNT General Donations INCACCNT Library Donations INC!TRNS TRNSID TRNSTYPE DATE ACCNT CLASS NAME AMOUNT MEMO!SPL TRNSTYPE DATE ACCNT CLASS AMOUNT NAME!ENDTRNSTRNS 20240913-74-2 DEPOSIT 04/02/2024 TD
We purchased tools for our employee with an agreement that we would subtract $20 per pay until it is paid off. How do I set that up in QBooks online?Thanks in advance Sue
Wondering if it is possible to scan sku to create an estimate? Way too time consuming to look up the item.
HI, proadvisor here. I went to prepare an ROE for a client and the ROE came up blank. The hours, wages, and all other fields are blank. The only information on it was the company name and the start and end dates. I have checked all of the settings and they are correct. I have contacted support and they can't figure it out either. I ended up doing a manual ROE but I can't do this for every ROE I need to file.
The payments are from tenants' monthly rental charges, which go through the business solution banking and then get deposited into my account.
Hi everyone, I'm having trouble updating payroll in QuickBooks. Despite entering the new payroll data, it’s not reflecting in the system. I’ve tried restarting the software and double-checking the entries. Has anyone else faced this issue or have suggestions on how to resolve it? Thanks for your assistance!
Hey community, I accidentally deleted an important invoice from our accounting software and can't find it in the Trash folder. I’ve checked backup options but haven’t had any luck. Any advice on how to recover it or steps I might be missing? Thanks for your help!
Deleted invoice
