QuickBooks Q&A

The Expense Claim form has changed drastically.  Currently here are some of the things that I have noticed and this is making it hard to keep paperwork accurate:1.  There is no total on the printed version.  Why??  I have to hand write the amount on the bill before filing.  Not very professional.2.  The headers for Account/Item and Description have vanished on the printed version.3.  The GL code no longer shows on the printed version.4.  The signature line has vanished on the printed version.5.  Used to say Payment to and now it says Bill to.  We are paying and NOT billing anyone.6. Date and Reference numbers fields are swapped.7.  Used to say Total Due and now says Balance Due without any number.8.  The font has changed too.  It was much larger before and now it is hard to read not to mention that some of the font is much lighter.  Font on an invoice should be black, not light grey. I have seen many posts about

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Hi, I revalue USD accounts at the end of every month and the Balance Sheet appears to report the value on that day.  However, the trial balance uses the un-revalued amounts and so my USD AR and AP do not match the Balance Sheet by the amount of the exchange gain/loss. Is this normal?  How do I correct this?  I would think that the two should match. Thanks, Jon

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Payment on hold why?

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In QB desktop, I create customers with jobs.  How do I do this in QB online?  

 Bought a new computer and wanted to install another desktop version. My old machine is running desktop pro 2013. If I purchase the new 2020 desktop version, will I be able to import my 2013 data into it? Secondly, will quickbooks still register it since they want you to use their online versions which I find very expensive?

Which number i will enter

I added a new user to my QBO online account with the role set to "Standard limited customers and vendors." She sent an invoice and the subject line and body was completely different than what I have set in our account. It actually said my name instead of the company name. Here's the area I'm talking about. How do I make sure all the messages she sends uses the same templates we've already set up? If she goes into her settings it says that she does not have permission to edit these. I need to know ASAP. 

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Hello all, I am currently using a third-party service that is partnered with QBO for my EFT payments, however I seem to be running into a variety of issues.  Does QBO offer its own service, or are there any 3rd party software that you would recommend?  Thanks. 

When I email invoices to customers, they're being sent the email twice. Why is this happening? I've cleared all history, cache and cookies however it's still happening. Invoices are CC'ed to myself and the owner for tracking purposes and nothing has changed with any email addresses or how they're sent. Thank you.

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I would love to participate or start a lawsuit against this company! They sell their product and never deliver what they say they do.  They need to stick to what they know or pay for the late deposits from their merchant accounts.  They hide behind terms and conditions that literally say we can hold onto funds as long as we want because they claim it is out of their control.  This is not acceptable. I wish they had real competition out there I would be transferring my 20+ clients out of QBO ASAP! If anyone is interested in getting developers together to create our own bookkeeping software let me know I would be on board for that as well! 

Hi, Is there any option on QuickBooks that employees to be paid by direct deposit?

online chat

I have the QBO Advanced package (Top Tier).  I chose it due to having up to 12 customizable fields.  You can add them to a sales receipt but if you make a change in the sales receipt, it does not carry back to the Customer file.

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We have an active subsctription to QuickBooks Online Plus. When using the iPhone app to view our information, some transactions (mostly invoices) will not be there and I can't figure out why. If I pull up a customer profile in a web browser, I can view all of that customer's transaction history, including all invoices. If I pull up a customer profile in the iPhone app, it will display some of the transactions, but will not display most of the invoice history. Additionally, sometimes when I search for customers in the app, they do not show up at all despite being active and searchable in a web browser. Is the QBs iPhone app supposed to be limited in the information it displays relative to a web browser, or is there possibly something wrong here?