QuickBooks Q&A

I am beginning to get incredibly frustrated with QBO's report features. The default date range is set at 90 days which does not make sense to me at all. People have been calling for an option to change the default date since at least 2018, and nothing has been done to it.  So I select an account, and I have to change the date range, the columns, and the order of the columns I am shown. Upon exiting the report I save the format as a custom report. All good I thought, so I exit. I then remember that I needed something else so I go into the same account again, and voila!!! everything is now back to default AGAIN. If I want to see the report how I set it up to be, I have to go to Reports>Custom Reports>find my custom report I just created. This function is actively sabotaging my progress and make it so easy for me to make mistakes. I cannot remember how many times I change something about a bill/invoice/report and something would default to what the system think is the best

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I've received an invite on someone's QBO but I can't proceed on creating an account since it won't accept my number. I'm from the Philippines. Thanks

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I hate to admit this but I teach personal finance at the University level and I cant seem to figure out quickbooks.  Is there anyone you can think of in San Diego who I could hire for 2-3 hours?

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I hope this message finds you well. I would like to thank you again for your help in my last request for QuickBooks Online acquisition and installation by my client.Today I am reaching out to inquire about how we can obtain the QuickBooks Education version for educational purposes. I am currently teaching computerised accounting 1, 2 and 3 where I included QuickBooks as of the most important accounting softwares to be though. Could you please provide me with the steps or requirements to access the educational version of the software? If there are any specific details or documentation required for verification, I would appreciate your guidance. Thank you for your usual assistance. I look forward to your response.

Hello! We use a separate credit card processing terminal to manage payments. Typically when we issue a refund, the refunded amount comes out of our next batch deposit. For instance, if we ran $1000 worth of charges but also refunded a customer $100, our deposit the following day would be $900.  I'm finding this process is making it challenging for me to properly reconcile a customer's original payment and subsequent refund when I'm matching deposits in the business overview/bank account section. For instance, I received a credit card batch deposit on 1/03 which included the customer's original payment - I am able to match that payment without issue. On 1/05 I received another credit card batch deposit, but it is for $600 less than the charges ran the previous day because of the $600 refund. I can't match this deposit to the charges it was for because it is less than what those charges add up to. I'm not sure if I'm explaining this clearly enough...hopefully someone

Reports-Return of Trading Details (for Ireland); if you drill into any Net Amount value QB shows the details, however, Export to Excel is not working.

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Hi, I'm a long term QB user in the US (where did that cool "doot doot" beep noise go?) but now I'm using QB in Ireland for our food truck and it's safe to say I'm slightly confused regarding daily sales and VAT. We have multiple VAT categories for our food sales, some are exempt, others are reduced, and of course the standard VAT rates. How do I record my daily sales? We have CC and cash sales, but no "sales tax" category but I want to keep it all organized for the bookkeeper/accountant as well as confirmation with the transactions coming from our POS/Banking.Thanks!

Hello,We use QB Online and do not use any of the A/R or A/P features.  We are a consignment store and just add checks and deposits as they are written or as sales are made (so no invoicing or payables.).  We pay around 1000 consignors a month.  Instead of manually entering the Payee name, amount, date , check # etc, 'm wondering if there is an easier way using the auto bank download feed.  My thought is if I use the download feed after I have already entered the checks online that would work great since the download would just match up the check #, amount etc and clear the transaction.  BUT, my concern with using the download feature is if I get behind and don't enter the checks first, that the bank feed will automatically download  a bunch of cleared checks with no payee  and I would then spend more time trying to go back to each downloaded check to look up who the check was made out to adjust the "Pay to" field and then try to figure out which check

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I am currently running QuickBooks Premier Accountant edition 2020. I want to sign into my email so that my accountant can send multiple statements to multiple customers at once. The problem is that QuickBooks' browser seems to be terribly outdated even to load QuickBooks' own online help. Because of this, during the set-up process from Edit>Preferences>Send Forms, I cannot log into the email because it throws some errors about some scripts that aren't working. Whether you let those continue running or not, the sign-in page will not load. Next, I tried the manual way by selecting "Others" from the email providers section and manually putting the SMTP details:Server Name: smtp.office365.comPort: 587SSL/TLS: EnabledIssue with this is that my account has 2-step-verification. To get around this, I generated an app password from my Microsoft account. But that didn't work either. What other ways are there for me to get my email working with QuickBooks? Or is there somethi

Can you make multiple brands / types of business in quickbooks? I know you can have locations. So maybe that would do. Lets say we have a shop, and an online business, and a hotel. And the accounts should be totally separate. I am fuzzy on the technical terms, but I think I mean separate balance sheets, accounts, P&L, people, salary... everything really. They are not only locations, but different types. Would also have different tax requirements, e.g. VAT or no VAT.And also people would have different access, And the invoices would be different of course.

Hello, please i want to make an enquiry about QuickBooks Online:I am an Accountant and now I have clients that are more than 100 that I want to be managing their accounts on my QuickBook Online as an agency, Is it there any package on QuickBooks online that can allow me manage up to 100 clients on one Quickbooks online account?If no, what advise can you give me on how to go about it? Thanks

We are planing to shift from a local qb to a online qb , is it possible to migrate our data to the online version 

An employee made a purchase with personal funds and submitted for reimbursement.I followed the directions here: https://quickbooks.intuit.com/learn-support/en-ca/help-article/payment-methods/reimburse-employee-quickbooks-online-payroll/L1ncPvsZl_CA_en_CA After creating the journal entry, the "Employee Expense Reimbursements Payable" liability account shows a corresponding positive balance. I then added the reimbursement to the next paycheque (managed through QBO payroll), as specified in those directions, and the employee was paid. However, the liabilities account is still showing the positive balance. It seems like there was no record created automatically when I paid the reimbursement to the employee. What additional step do I need to do to zero out the liabilities account now that the reimbursement has been paid?

(We are a small and new company. I am unfamiliar with Quickbooks and accounting.) Regularly our employees are using their personal credit cards for minor and major purchases and we reimburse them (manually, via direct deposit or wire - not from Quickbooks as we are still setting up payroll, etc.). I'm confused as to where and how these should be recorded in Quickbooks for accounting purposes... here's how it looks: 1. Employee buys gas for personal vehicle (exclusively for transport to and from job), meal out (covered room and board), trailer for company (large sum vehicle asset), small parts from hardware store. All of these are various expenses, COGS, or purchases of company assets.2. Employee submits either an expense / reimbursement report / spreadsheet OR an invoice (as in instances of employees who are contracted instead of on payroll) for a lump sum repayment. My question, is how do these get recorded in Quickbooks? Does it vary for employees vs. contracted e

La regulación en Colombia exige hacer facturación electrónica a los clientes. Necesito confirmar si se pueden generar facturas electrónicas cumpliendo con las exigencias de la DIAN.

Is Advanced Inventory available in south africa

I often create Bills for my upcoming expenses to keep track of them and remember to pay on time, on the Bill I put the appropriate category, as professional services, equipaments, taxes, etc. But once i make the payment and match it with my bank statements, all those payments category are shown on reports and on the reconcilation view as "Acconts Payables" instead of the original category, making it hard to get a real description of what that expense was originally about. What would be the best way to approach this? Should I jus stop using Bills and just use Expenses?

I want to know how to add multiple currienes

Our procedure is we generate or send Delivery Receipt or Delivery Note to our customer then issue Sales Invoice upon customer payment.

I want to create another company profile on Quickbooks