Reports and accounting
Recently active
Good Morning, Our company uses Quikbooks Desktop and we recently started expanding the area we service. I know how to set up sales tax and surcharge for one state, but how do I add another state and that states surcharges?
1. How do I send new 2024 versions of W92. Separate question: why can’t I see the current W9? Says Waiting for Info. Even though there’s a green check mark.
The payment link on invoices is not showing up. This just started recently. I have played around with the templates, ensured the payment links are active, etc. Worked great for last month's billings.
Does anyone know how to recover older PA UC-2 worksheets?
Original commenter did not share additional details
Please call me at xxx-xxx-xxxx (Hawaii/Pacific Time zone) between 8am-5pm. Need help getting my QB debit card. You may email as well at: xxxxx@xxxxxxx.xxx
Much like the title says, I am looking for a way to disable the late fee for one specific vendor or one specific Product/Service? We do an intercompany transfer and I want to avoid a late fee automatically adding on to the bill. Does anyone have any info on this? I gave it a google and it came back with old information, or information that was not helpful. The specific version of QBO Advanced. Thanks!
It looks like that should be possible in either the customer edit or in the invoice edit options screens, but the screen doesn't work to make the changes. QB Desktop allowed this setting to be customer specific.
Hello, I'm assisting in the setup of new company and they are using QuickBooks Enterprise for the time being. Unfortunately they have about 10,000 different Items that need to be created and added. These entries would be sub items and linked to specific GL codes for COGS. Does anyone know if there is a way to mass upload or import this data from maybe an Excel sheet, as to not enter all these one by one? Just curious in the interest of saving days and hours of entering. Thanks.
Is there a way to add “Open Balance” button back into the customer information screen? The new software doesn’t have it and I use that button all the time!
How do you create folders or "groups" for Memorized Reports in QB Desktop for Mac 2019? Can't seem to find it and having a hard time believing it's not available. I know you can do it in QB Windows.
After I updated the app, when I go to a customer and try to open an invoice, it does not open.
Hello.I set up the Etsy app to sync with QB Online. I have 1 Etsy shop. Gave the app the proper permissions and have the accounts properly set up (checking and credit card). No transactions are importing. It did create the Etsy accounts, but there are no arrows indicating that's it's linked to Etsy and I don't see the Etsy bank account in the Transactions window where I can ask it to update. It's been over 6 hours. My shop is small with few transactions, so it shouldn't take this long I don't think.Any ideas what I should check?Thank you in advance!
Hello, our nonprofit produces art exhibits for our members, who send us their work for the show. If a piece is sold, we retain a certain percentage as our income, and pay the rest to the artist. What is the best way to record all of this? Thank you.
When entering a check, I no longer have the option to mark the expense billable. I enter the check as usual, enter the customer, but the checkbox in the billable column is gone. I have not changed any settings. How do I bring it back so I can enter billable expenses?
So the payments/credit on invoices is terrible. I don't like that it doesn't show if there's a split payment. I have customers who pay partial invoices using a credit memos and the balance with credit cards. I have some who return some items on invoices which leaves the invoice looking like there was a partial payment when in fact it's a return. As of now we depend on memos in the body of the invoice to indicate the payments. Most customers don't see the memo even though we move it clearing several lines below the items and my total form font is pretty large. I would like to either change the font color to Red so the memo is clear and visible. Is there a way to change the color in the body of an invoice? Or does anyone else have an ideas.
Duplicate payment made, need help with transaction entries
Hi,Quickbooks is not generating Form OQ 2023 (Oregon Quarterly Tax Report) correctly. I have one employee showed in report twice, and one other employee was missing. Is this a technical problem?
We are able to bring all expenses to the Project because there is the Customer/Project selection which is not available with the imported invoice.
Trying to pay invoice online
