Other Questions

So an issue we have, I create a Sales order and add a "Service Call" line. Then i create an invoice and add "time" on the invoice side. But then it generates another service call line on the invoice. I click and delete my original line that came over from the sales order. But when i click "mark as pending", on the sales order side it does not sale "invoiced in full" because the lines don't match up with each other. I'm wondering is there a way too add the time on the sales order side before generating the invoice? Not sure if we are doing this the correct way or not. We can manual enter time in the sales order but then the guys time from QuickTime isn't link with that?  We use QuickTime for the guys to log their time to certain jobs.  Also another question. We have truck rates for 2 guys vs 1 guy. We can not set up different rates under the employee because next day they might be in a truck by them self's. How do we go about doing this for correct billing to ou

I have a client who is wanting to pay her employees at two different rates, one for day shift and one for night shift. We have the rates set up under each employee in QBO, but I need to know how the employee can clock in on the QB time app with the different rates. Is there a way for an employee who works days and nights to select the pay rate he/she is clocking in for?For example, Amanda works days at $11.50/hr but when she has to come in at night she is paid $12.00/hr. In the case she has to come in at night can she clock into the app using her nightly rate of $12.00/hr?

Where do I make a portable backup copy on desktop

I would like to split our current company into two separate company files - one for our construction division and one for our service division (we have been told that we are too big to utilize our current desktop version). Is this something that is possible? I know I can run financials from multiple companies so it sounded to me like this is something that is possible.  Just not sure how to treat vendors that are owed from both companies etc as an example.

I am looking for a report on quickbooks desktop that will show me all the payments made to one invoice.  This customer has been paying me over a year onto one invoice and I am trying to find a report that will show all the payments made to one invoice.  I have checked online and everything says transaction detail but that only shows the invoice.  I need to see all the payments made to one particular invoice.  I did not think this was going to be an issue but I have spent way too much time trying to get the answer that I need as the client is paying off the invoice and I need to see all the payments that have been made.

Yesterday things were fine, but now when I go to the Bank Feed, I see all the transactions, but none of them are matched, even though the corresponding transactions are in the proper account in QBO.  I'm able to match them by clicking "Find Match" in Bank Feed, then I have to select the right transaction type from the drop down, and adjust the date range to the proper date, THEN the transaction will show up in the list, allowing me to match it.  But I have to do this for EVERY transaction in Bank Feed.  What's going on here?  Is there something wrong with QBO suddenly, or am I doing something wrong?  Thanks for the help!

I want to add blank lines in between existing line items to make the invoice look less crowded and easier on the eyes, essentially make it look better. I can't find this options. Each time you save the invoice, it removes the blank lines. This is horrible.

I have a credit of 4,800.00 on my receivables and the vendor owes us 3,500.00. I would like to offset the two, leaving a vendor balance of 1,000.00. Thank you for your assistance

I have trouble fixing the mileage calculator. After I reviewed my business vehicle trip mileage which showns my total business kilometers is 9800km however my potential dections is displaying $0 dollar. Quickbooks not calculating the mileage calculator $0.57 for my KM. I appreciate if anyone can help me on this...

I was to issue another cheque, but not sure how to record it on QB

Our company had an owner briefly drawing a salary through payroll. Now, for a variety or reasons, we want to stop paying that salary (temporarily or permanently is not yet determined). How do we do this without deleting the employee profile or showing the employee as terminated? Thanks

I made a mistake entering credit card charges manually . I used CREDIT CARD Credits instead of Expenses. How I can fix it ? 

I have tried other accounts but receive the same error.

Hi Team, I have a question regarding Home Currency Revaluation.My Home currency is CAD.I have 1 USD Checking, 1 AR and 1 AP account, all three in USD.I did the home currency revaluation and this is happen to me:- The revaluation value of the checking account goes to the exchange gain/loss line in P&L. I assume it's realized gain/loss and taxable.- The revaluation value of the AP and AR goes to the unrealized gain/loss line in P&L.  Can anyone explain the difference between two? Why when I do the same revaluation, it posts into 2 different categories? I hope someone can help to shed some light on this.  Thank you.

I followed the tutorial video to add a new Expense (old transactions that have to be manually added).  I successfully added one, but the next Expense I attempted gave me the error message in the question.  Cannot Save or Save and close.

my bank statements downloaded twice, now I have two entries that are exactly the same, how do i fix this

I have noticed if the vendor name is too large that it will cause the name to print onto the second check but does not properly record that check number on the second check and this records the whole run of checks incorrectly relative to the number on the check? Is there not a protection feature in the system to prevent this from occurring.    

Are you able to create sub jobs under jobs? for example, -Customer--New Build----Ventilation----Equipment----extras

in the "Payee (Optional)" field, all the vendors/customers are greyed out.  When I hover over a vendor or customers, I get this message "You can only record credit card payments in your own home currency".  How do I fix this?  Everything is done in US currency, so I don't know why this is popping up.

I am interested in moving my Windows QB Pro 2019 Desktop file to Mac QB Online.  Is this a straightforward process? Is it possible?  It is made a bit more complicated because I am changing platforms as well as the overall system.I just want to know if there is anything I should be aware of before I start the process, assuming it's doable.

Hi there, Just started the QBO Advanced Certification, and I'm finding the screenshots in the guide document extremely blurry -- bordering on unreadable. Don't know if there's a quick fix you can apply, but wanted to provide the feedback (let me know if this isn't the place for providing feedback...). Thanks,Michael

Hello all!  I have a home bakery business making amazing bagels.  I occasionally add on to the days orders for my family.  I've been tracking it on paper for tax purposes, but would like to get it into Quickbooks.  Does anyone know how I would record X number of bagels created for myself on a given day?

Ever since updating to QB22 we have been having issues all around. We have QB22 installed on a remote server, and users log in to do their accounting, each user has a different company/company file. Each user has their own QB Time account where they do all the management. They use the QB Web connector to import data into QB22. This functionality CONSTANTLY breaks. We end up having to remove the desktop integration, remove the web connector company, uninstall the connection in QB Time, reinstall integration in QB Time, download a new web connector file, add a new web connector instance (set to log in as admin any time), clear the company file path in QB Time, and finally we can resync. Half of the time, the sync while it says successful, does not import any data. Green lights all around, but nothing new. Clearing the company file path in QB Time is supposed to fix this. The other half of the time it works. Everything is great, payroll happens, then BAM! 2 weeks later

Is there a way to include the inventory needed for pending sales in any of the inventory reports?  I see that there are ways to include inventory that has been ordered but not yet received; it would seem logical to have a report for inventory committed to a sale but not yet invoiced.

Hello, While doing data entry yesterday, I noticed that the "class" allocation is gone. I went into the Item List, and I also cannot see the default class allocation on individual items and services. Has QBO removed "classes" or did something happen on our end that resulted in me not being able to access it any longer? Thank you!