Other Questions

I can't delete attachment files. The little X icon is disappear.There are a lot of QBO issues these days. It's it's frustrating. Please do the test before launching any functions. 

Customer contact info window has changed. and is now drop-downs on the RH side of the screen. To view any information, each tab has to be expanded. This is crazy and such a time waster! How do I get the previous version where all the info was in one view back?

How can I assign Class to "Transfer" transaction type? I managed to do the assignment through Reclassify function for some , but not all, Transfer transactions. When I tried to correct the remaining ones, I could not find Class field in Transfer template.

Anyone else getting this error message when creating Projects (Quickbooks Online).There was an obvious update as the customer information presents differently - this error started at the same time.I am getting nowhere with customer service.

Hi, I am currently using QuickBooks Desktop Premier 2021. I do have trouble with setting up the item cost correctly.The U/M for the item is 'Material in ft:in'. The cost is in inches. The Bills from Vendor are in ft.In the Item Setup I divide the cost of lets say $1.10 by 12. Quickbooks saves 0.09167 instead of 0.0916... . This number is then used to calculate the total in the PO. I try to change the total manually, but Quickbooks does not let me do this. Any help would be greatly appreciated.Thank you!

Because we have auto add rules set up the reimported transactions are being duplicated in the books. This is making reconciling a nightmare as there are duplicates that are all linked to online banking matches. We are having to open and manually delete each individual duplicate.

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Client split Transactions from A single Bank Account to Multiple accounts in Quickbooks online, have assigned these as Subaccounts to the main account but cant match transactions from the online banking link to the transactions entered in the sub accounts, is there a quick way to transfer these transactions so can match with online banking for quick reconciliation? or am I just looking at going through Each Transaction one by one?

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Hello,I am trying to create a report for P&L by tag but with the payroll expenses. I tried many things and I can't see to get the details of P&L per job site.I know that the tags for timsheets are not connected to actual tags. Can this be done some way?We are looking for a report per job site that includes income and all expenses including payroll expense.Any idea how I can do this?Thanks for your help!

I have a Visa receipt for a purchase that includes a personal item.   QB help says to include the entire amount and then make a deposit of the personal portion into the business account.   Personal bank to business bank.   This seems fair enough, but is there a way to account for this without making the deposit and still reconcile?  Is there not a way to mark something as personal expense?  

Is there a way to permanently delete check payment records from prior years?

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Good day, We are using Quickbooks Desktop 2019 on two clients (one is Win 7 and the other one Win 10). The host is on a local server Windows server 2019. For some reason the service on the server (QBCFMonitorService) stopped everytime the user open her file from the network share folder. Event Viewer show me this: Application: QBCFMonitorService.exe Framework Version: v4.0.30319 Description: The process was terminated due to an unhandled exception. Exception Info: System.UnauthorizedAccessException at System.IO.__Error.WinIOError(Int32, System.String) at System.IO.File.InternalDelete(System.String, Boolean) at System.IO.File.Delete(System.String) at Intuit.SBM.DataHelper.CFScan.CFWatcher.DeleteDSNFile(System.String) at Intuit.SBM.DataHelper.CFScan.CFWatcher.OnDeleted(System.Object, System.IO.FileSystemEventArgs) at System.IO.FileSystemWatcher.OnDeleted(System.IO.FileSystemEventArgs) at System.IO.FileSystemWatcher.NotifyFileSystemEventArgs(Int32, System.String) at System.IO.FileSystemWa

I want to make sure that previous year data from Wave is available in Quickbooks.

I am a sub-contractor and the contractor pays me for each load delivered to their client. I do not issue invoices but do receive a direct deposit and statement summarizing loads the deposit paid for after deductions made for fuel used on fuel card as well as 5% contractor holdback and any overweight fines. How do I record this in QBO? Sales receipt? 

Hi JamesM4.Thank you for getting back to me on my request for assistance on Chart of Accounts dated September 26, 2021.In regards to your response, I have no problem with setting up new accounts or editing same.My main concern is:I create a new account 472501 titled   “2021 – Instructor A – Carving A”  for 2021as per your suggestion, I then change 472501  for 2022 to read “2022 – Instructor A – Carving A”  If after changing the title to reference the 2022 year and I run a report for 2021 to cover 472501, wouldn’t the title for the 2021 report now show “2022 – Instructor A – Carving A”  with a subsequent loss of the 2021 instructor’s name and carving item in the title?I am looking for the best way/suggestion to retain the same account/sub-account numbers from year to year without creating a new set of numbers for each subsequent year.Thanking you in advance.Regards.

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Hello  I few confusions that  I want to clear up with help pf my QuickBooks expert friends. I have reconcile for the month of August 2021.  Register balance as of 08/31/2021           211,672.77 . This is register balance as of  AUG 31 .This balance matched with Balance Sheet Balance if run till August 31-2021 . I have another balance in the report as well -Register balance as of 09/16/2021          176,352.41. This is the balance of  September 16 when  I  closed/finished the reconciliation  for the  August 2021 . This is register balance as of sep16  Now, when I  run Balance sheet today and select the date September 16 . The balance does not matched with Bank Reconciliation report. it is actually  40,000 more than 176,352.41.  From sep 16 to sep 27 i have done  deposits and withdrawals.  Does the balance should be matched

Has anyone installed Q App accountant?  How do you find it's integration with QBO Accountant?  Are there any problems you have come across? Do you log in through Q apps and then in integrates with QBO?  Just trying to figure this whole thing out as I cannot find much online to help.

Choosing the correct chart of account for resale inventory

I have a question. The owner of the company takes money out of the business occasionally for his personal needs and often do deposit some back . At the end of the financial year, i offset the Shareholder's loan account and if the account has a debit balance I post an accrual until the owner pays it back.Dr. Salary (Expense) accountCr. Shareholder's loan accrual account (Liability) So if the owner does not pay the money back to the company I include that as an income on his tax receipt. But what journal entry would I be posting to remove the liability from the Accrual account? 

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These are transactions that the client has not entered, I usually enter them all from the banking module.