QuickBooks Q&A

"my benefits" for QuickBooks checking clearly says eligible instant deposits. It's the first benefit listed in fact

This setting wasn't on two days prior and then somehow got switched on and started requiring our guys to pick a customer to clock out. We would just like to know how to switch it back off.

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My bank account shows that intuit charged (4) transfer fees for two days that total quite a bit of money. $984.13 to be exact! What are these for?

We are a small boat factory running 2023 QB Premier Plus desktop edition with the Manufacturing option selected. The QB app has been issuing messages that the product is about to expire in May.  The owner of the company contacted QB and was told to go to the online version which I don't believe is an option for the company for several reasons.  This company makes extensive use of Assembly records, and also has internal web apps that interface to QB using the SDK to extract information from QB records to help automate the factory - there are iPads on the factory floor at almost every workstation to get real-time info from QB.  One of the QB reps mentioned that we can upgrade to QB Desktop Pro 2024, and that product would not expire until 2027. My main question would be can QB Desktop Pro 2024 open the existing database and not lose any data (especially the assembly records)? If that is not the case, I assume that the enterprise desktop edition will be the only o

I'd like to be able to add a percentage charge to an item list in QBO. The feature worked awesome in Desktop, but everything I've read in the forums and instructions I tried without success.  I went to the gear icon:Then to listsProducts & services and then new, and serviceNamed the itemProvided the descriptionIn the Sale price/rate entered 5%, and assigned to the appropriate income accountSave & close Next step is on the actual invoice, I go to the Product/service pull down and locate my item.The item shows up wiht the correct numbers, and voila - it adds 5 cents to the invoice. (not what I intended) This is a critical piece for me that was available in desktop; we pass along a fuel surcharge when gas prices exceed $5.00 per gallon, and with this last attempt failing, I needed to manually calculate each invoice (over 200) to add the surcharge. (Desktop did the whole thing.) Any suggestions would be super apprecaited - Thanks!   

I currently have quickbooks online lite and want to switch to solopreneur but can not find how i do that.

Quickbooks Enterprise Solutions - 21.0 Does anyone have any links to description of Quickbooks error codes (what they are, how to fix)? Back when dinosaurs roamed the earth, there were these things called software manuals that went into great detail about the functionality of the product and gave detailed descriptions of things such as error codes. I've searched the Quickbooks site, Quickbooks Help, and Google all to no avail. Apparently "Error codes" or "Error code list" is too much for Intuit's search to comprehend. Same for "Error 165" or "Error 292". I did a Verify/Rebuild and saw a number of errors on our Rebuild report. "See Online Article" next to the error types sends one to a page: "Small Business Answers and Information has moved"Clicking the next link to go to the next location takes one to a generic support page. Searching there doesn't reveal anything either. Doesn't anyone at Intuit actually use their own software and see this stuff? How hard is i

For QBO Advanced, I need clarification on this: {Effective February 26, 2024, Intuit will limit the ability to restore company data to within one previous calendar year. Backups that are older than one year will not be retrievable by the company.} Specifically, I want to know, will data older than one previous calendar year be lost forever if I need to restore a backup?

We used to use QuickBooks desktop and when we did progress invoicing, we could see what was previously billed on each line item.I want to be able to open a progress invoice and see the following information:Item         Description    Cost     QTY      Total    Previously invoiced  Current InvoicePavers   Paver install    $3.00    1,000  $3,000      $1,500 or 50%           $300 or 10%Is this possible? I don't want to only see the total percent an estimate is billed at. I need the details for each line item. Why is this so frustrating??

It appears you can not add a 2nd page to a Purchase Order Template, or an invoice for that matter. AND there is no way to automatically add an attachment.  This seems a bit ridiculous for what is supposed to be an "Enterprise Solution"  Has anyone found a way around this? 

I’m trying to add QuickBooks Time Premium as an add-on to my QuickBooks Online Plus account, but the signup process appears to be broken.When I attempt to add the subscription, I am routed to the QuickBooks Time plan selection page. After logging in, the “Sign up and save” button is unresponsive and nothing happens when it is clicked. This occurs in multiple browsers (Safari and Chrome).I spent approximately one hour on the phone with QuickBooks support, including a screen-sharing session with a technician. The issue could not be resolved. I was then transferred to sales, who attempted to add the subscription on their end but encountered the same problem.The only solution offered was upgrading to a higher-tier payroll service that includes time tracking, which is not the product I am attempting to purchase and is significantly more expensive.At this point it appears the QuickBooks Time Premium purchase flow is not functioning properly for my account.Can someone from the QuickBooks team

How anyone else run into this? Any help would be appreciated. Trying to make an expense account inactive, as it has not been used for 11 years. Getting the message Failed to inactive some accountsUnable to make 1 account inactive. Any ideas where to check on the setting which is creating this error message?

getting errors while extracting data for QuickBooks. 

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For any small business owner, keeping the doors open and the lights on comes down to shrewd financial management. It's easy to get caught up in the excitement of sales and product development, but neglecting the monetary mechanics—how cash flows in and out, and what you owe the government—can quickly derail even the most promising venture. Mastering your business finances is the essential, often overlooked, key to building a resilient and profitable company.   Here are three non-negotiable tips focused on financial health and stability that you can implement to ensure your small business runs efficiently and stays compliant.   Tip 1: Understand Your Tax Obligations One of the most critical and often intimidating aspects of running a business is taxes. To avoid stressful surprises and costly penalties, you must understand your tax obligations from the very beginning. This goes beyond just income tax; it includes everything from self-employment taxes and potential quarterly es

My payment is in review

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Question: If we make a local backup and set a maximum number of backup files to exist, is there a way to have the system automatically delete the oldest file when the max number is reached? Ideally I would like the backup to run at night when no one is on the system, but if the backup doesn't really complete because it's waiting for someone to respond to the question of whether it's ok to delete the oldest file, that sort of deletes the purpose, sort of.

Last week the Sales by Item Summary Report stopped showing all non-inventory items on the report.  We use this report to complete our tax returns every month.  Now it only shows the inventory items.  No taxes are shown.  We are using Enterprise version R18_67.  I have some employees that don't have the most updated version on their computer and they still can see the non-inventory items.  I tried all the different suggestions on selecting all items and going through and selecting the specific items in the filters.  Nothing has worked.  Any ideas on what caused this and what we can do do fix it?

QuickBooks charges more every year, and the support gets worse......I have gone around and around with the AI bot and cannot get connected to a live support person.  The only option provided is to pay for the Bookkeeping service and get support that way, which is unacceptable.  I have two work locations in my Payroll Settings-Work Locations.  Neither are accurate.  I see no way to add a new location, and my options to change locations are greyed out.  My issue is identical to the thread below, but the "solution" provided there is to use the Help feature in QBO, which only puts me in chat bot hell.  How does this get fixed?  https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/changing-primary-work-location/00/1580766

QuickBooks 2024, 3 User, on Windows 11.Company files are on a Windows Server that all Domain Users have access to.User 1 logs onto his computer, double-clicks on a company file, enters the Admin password, and QuickBooks crashes.User 1 logs onto another computer as him, double-clicks on a company file, enters the Admin password, and QuickBooks crashes.Other users log onto their computers, double-click on a company file, enter the Admin password, and all is well.Other users log onto User 1's computer, double-click on a company file, enter the Admin password, and all is well.Any ideas what's going on?

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