QuickBooks Q&A

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Is there a way to use email templates for sending Invoices on an on-demand basis? I have automated email reminders set up in my Workflows for Unpaid invoices, but the automations often don't run consistently. Customers are supposed to receive an email reminder at certain intervals with a late fee warning when they are approaching Past Due status. When that automation fails to run in the background, I would like to be able to quickly and easily send that same templated reminder to an individual Customer manually, on-demand (not as a Workflow, just substitute our standard Invoice Reminder template with the Late Fee Warning template when clicking "Send Reminder"). Is there a way to do this?

Is there a way to know what employees have created a Workforce account and when we terminate employees and make them inactive in QuickBooks can they still access their account?

We want to start using QB to pay vendors via ACH and works fine when we use the actual admin login but can't get other users to work because of permissions.  I tried giving the admin rights and access to everything but same thing.  Am I missing something?  Thanks, Joe

i need the phone number of payroll services

I have online advanced for company A

When entering a description on for an item on an invoice or estimate two days ago, I could line breaks with-in the description. However starting yesterday, when you save, download, send the invoice or estimate, it removes all line breaks in the description and looks awful. How can this get corrected back? Please don't say submit feedback, we already did. We tried the A.I. help and first it said use "shift +enter." When we told it, that did not work. It said QBO removed line breaks for alignment to other products. Example description:-Provide and install (2) owner provided ovens-Provide and install stainless wall covering up to 30LF-Install owner provided sink Turns into:-Provide and install (2) owner provided ovens-Provide and install stainless wall covering up to 30LF-Install owner provided sink   We don't want to use separate lines, because we want to control the formatting. It worked before, now it looks terrible. 

With a recent update to QB Pro Plus 2024, the text in the emails when I send invoices is now all centered, which looks awful, instead of left-aligned as it used to be and I wish to return to. Don't see an option to adjust the format, just to change the message, font & size.  Is there a way? (Should be if not...)

The email address entered is entered correctly. I have deleted from customer profile, saved, reentered & resaved the profile. Those were the suggestions provided by google when searching for this issue. Any help figuring this out would be appreciated. Thanks in advance.

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Runs together. I hate it so much. This used to work about 2 yrs ago but hasn’t worked since except for just on the computer. It isn’t even working on the computer (Website) anymore either now. This is VERY important for my business. Thank you?

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I'm running QB Enterprise Solutions 24 on Windows 10 as my system will not support Windows 11. Ran "Bank Feeds" successfully  this morning and when I restarted my system this afternoon it installed "critical update" RB 02/18/2026. After this was complete, my non QB WebConnect bank feeds stopped working. The "Bank of America-New" splash screen would endlessly show the processing circle of dots for as long as I cared to wait. You have to close the window to get it to stop.If you have a similar issue, the work around is to deactivate the Online services for that account and then log into the web site of the service, Bank of America in this case. Select the account in the web site you want and download the data using the "Web Connect for Qickbooks 2018 and above" for the file type. If you then open the downloaded file, it will ask you to associate the file with an account. Select the one you deactivated and it will import the data and report the success or failure of the import.

How to sort employee SUI reports by last name?

Thanks in advance for help.  Upgraded from desktop to online and so far, the live expert help has not worked out.We have Inventory Items in Quickbooks for each product we sellEach Item has an income account for sales, a cogs account, and an inventory Balance sheet account.  If I sell one unit, It will charge the revenue to the PL Income and remove the AVERAGE Bottle cost from COGS.  It will also remove the appropriate Cost form the Balance sheet account of Inventory Finished Goods  Our inventory sub components are simple - 2 parts for each, raw material and packagingHere's what I do:Enter bill  Raw material on Balance sheetAt time of PO to Packager, I enter another bill to WIP (Work inProcess) Balance sheet When we get the yield, I do two things:#1 I move the Raw Material and WIP dollars to the Finished Goods section of the Balance sheet, dollar for dollar entry no effect on total, just reclassify.#2 I update the appropriate SKU with the total yield i

this is for one specific year in quickbooks online self-employed

I had a vehicle i used for work but had to scrap it over a year ago and i can't find a way to remove it from my account.

I have noticed that QuickBooks Premier Plus Contractor Edition 2024 has begun sending invoices with a different layout. (Estimates look the Same) The new invoice format appears to resemble the QuickBooks Online design.  I have reviewed the settings within QuickBooks Desktop as well as on the Intuit website but have not been able to locate any options to control or modify this change. Is there a way to adjust the invoice design in this version? I need to update the header and make a few additional formatting changes. Again I am using QuickBooks Premier Plus Contractor Edition 2024 and sending invoices via email using the “Send email using Webmail” option through Gmail.

Receipt scanning in the last several months has become unreliable. It routinely ignores sales tax and shipping, confuses unit pricing with total pricing, and gets the vendor wrong for large vendors (Home Depot, Tractor Supply, Amazon). It fails even on fully electronic PDF receipts from Amazon and Home Depot. This used to work really well until about 3-4 . months ago.

I can't figure out how to fix this

We've used Enterprise for nearly 10 years now. The biggest issue that we've come across is finding out how old our individual inventory items are. I've just discovered that I can run an Physical Inventory Worksheet and customize it with columns for Purchase Date and Date Received. However, the fields are completely blank. What use is it to have the option if there's no data? As a small retail shop, it's imperative to move 'dead wood'. I've asked this question in the past and have gotten nowhere. But, here goes again. Is there a way create a listing of in inventory so that we can see how long items have been here? And, if not, why not? We enter all of our inventory when the invoice is received. Why is the invoice date not connected to the inventory item? Somehow, I think the capability is there, since an individual item can have a Quick Report done and the dates of any transaction are shown - sales or receipt of new stock. So, why not a report for all inventory?Certainly, we a

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I am using Quickbooks online and something changed just since yesterday. Typically, we are able to use our existing products with descriptions that are formatted like this: - item 1 description- item 2 description- item 3 descriptionAnd maybe some other words here bla bla bla Since last night, any time an invoice or estimate is created or copied, it takes all of the formatting out and smooshes everything into one giant paragraph like a blob of words. Like this: - item 1 description - item 2 description - item 3 descriptionAnd maybe some other words here bla bla bla I have tried using an old invoice and copying it (format was fine, until I pressed save) same with an old estimate. I tried deleting and re-adding the line from scratch (same result). Copied and pasted from notepad and Word (same result). Cleared browser cache and cookies, tried Chrome and Edge, even downloaded the desktop app (nothing changed). I also tried to press shift + enter at t