QuickBooks Q&A

How do I apply a deposit or retainer, that was previously recorded as a liability, to an invoice that I am now creating?

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How Do I enter a customer down payment so it shows as a liability?

Quickbooks has long been the leader in accounting software and the system is very helpful and serves its purpose.  However the customer service is so bad that I actually question how QB stays in business.  I have never seen such lack of knowledge, respect, and resolution as I have since being a Quickbooks customer.  They are not only rude and do not care but they never find a resolution.  I wonder sometimes if they even know how to resolve or help with anything or have the knowledge to help any one.  When it comes to my money as a business owner: I will definitely not continue to pay a software company to not only talk down to be and constantly be rude but also not be able to explain or help with resolution is needed.  I would not trust this company to handle any portion of your money or accounting needs. 

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payments says bathced, where my deposit on invocie payment?

for an existing acount another company invited you as an employee. no option to accept the invite.

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Lost

It has come to my attention that in the latest update of Quickbooks 24, Intuit is injecting the text "Please pay this invoice on time" into all emailed Invoices. This is a tremendous breach of trust and privacy. How dare Intuit inject unauthorized text into an email that I am sending to my customer. TEMPORARY WORKAROUNDS: 1) Open Quickbooks Desktop, click EDIT, PREFERENCES, SEND FORMS, and check off the box titled "USE PLAIN TEXT FORMAT". This will remove Quickbooks ability to inject that text, but if you use Quickbooks Merchant Services to accept payments, it will also remove the "Pay Button" from the email and put a plain text link to submit payment. 2) You can do the following if you have Microsoft Outlook installed. First, add the email account you use for sending Invoices to Outlook. Then, open Quickbooks Desktop, click EDIT, PREFERENCES, and under "SEND E-MAIL USING" select OUTLOOK instead of WEB MAIL and click OK. Now, when you send an Invoice, it will open t

Why does it look like when I put the payment in, I put it in accounts payable, but when I pay it, it does not credit it against payables.

I am using QB2016, Windows 10 here. Something occurred last week, not sure what, but suddenly the fonts on screen changed dramatically.  The font in the windows looks different than previously and the main issues are some things are too small, or too large.  For example, in the Pay Bills window, the checkboxes no longer line up with each bill; some of the labeling in the window is far small than others, and this is in the same window!  The popup calendar window is virtually unreadable no matter what;  all of the date numbers crash together, overlapping slightly.  There are myriad other issues like this thruout the application.I tried resetting the display sizing, but that changes everything for every application and QB is the only one affected by this, so it's the only one I desire to change.  I also tried changing the display settings by right-clicking the QB icon and changing things under the Advanced tab.  But then everything became too huge.&

How do you enter multiple addresses for a vendor? Some have a physical address but have a different Remit To address.  

I have QB Pro 2020 and want to print a simple Chart of Accounts.  There does NOT seem to be a simple way to do this.  Help please!

I have some deposits that are showing up as unreconciled from a previous year which I have since closed.Using a GL entry, my accountant reconciled the accounts. However, they show up in the to reconcile list. Is there a way for me to remove them from that lsit without deleting them? Thank you 

I have switched to the new PayPal connector. With the old connector I used to be able to match an outgoing PayPal Payment with multiple expense documents. With the new connector I don't see the "Match" option anymore. Is there a way to match the outgoing payment to expense documents?

If we were using something called CardX we could email our customers a link that would allow them to self enter their name, $ dollar amount, credit card number and then figures the 3.5% credit card up fee.Does Intuit GoPay  merchant center have anything like that? Currently the customer calls us with their credit card info and we have to go the Intuit GoPay  merchant center APP and WE have to fill out the info.   CardX charges $29 month  but I would rather stick with Intuit/quickbookThanksJohn  tag   quickbook quick book payment center merchant services 

We do NOT use Quickbooks for accounting.    But we have used Intuit GoPay for years and years.   We only use this app about 2 or 3 times a year so it is not a big deal to us. The customer has been calling us with their credit card information and we enter al lthe info oursevles.  I remember seeing that we can send the customer a link and the customer can enter his credit card information and the dollar amoutn himself.   How do i learn to do this.thanksLDO 

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cannot relink credit card account

Hi,  I need help with how to document this in QuickBooks desktop.   Purchased a new 2026 Feed Mixer for $95,650 Traded in old 2020 Mixer for $44,000 Original purchase price $70,000 (purchased outright, no loan and fully depreciated) Deposit on new 2026 mixer $6,650 Fees $300 Total Amount to be financed $45,300.   I already have the fixed account created and the Long term Liability account created. Any help would be greatly appreciated, Thanks! Stephanie (removed last name)  

We had a payroll direct deposit returned to us due to an account being closed. The direct deposit was returned to our bank and now I am wondering how I give the paycheck to the employee since the original states cleared. Do I reissue a manual check for the amount owed to the employee and use the direct deposit liability account since the taxes are already ran through with the original/initial paycheck that was issued? Not sure how to address the fact of reissuing the paycheck correctly.

As a business owner, I trusted Green Dot in conjunction with QuickBooks with my company’s finances. That trust was catastrophically misplaced. When I became the victim of over $20,000 in criminal fraud, Green Dot not only failed to protect my account but actively worked against me during the worst financial crisis of my business.Despite months of obvious fraudulent activity - dozens of unauthorized transactions ranging from $129 to $529 to the same unknown merchant - Green Dot’s fraud detection was completely silent. No alerts. No phone calls. No emails. No account protections. Nothing. While criminals drained my business account, Green Dot’s “advanced security” was apparently taking a vacation.After I reported the fraud and filed a police report for criminal activity, Green Dot’s response was appalling. Rather than investigate properly, they sent form letter denials claiming I “authorized” transactions to merchants I’d never heard of. When I provided police reports, sworn fraud statem