QuickBooks Q&A

I need to create a customer contact report in QB to export into Excel for mailing Christmas cards. However, the name, street address, city, state and zip codes have to be in their own column for this. When I export the list, all the info is in the same column. 

Example: <10 set price to $10 per item, 10-20 set price to $7.50 per item, 21-30 set price to $6.50 per item, >31 set price to $5.00 per item.

Transactions are all accounted for. Beginning and ending balances are correct on bank statement, Difference subtracted from the beginning balance in Quickbooks will reconcile.

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Automatic Invoice reminders are not being sent. The Automatic Invoice Reminders setting is on and has always been on. Three Reminders are supposed to send -  one 7 days before due date, one on the due date, and one 7 days after the due date. One month ago we had a Quickbooks agent on a screenshare session for over two hours. No resolution, no follow-up, and still no answer as to why reminders aren't being sent. Apparently it's just another feature broken by the changes Quickbooks is making to invoicing. I recommend everyone check your invoice history and make sure those reminders are actually going out. If not, you're paying for a service that isn't being delivered. 

It states I am in account on mobile yet it will not open get a message that states this account doesn't include access to Quickbooks online

Created a credit memo but only allows check refund or credit card using merchant services.

I need to edit a completed reconciliation report.  I put in the incorrect ending statement date.  How do I do this?

Is there a way to give an employee a few hours of paid time off without creating a whole new PTO policy that I will never use again? I want to give him 16 hours for a couple days off that he took this pay period, but his official PTO won't start until January 1.

I found how to map the income side of the invoice through the product/service selection and set up.  However the AR parent and Sub accounts set up don't seem to have a relationship with the invoice or customer that I can dictate.  There is a category, but that seems unrelated to the chart of accounts.I track ARs for Client expense, ARs for Commissions, ARs for Fixed Billing, but currently it is putting them all in the same AR account.I am need to set it up this way becuase my business structure includes my clients and their customers and I need to track both.   I track my client via the AR since I bill them, but need to tract the jobs/projects for their customers that we bring them business from.

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I recently received a delivery of finished goods from a manufacturing partner. After performing an item receipt for the goods I then build the assemblies into our warehouse, and then hand off the invoice to our AP department where they convert the Item Receipt to a Bill to be paid. In this instance AP received a pop up window stating that "Creating or modifying this transaction will cause one or more builds to become pending." The options were to either Mark Pending or Cancel. AP chose to Mark Pending, which then moved my finished built assemblies into Pending Build status. As a result, other builds using these goods were then marked as pending as well. I attempted to get help via phone and screen sharing to figure out what would cause this to happen but they were unhelpful. Since then I deleted the original build, and also had the bill voided. I basically attempted to start from the beginning in an effort to problem solve. Unfortunately, after I redid all the steps, AP received the sa

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QuickBooks will not connect to verify my payroll subscription. My subscription is active and renews in January. Is there something I am missing or is there an issue with the payroll subscription service?

We're trying to integrate Shopify with QBO through a third-party app called Shopify Connect. Keep getting this error message when trying to "Confirm" transactions in the Integration Transactions screen. We sell a couple bundles and are assuming this won't work, but any work-arounds would be much appreciated.

For the past several weeks, when I am searching Unpaid Bills and I filter by Vendor, it takes two attempts for the filter to work.  The first time I choose the vendor, the report still displays all unpaid bills.  I have to clear the filter and choose the vendor a second time in order for it to work.   This only happens for unpaid bills.  The filter works fine for paid bills.  Any ideas why this started happening?Thanks.

I need to know where to put job materials. under the expenses (job materials category) or Cost of Goods sold (Supplies and Materials)

Quickbooks help is useless.  I need some help.  I pay for my subscription yet I can't disconnect my accountant because it states that my accountant pays.  Of course, there is NO way to contact QB that is easy and I can't seem to find a phone number.  AI can tell me all sort of random junk and to call tomorrow, but won't give me a number.  ANYONE?   

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Instant deposit

We do not need our employees to select a "Donor", so I would like to remove the option.  I would assume a for-profit organization calls this "Client" (but I'm not sure).

Hello all, I'm very new to Quickbooks, and so this may be something simple I'm missing but I can't, for the life of me, figure out what's happening here or why. Little bit of context: we do all of our project mangement (estimates, invoices, POs, COs, etc., etc.) outside of QBO via a software called Houzz which is geared more towards construction/remodel project management and fits our needs better. I do not have Houzz integrated with QBO as Houzz was wanting me to disable several settings in QBO that have been enabled and in use (this is a whole nother topic I don't want to get into). So, our workflow looks like this:Create Invoice in Houzz>Send to client>Client pays via check>Mark as paid in Houzz>Deposit said check into our bank account (which is linked with QBO). I then will go into QBO and got to Bank Transactions>Locate deposit under the "For Review" tab>Add the important details (Invoice #, assign to customer/project, etc.)>Then click "Add". I only

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My employees started accruing sick time as of January 1.  Today I noticed on the paychecks and pay stubs the YTD accrued sick time is wrong.  For example, one employee shows 1:38 accrued, 0:00 used, 8:53 available and YTD is 3:23.  I don't know where that YTD amount came from.  It's not correct.  How can I fix?