QuickBooks Q&A

I have QB enterprise and need to migrate it to simple start .. how can I migrate the data

And if i extracted paid bills report, it will give me only paid or unpaid, it won't give me payment details. Even i tried to do it manually in Excel, but there is no bill number with the payment so i can't link between bill details and payment details.

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QuickBooks keeps saying it has an update so when we launch it as admin to install the update it just says to reboot to install the update but rebooting doesn't actually do anything. We've ran the Diagnostic tool and reinstalled Microsoft Visual C++ but it still prompts and won't let the user launch until its installed.Any help is appreciated thanks

Hello, my organization has a Colorado FAMLI account for our one employee in Colorado in order to file and pay the Paid Family Medical Leave tax. We have QuickBooks Desktop Assisted Payroll so I need to add them as a Third Party Administrator. It appears I do that from myfamilyplusemployer.state.co.us > Manage Accounts > selecting account name > click "Add" near the bottom in the section "Third Party Administrator." Is this correct? If so, then there is a box that says "Select Account." What should I enter here? Thank you in advance for your help.

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The General Ledger report no longer sorts by Account Type when in Modern View. Each column in the GL has a sort feature, but there isn't a column choice to add Account Type. So while I can sort by Distribution Account, it still doesn't fall into a logical pattern. We want the GL to be in the same order as the chart of accounts. Standard View defaults to the correct sort, so I've been running the GL from there. How can I get the Modern View back to the default?

  Welcome! Getting your contractor's tax info sorted just got a whole lot easier and faster. This quick guide will walk you through our streamlined W-9 import process. Understanding these simple steps means you can keep your records perfectly accurate with minimal effort, ensuring smooth sailing for tax season. Let's make managing your 1099s a breeze.    Before You Start  Your Essential Tool: Please have the completed Form W-9s from your wonderful contractors or vendors saved and ready to go. File Formats We Love: We happily support PDF, JPG, and PNG files.    What Happens Next? Once everything looks great and you hit save, we'll automatically update your records. The new W-9 information will instantly replace the old details in your contractors' profiles. Easy peasy!   For more resources, make sure to check out the full article here.   

We use the GoPayment app on iPhones to take client payments. The app is still working on a couple of phones, but is trying to start and then crashing on others. This is causing a huge headache for my team. We have tried restarting phones and uninstalling and reinstalling apps. What is the solution to this?

Hello, We are administering Minnesota's new Paid Leave program starting January 1st. We will be going through a third party vendor and not the State of MN. However, looking for clarity on how to setup the deductions? Both for employee and employer, and the tax implication. Does QB have any clarity? We use QB Desktop.

Well folks, Intuit has a BIG problem on its hand with the new Quickbooks Desktop shipping module which is from ShipEngine. After 3 hours of talking to multiple Intuit tech support, sales, and customer support representatives, it appears that their new shipping module CANNOT PRINT TO THE ZEBRA LABEL PRINTER as their current built-in Shipping Manager module can do. Each time I tried to print a label in the new ShipEngine - after confirming I wanted the 4" x 6" thermal label - all I got was a PDF file and not an automatic print on the same Zebra printer I have been using for years with the current Ship Manager. The last Intuit gentleman who tried to help even did a remote session and we tried different things to no avail. While the last gentleman will talk to his supervisors and try to get this issue to the right people, he said I will have to install the Zebra printer driver as a Windows printer on my computer and then open each label PDF and choose that printer.&nbsp

We just want to pay our vendors with checks that we write.

I use qbo to invoice my customers on a weekly basis.  Customer make payments using their bank accounts.  However, quickbooks allows customers to cancel the payments weeks and sometimes months after they have paid and the money was deposited into my account.  I received a payment from customer on August 12, 2024.  The service was delivered to the custome.  Money was deposited into my account.  On January 21, 2025, quickbooks told me that there was  a problem with the customer bank account and the payment has been cancelled!!!!.   How is that possible?  

  Welcome! Getting your contractor's tax info sorted just got a whole lot easier and faster. This quick guide will walk you through our streamlined W-9 import process. Understanding these simple steps means you can keep your records perfectly accurate with minimal effort, ensuring smooth sailing for tax season. Let's make managing your 1099s a breeze.    Before You Start  Your Essential Tool: Please have the completed Form W-9s from your wonderful contractors or vendors saved and ready to go. File Formats We Love: We happily support PDF, JPG, and PNG files.      What Happens Next? Once everything looks great and you hit save, we'll automatically update your records. The new W-9 information will instantly replace the old details in your contractors' profiles. Easy peasy!   For more resources, make sure to check out the full article here. 

Upon opening QB Enterprise Desktop I had no choice but to 'up-date' and now I cannot open QB. It says it has to 'up-date the company file' but I get 'something went wrong' message. I checked the company file and fixed any problem, but I still get that message 'something went wrong' and I can't even open the 'read more'.I re-started several times and checked the company file again.  Still can't get in.

I want to import invoices from a CSV file

I took a credit card deposit and then I went to the customer list of transactions and it is adding the deposit to the estimate total and not recorded as a deposit. How do I fix this? I need to unlink this from the estimate, but there is no unlink mechanism on either the sales receipt or estimate.

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Hello everyone! I'm pulling my hair out here trying to get this resolved.  Last week during billing, I tried to send an invoice and every time I would try, Quickbooks would close. I rebooted the computer thinking that would fix it. It didn't, I got our IT team involved, I'm not sure what all they tried but after multiple attempts, they uninstalled and re-installed Quickbooks. That worked and after a day and a half of going off-course, I was able to start sending invoices again. Thinking everything was ok, until today it happened again. Nothing changed, I haven't updated anything. The last time I sent invoices was Friday and everything was fine. Then today, the same thing happened. I'm at a loss as to the cause but I can't keep having IT uninstall and reinstall the software and throwing me even further and further behind every few days. If anyone can offer a solution or even moral support, I would greatly appreciate it. Thanks in advance!  

I've been trying to find the best way to track restricted funds for my nonprofit and expenses that are incurred against them.1.  I tried using Equity accounts.  The problem I ran into is that when we have an expense--say a PayPal fee--I have to choose between having it appear as a decrease in the equity account OR as a PayPal expense along with other non-restricted PayPal expenses--but not both.  This means either the equity account or the expense tracking is wrong.  2.  So I tried using Classes instead of equity accounts.  This seemed to solve the problem above but a new one arose:  suppose I create a Sales Receipt for a donation made via PayPal.  The receipt has two lines, one for the gross amount of the donation and one with a negative value for the PayPal expense.  I assign the relevant restricted fund class to both, categorize the gross donation as a donation (along with unrestricted ones) and the PayPal fee as a PayPal fee (along with

We are a charity and receive in-kind donations. We would like to include them in our Quickbooks for completing our 990.

My company has three departments. Parts, Sales and Service. How can I create a different estimate template per department and have the user in the department default to their template. Right now it is using the "Default" template and every time a user crates a new estimate they have to click and select the department template I created. Can a user in a department be associated to their departments custom template?

Our business is really growing and I need to keep track of each sale by state so I am in compliance with the remote seller rules by state. Everything I can find says I go to customer detail and select a column for state/province. I can't find that option anywhere.

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I have Quickbooks Desktop for Mac 2020. The Check Register is in Ascending order. I want it in Descending order.When I double click on the Date column header nothing happens and there's no Sort option when I right click on the Date column header.Can't find a solution on how to fix this in Google.Any ideas how to fix this issue?