QuickBooks Q&A

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We own a construction firm using QB Enterprise Contractor 24 Desktop.  How do we use the estimate as the beginning balance for a statement? I would like to be able to show the client what they will owe based on their original estimate, less payments applied. WITHOUT having to create an invoice for the entire amount.  Currently, the statements we would like to generate do not show a starting balance which results in an amount due of $0 - so, we are having to manually create the statement outside of QB's.  Any advice would be greatly appreciated.  Thanks, CAM

Converted from QBD to QBO. For both the AR and AP aging summary, when the report is called up nothing shows up until we hit refreash. Even thought the data shows up. When we print or export the report is blank. Has anyone run into this issue? Was there a fix? Thank you  

I don't like my invoice sequence numbers goes from 70588, how do i stop this? 

It says bank error 102. Any ideas? 

Find a customer using the customer ID number

When choosing vendor credits to apply in a bill payment, QBO is splitting the credits up and only using a portion of them in the bill payments, leaving the balances available to use in a future bill payment.  We have Automatically apply credits turned OFF and are choosing the bills to be paid and the credits to use in the Expense drop-down menu, but QBO is still using only a portion of the credits.  Today we chose TWO credits to be applied in a bill payment, and QBO instead used a portion of FOUR available credits, the portions of all four credits adding up to the total of the two credits selected.  Why can’t this work the way it did in the desktop version?

Actual Budget Class 1 20 0 Class 2 10 0 and yet: Class 1 Class 2 Actual Bud Actual Bud Travel 920 3500 50 200 Food 10 700 40 100

Hi! I resorted the chart of accounts so that expenses on the profit and loss report would show up in alphabetical order in QB Desktop 2020. But, now the income section is also in alphabetical order which I do not want. For example, I want Services to be first, not Rental Income. How can I rearrange the order for just the income section? Thanks in advance.

DAY 41 OF THIS ONGOING NIGHTMARE USING QUICKBOOKSI've been a QuickBooks customer for over 15 years and have trusted the platform with thousands of pages of financial records. Unfortunately, my recent experience has been nothing short of a NIGHTMARE.We were forced to migrate from QuickBooks Desktop 2023 after being told it was no longer supported and purchased QuickBooks Enterprise. Since then, it has been one problem after another.Our payroll still doesn't work. Payroll taxes are not being withheld from employee paychecks. We cannot file our quarterly payroll tax returns (NOW BEING PENALIZED.). We've been told the cause is a security hold on our account due to a system "glitch."The solution is supposedly simple: the Security Department needs to verify our business. Yet after now 12 separate support calls, each lasting 1–2 hours, we've made absolutely no progress.Every representative has been courteous and has genuinely tried to help, but the outcome is always the same:"The Security tea

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Hello, I am trying to find a way to convert company file from 2006 to 2021.  After dealing with Intuit’s less-than-helpful chat, they said they could not do it. Does anyone know if it can be done and the cost of it? Please advise. Thank you, Fabio

I don't want anyone to accept online. I want them to contact me directly. I don't want pretty much ANY part of the automated stuff that keeps happening here. It's driving me crazy (I've already had trouble with the stupid system reverting back to offering credit card payments that I don't accept). How can I remove that accept button so no one thinks they have accepted a bid, but I never hear about it? Thank you

Every time I open the Chart of Accounts I have to resize the column widths in order to see details. How do I lock in the column widths I want?

My new accountant has said I need to do this but when I click on the cog in the top right corner, the 'manage users' menu isn't there

My QB sales tax is not turned on because my business was only doing wholesale. Recently I started selling retail as well and use square. I used the square integration app on QB and it integrated the transactions, however the detailed part of a transaction does not show the sales tax amount nor the square transaction fee. How do I fix ? Is it because my sales tax is turned off ? 

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

I've asked to prove I'm a human every time I log in now. Today it was 4 different CAPTCHAs to get through.I'm also asked to prove I'm me every time I log in now, so also a text.Capturing Mileage no longer works on my Android; It has all green checkmarks, it says it's running, but - no miles.  I've uninstalled and reinstalled (finding QBSE again was a challenge!) - I keep seeing Solopreneur, but that's not my account.  What's happening with QBSE?  I've depended on it for 6 years and now it's not doing what I need most (mileage) and it's making other tracking (Expenses) challenging and frustrating.

Hi, I am trying to do our bank reconciliation.  my last one that i had done reconciled properly.  when i go to do this recon, my opening balance does not match my bank statement.  i can see that there was something done since our last reconciliation and know where the problem is but  i am unsure as to how to fix this.  Can you help me please Thank you

So, this is not isolated to one computer. I have used Quickbooks for many years like 20 PLUS or when it first came out. I use the stand alone desktop program as I need it wherever I go on a laptop or a desktop and I am one user. I do not need all the fancy stuff or payroll etc and run a million dollar company by myself and now all of a sudden the "LOGIN TO INTUIT ACCOUNT" POP UP COMES and I click continue and it just spins its wheels and now on a timer when I will be LOCKED OUT OF MY BUSINESS SOFTWARE I LEGALLY PURCHASED AND IS LICENSED which will prevent me from making money and then I will have to take legal action if this happens unless this matter is fixed. I do not want to hear well you are out of support as this is NOT A TECHNICAL ISSUE ON MY END BUT THAT OF THE INTUIT SIDE AND NOT ABLE TO LOGIN WITHIN SOFTWARE and again this is on not just one computer further showing its a program Intuit issue!. Please assist, I have emailed the CEO directly but just want to be able to use my p

The business I work for has two QB Online accounts. The first one has not been used in a couple years, but we continue to pay the monthly minimum QB subscription fee to access the data. The second account is the only one we are using now. We do not need to merge the first account with the second one. We only need to download and save all the data from the first account to archive it. On rare occasions we need to pull some data from the first account. How can we download the data from the first account in a way that we can archive it (and access it if needed), and finally cancel the monthly QB online subscription?

Example - big job (better word) with 3 grants to complete. Each grant has its own class, would it be better to create the job as the class and then have a project for each grantor that points to the class? I want to use time tracking for jobs also.

I would like to know how to best set up Quickbooks to track & manage 8 grants and 11 programs. My plan is to input each program (gardening, outreach, etc) as a Class, and input the grants as specific Customers so I can use the Projects feature. However, how I do I track how much I have in restricted and unrestricted funds? If donors donate to a specific program, that donation would be restricted. Most of our grants are restricted but can be used across multiple programs. Is there a way that I can also properly categorize restricted funds so I know how much is left for each grant, and how much people have donated to each specific program?