QuickBooks Q&A

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The past few weeks I have noticed that my browser (latest Firefox 64-bit) on Windows 11 uses 3-4 GB of RAM.  This causes entries in the various areas (accounts from banking for example) to run slow. Is there a fix for this?

My client paid a vendor by check and when the vendor took it to his bank, that bank processed it for $2000 more than what the check was written for.  I have excluded the transaction from the bank feed.  Neither bank caught the error.  This happened in October and now it's November.  My client has contacted their bank and they are going to eventually create an adjustment for the error.  How do I reconcile October to account for the extra $2000 that it was processed for and how do I reconcile the adjustment when reconciling November?

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Data (.qbb files) are on a drive from an older (2009) version of QB. Does anyone have experience importing these into the online version?

Hi. Been trying to send invoices but it comes up with error and we cannot send right now 

How to customize a customer statement?

Has anyone else had Quickbooks just set up a checking annd debit card without consent or authorization? On hold over 2 hours and 5 people and still no answers. This will probably get taken down. 

I was wondering when the customer pays an invoice, does their payment method get saved in the QuickBooks system? For example, I have services that will require a one-time payment with an invoice, and I have other services that I offer that are solely based on monthly payments. I would like to know if I am able to setup a Recurring Sales Receipt with the customer's consent, without requiring the customer to provide their payment information for a second time.

I use QB Desktop Pro 2020 and my computer crashed. Fortunately, I have a recent backup in the form or a *.QBB file. I purchased a new computer and installed QB Desktop Pro 2020 and choose the "Restore Company" option.  It went through the process of restoring my backup file, then at the end it prompted me for the sign in password.  I entered the password I have entered many times, but now it's not being accepted.  Instead, I received a message saying the password is incorrect. I have made sure to enter the password correctly and case sensitive and tried with other backups, but it not accepting the correct password.  Am I able to reset the password in this situation?  Any other suggestions are appreciated.  Thank you. Barry

How do I set up the standard 6.95% retirement under the deduction/contribution type?

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Update

I'm curious if anyone has implemented the Conductor REST API to integrate with QuickBooks Desktop Enterprise.    I am the developer of our in-house CRM and, at the moment, we use a plug-in to integrate the CRM and QuickBooks Desktop Enterprise which is a bit clunky and archaic.    I have our CRM integrated with many third-party applications via RESTful APIs and would LOVE to do the same with Quickbooks Desktop Enterprise. Anyone using Conductor? https://conductor.is/

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Has anyone figured out an easy way to create a report on QBO for a Positive Pay Report for your bank? Or had success with a third-party app? All the discussions I found are several years old. I can't believe QB hasn't created a report by now! The bank needs the check date, number, payee, and amount. The issue with the QBO reports is that I need the "Name to be Printed on Checks" because sometimes a company has a DBA or something like that so I issue the check to a different name. The other issue is that the amount needs to be a positive number and QBO reports always show check amounts as a negative/debit amount.

I have just started setting up and connected by bank account. It is showing my business payments/expenses as incoming payments and my business/client invoice payments received as a negative or outgoing. Any idea how I change that to swap it over? This is for a Merrill Lynch CMA account. Interestingly, I also have Bank of America accounts that upload the transactions to the correct credit/debit columns just fine.

We receive payments on behalf of our client. If the person sending us the check does not include any money for us, we deposit the check and write a new check to send to our clients.

My client has multiple pay types due to typos and errors in creating them. How do I permanently remove a pay type? I don't want anyone responsible for inputting new employees to get confused and check the wrong box. To clarify: I am NOT interested in a solution of just "unchecking the box for the specific employee." I want to know how to delete a pay type PERMANENTLY so that it is not even an option when adding a new employee.

We use Quickbooks Enterprise and would like our sales team to be able to use it for budgeting and forecasting. It seems like "full" access must be given to those users however we do not want those users to have access to payroll. We have tried simply adding other permissions to those users but we keep running into a wall that won't grant them access. Is what I want to do possible?

When I try converting a sales order into an invoice, I get the feedback : This invoice number was already used. Try a different one to continue. 

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Hello QuickBooks Support Team,I would like to get clarification about the automatic tax calculation that happens based on the address field. Specifically, I want to know which third-party API or service QuickBooks uses for calculating taxes.When I sync invoices from my application to QuickBooks, the tax calculation based on the address differs from the calculation on my end. Because of this, the totals between my system and QuickBooks invoices do not match by a few dollars.Could you please help me understand how QuickBooks performs address-based tax calculation so I can ensure both systems stay aligned?Thank you.