QuickBooks Q&A

Hi guys,I am planning to get an accounting software developed which will also have integrations with QB and SAP. I was recently reading a guide on how to get the accounting software developed and read a mention that accounting software help save 40% time, reduce 90% fraud risk, and save $16/invoice. Wanted to see if you guys have seen any such outcomes? Even if you don't have specific numbers, it would be helpful to know if you saw any perceived improvements in line with what the stats suggest?

My Icon Bar automatically keeps changing to left icon bar.I prefer to have the top icon bar.Ever since I updated my Quickbooks Premier Plus to 2024, the icon bar keeps reverting to left icon bar.I keep changing it to top icon bar.I'm the only one that is regularly using Quickbooks on this computer, so I know it is not someone else reverting it to left icon bar.It happens when Quickbooks is either minimized or while the computer is in sleep mode.Is anyone else having this issue?

Subject: Payment on Hold – Assistance Needed Hello Intuit Support Team, I processed a payment of $1,900 on Tuesday, December 10th for my client [PII removed.] (Invoice #1005). This is my first QuickBooks payout, and I understand it may be under verification. I have followed Intuit’s guidance and linked all accounts correctly. I also processed a payment for [PII removed.] on Friday, December 12th for $4,200, which cleared on Monday, and I have a follow-up payment of $5,400 pending. These transactions show my account and processes are correct. However, Carolyn’s payment is still on hold, delaying my work and affecting my business reputation. Please advise what I need to do to release this payment quickly. I am ready to provide any additional information required. Thank you for your support. Best regards, Angela Consultant DBA Email: [PII removed.]

HelloWe are looking to switch from Enterprise desktop to QBO. We do in house payroll and if I am seeing things correctly there is a fee attached for each employee monthly, is this correct? And if so this is not to pay Intuit to process our payroll or anything like that, just simply a cost to access the service? I cant think at the moment what we pay for our Desktop version but the costs are massively different.

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I want to retrieve pending invoices by status from the QBO, but status field on invoices is not filterable via Intuit API. How can I achieve this?

Hello - We are using a third party administrator, Mutual of Omaha, for our Minnesota Paid Leave plan. I'm looking for assistance with how to set this up in QB Desktop payroll. Once QB updates the Tax Table for Minnesota do I need to remove it from employees? And then add in two deduction codes for Mutual of Omaha - one with the employer contribution and one with the employee? Is that deduction code taxable or non-taxable?Is there anyone else using a third party that has figured out the setup for January?

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Why is it possible to manage change orders in the desktop software but not QBO? Seems crazy you have to create workarounds to achieve something that already exists! 🤔 🤔

I received an email saying they are working on it almost 3 months ago but haven't heard anything since.

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I have a users that's still using QB 2012 and wants to upgrade to the newest release which I know sometimes if it's too old we would need to do an interim upgrade. Can we go directly form 2012 to 20201? If not, what would the upgrade path be?

We have recently switched form QB Enterprise to QBO Advanced. In Enterprise there is a report called Inventory Stock Status that had a column for Qty on Hand and a column for On Sales Order resulting in a third column Quantity Available. Does such a report exist in QBO? I have not been able to find a report that takes into account units that are on a Sales Order. Do I need to customize an existing report ?

QB stated there was a payroll update, i clicked on button, came back with usage data error, please call payroll support

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. 

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

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