QuickBooks Q&A

I asked this question and it was answered. I can not find it. So unfortunately I'm asking again. What is the endpoint for making an emailable payment link? From memory: I create the invoice in QBO (from an API call), I get the ID back from the call, I use that ID, in the endpoint I'm asking about, and create an emailable link from a 3rd party software.  From that link, my customer can pay that specific invoice, just as if I had emailed them from my QBO instance. 

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We need to create a change order for a customer in order to receive a purchase order for the additional work added. Has anyone done this in Quickbooks Online?

Some of my fixed assets should post to the depreciation expense account, but grant funded assets should post to deferred revenue. All depreciation expense is going to the P&L. How do I update some of my assets to deferred revenue?

Hello, I refunded a customer for an item on their insurance claim that we were paid for from the insurance company that they were going to do at a later date.  So, I googled how to do that, now it is showing that there is a balance due for the same amount.  So, what I did was record customer refund in refund receipt.  Then I wrote a check to refund the customer.  So, it shows a refund credit for that amount and a check debit amount for the same amount.  So, I am not understanding why there is a balance due of that amount now.  I don't do this often at all but looks like I am going to have to do it again shortly, so I want to fix that one I mentioned above and do it correctly the next time around.  TIA

So say I create a Bill in the end of October and then pay it in November. In Accrual accounting, would I still need to do a Journal Entry in order to show the expense as part of October? Or is that unnecessary? I've been told by one person that I absolutely must do a JE and then someone else said that as long as the Bill is in the right month, I don't need one.  

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Hello! I began running payroll on July 1. Somehow I managed to run a Payroll Aggregated Report for July and August. In it an .XLS file with five tabs: one for each of the common payroll reports:Deductions and ContributionsPayroll DetailsPayroll SummaryTax PaymentsTotal Cost I did NOT combine separate reports into one report. QBO did this (hence the .XLS format). I realized I didn't have report for September and October, so I would like to create them. But I have no idea where to find this report, or even if it exists anymore. And I can't find a reference to it in help or community. Can someone please help?Thank you!

Intuit needs a really good competitor, as they have stopped catering to their customers and do what is most cost effective for them.  If I had a good alternative, I would change today. I've used the same invoice for years, and put a lot of time into customizing it the way I needed to, and now it's gone.  The instructions for re-creating are ridiculous.  I need to spend my time running my accounting practice and not having to re-do everything they screw up. For YEARS I have recommended QB (BUT NOT QBO) to my clients.  I regret it now. 

I need more details for my categories. I would like a Program Expense: Client Activities for example. Not possible, or so obtuse to find them.

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We are on QBD and process payroll through it. We are having issues with the guys getting their paystubs from Workforce regarding the hours. We have spiffs and commissions. The only way the spiffs will pay is if we put a 1 in the quantity. However, on their paystub through Workforce it shows it in their hours as an extra hour. Then we have to prove to them they didn't have additional hours, but spiffs. Also, on our side it shows "Other Items" and that is where we put deductions or reimbursements. For the employees this area shows as "Deductions" and it confuses them when it's a reimbursement. What is our work around for these issues? 

We at Jet Admin (No-code web app buider) are interested in creating integration with Quickbooks so that user will be able to build apps & automations on top of Quickbooks data and actions. Is there possibilty for some test account? Haven't found other ways to contact about such question.

I am unable to get the Amazon integration working with Quickbooks Self-Employed so that it automatically pulls in my Amazon purchases. I'm following this tutorial and entering in my info via Labs, but after saying "Connecting to Amazon..." for a while, it eventually times out and says "Unable to connect to Amazon. Please check your credentials and try again." I've also tried different browsers, clearing my cache, etc. as recommended here, but no luck either. Are there any other tricks needed to log in to Amazon and integrate with QB Self-Employed? Thanks for your help!

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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 

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?