QuickBooks Q&A

For a construction business, how do I handle bank draws against the client's construction loan? Do I simply invoice the client and submit invoice to the bank and not even worry about the loan being recorded in qb? Or do I setup the loan as a credit card (as others have suggested) and just charge items to that account? Your advice is appreciated.

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Hi, I have a customer for whom I developed a web app to manage their business. It connects to their QuickBooks Desktop using Web connector. I wrote the code to get/set the relevant data from the web app in order to create invoices, manage payments etc. using QBXML. They are now being pushed to switch to QuickBooks online, and I am having trouble figuring out what I need to do to enable that. Most of the searches I have done are met with a response of "Look for an app that does the same", but that doesn't exist in this case, as I wrote the code specifically for that one customer. As a developer, what options do I have for integrating their web app with QuickBooks online, such that they can continue to do their billing runs in the web app, and it will push the data to QuickBooks to create the invoices etc.? Thanks!

the truncations being deleted are random some are expenses some are credit card credits and some are invoices

My other Chase accounts continue to appear in QB. I have already tried QB in a different browser- same result.

Can’t seem to find the ability to mark an invoice as paid

Hi - On the customer page, can you include a report link for Open Invoices for that customer?   The Open Invoices report has very useful information for the customer including invoice #, PO#, aging, amount, etc.  I think this would be an extremely helpful link to have on the customer page.  PO# is a key piece of information in this report both for the customer and the seller.  Currently, the Open Balance report does not automatically include PO#.  So, that’s why I think having the Open Invoice report (which automatically shows PO#) as an option on the customer page would be very helpful! (Currently, when you look up a customer in QuickBooks and go the customer page, you’ll see report links on the right.  It’d be extremely helpful to have the  Open Invoices report link included.) If it matters, we use QuickBooks Desktop.  Thank you in advance for your feedback! 

Each time we are told it should be available in 24-48 hours as it’s under review but no help. How can we get this solved?

Change my subscription fee payment options

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Hey everyone 👋I’ve been seeing a lot of frustration around QuickBooks lately — from constant updates to daily workflow slowdowns — and I’m doing some research to understand what users actually want from it.If you could wave a magic wand and fix or add one thing in QuickBooks, what would it be?And are there any external tools you wish existed that could connect to QuickBooks to make your life easier?I’m collecting honest feedback from everyday users and accountants — the more blunt, the better. 🙏

For security reasons, we want a particular user to have access to all data but not have any ability to make changes or record data.

when i click on it has error like its not there but it is still deducted from my balance

I am also a victim and I have suffered losses. I was taken away from thousands of dollars for no reason before, and this time it is more than ten thousand dollars. The cost of the goods is about 7,000. Moreover, this dispute is all with this bank.. I have handled hundreds of transactions before and there have been no such problems. If there is a problem, why were there no problems with the more than one hundred transactions before? Why did all the cards of this bank get disputed at this time? I am just a normal merchant. I will not do things that I should not do. I have used this account for three years and there has never been such a problem before. The transaction records are all good. I don’t know why 1️⃣Why did you restrict my payment function for any reason? I didn’t do anything

Is there ANY WAY to get nontaxable reimbursements to show somewhere OTHER THAN gross pay?? The payroll reports for QBO are TERRIBLE as it is.  I just don't understand why they cannot make payroll reports look like the ones in Desktop!  So, what do I do? Just keep exporting to Excel and nuking the reimbursement line out? I'm getting tired of that.  Thanks!

I just posted a longer more detailed message requesting help and it was deleted. This is just adding to the frustration, what did I do wrong? Short version - new QBO Plus user. I am trying to get setup and have done a couple of purges. First time it broke chase connection, so decided to just forget that and manually import credit card. I am an Amazon and ebay seller and used the QB apps to connect those channels. After doing a purge, it does not delete those transactions. How do I actually get a clean slate, considering that is what the purge feature is for?

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Hello Community,I've had this happen before and now again the credits are not being applied.. QBDT for Mac V23.1.9 R10.2I've verified and rebuilt the file twice but the credits are still not being applied. See attached: This is customer:  The credits will cover Vestal and Big Flats outstanding invoices.Here is payment window showing credits to be applied:After selected Apply Credits the Unapplied Amount is filled in:I apply the credit amount to the appropriate invoices and hit Save.Credits are not applied and I still have these opening balances and the existing credit.  How can this be resolved?Thank you.

Hi,I just sold a car. This was a cash transaction as the car had no liens, loans, etc. Title was clear. How would I enter the check? I'm assuming the Payee would be "deposit" but I don't know what to put in the account field in case I have to pay tax or fees on the amount. I did not make a profit as the car was almost 5 years old and I sold it for less than I bought it. Thx.

I'm using Solopreneur version of QB and I did connect my checking account to QB; supposedly QB transfers the information from my bank to the program and on expense that I made, Qb registered as a deposit; how do I fix it?

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When I go to: Account and settings / Advanced / Other preferences / Warn me if I enter a quantity or rate outside my usual range, and turn this setting off, it's only off for the current session. The next time I login, it's on again. Can I turn this off forever? 

Client made a payment But is not on my QuickBooks account

I have a time entry for an employee that is posted to the project & it shows up under the project. It also shows up when I pull a time report. However, if I go to the TIME tab - TIME ENTRIES - and bring up this employee's time for last week, the total time is short this time entry. I tried having it added again, and now its showing up as a duplicate in the project & reports - but still not showing up in the the TIME tab. Is there a known issue with QB time right now that would cause this to happen?Thanks!

I tried duplicating different invoices to different clients, but this issue occurs with all invoices.