QuickBooks Q&A

change the currency from US dollar to Philippine Peso

How do I edit a recurring transaction to my customer?

We desperately need to be able to search our customer notes sections as that is where we enter their technical account details. We have over 900 customers, so clicking into each one when needing to find something (for example, their equipment serial number) is not efficient. When we use the search bar at the top of the customer list, it appears to not be searching the notes sections. Is there any way to do this in QuickBooks?  (Maybe there is a glitch in QB?-- When I copy an existing customer's notes into a new note in a "test customer" account it will sometimes pull up with a search. I'll type in the text and it will pull up the test customer but not the real customer. ...)

entering payroll from desk top to online because I am off will not let me save

I try to import my pdf for my bank account because my beginning balance is wrong.  My bank statement starts in April not January.  When I do the bank fee everything works and it brings in my amount from statement. All I want to correct my beginning balance and showing any transactions that was not loaded from Jan-March. Is there an easy way of doing this or not?

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Has anyone found a biometric time system that integrates well with Quickbooks Enterprise? Must be able to differentiate multiple time zones and FEIN numbers. Thanks

How do I revise an existing estimate number?

 If a customer overpays their account and we don't put the full payment amount in we can not reconcile the bank deposit. If we put the full payment in we can only give the customer a credit and not a credit memo. but it is non-posting and difficult to work with.

It can only be found by using the filter and type something that might be on the invoice description. Then open each invoice and read the description several times until you find the correct invoice

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Quickbooks recently added a few days to the time it processes contractor payments. With holidays, this often means my contractors are waiting 7-9 business days before seeing their money. I already requested faster payments and was denied for some reason but I want to find a faster way to pay contractors so they are not waiting for their money so long. I'm guessing I need to use a third party, looking for recommendations/answers. Thank you.

I am trying to set up the Warehouse Management System for my Company. On the mobile app set up on my Bar Code Scanner, I do not see the option to record the transfer/move of Inventory using the Barcode Scanner. Is this possible? Thank you,

How to mark invoices paid

Several years ago, an accountant booked an adjustment to an inventory item that was incorrect. As a result, QBO did not have the proper value in aggregate. As a result, QBO used an incorrect amount $8500 for the COGS on a recent invoice instead of the correct amount of $1740. This is only appearing now as all sales between when this adjustment was made and now were using "older" inventory properly costed at $1740 per unit. (pulled out on a FIFO basis.) This one time "adjustment" is now what QBO thinks was a purchase/addition to inventory, thinks it is the next FIFO cost to pull and is using that as a unit cost for this one sale. I need to correct this specific item...not just COGS through a JE. Quanity is fine. It's just the cost.

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When I use a recurring transaction for a journal entry, then press save and close, QBO creates another entry - and I cannot x out of it.

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Hi,I'm trying to help my son with his new business and QBO.  He has a business checking and credit card, but has also used his personal card for business expenses often.  So, I'll need to import that card also.  My question is what to do with all the personal charges.  How do I categorize them, and is there a way for them to not be on his reports.  I've used QBO for years for my own business, but never mixed the two.Thanks for your help!Kim 

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This is for Quickbooks online. The reconciliations for 1/31 - 5/31 are listed in the "history by account" section and have no discrepancies.

You can't add the charts in the Performance Center to the Management Reports or Custom Reports to give to the clients. 😞 You can only send them seperately. Even though, when you open up management reports, it says reports and charts, but no charts are listed. This needs to be fixed because I like to add charts with my reports. Thanks 😞

cannot submit payroll online

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