QuickBooks Q&A

I want to change from accrual to cash basis but the system won't let me choose cash. Accrual is the only choice available?

I've been with QBO for 2 months and have grown so many gray hairs over this issue.  Can't accept client CC payments through QB invoices and everything also gets declined when I enter the details manually.  Then, for fun, I tried my own card at $3,000, $1,500, $500 and everything was declined also.  The invoice my client was trying to pay was $2,700. I escalated a ticket with QB 4-weeks ago and still have not heard back.  This is after several calls to complain about this which were met with "We reserve the right to decline a credit card transaction with no explanation".  It's clear this company couldn't care less about the little guy.  I've had nothing but issues with handling payments and money through Green Dot. This is supposed to be easy.  How can someone grow their small business if one of the biggest players in the game is not only preventing money through the door but doing nothing to help or fix it. I would hope for some de

I am using QB Desktop, 2023 accountant's edition.   I need to edit the amount charged in customer's time register.  I access the register by selecting Customers, Enter Statement Charges.  I select a customer and go Time/Costs.  I select the time charges for which I wish to bill.  I am then returned to the the customer's register of charges and payments.  I cannot edit the unbilled charges in the register.  I can edit the every other entry in the register.  I cannot edit the total amount charged for each line item.  In the past, I could edit the amount and the rate would automatically adjust.  No longer. What do I need to do to allow me to change the amount charged?   Thank you.

TL;DR: I am trying to run a report grouped by customer and a journal entry that includes lines for multiple customers is showing up under a single customer for the total amount. Please help! Detail:I am using Quickbooks Enterprise and the account I am working in is essentially an accrued asset account on the balance sheet where we park costs for jobs that are in progress. Once jobs are completed, we flush all the costs to the P&L via a journal entry. This is generally done at the end of the month as part of our month end close process, where I create a journal with a line for each job, recognizing the costs. At the end of the process, I should be able to run a report by customer from the BS account showing the balances for the completed jobs as zero. For context, I also use QBO for other companies I work for and we are able to do this no problem. In Quickbooks Desktop, however, the journal will show up grouped with the job that is the first line of the journal and shows the to

Hi, How to create a report in QB Desktop Enterprise Accountant 24.0 that shows only closed sales orders but have not been invoiced. I attempted to create one using: Customers & Receivables ~ Transaction List by Customer Filters used: Paid Status: ClosedPosting Status: Non PostingTransaction Type: Sale Oder This semi works but also shows some open sales orders on the report. I only want to see ones that have been marked closed but not invoiced. Thank you  

i sent an invoice for $300 and it was paid by my client except that my QB checking got suspended so i'm clueless as to where the funds are gonna go.

Hi All, We currently have 3500 customers set up on Automatic invoicing (Recurring Transaction) every month.  The cost of the monthly billing is $100 per month but it is increasing to $110 per month next year.  We have tried to adjust the price of the Item being billed; however, it doesn't update the invoices that are already generated.  The only way we have been able to figure out how to update is manually. Does anyone have an idea on how to batch update all of these recurring transations?  We would even consider third party programs for invoicing, but we are hoping QBO has a feature we may not know about.   Thanks for the help!

A customer accidentally paid an invoice that he didn't mean to pay yet, so I processed the refund through QuickBooks Payments. He paid by credit card and I refunded his credit card. My problem is that the invoice that he paid is still showing as paid, even though I refunded it. Shouldn't it show as unpaid now? I see the refund and it says that it's a refund for the correct invoice number, so I don't understand why the invoice is still showing paid.

I used to work for a company that uses QuickBooks. When the company had me create an account using my company email address, they made me use my own personal cell phone number for the verification. I left that company months ago, but I keep getting Intuit codes texted to my cell phone, and it's making me paranoid that someone is trying to hack into my own personal account that I use for TurboTax each year. My previous boss refuses to remove my cell phone from the business account, and I can't log in to that account since they changed the password after I left. Is there any way for me to remove my cell phone number from the company's account?

Our owner processed a bill payment in QB desktop correctly (as in he chose the correct invoices to pay) but when he entered the actual amount into the bank software to pay the vendor he fat fingered the amount by the tune of $12000. The company then wired back the difference to us, but not until the following month. So now I'm trying to do the bank reconciliation and I have a bill payment in QB that doesn't match the bank in August and a deposit into the bank that we don't have a corresponding entry for in September. Easiest way to fix this so I can reconcile?

Does QuickBooks Desktop Pro Plus 2024 include payroll & accounting bundle?

WHATS THE BEST PREPERATION TO SWITCH TO UPDATED PC.I HAVE A CURRENT BACK UP

Hi All, A few weeks ago, we over deducted too much from an employee's paycheck for health and dental insurance. We now need to pay him back as he is being terminated. How do I do so without messing things ups?! Thanks in advance!

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Hi everyone i am trying to import my inventory to QB Desktop , my products have parent child relationship i first imported all the parents into Item Number, and now i am trying to import the the inventory including all the fields, however i cannot see in the mapping the field for SUBITEM IF   i have a very big inventory (over 130 K Skues) , so it will not let me past it into "Add/Edit Multiple List Entries"so i went to file > utilities > Import > Excel Files > and i choose Advanced Import it let me know map all my fields , but not the SUBITEM IF , if anyone can help here , what am  i doing wrong ?  Thank You 

I just received my reminder for the renewal of my ProAdvisor program: 2023 PAP Premier Software Bundle. Huge price increase! What is included in this bundle, specific to Desktop-version. 

HI. I (Landlord) am trying to find out how to invoice a renter for an unpaid leftover rent from the previous month. Every month I invoice my tenant ($1950) for the rent due on 1st of the month. Then when i receive the payment, I go into "customer", "receive payment" and apply it to the invoice due.Last month, the tenant made a mistake and only paid $1900. I applied the payment to the invoice and applied the underpayment to as "leave this as an underpayment" in the QB options. When I run the statement as of 10/1, the statement shows $50 are still due. That is correct. How can i invoice these $50 and next month rent ($1950) due on the same invoice in order for when i get the payment ($2,000) it will remove the $50 still open on the old invoice and the $1950 for the new invoice. Thanks.

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Hello Community,I have selected Make Expenses Billable in settings.  When I choose the expense I can indeed associate a customer with it.  But when I go to an extant invoice the time/costs at top of invoice is greyed out and in right panel Unbilled time/expenses  has zero amount - unclickable.  My question is how to get those reimbursable expenses included on the invoice and is there a way to associate a markup for them if one so chose?Many thanks. PS Although I'm in the MAC Q&A when I describe what I want to know about such as billing expenses the answers come up for QB Online and nothing for MACs.

Bank of America recently updated to WEB Connect Express. I deactivated my linked accounts and then reactivated the accounts.  When i download transactions my linked QB accounts are not recognized. I’ve tried online support but, haven’t been able to connect with anyone. Has anyone had a similar problem? How did you resolve the issue?. 

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One of my clients contributed to the company by purchasing additional inventory; this inventory had a different cost than the first purchase. I wanted to use the "Adjust qty" feature via the Products and Services list so that I could both add to the specific inventory item purchased and reflect the increase in equity. The entry does not correctly calculate the new cost price when using the "Adjust qty" option via the Products and Services list. I updated the product cost to the latest purchase batch ($6.625), which should have adjusted the specific inventory item from 40 units to 60 units, and the adjustment amount should have totaled $132.50 ($6.625*20 units). For some reason, it only correctly adjusts the units, and the dollar amount for the adjustment is incorrect (it totals $151.46 or $7.573 per unit). How can I use the "Adjust qty" (NOT a purchase order or simple journal entry) to correctly update the inventory item? Please see the relevant screenshots:   

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A customer payment was recorded in savings account instead of checking. How can I move it in QB online so I can reconcile checking account instead