QuickBooks Q&A

example: My water account number is 1234 - how do I get it to appear on a paper check sent through QB bill payments?

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I received a check in June that was returned as NSF.  I double-clicked the payment and recorded it as a bounced check.  For unknown reasons, the new invoice created never showed up in the balance of that job.  I received the check for the following month and applied it to the July invoice.  I just noticed that the June invoice generated by the NSF seems to have been ignored by QB. Why don’t I have an outstanding balance for June?

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I have a vendor with billing that has the same category listed as 2 separate items. I want to add the 2 numbers together in the same box, but QB Online doesn't seem to know how to do that. I have tried putting = before the equation, like it were Excel, but that didn't work either.

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I am billing a given customer monthly and that all is fine.  I want to provide another customer a quote but want to spin up the quote from a previous invoice so I don't have to type it all in again.  Is that possible? I'm using quickbooks desktop enterprise.

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On desktop, the ledgers would print at about a 10pt and all the columns would fit (or could be forced to fit) on one page without splitting lines. I don't see where I have any control over the size of the ledger-sheet, width-wise or font size.

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I need to unreconcile Dec 2024 for my bank account to fix something so it will reconcile correctly

Hi, I'm using QB Enterprise. I need help granting an employee access to view ONLY paychecks and liability checks/payments (payroll taxes) in the check register from our operating account. How can I do that? I don't want them to see deposits or vendor payments etc. 

Hi, I sent [PII name removed] a 10-99 a year ago and now the link is expired. How do I reissue?

Insurance is not subsidized, but the payments are withheld from employees paychecks and posted to Insurance payable and then the company pays the insurance co. I seem to be forced to use a default to an expense account, but these are not company expenses.

Quickbooks will not allow check payments without this.

i scheduled an appointment that i need to change

Does anyone have any suggestions for clients who have Union employees for payroll? The payroll processing seems to need time tracking software, job specific time reporting (which I can use TSheets for) but the QBO Payroll option doesnt have the proper union specific earnings and deductions. Other Union Payroll systems come with all of this information included in it vs having me setting it all up. I just got my client converted to QBO and do not want to lose them as a client because of payroll. If there is an external app that can integrate with QBO that would be perfect. The external app just has to be Union compliant with all its reports etc. Client prefers not being responsible for the payroll entries/processing outside of verifying the employee times etc.

I just started a new profile and cannot upload company details literally anywhere. all tabs that are stated to exist do not.

I don't want to add late fees but a late finance charge. how do I do that?

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We transitioned our small business from QuickBooks desktop to QuickBooks online in January. January! QuickBooks transition did not go well and it still is not completely functional. We have talked to them numerous times. They escalate and tell us somebody will get back with a resolution within three weeks. It hasn’t happened yet. It’s been nine months! We can’t balance a checkbook, we can’t get financial reports, our employees withholding taxes are messed up. This is a nightmare that we need assistance with. I appreciate all suggestions.  

For some users of my company file the memorized transactions look normal, there is a group name and then the transactions are listed, left screenshot in the picture.  For others the group name is also on the line with the transactions, right screenshot.  I can't find any preference or setting that would do this or undo this. 

I'm setting up payment reminders in QBD so that both a statement and the past due invoices are sent.  Where is the email template for this.  I know were the templates are for sending just statements OR invoices but I'm sending both