QuickBooks Q&A

Is anybody else having trouble selecting customers or vendors?

I used several converters to change my pdf to csv.  nothing is working for me to import it into quickbook desktop. I only need january to march, because the beginning balance is starting at April not january.  So my beginning balance is wrong?  I feel if this is uploaded it will correct some of the problem.  I have my account link to quickbooks, but I am not understanding why it did not pick those months.

I used to be able to review all overdue invoices in dashboard and send the email reminder from QBO. When i click on review invoices it shows a blank page.

I have talked to Intuit 4 times and Apple 2 times trying to resolve an issue with making a qbb backup file for my accountant. The qbb file will not open in my accountants QB software. We both have the latest versions of QB I am runni

I am trying to get QuickBooks Desktop Enterprise 24 to fill in the email to field when emailing out paystubs.  It used to autofill this field until a recent update, but now after the update it is broken.  I have attached a screenshot as an example.  The to field email box used to contain the employee email automatically but now is blank.  Each employee profile does contain the correct work email in the main email box, so I assumed it would fill in that information automatically from their employee profile, and it used to until the update.  Any advice is much appreciated.  Thank you very much  

Using a Sales Receipt template, I can change most labels to "Donation" or "Donation Receipt" but I can't get ride of the "BILL TO" label. "Bill To" is inappropriate for a donor. The Email also has a section "Sales Receipt Summary" with the "Sale #" and "Sale date" that cannot be removed. I tried to customize an Estimate template, and this got rid of the "BILL TO" and I can live with the "Accepted By" (though it is irrelevant) but the Email has the "Estimate Summary" section that cannot be altered, and that would be confusing to a donor. I tried the Invoice template, and I can replace "Invoice" with "Donation" but it still has the "Bill To" label, plus it has a "Balance Due" line and the Email is all wrong, with its "Review and pay" button, Terms, and Bill to. My question to the community is about whether a nonprofit organization can customize a sales receipt to truly look like a DONATION receipt. What do nonprofit organizations do?

Hello,A bill paid in august was voided in the month of September in bank. How to adjust this in Quickbooks desktop version? If i void that transaction, then the bank balance will not match for september. Please help with a solution. 

Our company has migrated from QuickBooks Desktop to Online and we have been experiencing issues with our check prints.Our most recent payout was 700 checks and about 50 of them were duplicated. Those 50 duplicate checks even have an assigned check number. We have searched everywhere in Quickbooks Online for history of any of these duplicates, and it shows as if they never existed. We checked reports and audit logs. Everything matches correctly with the amounts. We have verified the amounts with the bank statement as well. Even the original data input of the transactions.We do have a lot of moving parts into this set up, so not sure if it's us or a software issue.We have the payment amount with addresses and memo notes in a csv that get imported into our add-on (SaasAnt - Mapping Software) that is in QuickBooks Online. They are all set "to be printed".When the accountant is ready, they pull all the ready to be printed payments and assign the number for the checks. Then they are printed

I efiled my 941 tax deposit but it was set to be withdrawn on a holiday (I'm guessing) and it was rejected. I've just now noticed it when it wasn't on my bank statement. Is there a way I can re-file this through Quickbooks payroll?

We are using Quickbooks POS. We are trying to make use of the Credit Card Sale button which was never set up. When I click on the button, it asks me to Log In. The individual who originally set  this up is no longer available and we do not have the Username and Password available. Is there a workaround so we can set up the system to record Credit Card Sales?

We are using QuickBooks Desktop Premier Plus. When I choose Utilities/Import/From Excel I don't get an option to upload Sales orders. Can someone let me know how to import the sales orders into QuickBooks Desktop Premier PlusThanks 

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I need to edit a Credit card payment before it batches, how do I do that?

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One of our employees has a negative balance on Quickbooks Time and it doesn't match Quickbooks Online Payroll. When we pay them vacation days, the balance continues to grow negative.

I am trying to create a new expense category, and I tried searching for the answer in help. It came up with an answer on how to do it, but the instructions suck in my opinion, as the steps are telling me to click on things I don't see. The very first one for instance: Click on the More (down arrow), then MANAGE CATEGORIES...I don't see that ANYWHERE. Need help please.

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I want to add custom field to the product and service category.

I have turned off all pop-up blockers. The pop-up/display hangs after attempting to confirm the bank account associated w/ Amazon. I have also disconnected and attempted to reconnect. The same error persists. Thanks!

I have been using Recurring Transactions for many years. After I entered a transaction, I could create a recurring transaction from it. I save an enormous amount of valuable time with recurring transactions. And every time I created, edited and saved a new transaction from the recurring transaction template, QuickBooks Online (QBO) asked me if I want to update the template to reflect my changes. It was tedious to be asked constantly, but now that I can’t use it, boy, do I miss it. I recently migrated a new bookkeeping client from QuickBooks Desktop to QBO. Without being asked, I was forced to be in “the new experience” for customer invoicing. I could go on for hours with how bad this experience is, but the grievous sin is that I can no longer create recurring transactions or update recurring transactions. These Support pages say I can create a recurring invoice from an existing invoice by opening the existing invoice, clicking on Automation on the right, and clicking on

Hi- I'd like to run a report that shows all expenses from May 2023 to July 2023. I need it to include a Tags column (whether a tag was used or not) so I can make sure all expenses were properly tagged and that I did not miss any. Which report can show that information?

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