QuickBooks Q&A

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Accidently deposited clients funds in operating account instead of trust account.  I can do a transfer from the oeprating into the trust (the clients trust) but how do I get the entry to reflect on the Client Trust Liability?

I need to add a team member but it's telling me the email address [PII Removed] is already being used. It is not being used by any active team members.

i do not want to use accounting with AI - how can i change view?

I can see both the incoming payment and the outgoing refund. I'm just trying to get it all recorded correctly. I stupidly used that same invoice to bill correctly to the right customer. How can I make this post correctly?

The customer terms aren't working, and some have actually reverted to net 30 from net 60.  I have set the terms for several customers to net 60 in the customer center, but when I create an invoice, they still appear as net 30. They were working - I have some customers that show both net 30 and net 60 in the AR  reports, despite not having changed any settings.  I'd appreciate any feedback.  

When we transferred into online QB from Desktop, I realized interest stopped acquiring on invoices created in our Desktop. How to I add interest to these older invoices? 

change an invoice to a pledge. how to change the word on an 'invoice' to make it a 'pledge' for a nonprofit?

I have the late fees option turned OFF for certain customers; however, QuickBooks Online still applies a late fee to overdue invoices for these customers. Is there some other setting, other than the setting in the Late Fees Tab for these customers< that needs to be set to fully turned OFF for this feature to stop adding late fees?  It is absolutely frustrating to have to go back into invoices to delete late fees for a customer that already has this Feature turned OFF. 

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Hello!How to list all Inventory Adjustments in QuickBooks Desktop? I need to fetch the same list as returns from this web connector request but in the QuickBooks interface. Thank you

Hi there. Can we please remove the exclamation point from the "Your invoice is ready!" message? I do not want to appear to be shouting at my clients each time they receive an invoice from me. It's unprofessional. I cringe every time I send out a Quickbooks invoice knowing that my clients have to see this, and I can't change it.  Many others agree that this needs to be something we can edit. It would be nice if your team could please address why they cannot simply switch to a period instead of an exclamation point. Please advise. I can't seem to get this resolved and it is frustrating.  Thank you.

I am missing bank transactions in Quickbooks 2-15-25 to 7-2-25. How do I transfer this information into Quickbooks?

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I wrote a mortgage to a buyer for a property I own. In other words, I *made* a loan to them. I hold the paper. I have set up the loan (correctly, I hope), but need to know how to invoice monthly and track interest/principal.

Hi, After spending over 2 hours explaining to support a very simple issue, which should only take 5 minutes, and then waiting 16 days for a fix, well, an email that claims the issue is fixed: We’re pleased to confirm that reported issue [No option to update recurring template invoice prices when updating prices in the product and services section]  has now been RESOLVED.If you continue to experience any unexpected behaviour, we recommend the following steps before reaching out:Clear your browser’s cache and cookiesTry accessing QuickBooks using an incognito or private browsing windowIf the issue persists, feel free to contact our support team for further troubleshootingThere will be no further updates regarding this investigation.THE issue is still not FIXED. What is wrong with Intuit? Customer support is incredibly bad. This issue has happened before. Please fix the issue; I'm losing money, and please train your staff in basic tasks. Also, please tell your sta

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When I clicked 'approve,' it marked the next three entries as denied. How do I undo this?

I hate the new formats and unless I can switch back, I'm ending QB

My payroll is showing paper checks. I have and have always had direct deposit. How do I fix this? And fast - I need to pay two people tomorrow and I don't have paper checks.

Why is my mobile app not recognizing me as a long-time user.

I cannot update statements to reconcile checkbook I use M & T Bank

I need to add an employee as an additional contractor, how do i do that?