QuickBooks Q&A

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I want to clarify something about the client-facing email that goes out with invoices. What I’d like to verify is not the invoice itself, but the way the accompanying email appears when the client receives it. In the attached example, you’ll see that in my outbox draft it shows “Cust Name” where I would expect to see the client’s actual name. Can you confirm whether the client is also seeing “Cust Name” on their end, or if that’s just a placeholder in my view? If the client is indeed receiving “Cust Name,” how do I update the settings so that their actual name populates correctly in the email?

should an invoice contain information about late fees?

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On invoices the payments area attached and show as payment recieved

This has been requested and discussed since 2020. This should be a security feature managed by the primary admin.

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Comment puis-je faire et surtout pourquoi elle ne m'offre pas la facture à payer dans les choix ?

It gives me a string error in red

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Fridays are when payroll and taxes are generated and today neither was pulled. Why is that

When I pick send payment link it is not deducting the payment from invoice. It says auto generates sales recepit but doesnt reduce invoice balance?

QB is asking me to download a file that the business is in good standings, however it does not let me upload the file. can I emial it? If so where?

Hello,I have Quickbooks 2014 Pro.  I need to upgrade the laptop I am working with because it's getting too old.  What should I look for when purchasing a new laptop so that I will be able to run my current program?I have no intention to switching to quickbooks online.Thanks for the help!Alyssa

Is PCI Compliance included with the fee I pay to QB?

How do I delete a pending build that was entered by mistake?

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Can someone please answer me this question for Washington State and Quickbooks Online. 1) What is the best procedure for entering a cash advance for an employee when they are given a check outside of normal payroll and it is not realized until after clearing the bank (and or after the month is reconciled). QuickBooks told me one method but when the monies are deducted each payroll it was not showing that the debt was being reduced. 2) When are the 941 federal taxes supposed to come out for the advance and how is that entered? Thank you.

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Do less with QuickBooks , speak to a robot, sign up it’s great , no customer service phone number , will take your money quicker than linford Christie, let you stare at the screen for several hrs , then take more money out your account, feeling very frustrated 

Can I use quickbooks online payroll with another accounting app such as Xero?

Our Custom Style template is selected to include a balance forward so that any outstanding balance is displayed on the current invoice. As of today each of the customers that have a balance forward, display as if there is no previous balance owed. Incredibly frustrating!! We invoiced at the end of January and this worked as intended but it is no longer working. Why?

I can only find my Quickbooks desktop but cannot find the Quickbooks online

My payroll shows that it is scheduled for 8/29/25 but it is not in the bank and it is not posted to our bank account