QuickBooks Q&A

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Can I set up payment reminders for customer statements only? I do not want QB to automatically send invoices.

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I hate this new layout how can I go back to the old one

I want my previous classic interface

Hi, After updating my iPad QB app, I noticed that I am unable to select classes while categorizing transactions now.  I still have class tracking enabled in my settings. Any help is appreciated  

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Please excuse my total ignorance, but I'm trying to figure some things out for the company that I work for and none of us are super computer savvy and I don't know accounting stuff very well - but: Our company has a small retail store and showroom and we are now using Shopify Retail POS there. We also have a big Service Department and we've never had a good service program to streamline things and have access to helpful tool and features, etc. We are running Shopify POS into QB Desktop 2024 and I'm trying to figure out how to best manage the inventory. We are looking in intergrate a service program such as Bluefolder or House Call Pro or something similar and the tracking of inventory makes my head spin a bit. To me personally it seems like we could use QB Desktop as the "Parent" software and input and pull inventory out of there. I was told that QB Desktop 2024 doesn't do inventory, but I'm reading otherwise online.  Shouldn't we be able to

I am applying for the LOC and Quickbooks states the bank account is personal. Am I missing a setting?

How do I get the classic view back?

HI if I need to write off an inventory item due to a loss or damage etc what is the correct way so that it shows im out the cost of the item as well as the quantity?  It seems if the adjustment on hand using the Cost of goods sold account I dont see any change in my P&L or loss?   Please help...

I have already been paying this contractor direct deposit for 2+ months. They receive an email that the deposit is happening but there's no option for them to view their paystub. I also don't have the option to re-invite them to join the QB workforce

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Hello,This is not the first time I have had trouble matching.  Sometimes when I go to match it only allows me to choose a bill and not expense for some reason.  Then before I think a few I changed to bills and a few I just deleted everything and created the expense upon posting.  This time here is the scenario:   I wrote a check manually on Sept 26 and got a handwritten receipt for which I promptly uploaded to Receipts and created an expense.  When it posted Sept 30, I tried desperately to match this transaction to the expense to no avail!  I double checked the amount and the date and the account I wrote the check from.  nothing.  Then I decided to try creating a bill.  nope.  Then I tried to "mark as paid" the bill.  Nope.  Then I tried to move the bill date to Sept 30, nope.   What is going on and how can I get this to match?

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Hi,  Can I invite an accountant for free (I know it will cost me nothing)?  What I mean, if it my accountant need to pay something when she accepted my invitation.  Thanks

Can any amounts and frequencies be paid (via Melio) from QB using a checking account, or are there any limitations such as a maximum bill amount or a maximum number of bills per month? For instance, could I make a $1M bill payment through QB if I needed to? Could I make 1,000 such payments every month?

An employee says he is locked out and can not view his paystub how do i fix that?

I just installed a new Samsung computer monitor.  Now my background is black for the desktop and for QuickBooks and the fonts are white.  Previously the backgrounds were white with black font.  I don't care about the black background but when I open any list, register, check splits, deposits, etc, every other line is now white and I cannot see anything on the white lines until I click on that line.  This is a big problem. I have Windows 10 and Accountant Desktop Plus 2024 and several earlier QB's versions.   All my QB versions have the same problem.  My Word also has black background now and white font which I don't care about.   I hope I do not have to return my monitor but I have spent several hours going through all settings I can find on the monitor and in my computer.  I also cannot find anywhere to change the settings within QB's.   Any suggestions would be much appreciated. Thank you, Mary

How do you get the sales tax for WA state to show up on the client's invoice?

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