QuickBooks Q&amp;A

DOA12

Report showing Invoice Number, Sales Order Number and Purchase Order Number

Need a report to show the invoice number, sales order number and purchase order number all on one report. For Example:   Date   Customer   Invoice#    Sales order#   Purchase Order #  

261

Metier

Bank Transactions page: Feedback drop-down box cuts off at bottom of screen, making it impossible to send!

I tried to use the Give Feedback box on the Bank Transactions page. The box drops down, but too low on the screen, so the "Send" button is hidden, and I can't actually give feedback. The scroll doesn't help - the Feedback box stays in the same place. Is there a keyboard shortcut to send? I don't know if there's some trick to getting it to appear in full, but that's really beside the point. It should not be so difficult to give feedback!

211

We regularly record JEs to add to AP for an amount is already recorded as an expense in the system, because we're holding back the payment for some reason and need to reflect this on our balance sheet to offset the P&L. When the payment does get released, we have been putting in a reversing journal entry. This works well and manages all balances correctly.  However, all of these JEs are creating Bills in the system so our Bill Pay list is huge, even though we've already made those payments. Instead of reversing journal entry, is there a way we can use Pay Bills instead?

131

Mlindquist

matching payroll bank feed payments to journal entry

No text available

341

Vokster

Small balance in foreign currency A/P account on balance sheet will not go away

I'm using Quickbooks Desktop Premier 2012.  When I run the balance sheet for my company, it shows a negative $0.90 balance in one of my foreign A/P accounts. This is only when I run the sheet in cash basis.  When I run it in accrual, every thing is fine.  I believe the -$0.90 is from a combination of small rounding differences between the foreign amount and the home currency, like a penny here and there.  Under account transactions, when the account is zeroed out under the foreign balance, the home currency balance shows a small difference.  I think this is caused by paying multiple invoices from the same vendor, with one large check. QB just rounds up the value after it applies the exchange rate.  I've tried everything but I can't get this to go away.  I've tried manual journal entries, but it doesn't work.  Multi currency is enabled.  

161

retromushroomllc

Can I delete all of my transactions and start over or do I need to open a whole new QuickBooks account?

No text available

141

fpcchurchadmin

Split transactions not deducting from fund balance but do from the expense account

I am having a recurring issue where expenses recorded on a split check are not reflected in their corresponding fund. The transaction appears logged correctly in its corresponding expense account, but it is not deducting the amount from fund balance in the Financial Position report. I have cross-referenced other checks that are deducting properly and have not found a discrepancy in the way I am entering the information. Might this have something to do with classes, or the order in which I list categories? This is not a problem when I write checks that pull from one account. Please let me know if more detail is needed.

231

We can't get our ACH payments into our bank account, QuickBooks is holding them, and we can't process checks due to Quickbooks. We've called several times, did finally talk to someone today but they don't really know how to fix it. QB has the WORST customer service ever - how do people get them to actually fix something?

191

sandra95New Member

how do I turn off intuit assist

The AI in QBO is slowing me down and is completely useless. Is there a way to turn it off

281

What is the limit of accepting payments through credit cards?

nbifinance

Payments

What are merchant services on quickbooks?

1985

mkluesner

How do I add the customer email address to the fields that display on the proposal screen?

Screenshot included. I cannot figure out how to get email address instead of fax number. Email address would be way more useful Thanks,Mariah

Kristie6040

Is there a way to restore a deleted account

No text available

411

where are the payroll reports = form 941

dbruen-elbcostse

Taxes

No text available

301

Did anyone else have issues with bank connection after the recent Quickbooks payroll issues?

Michelle-Hindman

Banking

After the payroll issues that quickbooks had, part of our payroll or the tax payments would not sync. It was differenct each week. Did anyone else have these issues?

201

ROS RV

Inventory and Inventory Asset is created in QuickBooks online. Why both?

Hi there. I just started a new business and signed up for QuickBooks Online. I am new to QB and accounting. I am looking for an accountant to help me figure things out but haven't found one yet. In the meantime, this question doesn't let me sleep: Why there are two different accounts in QB, Inventory and Inventory Asset? I asked two different people from QB and this is what they basically saying (I copy/pasted their reply): "So they are items that the company sells for profit. Inventory can be anything that isn’t being sold."  But this answer doesn't explain anything to me. Is there anybody here who knows why there are two inventory accounts and which I should use? We have parts that we sell in the store and parts that we use in service.

1412

sierrairvine

payroll reporting

Does anyone know how to customize a report that will show payroll costs filtered by customer, labor service, month, and wage rate? Running a labor costing spreadsheet and need labor costs by service monthly, filtered by customer showing different categories of ay for prevailing wage and OT rates. HELP!

501

how can i import multiple new contractors

Michelle-Morello

Employees and payroll

Looking to add multiple payees as contractors. I have them in excel but need to import them all together

461

casscountysanita

With the new updates I can not find the screen where I can sort invoices by "print later". Can someone teel me how to navigate to this screen?

No text available

If we upgrade to QuickBooks Plus will that give us the ability to set up projects and measure profitability and set up automatic markups on estimates?

Celeste-Crews

Account management

No text available

161

joedube

unexpected user error 10601????????

I am trying to convert my estimate to an invoice for my customer and I cannot because of this user error code.

181

How do I categorize personal Zelle tranfers from my wife's bank to my account? They're not business transactions.

ShawnT

Banking

My wife and I have separate bank accounts.  She occasionally Zelles me money.  How should I account for these personal transfers in Quickbooks?  Are they condsidered income?  

1252

harold14