QuickBooks Q&A

How can I upload onboarding documents for the employee to fill out along with I-9 and W-4? would like to keep the process streamlined and electronic

I am trying to update my QuickBooks Pro 2006 to QuickBooks Desktop Pro 2019. I tried exporting the data as a .qbb file and .qbm file; however, I have been unable to successfully transfer the data. I am aware that there is a differences in the way the data is represented in each of the versions. Is there any way I can export the current data from my older version to the newly purchased version?

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looking to import customized invoice template

Help!My retail storefront/business opened in May. I didn't get signed up for Quickbooks until July. All sales and deposits, etc...need to be manually entered for the months of May, June and July. In order to get everything caught up, I need help to: 1) Manually enter all Square sales from May, June and July. Instead of doing this for each day, at this point since I'm behind, I am thinking it would be easiest to input the entire amount for the month (for May, for June, and for July, individually).  2) Manually enter Sales Discounts (employee discounts, markdowns, etc). 3) Manually enter Square Gift Cards sold. 4) Manually enter the Square fees, which were deducted prior to Square depositing into my bank. 5) Manually enter the amount of Gift Cards redeemed. 5) Manually enter Sales Tax Collected. Once I think I have all this completed, I do still need support in how to adjust Square deposits so that they reflect gross sales before those Square fees. That seems to be an issue with eve

I've added Fixed Assets purchased last year and the depreciation report is blank

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Can you add a signature option that is positioned correctly on a check?

How to add sales tax rate on an invoice?

How to make a complaint about a fraudulent transaction

I am attempting to use QB to create packing slips. I'm on QB Desktop Mac Plus 2024. I have followed various instructions both from QB and from other sources, but I don't seem to have the options required. I understand perhaps enabling sales orders will kick off the ability to create the slips, but I'm not finding where to enable. Appreciate any help you can provide - thank you.

I am currently using QB Desktop Enterprise Silver Nonprofit. I am trying to reconcile last month's bank statement and I have a vendor that was paid one invoice via ACH and another invoice via check. In QB it combined both payments as one but on the bank statement, the ACH is showing on the month I am reconciling and the check did not clear yet. How do I split these apart to reconcile last month? I do not separate ACH and checks in QB. Thank you for your help

I created memorized reports mistakenly. want to delete all of them. How to do it

Normally if I uncheck the print later box, the voucher number will appear, but not always. Today is one of the not always, and I can't figure out how to get it to populate.

Seems like this comes up at least once per year - connection errors with Wells Fargo. Wells Fargo says it is not them, it is Quickbooks. None of the canned answers are working.

what is the bill pay customer service phone number

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This has happened 3 times, causing me to recreate the same invoice over and over. QB gives it a number, indicates it's saved the draft, but when I exit and login again, it's gone.

In many ocassiones QB has promised me that a Live Expert will call me, and that never has happened.  

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I would like to export a report as an Excel file. When I click Excel > Create New Worksheet, the only available option is "Create a comma separated values (.csv) file." The other three options are grayed out. How do I get the other options available to me? Thanks

I have a client who is a landlord he receives owners statements from a property rental company. I need to input from January to current. His account is minimal and only requires a ledger subscription (unless I am wrong) but his only transactions in his bank are to and from the property management company and for taxes. I need to know the best course of action to put in whatever information needs to be tracked off the owner statement. He would like each property separate. I have them set up with the property manager as the primary and the units as sub account as the PM pays the owner distribution. But he also has properties where there was no tenant but work being done. I honestly don’t even know where to begin. I have tried a few ways but it never tracks right. And I don’t know how detailed I need to be when there are repairs. Please help! 

NEED TO ALERT CUSTOMERS OF BANK CHANGE FOR ACH PAYMENTS HOW DO I FIND THE LIST OF THEM?