QuickBooks Q&A

this is a terrible work around- also wish i could attach receipts when sending invoice!

Can anyone tell me how to create a graph showing Income and Expenses year over year for the past 5 years

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Seems like someone instructed QBO to assign the expense to "Year End Accounts Payable". How/where in QBO was that done?

I have a customer that I wrote off their invoice as bad debt, because they never paid. They now want more work done, and I would like to get them to pay the old invoice first. When I pull up the old invoice, it shows as paid because I wrote it off. Is there any way to not have it show as paid? I would prefer not to go through the process of undoing the bad debt (that's a whole separate question for a different day!) until I know they will pay it. For now, I would like to just send it to them without the invoice saying it's paid. Is that possible? I also don't want to mess up my books from years ago when I originally wrote it off in the process of getting this done. Thanks!

I have a customer who paid an invoice twice. I received their second payment and saved it as a credit on the account. Quickbooks doesn't seem to have created a credit memo in connection with that, but when I create a credit memo to send to them, it now says they have twice the credit that they should. How can I create a credit memo from the overpayment without it showing as two credits on their account? In Quickbooks desktop, I was always able to print the credit memo right when I was entering the payment from the customer, but I didn't see that option in Quickbooks online.

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Hi - I was trying to clean up my AR Aging report. I noticed my original AR entry was $6,475 but it turned out to be a different number $8,208.04  How can I unlink the circled transaction from my AR Aging?    

How can I add client notes in my AR Report for tracking collections?

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I cannot export the bank items to QB Register

If I cancel my subscription to Quickbooks online will I still be able to print the w-2s for this year?

I received a check from a tire vendor for used tires. Do I record it as a vendor credit or as a sale?

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When I open Quickbooks, a warning pops up "You must download and install the latest payroll update before you can process payroll forms"  The only option is to click "OK"  When I do that, the error pops up again and, when I click "OK" again, Quickbooks shuts down. There is no payroll subscription so there is no need to download updates. I recently upgraded to Windows 11, if that matters. 

Does it mean won't support it that it wouldn't flow to the W-2's?

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The next automatic pay is listed. Should I wait until after that to go back to the pay period I want to enter paper checks?

I am trying to figure out how to pay holiday wages without it addings union hourly or percentage benefits

Seems the issue is with the rolling credential. There are many times I am unable to link quickbooks and E*Trade - even when entering the correct username and passwords.

We have payroll service with our enterprise desktop.  We had a payroll run March 7 and 2 others in March.  Normally the full amount of payroll is auto posted to the register and the reconciliation page.  The figure for March 7 was no where to be found.  It's on the statement and everyone received their check but did not post to the reconciliation page??  I wrote a che

I just got a new desktop computer and my son in law set it up and transferred everything from my lap top to the new one.  Now I can't save reports to my desktop so that I can email them.

We're converting from QBDT to QBO. I'm having an issue with the workflow for Bank Transactions (deposits) and Customer Payments (NOT "Quickbooks Payments"). In QBDT, I go to the Customer Center, select Receive Payments, enter the payment to the Customer and apply it to the appropriate invoice. I then go to the Banking center and Import Bank Feeds, which is like downloading bank transactions in QBO. I then add the deposits showing in the Undeposited Funds account and then Make Deposits to put them into the bank account.  In QBO, I'm not sure of the workflow for this process and I can't find anything that doesn't pertain to "Quickbooks Payments", which we do not have. Can someone point me to a tutorial about this, or just give me the workflow? 

Can I update my QBO with my Desktop company file each month?

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