QuickBooks Q&A

How the heck do I run a "Sales by rep" report in QB online?  Can't believe how difficult this is to find....

Does anyone know how I can get around this, is it a glitch?  Has anyone been able to transfer an entire year of Amazon business purchases?

Customers are required to pay half upon starting the job and the remaining balance when job is completed, How can I add late fees to unpaid invoices?

cannot access my quickbooks account books

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Hi team, Please give me some more info regarding integrations.Can i connect QuickBooks time with Asana or/and ActiveCollab? Thanks in advance,

I am setting up inventory item codes and assemblies for a new client who makes tree syrups.  I've decided that in order to capture all the costs related to harvesting the raw material (ie syrup), I'll create a GL account called WIP then move the balance to the raw material item code once I know the total amount (gallons) harvested.  Only then will I be able to calculate a unit cost for my raw material. My problem is how to account for labor costs that go into assemblies.  I now want to create a build for a bottle we sell.  So I need an assembly with x amount of raw material, a bottle, a cap, a label (all easy to identify and cost) as well as labor to make this assembly.  I don't know what the labor historically costs per item so I'm not sure how to add it or IF I can add it.  Suggestions for how to make this work are appreciated.  COGS will not be correct unless I can add labor to the products. 

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Hello QB,I accidently over charged a client on their cc for $395 and their bill was $98. We process credit cards outside of QB. After doing the first credit memo of $199 (I wasn't paying attention)then another credit memo for $98.00 and following all of the credit memo steps. My customer balance is -$297.00 even though the refunds have been deposited into the correct undeposited funds deposit. The below is what is showing under all transactions for this customer: Credit Memo 3 9/3/25  AR -98.00Creditcard refund 3 9/3/25 UF -98.00Credit Memo 2 8/24/25 AR - 199.00Creditcard refund 2 8/07/25 UF -199.00Invoice 4233 08/07/24 AR 98.00Payment CC 08/07/24 UF 395.00 How do I clear out this account as it should be zero? For some strange reason QB is not recognizing the refunds... I've tried deleting & starting over same results.   

I have deleted the duplicate transaction in register, but now the reconciliation report has the deleted transaction notification. Everything appears to be corrected. Does this notification mean I didn't fix it correctly?

Forces me to upgrade to Self-Employed Accounting , but wont let me log in and see my old data.

They tried to pay our invoice but their bank blocked the transaction (which actually meant the funds arrived in my account, then were pulled back out, and I'm pretty sure QuickBooks is charging additional fees on top of the regular transaction fees even though it's not our fault). They are now asking for our ACH ID so they can whitelist it and try the transaction again. I'm guessing that the ACH ID is not set by my own bank, but rather by Intuit during the QuickBooks Payment invoicing process, but I can't find it anywhere.

Hi,I can’t log into QuickBooks app with my IOS products, it gives me the following response. couldn’t sign in This app is only for QuickBooks online. I’ve attached a full photo. Anything I can fix?

The message "You have "multicurrency" feature turned on in your current QuickBooks Essentials SUBSCRIBED plan. This feature can't be turned off, and is not supported in the QuickBooks Simple Start plan." is also shown.

I uploaded my contract and need to fill in the blanks, but can't seem to be able to type on the PDF.

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I am trying to reconcile my payroll account.  My bank account has a "refund" from Payroll for a small amount.  This amount is not showing up in my reconciliation page with the rest of the entries from the Payroll Service provided by QB.  It's usually a quick reconcile with just a few checks to the 401k etc.  This time I cannot find this "refund" amount from payroll.  I have looked in the register at all the accounts where this should have been placed and nothing.  i have run reports to search for the amount in the GL and AR but there is no entry for the amount of the refund so my question is, where is this refund coming from?  The bank says Payroll account but I don't see it there so how do I enter this refund to reconcile my account?????

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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