QuickBooks Q&A

Drop down menu for Bank transactions ("feed") is so truncated I can't tell what the accounts are, and the drop-down menu leaves a big space between the down arrow and the list, so you can only see the first couple accounts anyway. And when you have a lot of accounts on the list, this makes everything that much more difficult. What I need is a simple search box, like on the Chart of Accounts page, that will take me to that account's "feed" page. Does this exist?

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Hello, For a few years I've had a single account and have used a single custom invoice number unique to that customer (we'll call it Customer1 - 0001, 0002, 0003, etc...).I've gotten to the point where I'll be expanding the business and would like to continue custom invoicing numbers per customer. So Customer1 would continue on their Customer1 - 0049, 0050, etc while Customer2 would start at Customer2 - 0001, 0002, 0003, etc...Is this possible to automate or do I need to adjust the invoice numbers manually per invoice?

When I access finance charges for customers there a few of them that always come up with $0.00 finance charge.   It will show an amount that is going to be charged for them but when I go to the actual finance charges invoice it will be $0.00.   This only happens with a few customers, not all.

Is there a way to pay an owner through ACH for an owners draw? Can ACH be iniatited from within Quickbooks? If so, how do we do that? We are using the most current version of QB Enterprise. Or is there another way we should do this? We use Chase as our bank.

I'm really having an issue regarding the proper way to handle customer overpayments. I have read the online directions on handling overpayments, credit memos, adding a service item, and unapplied payments. All seem to have different directions. I do not want the overpayment to occur in the "unapplied cash payment" account on the P&L.To simplify:  I have an invoice for $500.00, but the client's check shows an overpayment of $400.00.  1.  The check is already in the bank but not matched.2.  If I receive the check for $900 and apply it to the invoice for $500.  QBO will say that it automatically creates a credit of $400.00 for later use.   When I return to the customer, the $400 appears under the last invoice, and there is an unapplied $400.00.  Is this when the overage posts to an "unapplied cash payment" account?  QBO does not automatically credit a Credit Memo.  Is this when I create a CM using the service item code that l

I have been asked by our purchasing department if there is a way to import an excel file into QB that contains non inventory parts.  We do all purchases by Purchase Order so we have many  many items that we have to enter for a very large project.   Is there a way to take the current spreadsheet we have with the various vendors and items we need to purchase (100s of items) and import that into QB so we don't have to retype everything under each vendor ?? 

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credit card payments via phone

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We are using Quickbooks Enterprise Manufacturing & Wholesale 24.0 and occasionally we are seeing bills delink from purchase orders which causes the purchase order to reopen. Is anyone else experiencing this? if so, have you been able to figure out why its happening or come up with a solution?

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Budget view shows current year data as reference data. I then make adjustments to next years budget. I can see it online. However, when I extract it to excel I lose the reference data for a side by side comparison.

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How can I get an employee to be able to clock in on Tsheets is he is already there as a subcontractor?

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two days ago I activated my Galaxy S23 Ultra.now my Quickbooks apps freezes on a welcome page. Yesterday I was on the phone with Quickbooks four separate times for a total of three hours. Finally the last girl said there's an upgrade problem and we don't know when it's going to be fixed.. a solution was use the Internet website on my phone. I suspect this is not true. As the first three associates did not say anything about an upgrade.is anyone else having a problem with their Galaxy S23 Ultra and the mobile app?

Dear Team, I need help. I had to move my QB for mac 2021 application over to a new drive after my macbook crashed during a failed OS update.When I open the software and the company, I see my users that I have setup but whn I try to enter my password the dialog box just shakes as in "wrong password" I have tried: 1. Restoring from backup - gives me an error saying "The Disk Image backup file could not be mounted. Either no valid password was supplied or the file is not in the right format."2. Forgot password - code sent to email is not accepted.3. I am able to open the sample company successfully. Can someone help please. Regards, Randall 

I am using quickbooks online not desktop version. I also need to advise on how to correct every employee's missing accrual for months.

I'm trying to pay a vendor, they sent me a link to the online invoice so I could pay them.  I filled out the details (business checking, rtg number, acc number) and it threw the errorPayment declined.  Your payment method was declined. Please use another method or try again.I checked with my bank (Bank Of America) and they say there are no restrictions on the account that would cause this.  I then tried to pay with an old PNC bank account and the payment went through fine.  How can I get more details on the error?  The error shown on the website is less than helpful and I need to resolve this before I can close the old account.  Any ideas greatly appreciated.

I pay one of my vendors weekly by direct deposit. Once I send it, the Bill Pmt-Check shows up in PAY BILLS under vendor. Today my AP person accidently printed a non-negotiable check for this vendor when she printed checks. She didn't think she marked the vendor to be paid.How do I   1) not have this direct deposit vendor show up under vendor pay bills when already paid?                  2) set the default to NOT print later with the check when paid by direct deposit?Thank you for any insight.

I AM WONDERING WHAT DATES THEY ARE FILTERING BY WHEN USING CUSTOM DATES FOR THE "INVOICE LIST BY DATE" REPORT?

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