QuickBooks Q&A

I use a third party vendor for billing that is then imported into Quickbooks desktop.  I want to be able to (at the end of the month print all the invoices to send out to the customers.  The problem with income tracker is it only shows invoices that have a balance owing.  I have several customers that pay ahead and I need to be able to still send them a monthly invoice showing what their current balance is. A statement will not work as it doesn't provide the detail that an invoice provides and sending the invoice with the the statement defeats the purpose of what we are attempting to accomplish

I've tried shutting down and rebooting.  Nothing seems to be working.  There is a customize your layout - but I don't have any widgets to customize

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One of my workstations just started printing sales orders down the center of the page and only printing half of the document. It’s as if it’s trying to print to a 4X6 label printer or something. Nothing was changed in any of the settings and everything matches with settings from PC’s that are printing correctly. I’ve attached a screenshot of the error that I get. Anyone know how to remedy this? 

We only have 2 employees and don't pay for QB payroll

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My current QBO plan (Essential) will automatically renew at the end of October 2025. At that time the price for the subscription is set to increase about 15%. Under our Profile/subscription page it says that if I renew prior to the automatic date that I can get the current rate and on top of that get a 30% discount.  Unfortunately there seems to be no way to take advantage of this and manually renew. When I called support, they said that even though the discount shows up now under my subscription page, it is really no available until 5 days prior to automatic renewal and that I have to call them in order to make it happen and get the discount. It is hard for me to believe that this is the case and that I cannot take advantage of a discount being advertised to me by Intuit that has nothing on it to say I have to wait or that there is only a small 5 day window to take advantage. Am I missing something?

QB/Intuit requires me to submit PCI Compliance documentation in order to use QB/Intuit credit card processing. According to the industry regulatory agency, PCI Security Standards Council, since I don't see, touch, or store the credit card, all I need is PCI DSS Compliance. PCI Security Standards Council states my credit card vendor, QB/Intuit, should provide me with that Self-Assessment Questionnaire at no charge. Instead, they're referring me to their vendor, SecurityMetrics, who's charging me $85 annually. C'mon QB, I pay Intuit plenty and have been a loyal customer for over 25 years!!!

We rely heavily on the bank memo transferring from the Bank transactions to QB for income audit.  We use Square and the memo includes the Square code for the 26 stores depositing credit card transaction into the bank every day.  Multiple times a month, the bank feed deposits come over with no memo.  This requires us to manually copy and paste the bank memo into each transaction to know which store it belongs to allowing us to reconcile it with the income audit posting.  Why is this interface so fickle?  How can we get it fixed.  For example, I just synced with the bank and 45 deposits transferred to the bank feed and they all say "Square" in the memo, but should say "PREAUTHORIZED TRNSFR Square Inc XX013 0823 082525 COMPANY NAME" like it does in the bank and most of the time in QB.  But now I need to search, copy and paste, and then manually code and assign the store for all 45.  It's poor use of time where the integration is supposed to be

Email works fine. But would like to print out estimate for review prior to sending.

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Why is not posting my charges

The section is on the right side when I create an invoice. It ask for customization, paymt options, etc. I don't want to see that! I have to close it EVERY time I create an invoice! How do I get rid of this?? It's never been there before! HeLP!

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I have a custom user role in Time who keeps losing her permissions. I set her with check marks. It works fine for a couple of hours, but then she can't view any reports, I go and look at her custom setting and everything is uncheck except the normal "Worker" permissions.Why is her custom role permissions reverting back to the worker's permissionThanksLDO

I get a message that shows an empty erro while trying to void an invoice

Can I add a PO section on my invoice for my mobile QuickBooks app?

With my phone?

Hello, I have been trying to get an older version of QB Desktop working. I have received various suggestions and in the process it seems most of the files I try opening now tell me wrong password. When I try resetting password I have received various errors1) internet connection but I reset password of one account 5 minutes before on that computer and receive error on multiple computers2) Can't verify but info worked with other account3) Admin password recently reset4) Try Later5) Couldn't make changeIs there a way for support to verify? I have tried resetting using QB2014 and QB2018. With various comments I'm thinking I should use 2014. I cannot get 2018 to connect to account for verification. Once I type in username and click next to get to password screen it just spins circles. If the company already exist can I just always skip this? Starting new company would be issue but can try to start it with QB 2014 and register then convert to 2018 Thanks

I do not want the AI assist function but can't figure out how to turn it off. Appreciate any assistance.

How do you actually talk to someone without paying a 'fee'?

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How do I get everything in order. Can a live expert help me.

I am billing and being paid by the trust co. But I want to include the work location of the actual job. Is there a way to do that in quickbook invoices?

When I go to customer>create contract and select the page is not found.  Is the feature just not available yet or is there another issue?