QuickBooks Q&A

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?

Do FX rates within QB update everyday (including weekends)? If limited to working days only, can I source the final FX rate for Friday by checking QB on Saturday (or Monday)?

No text available

No text available

The account was cancelled yesterday

Error message instructing me to enter the EIN for the company. When I navigate to that section, it's already completed.

No text available

No text available

should i go back to QBdesktop? for sure i want to save money.

No text available

Is there a way to add the 2.99% credit card processing free to the invoices if the customer chooses to pay with a card?

I was reconciling our bank accounts for last year (3/31/2021), and accidentally selected the end of the month for THIS YEAR (3/31/2022). When I noticed this issue, I couldn't find anyway to undo the reconciliation or to change the date to the correct year. I read through this link:Undo or remove transactions from reconciliations in QuickBooks Online  And I read through some other links too, but the problem is that this particular month had ZERO transaction during that statement period, so there are no transactions to go change in the chart of accounts to cause it to change. I just need to change the end date that was entered for the bank statement so I can finish the rest of last year. How do I fix this? Please don't tell me to talk to my accountant, we don't have one to handle this, I need to handle it.

It's a simple question.

Hello,At my job I handle invoicing which we send out to be reimbursed for services rendered. As such I have had to use the Intuit Quickbooks platform for awhile now. The most frustrating part is the character limit on invoice #'s. Is it just impossible for a $200 billion financial giant to be able to allow for 26 characters? what about 27? Is it really that hard. Will it just cost too much money?

No text available

No text available

Hello,I am having difficulty with matching some payments. These payments were deposited into the correct invoices and were credit card payments. However, I noticed they automatically went into the quickbooks checking register, which should’ve gone to the business checking. How can I fix this so I can match the intuit deposit payments into the correct account? Thank you for your help! 

I am trying to find out how to or if I need to delete files in the pending payroll section. I want to reload payroll for last week.

No text available

A fringe benefit refunded by the vendor was entered as a component of gross pay. The W-2 will be incorrect by the refunded amount.

Currently have to do line item and customize each time. Would like the tip to be able to be added when entering full amount paid.

No text available

Hello,im working on cleaning a quickbooks file and noticed some invoices from 2024 have Receive Payment in 2025. Is going into the invoices and changing the payment dates to match the payment date in the bank the best approach to fixing it? 

To all users reading this, please submit Feedback, asking Intuit to include a feature in QB Online that allows us to delete customers bank or credit card information on file.  Currently there is no way to do this, which is absurd!   To provide Feedback, login to QB, click the gear icon in the upper right corner, and under PROFILE, click Feedback.

first checking account is on quickbooks. second (transferred to) is not on quickbooks.