QuickBooks Q&A

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

QuickBooks Premiere Plus 2024 Edition:I'm having a problem with the Receipt Management feature not attaching the receipts (.jpg images) to the expense once I've "reviewed" the expense, added in all the receipt details, and clicked "Save & Add to Register".  The expense does add correctly in the vendor account, but when I click on the transaction, there is no attachment. Furthermore, under receipt management, when I go to the "Reviewed" tab, I can see a thumbnail of the added receipt, and the all the detailed information - including, under the column "Match", where is says "Attached to transaction".  If I click on the thumbnail (which I can tell does look like the receipt image), it shows a broken link image, so there's nothing for me to view.  Under the "Action" column, I can click on "View" - this takes me to the appropriate expense information (with the top heading "Write Checks") and I can also see the "Check" under the correct vendor transactions.  When

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?

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)?

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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.

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