QuickBooks Q&A

Quickbooks checking is run by Green dot bank. When I changed my Quickbooks password it won't fetch transactions from my Quickbooks checking account. When I navigate to Link accounts its shows it is still linked. Are there any issues if I unlink and then re-link?

I recently upgraded several computers from Enterprise version 2023 to version 2024.  Is there any documentation that shows what firewall exceptions need to be added on the application(database) server that stores the company files and runs the database tools?  The only information I've been able to find is related to the Desktop software.  The software worked fine after upgrading the application server and a few computers, and after working through several issues with the process, including a useless webpatch file that does absolutely nothing as far as updating the software.  The next day though, the desktop computers could not access the company files and there was a warning about the firewall settings on the server.  I temporarily turned off the Windows firewall for the domain network to get the software working, but need to enable it.  I can't do this though until I know what exceptions I need to create for the software to function correctly. Thank

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An old subscription has debit my account. How do I reverse that transaction?

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Good Afternoon, I apologize ahead of time for my lack of knowledge in this area but that's why I'm here, hoping someone can shed some light.  We use TD Bank for all our banking.  Our accounts are directly connected with QBO.  When our invoices are sent there is a review and pay link in the email the customers use to make payment.  The system records the payment and when the payment hits the bank it comes through and gets applied with the daily banking update. TD is stating is we use their plug in they can save us some money from what we currently pay for fees to QBO for receiving cc and ACH payments. Is anyone out there who uses this plugin?  What would differ in process if we do this?  Right now I really don't have to do a thing as all the info is imported from the bank.  Will there be further steps involved if I use this plugin?  What happens to the review and pay link that is sent in the email body when I invoice? Any input is g

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I am — sadly — well aware of the “solution” for dealing with vendors and customers being the same person/entity. This is not a request for help in finding a solution. Instead, it is an observation. From someone who is a highly-skilled programmer and database designer. The fact this situation isn’t handled intuitively is a huge, dinosaur-killing-level blunder on the part of Quicken. Accounting is supposed to represent the real world. In the real world individual entities can fulfill many roles. Quicken attempts to be accounting software. Consequently, this “problem” should’ve been addressed in the earliest architectural discussions for the Quickbooks database. It was not. Shame on Quicken management for letting this flaw exist. But anyone can make a mistake. The real nastiness is that Quicken management cares so little about their customers that they haven’t made fixing the problem a AAA don’t-go-home-until-it’s-fixed priority. Which makes it abundantly cle

Why use a Square Cash Account instead of just posting Sales directly to your Checking Account?

Trying to figure out the best way to get square payroll to import correctly into QBO simple start. I have the old integration not the new connector. All my square transactions and payroll seemed to come over correctly and I thought I had categorized them correctly. I have since reset my chart of accounts using a video I found on YouTube for payroll using tax liability and My contractor payroll lines up perfectly but the W-2 checks are a mess. Square pulls the FICA and Fed income tax as one debit. Also the Futa and Suta come out as one debit. When it gets to QuickBooks the system doesn't separate it. So I have started making a journal entry for each check then go in and split the transactions that are pulled in as a lump sum. Is this the only way to do this? I'm trying to fix 2025 and this is the only thing keeping my PNL from being balanced, so I can fill my taxes. I've also noticed that as of this month my payroll is pulling over as a journal entry automatically rather than

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Hello! I am trying to figure out the best workflow from Estimates > Sales Orders > Invoices. I've tried two different workflows, and each seems to have a flaw by leaving an open document (or I am missing a step??).  WORKFLOW 1 (used for Order A below):Using this method, both the sales order and the invoice are created by using the “convert” feature on the estimate. I create an estimate. Once that estimate is accepted by the client, I mark the estimate as accepted and convert the estimate to a sales order (from the menu within the estimate). Once the client is ready to pay, I go back into the estimate and convert it into an invoice. The estimate is then marked as Converted. Then I apply the client payment, and the invoice is marked as paid. Here is the catch. Using this method, on the SO summary page, that SO still shows as Not Invoiced, even though it is. Additionally, the Invoice and the SO both link to the Estimate, but the Invoice and SO are not linked

I would like to know if there is an easy option to migrate my quickbook desktop 2013 data to quickbook online advance version ?

I sent an invoice to a client a few years ago and they never paid it. I want to know how I mark it in Quickbooks, I just want it off my account of invoices overdue

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I fired my bookkeeper how do I remove her as m administrator

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I need a video or some training and training was suppose to come with Advance!

The information did not automatically roll over to my balance sheet as it's supposed to. This was the first year of business and the balance sheet shows $0 in retained earnings for the end of 2021.

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