QuickBooks Q&A

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I am trying to figure out how to mark my paid invoices as paid, as manually doing so will not work

HELP!When we enter our expenses we assign them to a class. However, when I run reports of all expenses for a particular time period, with class as one of the columns, the class information does not show. This is critical for looking at our costs by class. What am I doing wrong?Thank you, Mark

I am trying to split a payment to a vendor into 2 categories and connot find the split option

Currently I have to change this setting for EVERY invoice I send out. Crazy!!

We are new to QBO and have QBO Advanced. I am not the Administrator.Our Administrator is having trouble assigning me access to Custom Form Styles. When I look under Company Info the option is not there and our Administrator can't find the option where to grant me access.I feel like this is operator error on our part as I don't see the option on her screen either !Could you provide or is there somewhere we can look for step by step instructions on how to grant me this access.Thank you. 

I am trying to split a payment to a vendor into 2 categories and connot find the split option

Quickbooks Pro Mac 2016 owned, my accountants data entry person to got on my computer remotely. We have owned Quickbooks versions since 2002 and bought through 2016. My husband passed (he was the accoutant in the family) and I have used QB without problems just to do invoices. Recently when I would open QB, it seemed it was in a "trial". I've had other problems the data entry person, and Splash top, when she didn't fully initiate it, she claimed I had done something to stop her from allowing to do her work. That was a few days ago, when i figured out what she had not done. Within 72 hours, now when I try to open QB is is asking me to register the product for online activity. Sadly, during a move after my husband passed, I cannot find the box from 2016, but I can find 2002 and 2004. Does anyone have an idea how to recover 2016 purchased QB Pro for Mac?  I do not want to do QB online.  We used our owned versions for over 20 years.

Have two customers, that are related, but were set up as separately as  customers. I want to put them under a single customer (a parent) as jobs. How would  this be done without losing their history. I know I could recreate them  in this manner, but then the history would remain with the "original" stand-alone client. Thanks for any advice.  

I am the volunteer bookkeeper for a small non-profit.  Out chart of accounts (less than 50 accounts) has become a bit messy.  The account numbers are not in an order that works for our needs.  We also would prefer 4 digits, rather than 5.  We have developed a new chart in Excel that works well for our needs - management reporting and government grant reporting.   We are also changing our FY. that appears to be an easy change in an existing company, resulting in a short year. my question is how do I handle these changes in QB Desktop? 1.  Create a new company and build a COS from scratch?  (We know that we have to look to the “old” accounts for history)2.  Edit each of our existing accounts to change the account number as well as the account name? Then make all of the old accounts “inactive”.? If I add each BS account with a beginning balance, how does that impact reporting since there are now two accounts for the same purpose - esp

When the payment is coming though a third party such as Paypal or paymentshub,, bank deposit, how is the payment matched to the invoice?

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where do we go to process one credit card for multiple invoices for a customer?

I want to verify productivity of labor hours by dept/shift

I have a notification that quickbooks was unable to complete my texas new hire report for one of my employees, where do I get the report and how do I file it?

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I am reconstructing my QB and am missing 9 months of credit card transactions from 2024. Chase online does not give me the option to export QBO files for select months in the past. How do I add them manually?

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I want to deposit 95% of an invoiced payment deposit into one bank account and 5% of the invoiced payment deposit into a second bank account (To cover GST charged) is this possible?

I want to add my Amazon sales and income to QBO. Can I do this?

I have read other questions and replies, but still do not see a definite answer.  I was planning to upgrade my desktop file to 2021, but am waiting until I find this answer.  I have 1 desktop file on a stand alone desktop computer.  I am the only user.  I do NOT use any other Intuit services or keep any sensitive data in my file.  Will I be required to have an Intuit account and log into it to use my data file on my computer? or is this requirement only for users of connected services?

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