QuickBooks Q&A

To confirm - I entered the wrong info when it asks for the Intuit User Name when I was creating a new company. How can I make this right? I was able to create ADMIN user and PW, but each time I enter the company it wants to do a text to confirm. I am sure it is because the date I entered is not correct. How can I fix this? I entered the info for the office manager, and it is she they are texting. I needed to enter the company information, obviously. Guess I had a moment.... Thank you.Nancy Y.

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 The business world moves fast, and getting projects from an idea to a finished product can be tough. What if you had a smart assistant to help you every step of the way? Making things more efficient and boosting your profits. Say hello to your Project Management Agent, a game-changing tool built to transform how you tackle projects.  So what exactly is the Project Management Agent? Think of your Project Management Agent as your co-pilot for the entire bid-to-profit journey. It's a system that understands how projects work, from the tiny details to the big picture. It can even talk to other specialized "agents" in your business, like those handling customer relationships, finances, or purchasing, to make sure everything runs smoothly and efficiently.  What can the agent do for me? When you begin a new project, the agent panel appears alongside the project details so that you can ask questions and even upload external files.   Use your Project Management Agent to track changes, and sugg

Can not save a new project.

Can you tell me in details, How we integrate quicbook desktop with salesforce?.

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As title says, my client cannot add/invite me to be his accountant.  Couple notes: - He previously had a quickbooks simple start and contractor payments plans.- Currently both subscriptions mentioned above are canceled- He is the only user, and listed as primary admin under "Manage Users"- When he go to My Accountant tab he gets this error: Access restricted. You don't have permission to access this page."- When he go to Manage Users>Accounting Firms he gets the following message: "Your trial has expired. Please update your subscription." - How can he fix this issue? 

Our file is pretty much a mess in several aspects, but in my A/R aging reports, it shows several customers who have negative balances. However, when I go to write those off as bad debts, I get a message that there are no open invoices for those particular customers. However when I go to the transaction history for the individual customers, I can find overdue invoices, however the amounts don't match (from overdue invoice to A/R aging report balances). Where are these balances coming from, and how do I get it all cleared up? These are balances from previous years, and there are probably 30 customers with these negative balances.

if i reprint a paycheck that printed on paper instead of check, how do i reprint

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I started this account today, and would like to cancel immediately. Can I cancel and get a refund?

Can I go back to the old version of QB online?

I simply cannot afford the $1300.00 to renew my subscription. I have my QB program on CD. I understand that bank feeds wont work and some other stuff. But I will still be able to use my company file within the QB program that i paid for and have on CD correct?                                                                                             

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I have reconnected my bank account.

Is there a quick way to determine what product or service is using Channel shipping income? We would not be using Channel shipping. 

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After a migration from QuickBooks Desktop version to QuickBooks online, the opening bank balance does not tie to the bank statement or to the desktop version balance.

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Hello All.  Hoping someone can help.  I am currently using QuickBooks Online Essentials.  I have my banking sync turned on, and I manually accept/apply these transactions to my register one at a time.  I noticed QuickBooks is automatically creating vendors for me with the sync, even prior to me accepting/applying the transactions.  Is there a way to stop QuickBooks from auto creating vendors and adding to my vendor list?  I would like to keep the bank sync on if possible.  Thank you in advance for your attention.

Can we create a rule to automatically assign a class tto every transaction in a particular bank account?

I need to add more information in the “memo/description” for reconciled transactions. Where can I edit this field?

Why are my receipts not showing up after I scan them?