QuickBooks Q&A

We previously used TAGS to run reports by departments.  Now that TAGS are no longer available, I have set up locations for the same reporting functionality.  I cannot find a way to migrate the department names which were in the TAGS field for prior years, to the new department names which are in locations, other than manually changing them all one by one. Is there a migrate option?Thank you.T

We buy land from various vendors. This usually means that payment is in two parts. A deposit when we agree to purchase and a payment at closing some weeks later.I am trying to figure out how best to show that on QB desktop. At present I enter the deposit as a check and then the final payment as a bill. However, this creates two inventory items and not one. So, I tried entering the deposit as a bill and adding the final payment but that also adds it as two inventory items.Does anyone have a suggestion on how to enter both separate transactions so that it remains as one item?Thank you.

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Have a bank transaction from Orig name Paypal to Paypal - 2. The transaction does not show up in Paypal - 2 bank register or Paypal balance account. 

Can anyone help me with the journal entries for the following: i will set up the asset, liability and accumulated depreciation account Old Vehicle Trade in Allowance $77,000Old vehicle remaining financing $50,855.95 New vehicle price (inc taxes) $139,648.89 (will break out taxes) Paid $500 CashFiling Fees $39.11 Total amount financed $113043.45Total interest over contract term $16,757.81Total $127301.76

This is a customer's invoice that was due on the 1st and says its set up for autopay but still hasn't charged the card to pay the invoice?

How do I change a sales receipt into an invoice?

We use Enterprise Nonprofit 23.0I am trying to set up a budget that incudes all classes except for one. For example: I want to see everything except for anything classed Hartnell Property. Can I, and how do I set this up? I know I can set up a budget showing me just one class, but that does not solve my problem. My board wants to see this class excluded form my P&L. Thank you! 

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Why are there two credits for deposits

We just started using direct pay for materials purchases.

Hello, I have a client who uses the app for QuickBooks Online. When they go to 'Company - Export' menu, then click on 'Export to Excel', it opens a save as dialog box but does not provide a file extension for the file. When the file is saved, it saves the file with no file extension, so Windows does not know how to open it. If they add .zip to the file name, it opens with no issues.I am wondering how to get the app to add the .zip file extension automatically without having to add it manually.

We currently create a $0 invoice to track our use of samples provided to customers.  We're in wine distribution and our sales reps sample bottles with customers.  We add a line item on the invoice for a particular wine and then add/select an item we've created named "Samples" which is a 100% discount, thus zeroing out the price of the previous item. This process is effective at taking the bottle out of inventory and doesn't incorrectly increase our sales for the period. However, it incorrectly increases our COGs.  The Sample item is tied to an expense account named "Samples" so in essence, our P&L is hit twice with the same cost (once by increasing the COGs and again as an expense).  How can we utilize an invoice to track the use of the provided sample bottles, result in a $0 invoice, and not affect the COGs?

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We've been receiving about 5 phone calls this week named Toll Free Call. I finally called back today. A man answered stating his name was David (he had a Indian accent to him)  working for QuickBooks tech support. Stating that our current automatic payment didn't go through. That we need to update the payment and that we can do it with him. He also stated that the software also needed a update. That all I had to do was go to QuickBooks and press F2 or F1. When I explained to him I didn't know how to that he got frustrated and told me that in order to process everything we need to pay $3000 for the updated software and plus the missed payment. When I told if we could do it later he asked exactly at what time and stated to call him back at  [Removed]. To ask for david and david only. I knew it was a scam/fraud call because when I went to go check if my payment had gone through it did, and since when do support techs ask you to press F2 or F1. Didn't make sense. Just found it od

To easily identify invoices and credit memos we used to create the prefix CR- for credits and QB would remember and sequentially create new Credit Memos with the prefix (e.g. CR-100, CR-101, CR-102) and leave the invoices alone.  The credit memos would continue with the CR prefix and the invoices without a prefix.  At some point this stopped working and now wants to put the CR in front of invoices. Is there any way to get the numbering to be different and accept the letter prefix for just the credit memos?

These payments were made outside of quickbooks. The first time entered, they did not display in the register, so they were deleted and re-entered. Now they show twice in register but when I attempt to access to delete the duplicate, the message appears.

my client's business name is only one word and quickbooks payment link account holder field is rejecting it. What is the work around for this ?

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We have two users accessing the QBD file on a server. Up until a week ago, we had mild performance issues with the opening and closing of the QBD app on the clients. Starting last week, we now have literally multiple minutes long pauses when opening the program and certain windows. By using ProcMon I can see that the program is scanning all (or very many) of the folders in Attach\Company\Txn when the app opens and when certain windows open. We have about 9000 items in that folder. If we run the program on the server, the performance issues are mostly gone. I think it is due to the speed of opening and closing 9000 network connections vs local file queries. I built an entirely new server, copied the DB over, built a new client laptop. All with clean installs of Windows 11 and Windows Server. I can immediately reproduce the issue on the new server / client. We were on 2023 and upgraded to 2024 with no change in behavior. I have no idea what changed over the last week and w

So decimal hours would be 30.62, and hhmm would be 30.37. Not sure which one to use..

how do i go back to the old quickbooks online? this new bubbly, colorful version is not working with me...I don't have time to learn a NEW PROGRAM PLEASE TELL ME HOW TO GET MY OLD QUICKBOOKS ONLINE VERSION BACK

I downloaded the desktop app and added it to my taskbar. When I click on the icon in the taskbar or run the app from the Start menu nothing happens. This was happening several months ago when I first tried the app so I gave up. I tried it again about a month ago and it worked for a couple of weeks but recently it refuses to launch. Anyone else have this trouble? Anyone know a way of diagnosing what is wrong?