QuickBooks Q&A

Is live expert advise a once monthly charge or are you charged each time you use the service?

Say hello to your new Payments Agent in QuickBooks Online—your behind-the-scenes superhero for getting paid faster and smoother! Think of it as your business's sidekick that works tirelessly to make sure you never awkwardly chase down payments again. Is there a better way to ensure all your invoices are paid in full and in a timely manner by your customers? That’s where your Payments Agent comes in and does the job for you. Lets dive in and learn more about this exciting new agent. So what exactly is the Payments agent? Your Payments Agent focuses specifically on payment-related tasks, like matching customer payments to invoices, keeping transactions organized, and giving you peace of mind that your cash flow stays on track. And to use it, just create a new invoice or open an existing one to view the agent panel. Some suggestions even appear on blank invoices. You can also manually open it by selecting the Intuit Assist. What can the agent do for me? It streamlines and simplifies

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When will the 2024 SOC2 report be available from Quickbooks Online and will I be able to access it myself? It's October and the primary admin has only been able to find the report ending 4/30/2023. Our auditors are asking for the report because the audit started this week. Could you at least provide an update to users so that we don't have to waste time calling the help desk? I've made two calls this week and neither support person could find anything at all regarding when the report could be available.

obtain a soc 2 audit report

I only enter Expenses, no Bills to be paid. Did QB change?

USed to be able to upload a csv file for multiple invoices. Now when you go to do it, the system just opens a single new invoice. Was working about 6-7 days ago. Used to be able to select it in the Invoices tab, but that disappeared about 3-4 weeks ago. Now I cant invoice my customers easily SMH

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can I pay some employees occasionally not weekly or bi-weekly?

I have this expense already in the system: I'm trying to match against this:When I click Match, I am not provided any options against which to match. What magic is QBO expecting of me?

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I just migrated to QB online and my old desktop version had plenty of room for many line items and I could fit them on one page. I need to use the "modern" version because I am able to remove all tax lines from the form as I do not use or need them.

How do I remove a vendor's ACH Payment information without deleting their record?

Hi,We are thinking about converting from QB online to Enterprise desktop. We attached invoices to the bills in QB online. I'm wondering if we do the conversion will the attachments go with the bills as well or do we lose them?

Within the mobile app, when searching for a specific open invoice and even referencing the number i.e. ‘1297,’ the search yields zero results despite definitely still having an open invoice 1297. If I painstakingly go through the filters, select in the date range ‘This Week’ etc, it suddenly appears. How can I get QuickBooks to address this massive glitch?

At a high level, I would like to have a report that shows me if we received goods from a vendor on time. I have searched and configured reports in QB Enterprise21 (we use enhanced/advanced inventory) but have not been able to do this..  In QB, the PO has a PO# and DueDate.  The Item receipt has a date and it shows the PO#.  If I were able to export these two pieces of information into a spreadsheet, I would be able to compare them.  I am unable to create a report that has item receipts that shows the PO#.  Any help is appreciated.

I used to be able to highlight the amount column and scroll down to click add subtotal.  

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Hello QuickBooks/Intuit family! I have yet to find a solution to this ongoing issue I am having. I have a garage door company that has several technicians/trucks in the field. Each truck has an Intuit card reader and they charge customer's at the time the work is done.  In times past, I would go to each receipt sent to a customer (through the GoPayment app) and would pull their email addresses from the receipt. I would then email them an itemized receipt on QuickBooks Online. The technician gets email addresses from every customer. Issue: For the past several months, the email addresses are no longer showing up on the transaction history. I have looked on the GoPayment App and have logged into my Intuit account on my desktop, but it is not saving the email addresses my technician's are sending the receipt to. It always has in the past.  So now my technicians are having to copy the email addresses before hitting "send receipt" and it is more work on them, and an anno

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QB Time not subtracting lunch breaks from hours total. Sometimes it does, other times it doesn't. This make itemized time totals inaccurate and unreliable. Please advise. 

Is it possible to have a memo print on the memo line on a check?

Is the AZ Unemployment report filed by Quickbooks or do I submit it online from the draft?  Quickbooks Online Payroll Core Subscription.

Modern view is awful and was not designed by an accountant Proper accounting 101 says Company name, then statement name, but modern view puts the statement name first Proper accounting 101 has the current year on the left, and prior year on the right.  Modern view has the reverseDid intuit even ask an accountant to review this?  I could go on, but the point is don't force us to use modern view.  We don't like it, just see all the posts...