QuickBooks Q&A

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... 

I'm trying to get our sales tax codes and sales tax items set up so that I can differentiate types of sales that are taxed differently for city business & occupation returns vs state sales tax.  Tax Codes are pulled from customer settings and line items (which may not be the same,) and Sales Tax Items are used for the rates to charge on taxable items. Currently we have tax codes of Taxable, Non-Taxable and Out of State.I have a customer set up as Out of State (which is true for most sales to this customer,) however, for one job, he has taxable and non-taxable items on an invoice, and this job is partially in state and partially out of state.  The tax item on the invoice charges the correct amount for the taxable items on that invoice. How can I create a combination of codes and items so that when I pull a Sales Tax Revenue Summary I don't wind up with sales that were correctly charged tax classified under non-taxable or out of state sales?   It se

How do I set up my vendor payment term for when the bill is due the 25th of the following month? It keeps saying that it is due the 25th of this month when I choose that 25th option. 

In Quickbooks Enterprise on a desktop computer I have not found a way to transfer inventory parts by scanning a location barcode.  I can create a barcode with a location outside of Quickbooks, but the Transfer Inventory screen does not except the scan and tries to add a new location.  Any help is greatly appreciated.

Client set up Customers and then made a Project under the Customer with the exact same name. Now I need to get rid of the Project and merge all the entries in the Project into the Customer. In Desktop, it's fairly simple to merge Jobs back into the Customer. How do I do this in QBO?

I need to record credit card fees on sales receipt since amount of credit card fee is deducted from deposit. How do I do that?

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I have a client with a QB Enterprise File but I have QB Accountant Pro. It looks like I will have to use a third party conversion service in order to access the files. Is there a list of approved providers from QB to help with this? Thanks!

I know I can add the info manually, but am trying to avoid that step. Just have them add the information themselves since they are already a contractor in my account.

I can't do anything in QBO because all I get is "An unexpected error occurred." When the Sales > Invoices page does work, and I try to duplicate and send an invoice, it fails with the same message. Is it systemwide?

Working in Quickbooks self-employed

project accounting is not working

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I’ve been waiting two weeks for money to be deposited from a client and I haven’t received it but it says it’s paid. How do I retrieve these funds?

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how to correct the beginning balance of my checking account

Ibneed ti pay ny bills

How do I add holiday hours balance

how to remove Business Feed from dashboard

I have a total of (3) Quickbooks subscriptions in my Intuit account.  However, only one of them is active.  The other two subscriptions were canceled February of 2023, and October of 2022 - so longer than a year.  I want to delete these two companies from my Intuit account.  Yesterday I spoke with an Intuit customer support agent, and she walked me through the process of submitting a Data Deletion request.  I submitted the request, and it told me that I would be emailed if further action was necessary on my part, to complete the deletion.  I did receive an email and I followed the instructions.  Basically all that happened was that I resubmitted the deletion request.  Then I would receive another email with further instructions, and so forth.  It seems like a never-ending loop, and I've gone through it about 4 times now, so I'm posting here for a solution.  I am including multiple screenshots, showing the entire process I keep going thr

Thanks for any advise!

please help with home screen ! I would like the option of going back to the classic screen...

We understand that doing the sales part of business can be extremely draining and time consuming, and the last thing you want to do is sift through hundreds of emails and keep track of conversations. With your new Customer Agent, QuickBooks users can organize, track, view, and follow up with their customers and leads all in one place.So what exactly is the Customer agent? Your Customer Agent is a built-in tool that makes streamlining sales easier by automatically finding, qualifying, and nurturing leads. It helps you discover new leads, focus on the most promising ones, automate your outreach, and manage proposals more efficiently.     What can the agent do for me? When QuickBooks users connect a G-Mail account, your Customer Agent helps to source leads from your inboxes, draft personalized email responses, and track every customer opportunity in the sales cycle so they can grow their business efficiently. It also provides valuable insights to maximize revenue and efficient

On 7/9 I just created an employee check but see the pay date is 7/15 instead of 7/10