QuickBooks Q&A

Is anyone else ready to toss their laptop out the window?!  Filters aren't working.  Expenses and vendors won't populate reports or filters.  And now I can't print checks!!

I've done everything instructed but it comes back as failed every time. What am I doing wrong?

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I cannot view any of my data from QBO via the app, and the force sync will not work.

Delete Payroll Run

New to QBO from many years of Quickbooks Pro Desktop. So far so good but... I've added a custom field labelled PO#, marked it to appear on invoices and customized the invoice template to include the PO# so now it appears when I create a new invoice.  But now I want to associate a customer/job with an invoice so that the PO# field is automatically populated but can't figure out how to add the PO# to a customer/job. While I'm at it, I have a couple more questions:  1. is there a way to enter the total value of a customer PO and then track my invoices against the PO's value on a running basis?2. Is there a built-in calculator that I can use when I am entering, for example, an expense so I can add and subtract to get to the total amount? 

I applied for an advance on an invoice using QB Advance Loans option. Loan was approved. Before the loan amount was issued into the account, the invoice for that loan was paid. I have not received the funds from the loan nor the payment for the invoice. It has been more than 2 business days since the payment has been made and moe than a week since the application for an advance pay loan was approved. Where are or how do I access the funds?

I have a few clients who have to be sent an invoice monthly to process payment. How do I automate this process for these repeat customers and services?

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Currently, I mark the invoice as paid then go to transactions and create a new transaction (income) for each paid invoice.

So, I have and use QuickBooks checking. I have been depositing mobile check payments from customers for a few weeks with no issues. Suddenly, it no longer works. The error that pops up is "Whoops, something needs to be fixed".. No idea what that something is. It then says We can't deposit this check. So, I tried several times with the same error. Then I called QB live customer support. The guy says he does not see any check deposits attempted today and no errors on my account. He says: Clear the Cache, delete the app, and reinstall. Also said to check the phone was up-to-date. I verified there were no pending updates. I do everything he says, I try again, and it does not work, same error. He then says, try depositing into a different bank account. I can't; this is written out to my business, and only my business account has that payee name. He suggested putting it into my personal account, again, it is not written to me personally... He suggests waiting a day and trying again and/or ge

I loaned my bookkeeping business $2000 for start-up.  I just entered a bill in QBO that I paid personally and I want to reimburse myself and decrease the loan payable.  I also need to reflect the continuing education expense.  I'm not sure how to do this in the best way.  Any help would be greatly appreciated.  

Unlocking the Power of Spreadsheet Sync in QuickBooks Online: A Game-Changer for Client InsightsFor the longest time, I stared at the Spreadsheet Sync feature in QuickBooks Online wondering, “What’s the real purpose of this?” It seemed like just another tool—until I dug deeper. And what I discovered? It blew my mind—and it might just blow yours too.I’ve built a live, interactive dashboard using Spreadsheet Sync that connects directly with QBO. As soon as entries are posted, the dashboard auto-updates with real-time charts and KPIs—no manual refreshes, no delays.This has been a game-changer for my clients, especially those who find traditional Balance Sheets and Profit & Loss statements confusing. Now, they get a clear, visual snapshot of their business health—from cash flow to profitability—at a glance.But here’s the real magic: clients are no longer just recording transactions for tax filing. They’re actively using their numbers to

I receiving an error message

I tried following steps I found online, but they didn't work. Please give me guidance to how to set this up.

This only happens with a few customers.

We use class tracking for use tax payments and in the past we were able to assign a class to each invoice. A while back it start requiring us to apply the class not only to the invoice but to each item on the invoice, which takes a lot of our time. I have tried to go in the change the setting to invoice but that option is not available. Is there something I am missing?

Won't view invoices for customers

I was trying to add Reps to invoices that were missing them going back a couple of years. There was one invoice that I could not change due to the pop-up message "There's a problem with the assembly items from this transaction. To fix the problem select 'I purchase this assembly item from a vendor' for all assembly items used on this transaction". That makes no sense to me. I double checked the items and they were set up properly. We make 99% of our assemblies in house from raw goods. In an attempt to change the invoice I did change the 4 assembly items by checking that box but was still unable to change the invoice. I reverted them all back to their proper status. Then I remembered that a couple of the assemblies have sub-assemblies. Before I go and check all of those boxes I stopped and came here. Also- during this process I did notice a couple of assemblies that did have that box checked in error. I changed them. but I stopped and came here to see what unintended effects that c

Does anyone know where the Hourly Rate Calculator went in the projects tab? Here are links to show videos and blogs, from QB, of the calculator in action. If you fast forward the video to minute 1:00 you will see this feature being used. It pulls the employee hourly rate + insurance + workmen's comp, etc. for the true cost per hour. No one from QB customer service seems to know what I am talking about. It isn't in their test account. Again, I have several videos and intuit blogs that show and tell how to use this feature. Please see below.  How to add labor costs to a project in QuickBooks Online - YouTube Solved: Tracking labor costs (intuit.com) I have employee cost rates listed, but one of my employee's cost rate is not appearing on all of her time entries on the project report. How can this be fixed? (intuit.com)  

My client has a dumping cash account where they record the received payments; however, the actual deposits for these payments appear in their checking account. How should I properly record these to offset the deposits in the dumping account without duplicating the sales amount when I do not have the breakdown of deposits?

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