QuickBooks Q&A

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... 

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.