QuickBooks Q&A

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The missing info is the "type of product" and the date. Other info that I enter does not disappear.

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A Chat Assistant has informed me that modifying a scheduled report is a feature not accessible to QB-Pro subscribers and we must upgrade to QB-Advanced to modify any existing recurring scheduled reports. (Chat transcript available upon request)

Hello, when creating an invoice (receivable) in QBO, am I able to change the receivable account that the invoice goes in? At the moment it seems to automatically go into our main/first AR account, but we have multiple AR accounts to track earned receivables vs contributions and would prefer to choose which one the invoices go into.  

I received a return payment for insufficient funds through QB Payments. How do I remove the deposit so I can delete the payment on the invoice?

Hi All I have been digging around ref these script error what have started happening to us in the last week. The machine is Windows 10 pro so has both Edge and Internet explorer.  I have reset the internet explorer settings and also removed the tick from IE that says about displaying script errors but still getting the popup attached.Error code 0Object doesn't support property or method 'startsWith'Any advise would be great as driving me crazy. ThanksGlenn

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Has there been a fix yet for the 5% MN UI Additional Assessment for quickbooks desktop yet??? I can not find one anywhere. Please Help!

I am trying to find out the results from a case I put in for payroll tax and now I cannot access the chat

I have moved, and my tax rate is lower than in my previous town. I have 2015 QuickBooks Pro, and the computer is not connected online. I can see how to change each line item but I need all information / items changed to the lower 6.25% tax rate. how can I do this. it would take forever to change each item 1 at a time. 

I am new to using QBO, so please pardon the newbie question. I have a client that sent 2 separate checks to pay for the same invoice. I mistakenly deposited the duplicate check into my checking account. When I went to enter the deposit into QBO I realized my error. The client would like me to write him a refund check in return. How do I go about doing this in QBO? I am a complete newbie, so I need simple advice. 🙂Thanks, Jerry

Trying to add an employee and its not giving me their state to add in their personal info section. What is needed to have it added there? Thanks!

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I am a Quickbooks Desktop Pro 2024 user. I have 44 customers. I previously could navigate to Customers/Customer Center, and each name would show, with a current balance. When I selected a specific customer, the screen on the right would show all of their invoices and deposits since the beginning of time, along with a running balance after each separate line item transaction. I must have hit the wrong button somewhere, because now I can only get the list of 44, but the screen with their entire history doesn't appear. Instead I get a set of blank columns with titles like Job Status and Estimate Total. No history. How can I find the histories again?  Many thanks,Kathleen

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Good morningI have followed the instructions as written and I cannot find where to enter the SOC. I am trying to start this process ahead of the SC mandate.  Any guidance would be greatly appreciated

We use sales orders with zero value to record registrations.

The plan I subscribed to stated that it can sync to an e-commerce platform. How is that done? The link in the support system doesn't work.

  Accounting is a huge part of running a business, and maybe the most tedious. With making sure all of your bank transactions are categorized correctly, and reconciling your accounts accurately, it can be a source of anxiety and stress for any business owner or accountant. This is exactly why QuickBooks Online is proud to present the Accounting Agent, a new AI tool embedded into your QuickBooks account that acts as your digital bookkeeper and was created to ease the burden of bookkeeping. Let’s jump in and learn all about this new agent while answering some questions you may have. So what exactly is the Accounting agent?: The QuickBooks Online AI Accounting Agent is an intelligent virtual assistant that uses advanced machine learning to streamline accounting tasks. It automates repetitive work, analyzes financial data, and provides real-time insights to help users make informed decisions and reduce their workload.You'll see a banner when you have transactions that are ready to p

I don't not use QB for anything online, its a glorified check book that has estimation capabilities. I only still use QB because that is what I have had for almost 20 years. Will it still work to simply input checks, deposits, reconcile, estimates or anything that doesn't require me to be online?

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