QuickBooks Q&A

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It takes five days or longer for my payment to hit my contractors account. How can I fix that.

A client received an "Estimate" which we did not send and the numbers don't match our estimate numbers, but it is very close to our estimate format and sales numbers. Would like to bring it to someone's attention with QB security.

I used to use my iPad Air M2 with my Magic Keyboard to create invoices.  With one of the recent updates, though, when I am typing an email, the RETURN button on my keyboard does nothing.  If I want to hit RETURN, I have to enable the virtual keyboard on the iPad, hit return, then dock that and continue typing.  It is so slow and annoying.  Also, after I finish entering data, I'll sometimes pull down to scroll, but if I go too fast, the entire entry gets deleted and I need to start again.  One more thing, when you enter an amount and you want to hit DONE, the menu bar isn't close to where you've been entering data, it shows up at the very bottom of the screen as a nondescript bar.  There are so many other issues that I have with the iPad and iPhone QBO, but these are the biggest.  If I am paying this much for a pretty basic accounting software that was sold to me as a solution for mobile accounting, Intuit needs to actually spend time and beta test pro

In other words I want to use " Military discount 10%" as a description and have the invoice calculate the discount based on the 10% for the proceeding line item.

I am attempting to import customer data from an old system, which is a 5600 row csv file. I have been breaking them up into smaller 999 row files to import separately since 1000 is the limit. The first 999 were imported fine, but when I go to import the 2nd batch, the green "Import" button is grayed out, not allowing me to input the document. Any advice?

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In the bank register not all of the transactions for the bank are showing. They are under the categorize tab in bank transactions.

We have a limited number of clients who require a unique invoicing process. We invoice an audit client for the full cost of an audit and they are paid (and pass on to us) a grant is issued from one agency. Once that payment has been applied, we invoice a 2nd agency for the balance. What I'm looking for is a way of making a notation on the invoice record referring to this special method that will appear on hard-copy or extract reports in order to alert our finance team to the special circumstances. Intuit support suggested a separate template with a notation at the bottom. I'm not sure if that would work because I can't even get the system to save one template without attaching the note to both the separate and the Standard template. I'm really wanting to be able to see this when reviewing reports rather than making an internal note on the client or project. Am I reaching too far for QBO?

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why wont my paychecks go to the proper account?

IE. a customer finances their invoice with the bank for a no-interest financing plan and the dealer (our company) gets charged a dealer fee (discount rate) by the bank to offer that plan to the consumer. We in turn get deducted that fee upon receiving payment from the bank and only receive a portion of the amount originally invoiced. Right now, I am entering it as a discount on the customer 'sales receipt'. However, I do not like that because it shows up as a 'discount given' on the P

I had some transactions come through from the bank that were duplicates of the transactions I processed. I deleted those duplicate transactions and now my reconciliation is out of balance. How do I undo a reconciliation to get back to in balance???

How do I migrate my bank transactions to my quickbooks online.  It's a month almost to the day, behind.  Why?Shouldn't that happen when I update? 

I'm trying to add Price Levels to QB Enterprise.  It says that I need to be in single-user mode to create a new Price Level List.  Is this correct or is there a setting that I can change?

When trying to save an invoice or po or any form as a PDF and print or send to a customer I receive the following message: Intuit Printer Library - the form you are about to print does not fit on the page. you may wish to modify your print settings such as portrait/landscape. Click OK to print anyway or Cancel to skip printing this form When I preview the form it is correct and I can print it but sending it directly from QB via email to my customer does not work also to safe as a PDF to my desktop does not work checked all printer settings, template settings etc all seems correct, it worked fine until yesterday nothing changed no updates etc, I am the only one using QB  any ideas how to fix that? thanks

product audit trail

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What do I do to have child support garnishments go to attorney general?

Can someone explain why the Sales by Product/Service Summary report insists on flagging non-taxable line items as taxable?I’m talking about items that have never been taxable. Not once. Not in this lifetime, nor in any prior incarnation. Still, the report merrily includes a taxable amount (and once in a while for flavor, it doesn't) and they are included in the taxable totals while the sales tax amount = $0.This leads to wildly misleading reporting and makes reconciling actual taxable sales a mess. I have to cross-reference multiple reports just to figure out what’s real—because this one apparently lives in a fantasy world where all things are taxable and logic is optional.   Then I have to zero out all the taxable amounts where the item is non-taxable.Is this a bug? A known issue? A design decision by someone who’s never filed a tax return?  P.S. If you’re on the Sales Tax team: please pass this note along to whoever’s doing QA. Assuming QA exists. If not, blink tw

Am I crazy? I’ve snapped receipts and they are no where to be found on the app.

Hi!  I've just opened a new business, but I've been using QBO for nearly a decade with another business. Since my business is design-focused, I'd like to control the look of my invoice and make it customized beyond what is offered through QB's invoice templates. In my other business, I've always created my own template in Word and then uploaded through the Import option, but this option doesn't seem to be available in this instance of QBO for my new business (same service level):  I tried asking for Help through QB, and the person I chatted with either didn't understand or couldn't give me an answer. What happened, or is there something I'm missing? Thanks in advance for any insight here!

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I need to deposit into QBs account, the monies in Undeposited Funds. How to do it?