QuickBooks Q&A

Just set up a new COA for a new QB company.  I'm using account #s with main accounts, sub-accounts and sub-sub accounts.  It looks beautiful the way it is in the COA, but the sub and sub-sub accounts do not show up in numerical order in the P&L.  EX:  I have a main account 60000 - "General Business Expenses".  I also have a sub account with 60000 as the parent called 61000 "Office Expense" and another sub account 67000 "Insurance Expense".However, in the P&L the 67000 sub account shows up before the 61000 sub account.  There are several more sub accounts and, like the above, they are not in numerical order either.  It makes the P&L look amateurish having insurance showing that high up in the P&L.  Suggestions how to fix this?

Is there a way to make sure that the dollar amount in the product/service doesn't override the existing dollar amount in my sales receipts that are being pushed into my account by Bloomerang?

These payments and deposits happened years ago. The customer doesn't exist anymore. What are my options to not carry a credit in the books forever?

Up until yesterday, when you clicked on the Menu Item for TIME on the left side of screen, it gave an option for TIME ENTRY or OVERVIEW. Today, it changed, and OVERVIEW has been replaced with SCHEULE. Where did the OVERVIEW screen go?

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Can paystubs be emailed automatically?

Is there a way to make a report for all line items across a custom date grouped by invoice number? Or all invoices across a custom date including the line items? 

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I have over 300 recurring invoices set up to create 10 days early and automatically send emails on the 1st. See example below: "Repeats on 1st day of every 1 month.The next invoice will be created on 07/22/2025 and sent on 08/01/2025."  This is the first month I've used quickbooks and all the emails sent on the create date instead! I need to be able to review and edit them before they send and they should send on the first of the month, not 10 days early.

I created a $0 value sales receipt for a warranty replacement product we sent out and to distinguish it from normal sales receipts I added a "-W" to the end of the Sale No.   But now Quickbooks is automatically adding "-W" to every sales receipt we enter.  I can go back and delete the "-W" suffix from saved Sales Receipts, but as soon as we enter a new one the Sale No. automatically appears with the suffix included. Anyone know how to stop QB from doing this?  Or how to reset the Sale No. numbering sequence for Sales Receipts?    Thanks

When can I get an instant deposit

For example:We are showing a Net profit for 2024 or $20,227and the graphic is stating that we are  Down 28% from last year.What exactly does down 28% mean?

I am using Quickbooks Online "Intuit Enterprise Suite" I have classes turned on.  I can run a Profit and Lost by class with no issues. Balance sheet by class is not an option for me in reports, can anyone tell me why?

I am in the middle of reconciling hte bank account and out of nowhere after I click on a deposit, the checked amount goes to the bottom of the column? It stops and buffers and them moves it to the bottom? How do i undo this, I like the old setting where I just check off the amount and thats it. 

Trying to remove amount to print on sales orders

Need to fix it back as it was. It didn't do this previously. I go in to take it out of the company name field, then it turns red/error, and makes me put it in the customer name field AGAIN. I'd like the company field name to be deleted if possible. Help?

If an employee left the organization and is now re-hired, do I enter them as a whole new person, or can the original termination date be cancelled like they never left?

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20+ years Desktop and Direct Deposit user with 100 employees, spoke with 3 sales agents and none warned about the Direct Deposit limit cap for "new" companies (Quickbooks claims that we're new because online and desktop are two different entities...) It's been 20 days since the move and Quickbooks is not allowing us to use the Direct Deposit function as the limit cap imposed is half of what we run weekly. We've been opening cases since then and every day they close them automatically, the Resolution page shows the case number (not all of them, see below) and cannot be clicked for details. No communication whatsoever, so every single day we had to spend over a hour on the phone with support, and this is what they say (and we ask to send an email with the exact words):"Financials do not support. Increase cannot be approved at this time."This is literally all the email content from the call supervisor says!Since day one we uploaded 6 months financials, our own bank wrote a lette

Our old bookkeeper didn't utilize Quickbooks Online correctly and didn't link Bills to Purchase Orders. Therefore my reports show many Purchase Orders as open when they have already been paid. She also never closed the books so I am wondering if I close the books for say 2015, will it close all the open PO's up until the date the books are closed?

started a week ago- checked forms and the right one is selected to send. is this a glitch? Known and being fixed?

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