QuickBooks Q&A

How can I be sure it went or is going to the right account as it was DD

I am paying to be harassed. How do I stop the QuickBooks Harassment?

for you Line of Credit Get an invoice advance on unpaid invoices Waiting on a payment? Apply for a Line of Credit to get invoice advances on eligible unpaid invoices, or draw cash to cover any gaps. Conditions apply. Get started

Tired of being asked to borrow money? Tired of stupid AI Stuff. How to stop this.

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Hello, I have another issue that popped up that i'm trying to figure out. I recently had a big time issue with the tax codes which finally I fixed. The question I have is once i do a financial update  ( end of day update) it goes through its cycles on qb pos fine. When I go to add the credit card deposits on the deposit page, the box pops up. Which is normal, and it lists the credit card sales made for the day or atleast thats how i did mine in detail. As i'm checking stuff off to match the end of day report, their are extra transactions that are small, but theirs alot which is odd. I went through the credit car transaction and matched. And then theirs usually a good amount that is left to check off. But on the payment window that you check stuff off, the transactions are not badged so to speak by any credit card. Any one have any ideas were these are coming from? I've tried to calculate varies different ways it could produce these numbers and I cant figure it out. Its not doublin

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Hello, I have another issue that popped up that i'm trying to figure out. I recently had a big time issue with the tax codes which finally I fixed. The question I have is once i do a financial update  ( end of day update) it goes through its cycles on qb pos fine. When I go to add the credit card deposits on the deposit page, the box pops up. Which is normal, and it lists the credit card sales made for the day or atleast thats how i did mine in detail. As i'm checking stuff off to match the end of day report, their are extra transactions that are small, but theirs alot which is odd. I went through the credit car transaction and matched. And then theirs usually a good amount that is left to check off. But on the payment window that you check stuff off, the transactions are not badged so to speak by any credit card. Any one have any ideas were these are coming from? I've tried to calculate varies different ways it could produce these numbers and I cant figure it out. Its not doublin

time posted to wrong project, how do i move

Is there a way to give a user access to the underlying transactions from a custom P&L report?  I don't want the user to be able to edit the details.  I would like the user to be able to view the report and the transactions but not edit.  

Started QB to complete a tax year audit after business was started. Now, I've added all previous payments and deposits, however now reconciling makes for messy reports. Since all data is now in the program, I'd like to delete all reconciliations and start from scratch to get cleaner reports

I have been trying for weeks to come up with a way (other than the Customer or Class fields) to add a unique customer ID to each payment and have it show up when I run the Transactions by Account report. A little background, we pay one vendor for multiple "sub-vendors" so for example we may pay The Green Arm for The Green Arm - Cal Zeb, The Green Arm - Wheel of Fire and The Green Arm - Dyan Fre. All of these are paid to The Green Arm, however each "sub-vendor" has their own unique ID. In addition, we don't enter these as invoices in QBDT, we enter them as checks, and since we use the Customer:Job and Class for other things those are not options for this. I have tried using items as a work around, but then my amounts change to zero on the report, because the "item" which is actually an ID # doesn't have a $ value associated with it. I have also tried using Sales Rep, but that field doesn't pull to the report even though it's an option in the write checks window and as a c

It seems like every one of my products are duplicated. When I am choosing a product from a product list there are always 2 identical choices, one works and the other appears to be inactive. But I can’t tell the difference – they look identical on the list. I just have to try one and see if I get an error. The error says “Something you’re trying to use has been made inactive. Check the fields with accounts, customers, items, vendors or employees.” I’ve gone to my product list and I cannot find the inactive products.

When emailing an invoice in QBO, the subject line generated by Intuit Assist AI automatically replaces my default subject line. I have to manually change it back every time I send an invoice. This directly affects the consistency of our business messaging, as well as that of our clients (we are a QBOA user) - which is unacceptable. Businesses should have full control over their default communication settings, and those should not be overridden by Intuit without consent. There should be an option to disable Intuit Assist or prevent it from altering default configurations. Right now, it feels like it's being forced on users without adequate control or customization options.

I have an invoice I send every month and have never had a problem. All if the sudden I got a notice that my invoice was not sent due to a "delivery issue" and that QB is "unable to reach..." the email address. This happened recently with one other email address as well. I have verified both and they are receiving emails from everyone else but QB. I've been using QB for many years and have only had this problem in the last month. Thanks for any insight or help.

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Originally, I had the chart of accounts on and only the expense subaccount was marked as invalid. I turned off the chart and now the expense account and bank account are invalid.

My POS has been sending the sales tax amount to the QB desktop incorrectly and the amount due in the Manage Sales tax is completely wrong. How do I correct this so it is showing only the correct amount due?

I've had a POS connected to my QB desktop since 2008 and recently our current POS has quit the connection (even after hours and hours of time with help from the POS and QB). I now need to manually enter all the daily sales. When I start to enter a daily sale it tells me that there are "Outstanding Billable Time and Cost" associated with "Sales". When I select these they are from 2008 and before. Should I figure out a way to delete these? If so, how?

Banking Rules for deposits that are sales receipts

I have multiple Quickbooks accounts and half a dozen AMEX cards. In a single company, only one AMEX card will stay connected to the bank feed. Once one card is connected, other AMEX instantly becomes disconnected. This happens in multiple Quickbooks Online accounts. I called AMEX and they said it was a QB's issue. 

Using Accountant Desktop Plus 2024. Just did latest update and now all my reports are messed up in my clients files.  What's going on?  

Email will NOT go thru because it says outlook is not responding. Help please!

I am seeking a method for my team to mass-export invoices from QuickBooks Desktop Enterprise as PDFs. We have approximately 180 customers in our company file, and I need to retrieve each customer's invoice for the month of December, going back to their inception in our system.   The stakeholder has specifically requested individual monthly invoices rather than a summary across a date range, as some customers have records spanning nearly a decade.   At present, I see no native way to perform this in bulk without manually accessing each invoice. While I am open to using third-party tools, my preference is for a solution available within Enterprise itself.