QuickBooks Q&A

I have an estimate with four line items and have completed 1 line item and would like to send an invoice for the one line item.

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for inuit self employed

The saved, custom sales tax rates I have no longer appear as options via the dropdown for "Select tax rate" on Customer Invoices.  Previously, they would all appear, but now they have disappeared.   I've checked the Settings to see if something has changed, but I don't see anything abnormal.  I'm inclined to think this is yet another bug.  Any help?

Or does anyone have a vendor suggestion?

Can the dashboard now show income, expenses, banks, assets, credit cards, liabilities, and equity in Chart of Accounts?"

I need to print an employee direct deposit authorization form. Where can I find it?

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Contractor has rec'd dd in past but requested switch to checks. No change to info, full info provided. Manual option tried, submit/save not active.

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Why do sales receipts that are UNPAID show as PAID? This has caused a nightmare as we try to clean these up. This can happen if:a) The recurring sales receipt template doesn't have a payment method set.b) The recurring sales receipt template has a payment method set, but doesn't have the "Process Payment" box checkedc) The selected payment method fails when the sales receipt is generated.In ALL cases, the Sales Receipt shows as PAID but it IS NOT PAID. No payment has been processed. So when we look at A/R, or the client's transaction list, we have NO CLUE that the payment was not made.Here's a screenshot of one client's 8 transactions, all of which are unpaid, but show as paid (purple box): https://prnt.sc/w9xez9And here's a screenshot of the Sales Receipt itself, which ALSO shows as paid (purple arrow), but is Unpaid (red arrow shows no payment method): https://prnt.sc/w9xjahYou can imagine the anger this creates in clients who, as in this case, are going to be told that the

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If you run profit and loss report it doesn't show financing activity (ie. transfers). So you don't get a picture of profit after debt service (ie. TOTAL MONEY OUT) If you run a cash flow statement it only shows account balance changes for the given time period and can't be shown as monthly totals. So you can't compare cash flow of september to cash flow for october NOR can you see what you spent on any category. It's infuriating that such a simple and what would seemingly be a pretty common need to know, is so ridiculously hard to figure out.   I mean any loan you apply for needs to know total money in and total money out INCLUDING debt service (not just "Interest Expense").   Ideally it would be the Profit and Loss report with Transfers to liability accounts in it's own section or in the expense section.

How can I export a Product & Services List in Quickbooks Online that shows the Product ID? (I did this a couple of months ago, but can not remember, and I need to update my list.)

I am trying to avoid manually editing approximately 800 items individually.

We pay the same 10-15 people every 1-2 weeks, and it's very time-consuming to manually select the expense account every time we set up payments for them.

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Does anyone that uses Paychex and uses QBO projects have their journal entry configured to post by project?  Picture a normal payroll journal that posts.  Now break apart the expenses portion and have those post by project.  I've attached a PDF of a sample journal entry of how I would think it would work.  

Error on Line 24

Good afternoon.  QB2024. I mistakenly created a customer job with the same name as the customer.  Now all of the work we've done for the customer are in the job file and nothing in the main customer.  I tried to restore a backup file, but it says the backup file is read only.Does anyone have any suggestion as to how I fix this mess?Thanks,Barbara