QuickBooks Q&A

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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.  

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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

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For example, my boss has created reports she would like me to see, and believes they should be available in the "custom reports section" without any intervention. We have the same access rights. How is this possible without going into each individual reports and "sharing" it

I have the cheapest QB online, so not sure best way to add my accountants Adjusting Journal Entries.

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I am currently using QuickBooks Desktop Enterprise 20.0 version but I would like to switch to QuickBooks Online version.  Am I able to convert my QuickBooks Enterprise to QuickBooks Online? Based on the information from The QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online, it seems the convert guide is only for Pro or Premier. Thus, I am wondering will Enterprise version works as well?  Could anyone please confirm it?  Thank you!

I have a client who is going to begin paying PTO.  It will start accruing on 10-1-20 for all employees, based on the number of hours worked.  Where do I go to set up the rate at which it accrues?  I set up a paid time off vacation category in Payroll Item Lists.  Do I set up the accrual rate somewhere in employee setup?

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Earlier this week, I received an email notifying me of a 70% price increase beginning next month due to new AI features that I do not need nor want.  From the little bit of experience I have had in Quickbooks with incorrect autofilling of vendor names when setting up new vendors that requires me to go back in and delete out duplicate entries to avoid double printing names on checks, I do not trust that the new AI will be helpful; in fact, I expect that it will increase my workload by requiring me to audit and double check everything that it is doing.  If it cannot do a simple name extraction, why would I trust it to allocate expenses or pull information from invoices correctly?Since I do not feel that the AI is actually ready for general use, I feel that this should be an optional feature that can be added to plans for those who feel that it would bring them value without forcing it on all plans and those of us that do not want it.I tried contacting customer service through c

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