QuickBooks Q&A

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I was talked into QB Enterprise Gold 2023 by the salesman. It is total overkill for our small business of 10. I just signed up with a payroll service so I no longer need payroll. But, I would still like to use QB for accounting and customer data management. I don't even know what my options are. Any help or advice you can give is much appreciated!!

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When I set up my account I used my work email for the company I do contract work for. Now they are saying I “self funded” because I sent an invoice to the company. They won’t release the funds and when I asked them to refund to the client, they said the client would just have to dispute it with their bank. Even after I verified it is not my company, they still said it was self funding. This is all after I’ve been trying to get a hold of them for almost a month to figure out why my funds were on hold!

How can I cancel an invoice when there is no ... button?

Hello, Having an issue where a Customer is showing up as a project in Time. In normal QBO, I have customer X who then has 10 projects under that X customer. Basic normal set up, have 10 more instances like it in our set up. However, with only customer X, when you go to the Time app X is now a project (says (Project) next to it) and all of the projects in the folder are not labeled as projects. This translates to all of customer X's projects not showing in the "Projects" tab on Workforce to allow any kind of data entry like file upload, picture upload, or note sharing like you can with any normal Project. The weird part is that you can still make time entry's for these projects. There is just nothing showing for them in the "Projects" tab Anyone else had this issue? Its been virtually impossible to get anywhere doing chat with this. Thanks!

Can I change the headers in Produts and Services 

I went on sherwins website and it had a quick link to add to qb but until i have the vendor it wont load over.

We have a BOA parent acct with 12 cards subdivided. How do you get 12 different feeds into QBO?

I can sort them all by date and number I guess but it seems like it would be logical to have a search box where I could search by customer or invoice number.

Auto Tax Readiness page requires action: Add Intuit as a TPA for CO UI tax payments. My CO UI account page shows QBO Payroll as the TPA. I'm unable to delete that with the intention of reentering the TPA info. Unemployment insurance. The action is 'add Intuit as TPA.' The CO unemployment insurance site has QuickBooks Online Payroll Inc. as TPA

Once I try to log in there's an error message that says, " There's an issue on our end. We're on it? " Would a recovery link for Qb rep work, we also did all troubleshooting and clear cache.

It sure would be nice to turn off the worthless popups in desktop 2024, but support is worthless. Anyone have any ideas on how to shut this crap off?

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So for several years we have added a location column on our quotes (and our invoices) so when I create an invoice from a quote it carries over as several of my customers require the location of each delivery.  This has been great, all of sudden this year, it won't carry over.  We haven't changed either template, both are exactly the same as they were before but it will not carry over the information from quote to invoice and I do not know what the mapping issue is.  Anyone else have this issue??? I do not know how to fix it as I've tried everything I can think of. thanks

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Can someone please help!! I'm trying to navigate the new qb online and the software that it updated to is absolutely horrible as well confusing. I can't locate simple transactions or add my address to invoices with keeping the logo...it's a nightmare..

I need to zero out a rental security deposit account. Tenant moved out with some damage so I am only doing a partial refund.  I tried doing the credit memo and invoice route for the remaining amount not being refunded, but those two just cancel each other out.  EX: security deposit was $1,000 (sales receipt type from checking account). I Zelled $750 back to the tenant which shows as expense. Created a credit memo and invoice of $250 against this tenant (customer) for the amount that won't be refunded to them. QBO shows all these transaction rows but still has $250 in security deposit account. Please advise on how to resolve correctly.  I watched a few videos where people recommended recording the $250 as income on P&L but that does not make sense to me. Thanks

All of my deposits have been withheld for the entire month of march. There are 52 of them.

Sales and expenses from etsy not appearing in quick books.

I need to be an "additional" Administrator, not the Primary Admin. The other Admin keeps changing it back to Admin but when I log out and back in the system reverts back to Payroll Manager.

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