QuickBooks Q&A

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I want to migrate my purchased version of Quickbooks Desktop Pro 2015 to my new Dell W11 laptop. I've downloaded the software but it wont accept my licence & Product codes Can anyone help?

I’ve recently connected my business bank account to my quick books account & all my transactions have appeared which I have then organised into categories. My question is, do I then have to upload all of my receipts and invoices to match each transaction? I really don’t see the point in adding my receipts if it’s all uploaded electronically via my bank account but want to double check with this one.  

I am reconciling my Credit Card statement from 2nd September 2024. Quickbooks is connected to the bank and has transactions as recent as today (22nd September), so the connection remains good. My chart of accounts for the credit card has no record of the missing transaction.How can I either force the transaction to download from my bank or manually add it to the account in quickbooks?

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Have used the app for 3yrs and built a portfolio of clients that I can no longer see or access, why? where have they gone? It is like I have logged in for the first time.

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I assume I'm either 1) not recording transactions properly or 2) not thinking about terminology properly. Any suggestions would be appreciated... Is recording tax payments and member distributions via the "Expense" transaction type a best practice? I'm asking because I am doing that...even though I usually think of expenses as "subtractions from revenue to reduce net profit" (which tax payments and distributions are not).Once recorded, I see the transactions labeled "Expense" in the register or in balance account reports, and they just seem wrong.Is there a good way to abstract the Expense term? Otherwise, I'm considering changing the transactions to "Check" in order to arrest this enduring distraction.

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Why does quickbooks look like the first time used? Had for 3yrs with many details.

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Hi, we're using Online Advanced Payroll and have come up against a question which I can't find an answer to. Is there a way to stop staff being able to book more leave than they have available (i.e. avoid a negative balance)? At the moment, we have a member of staff who has booked an amount of leave which puts him into a negative balance, which has been approved as their manager didn't check. While we can set things so that he is unpaid for the extra days, or he can change his booking, it would be better if we can either prevent him from booking more than he is entitled to, or at least flag more clearly when an employee's leave balance drops below 0. I have tried using the Leave Balances report but it shows any leave booked but not yet taken in the balance - which I understand, and I think is why my staff member booked extra leave, his balance shows as 10 but that is currently all booked, he then assumed it was available and booked more. I can't see anything which p

Within in my business bank account I use a separate savings pot that is only for internal transfers between the current account. on my quickbooks bank transactions it shows the transfers between the accounts in and out. But obviously the only account linked to quickbooks is the current account. I cannot add the savings pot as another bank account option as I use the additional bank account options for my other bank accounts and PayPal. how do I record these transfers between internal accounts 

We've noticed that some invoice entries have their `TimeModified` updated simply when a user views an invoice, without making any changes. Could someone suggests what might be causing the `TimeModified` field to update in these cases?

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We are a Small charity with 4 shops - will go to EPOS shortly and also animal shelter manager software.If the sales are recorded through these sources, can I upload to QB via CSV or automatic rather than at present manually typing in everything? Thanks

I want to invite all customers to a promotional event by email

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Hi, I'm stuck on a contra issue. I have a customer whom I invoiced £480 for a job which incurred a £60 penalty. I had expected them to pay the invoice in full & for me to pay them £60 separately. Instead they short paid the invoice, I received £420, leaving an open balance of £60. They also issued a bill for £60 which I have entered in QB. So I need to contra one against the other to balance the account but I'm not sure of the best way to do this