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QuickBooks Q&A

QuickBooks Q&A

10000+ Topics
N
neethal-futad-qa
 Manage Customers and income
M
mindjolt
 Manage Your Account for
D
dsky227
 Manage Customers and income
Understanding Invoice related dates

I'm kinda new to this.  We're using Qucikbooks Desktop... not one of the product choices. I work for a non-profit.  We have a number of grantors... and we use classes to track activity by grantor.  After a month closes, I look at the expense activity by class and then generate an invoice to cover this activity, e.g. net income by class for each month will eventually equal zero.  I wait 5-7 business days for expenses to come in after the close of the month.  Generate a draft invoice.  The project manager approves it... and the invoice doesn't get printed/sent to the grantor/customer 'til about the 15th or even later.  Now all invoices are dated as of the last day of the month... regardless of when they are printed/sent.  The instructions from the prior bookkeeper was that this is necessary to get the revenue associated with the invoice to align with the expenses from which the invoice was derived.  However, this *real

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A
accounts-solaviv
 Manage Suppliers and Expenses for
D
dsky227
 Manage Customers and income
J
JASSTL
 Banking
Splitting a bank deposit between sales and transfer

In QuickBooks, we have linked our organization's bank account and have also created a petty cash account to keep track of money withdrawn for petty cash. Last month, my organization withdrew money from our bank account to be used as petty cash. To record this in QuickBooks, when the withdrawal showed up in Banking > For Review, I clicked on the transaction, selected the Record as Transfer option and selected our petty cash account as the account to be transferred too. This money was used for event expenses. However after all event expenses were paid, there was $30 of petty cash left over. A check for $30 was made and deposited along with two other checks that are from sales. These two checks total to be $100, so $130 all together. Since all three checks were deposited on the same day, in QuickBooks, they show as one transaction, a $130 deposit, in Banking > For Review. When I click on the transaction, I only have the options to select Categorize for the entire $130, or selec

31
M
T
TP35
 Manage Your Account for
E
emmanuel-parcelh
 Manage Your Account for
G
gctaylor
 Reports
F
fordehkulchaclot
 Manage Suppliers and Expenses for
F
financethemoretr
 Importing and Exporting Data
P
prashant5
 Manage Customers and income
M
Mohamed_Fayed
 Other Questions
M
Mdazo
 Getting Started for
Y
yassminyoussry-v
 Manage Your Account for
S
study-caddubai-c
 Reports
S
Serfd
 Other Questions
Quick Books Recurring Charge

I don’t know what to say, when a company as big as intuit doesn’t have a direct customer service email for one of their millionth product. Here is my ordeal. I use intuit for my tax purposes and somehow I ended up choosing quick books online for bookkeeping (which is always deliberate when you have same name for 100s products they roll out). Since then I had no idea but for years they have been draining my account with monthly subscriptions for a product I never used. This was brought to my attention recently by my bank and a third party provider for better spend (I would definitely recommend having them ). I have tried calling them asking for a cancellation and a refund. They did neither which is ridiculous as they kept on putting me in loop for cancellation that it again slipped from my target. I am sure everyone is busy and I think they purposely make it so difficult to cancel a product because they would end up retaining. Lastly , I don’t understand the refund policy at all, for a

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A
N
namofiretech-101
 Manage Customers and income
S
shabanrajput-saj
 Tax
T
thomas44
 Manage Suppliers and Expenses for
M
mahimncl2w
 Manage Your Account for
A
accounts477
 Other Questions
M
mlowry_711
 Importing and Exporting Data
G
George751
 Other Questions
There is a major bug in Quickbooks Enterprise Desktop when using multi-currency accounts

I have two currencies USD and EUR in QB Enterprise Desktop version, the EUR is the preferred one so Balance Sheet comes out in EUR, i discovered a bug in the program, as when i try to create an assembly inventory item, in the BOM if i use parts from USD suppliers then it will keep them in USD and will not exchange them in EUR.In other words, when i enter a bill from a supplier in USD, the software automatically exchanges the total and it shows up in the P&L as EUR exchanged, which is correct, and even when i try to sell directly one of the items in the bill, it shows as EUR exchanged in P&L...so until now everything is correct.However, if you put this item in a BOM of an assembly inventory item, the price of this article will remain in USD and when you sell the assembly item it will remain in USD value, this is a big problem.What should i do? remove the USD bank account and create a USD equivalent in EUR, and delete all the bills from USD suppliers and recreate their accounts i

31
G
M
mvbirneyoffice
 Manage Your Account for
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