QuickBooks Q&A (US)

Cannot see the column for account numbers.

We know how to get invoice lists, but we are looking to get an entire invoice exported with all of the line item detail into excel. Thank you!

Bank issues

I just received 3 calls in a row from the same phone number Intuit used to call me earlier after I asked for a support callback. It was an automated voice claiming it was from Intuit Fraud Prevention stating that a specific dollar amount had been attempted as a withdrawal from my account, all asked me to approve or deny by pressing 1 or 2. Was this legit? Seemed like a well-crafted phishing attempt.

How to call QuickBooks support

Anyone else having this problem? Quickbooks won't let me record partial payments to vendors. For example, if i have a bill for $1000 and I want to record a $500 payment, it wont let me. I can try to change the payment amount to match the check amount but it immediately resets the payment amount from $500 back to $1000 and won't me me go further because that creates a negative vendor credit. I was able to make partial vendor payments a week ago. 

This isn't from an error message from the bank. I want to change the name of the accounts to match what the bank calls them.

I do not own a small business but need help tracking finances, paying bills and the like. Several people have recommended QB for this management so I signed up fpr QB online. However, it seems to be created more for people that own a business. Am I in the wrong place to keep track of finances, spending, and banking?

Drop down menu for Bank transactions ("feed") is so truncated I can't tell what the accounts are, and the drop-down menu leaves a big space between the down arrow and the list, so you can only see the first couple accounts anyway. And when you have a lot of accounts on the list, this makes everything that much more difficult. What I need is a simple search box, like on the Chart of Accounts page, that will take me to that account's "feed" page. Does this exist?

If you're looking to streamline your financial management and take control of your books, you're in the right place. Dive deep into the world of QuickBooks Online banking and reconciliations with our latest episode of The Answer Room. Whether you're a seasoned pro or just starting out, this session offers valuable insights to help you manage your bank feeds with confidence.        

Hello, For a few years I've had a single account and have used a single custom invoice number unique to that customer (we'll call it Customer1 - 0001, 0002, 0003, etc...).I've gotten to the point where I'll be expanding the business and would like to continue custom invoicing numbers per customer. So Customer1 would continue on their Customer1 - 0049, 0050, etc while Customer2 would start at Customer2 - 0001, 0002, 0003, etc...Is this possible to automate or do I need to adjust the invoice numbers manually per invoice?

When I access finance charges for customers there a few of them that always come up with $0.00 finance charge.   It will show an amount that is going to be charged for them but when I go to the actual finance charges invoice it will be $0.00.   This only happens with a few customers, not all.

Is there a way to pay an owner through ACH for an owners draw? Can ACH be iniatited from within Quickbooks? If so, how do we do that? We are using the most current version of QB Enterprise. Or is there another way we should do this? We use Chase as our bank.

I'm really having an issue regarding the proper way to handle customer overpayments. I have read the online directions on handling overpayments, credit memos, adding a service item, and unapplied payments. All seem to have different directions. I do not want the overpayment to occur in the "unapplied cash payment" account on the P&L.To simplify:  I have an invoice for $500.00, but the client's check shows an overpayment of $400.00.  1.  The check is already in the bank but not matched.2.  If I receive the check for $900 and apply it to the invoice for $500.  QBO will say that it automatically creates a credit of $400.00 for later use.   When I return to the customer, the $400 appears under the last invoice, and there is an unapplied $400.00.  Is this when the overage posts to an "unapplied cash payment" account?  QBO does not automatically credit a Credit Memo.  Is this when I create a CM using the service item code that l

I have been asked by our purchasing department if there is a way to import an excel file into QB that contains non inventory parts.  We do all purchases by Purchase Order so we have many  many items that we have to enter for a very large project.   Is there a way to take the current spreadsheet we have with the various vendors and items we need to purchase (100s of items) and import that into QB so we don't have to retype everything under each vendor ?? 

No text available

No text available

credit card payments via phone

No text available

We are using Quickbooks Enterprise Manufacturing & Wholesale 24.0 and occasionally we are seeing bills delink from purchase orders which causes the purchase order to reopen. Is anyone else experiencing this? if so, have you been able to figure out why its happening or come up with a solution?

No text available

Budget view shows current year data as reference data. I then make adjustments to next years budget. I can see it online. However, when I extract it to excel I lose the reference data for a side by side comparison.

No text available

How can I get an employee to be able to clock in on Tsheets is he is already there as a subcontractor?

No text available