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  • EFTPS

    From the answer: I'd be happy to assist you today,  schlieskiml .... Let's get your EFTPS password changed.... I can provide you with the easy steps on how you can update your IRS-EFTPS password.

  • Recent Update Reset preferences AND Causes Bill to close automatically after payment has been applied (desktop version).

    From the answer: Hello there,  gsdheaven .... Thanks for letting us know about this.... Let's get this sorted out.... QuickBooks' recent update doesn't include resetting current preferences.

  • Duplicate matched transactions

    From the answer: Once you have access to the Banking page, you can do everything to it, mcikes.... You'll have to go to the Bank Feeds Center to exclude those transactions.

  • I am trying to run a Profit and Loss by class report that compare July 2019 with July 2018 and YTD

    From the answer: Hi there, Tkennedy1.... You'll want to get and customize each report period and then export it to Excel.... From, there you can collate and compare them.

  • Item list inventory on hand doesn't match Qty on hand

    From the answer: Hi there, .... Let's perform some basic troubleshooting steps to isolate the issue and get you back on track.

  • Edit fields for letter templates

    From the answer: Thanks for the quick response,  najungahn .... Allow me to take over and help you further with adding characters to custom letters via QuickBooks Desktop.

  • customer overpayment

    From the answer: Hi ,   I've got your query covered on how you can convert an overpayment into a credit memo.... Follow these steps to record a credit memo : Go to the Customers menu, then select Create Credit Memos/Refunds .

  • Which QuickBooks is right for me?

    From the answer: You don’t have to buy separate copies for each employee, .... QuickBooks Desktop (Windows) offers 3 different versions.

  • Bank feeds to items rather than accounts

    From the answer: Hello TEBAUGH,   Welcome to the Community.... It would be my pleasure to assist you with concern about the Bank Feeds section in QuickBooks Desktop.

  • Business Property under construction/personal loan from a partner

    From the answer: 1. Ask the partner, if he does not want to get paid back, then yes it is equity investment.... If he wants to get paid back then use a current liability account for the loan (as the source account for the deposit) and pay it back over time.

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