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  • Multiple users with different versions QuickBooks 2018 and QuickBooks 2019

    From the answer: Hi   :   The file that you received from the conversion should be able to be opened in 2018.... I would go to zoom.us and do a screen share session with your client.

  • importing an excel file into Quickbooks desktop

    From the answer: QB will import your Journals once converted to an IIF file.... Use our BRC IIF Transaction Creator Pro   to convert an Excel worksheet containing transactions (of many types) to an IIF file for import into your QuickBooks company file.

  • Accidentally voided an invoice

    From the answer: I've got your back,  PI1417 .... We've got just the steps that'll help correct this error.... A quick and easy way to resolve this is to recreate the bill and apply the payment, which QuickBooks would now consider as a credit since the attached bill was void

  • Purchasing Product in Different Quantities

    From the answer: I forgot to mention that my problem comes into play when I am creating an inventory assembly.... When you create the assembly you need to select items and now I have 1 item for when I purchase 2500 pieces in a carton/case and another item when I purchase

  • Customize Certified Payroll Reports by Work Classification

    From the answer: Hello there, .... QuickBooks Desktop is equipped with a variety of reports that you can customize and filter to suit the data you need.

  • can i run a report with only the chart of accounts and its totals for last year

    From the answer: Good day, .... I can help you run a report with only the chart of accounts and its totals for last year.... Currently, pulling up the Chart of Accounts will only provide us the current balance.

  • Automatic emails to customers

    From the answer: Hello there, allay.... Thank you for reaching to the QuickBooks Community.... I'm here to provide additional clarification about sending reviews via Email to your customers.

  • Why is the payment link not being attached to the invoices I email to my clients? I've been using this invoicing method for years and never had any problems until now.

    From the answer: Hi there, mashunya19, Let’s get this sorted out so the Payment feature on your invoices is back up and running.

  • Values are wrong during reconciliation of MZN currency accounts

    From the answer: Hello there, .... Thank you for joining the Community.... I'd be happy to help share some insights about the values shown on the reconcile page in QuickBooks Desktop.

  • reconcile bank credt card with a credit amount balance.

    From the answer: Yes, enter the statement balance, whatever it is, when reconciling.... If the reconcile doesn't balance then the activity doesn't yet agree with what is on the statement; that the ending balance is negative should not matter.

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