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  • Is there a way to default uncheck the print later box in Create Purchase orders?

    From the answer: Happy to have you here in Community again, akpowell .... I'm here to help share information about creating Purchase Order.

  • How to account for credit card charge & refund not tied to a QB transaction

    From the answer: Thanks a lot for sharing the complete details of your concern, Steeler.... You processed the refund correctly.

  • Not all of my transactions are pulling into quickbooks

    From the answer: Hi there, .... If you're referring to your bank transactions that are not downloading.... You may need to update your bank account to ensure all transactions are pulling/importing into QuickBooks Desktop (QBDT).

  • Reports

    From the answer: It's great to have you here, !... Yes, you can run and setup a scheduled report.... Let me guide you on how do it.

  • Customer Summary total doesn't match Customer Detail total

    From the answer: Good day,  Susan607 .... What specific customer's report did you pull up in QuickBooks Desktop for Mac?... If you're referring to the Sales by Customer Summary and Detail reports, the information should match.

  • downloading transactions

    From the answer: I'd be glad to help check your account, .... One reason why you can't find the account is when the account was made inactive.

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