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  • How do I create an invoice for sales tax only?

    From the answer: Hello T_S,   Thank you for posting here in the Community.... I'm here to assist you with any questions you may have regarding the invoice in QuickBooks Desktop.

  • Uninstalling 2015 after 2019 Installation

    From the answer: Congratulations on your successful upgrade, Ron.... Yes, you can safely uninstall the 2015 version since you've already converted it into the new 2019 format.

  • Bank Feeds

    From the answer: Hello magee508,   Thank you for dropping by here in the Community.... I'm here to lend a hand with your concern about uploading bank transactions in QuickBooks Desktop.

  • Payroll Payperiod

    From the answer: It's likely fine to leave it as-is.... The dates aren't used for anything except to communicate the pay period to the employees.

  • Credit cards

    From the answer: Hello and welcome to the Community, .... I have some information to share regarding a reminder/notification alert if a card was left in the reader.

  • How to record daily till sales cash and card machine income with a Daily Summary

    From the answer: Hi John M1,   You’ll encounter this prompt when you have a discount item on your sales transactions that is linked to a liability account (E.g., Gift cards, or Store credit).

  • Can I assign Tasks/To Do items to different users on QB Desktop Pro

    From the answer: Tasks in QuickBooks are seen by all users, FMJS.... There's no option to assign a task, to do, or reminder to a specific user in QuickBooks.

  • Sales receipt refund appears in Open Invoice report

    From the answer: From the QB user guide   Although you have recorded both the credit memo and the check, you still need to connect the check to the credit memo so that QuickBooks can track the transaction correctly.

  • Customer paid deposit on material by check

    From the answer: Greetings, .... I'll be more than happy to help you with the deposit paid by your customer.... I suggest deleting the deposit, then re-create it to enter the actual amount deposited to your account.

  • P&L Multiple Years

    From the answer: Thanks for getting back to the QuickBooks Community, .... I understand how the option you're looking for on customizing the Profit & Loss report would be beneficial to you.

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