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  • Changing Vendor name even though have made payments through bank feed

    From the answer: It’s great to have you here, @RTI .... I’d like to take this opportunity to furnish you with some information on how QuickBooks Online handles updating your vendors information.

  • Re-sort lists

    From the answer: Hello there, .... Let's get this sorted out so you can successfully sort your customer list by zip code when printing labels.

  • Printing joint checks to vendors

    From the answer: Welcome to the Community,  Westpac .... Allow me to provide you some information about printing joint checks for vendors via QuickBooks Desktop.

  • How do I quickly edit checks I received?

    From the answer: Hello there, Blujay22.... For now, you'll have to open the checks individually to edit them.... This goes for invoices as well.

  • Received customer payment for wrong job and deposited it

    From the answer: Hi there, the_tile_setters.... You can either post the over payment as a credit to their account or issue a refund check.

  • Importing qif files or method to convert to other files

    From the answer: Hi there, gal522 .... At this time, the option to import Quicken financial data files such as Quicken Interchange Format (QIF) into QuickBooks Desktop is unavailable.

  • Tracking "gift cards" sold at a discount in QB desktop 2019

    From the answer: Hello there, Valerie.... You can create a credit memo to record the discounted item.... And I'd be happy to walk you through the steps.

  • Expenses: An answer on google told me to enter Expenses in Bank Menu -> Enter Credit Card Charges?

    From the answer: wrote: So that's what I've been doing, inputting expenses from receipts [i.e Harbor Freight, Home Depot, etc] as job materials, supplies, tools & equipment, etc.

  • Reconciling credit cards & bank statements..

    From the answer: Hi there, GLEOffice.... QuickBooks is a reflection of the actual cash flow of your bank accounts.... The process of reconciliation  is matching transactions you recorded in QuickBooks to the transactions created outside.

  • bank feeds

    From the answer: Hello there, .... I'd be glad to help check this for you so transactions from TD bank will be downloaded without any issue with the payee's name.

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