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  • Direct deposit

    From the answer: Hello there, .... I can help reverse a direct deposit transaction sent to an incorrect bank account.... You can easily file a reversal if you met the following criteria: Make sure that it's less than 5 days past the settlement date of the transaction.

  • AR Aging Summary - zero balance or positive/negative activity

    From the answer: Hello there, .... Allow me to share some information about the zero balance and negative amount in the A/R Aging Summary report.

  • sales order fullfillment

    From the answer: Hello there, .... As of this time, there isn't an option to remove the sales orders from the Pick and Pack tab.

  • Different numbering sequence for invoices and credit memos

    From the answer: Glad to have you back here in the Community, .... Allow me to help share some clarifications about assigning a different set of numbers for credit memos in QuickBooks Desktop.

  • remove customers

    From the answer: I want to officially welcome you to the Community, dan jocelyn.... Let me help you remove multiple customers in QuickBooks Desktop.


    From the answer: Thanks for reaching out to us about invoice reminders, .... The Invoice reminder feature follows the set Term according to your invoice date.

  • Credit card and bank charges not assigned to customer job.

    From the answer: DISREGARD -- I found it under Industry Specific Report for contractors.

  • Reconcilliation

    From the answer: It always a waste of time to undo a reconciliation due to minor errors.... Just fix the prior posting errors, then fix the prior reconciliation to match.

  • Issue with paying sales tax on QB?

    From the answer: Thanks for reaching out to us about paying sales tax, .... I've checked my resources to verify if there's an on-going investigation about this.

  • E-checks in QuickBooks desktop

    From the answer: It's great to have you here, .... I'm pleased to share some resources on how receiving an e-Check payments work in QuickBooks Desktop.

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