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  • Deposits

    From the answer: A warm welcome to the Community,  raulp23 .... You've got me here today to share some information regarding recording deposits via the QuickBooks Desktop.

  • Quickbooks Pro Plus 2019 export to excel

    From the answer: Hi Steve, I encountered this situation before, and I’m happy to help you fix this.... The Export to Excel option will only appear if your client has locally installed MS Excel on their computer.

  • Tariffs and Steel Sur-Charges

    From the answer: Hi there, leakpetroleumequ.... I appreciate you for getting back to us here in the Community.... I'm here to assist you with regards to setting up the Other Charge item in QuickBooks Desktop.

  • QUICKBOOKS 2016 MAC

    From the answer: From your template selection dropdown select edit current template, once in layout designer select  the fields icon at the top left, from the header tab confirm that print is checked at invoice number.

  • Item receipt no longer visible under the vendor after bill created

    From the answer: We're glad to have you here,  dpic44 .... Yes, the item receipt will no longer be available after the bill is created in the Premier version of QuickBooks.

  • Downloaded Bank Transactions with Auto Status are wrongly matched

    From the answer: I can help you with the downloaded transactions, JayNumber5.... You can still edit the transaction as long as it isn't added on the account yet.

  • Notice of Levy

    From the answer: I would create a parent and sub account structure (expense accounts) EDD levy >> taxes owed >> penalty >> interest   split your payment across the three sub accounts per the levy notice, and at tax time get the tax accountant to look at that set of a

  • Item number not showing for grouped items on invoice

    From the answer: Hi there,  JessicaStratton .... I appreciate the detailed information.... It could be that your client is recording a reimbursement expense billable to a customer.

  • Payroll deduction for excess time off

    From the answer: Greetings, .... Let me be the first to welcome you to the Community.... You can create a deduction item and add it to your employees’ paychecks to reduce their pay.

  • Customer types

    From the answer: Hi there, !... You can select a customer type from the Additional Info tab of your customer's information.

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