Filter By
  • importing an excel file into Quickbooks desktop

    From the answer: QB will import your Journals once converted to an IIF file.... Use our BRC IIF Transaction Creator Pro   to convert an Excel worksheet containing transactions (of many types) to an IIF file for import into your QuickBooks company file.

  • SOLVED: payroll

    From the answer: Yes, there are several preferences that control how a new payroll run will pre-populate (or not) to handle various needs.

  • Vendor Credit

    From the answer: You're already on the right track, .... Let me help walk you through clear out your vendor balance.... First, let's record the refund amount.

  • Accidentally voided an invoice

    From the answer: I've got your back,  PI1417 .... We've got just the steps that'll help correct this error.... A quick and easy way to resolve this is to recreate the bill and apply the payment, which QuickBooks would now consider as a credit since the attached bill was void

  • Company Snapshot - Customers Who Owe Money

    From the answer: the easiest way to do this going forward would be to receive all the underpayments to undeposited funds and then when making a deposit select all of these and then make the transaction equal zero by posting a minus amount to exchange rate difference.

  • Advanced payments by customers

    From the answer: Hey there,  ScottyT .... I'd be delighted to help you show the payments as income in the reports via QuickBooks Desktop.

  • payroll

    From the answer: Unfinalized payroll doesn't impact your books, so it must have been completed - somehow.... All paychecks will appear in your bank register, on reports, and in the payroll center.

  • Reconciling: checks dated after statement end date

    From the answer: Glad to see you here in the Community,  MonicaG .... I appreciate the details you've provided.... Let me give you more information about reconciliation via QuickBooks Desktop.

  • recording past bank transactions in QB

    From the answer: Hi there, annstephens.... You're on the right track in recording the transactions.... You can also check these articles that can help you with the process: Deposit Customer Payments Enter Bills Feel free to reach out to us if you have any additional question

  • Tracking Revenue and Expenses by Partner without Classes

    From the answer: We don't need to add a customized field in the Make Deposit window, globetreader569.... We can change the Preferences setup so you can use Class as "partner" when creating the deposits.

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.