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  • Should I specify our bank as a vendor for Service Charges and Dividends?

    From the answer: Hello,   Yes.... Typically your bank would be setup as a Vendor because they provide a service (your bank account) that you typically pay for (maintenance fees).

  • Where do I tell Quickbooks 2009 to save downloaded templates to be able to open them in "manage templates"?

    From the answer: Do you use Word?... Word document files are .doc.... The concept is the same for QB templates.... They are .des... files.

  • Fixing parent-child CC account

    From the answer: Sorry  @JRV  for the slow response.... To correct the balance to actual (which you would want in the parent acct), credit the parent acct the amount to adjust it to actual as of the specific date of the statement, the debit the child (s) accounts to clea

  • dues and membership fees

    From the answer: Hi there ryszardSF,   Welcome to the Community.... I'm happy to help with finding the correct report for viewing received member payments.

  • QuickBooks Pro 2018

    From the answer: You'll have to enter those just like any normal check you would enter.... If it's a recurring same amount you could set it us as a memorized transaction.

  • How to Install QuickBooks Desktop

    From the answer: @Rustler  thanks for the feedback, I will make that more clear in the article.... In the piece, we recommend  express for first-time users who don't have a version of QuickBooks Desktop, so there wouldn't be an issue with overwrite.

  • Customer refunds

    From the answer: Hi there, ABakhshian ,   I'm here to help you find a solution to your concern.... First, let's pull up a Customer Balance Detail report to trace which payments are not linked to your invoices.

  • Archiving data for a closed company

    From the answer: If you have any other open companies on hosted Enterprise your online backups on Intuit servers will continue to be accessible

  • Quickbooks Mac 2015 Accounts Glitch

    From the answer: Welcome aboard, cpsrealestate.... I'm here to help you fix the balance in QuickBooks Desktop for Mac.... You'll need to run the Verify/Rebuild Data Utility to identify and fix any data issues within the company file.

  • credit card late fee

    From the answer: Enter it in your credit card register like the charges you make.

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