QuickBooks Q&A (US)

I entered a deposit and it shows on the bank side, but I am unable to find the match.

The full error message:We couldn't process your payment. Make sure your billing info is up to date. If the issue persists, please contact support and reference this message. (Error code:-81624)

Why so many options now with more clicks to get things done? This is an accounting system where we need to get in and out with bank feeds & reconciliation; entering, paying bills, and printing checks; creating invoices & receiving payments; and maybe doing payroll/taxes & running reports. I'm confused as to why there's so much fluff now with the screens. As a ProAdvisor, training new users is harder than what it used to be. How are existing users feeling about all the "NEW" features? Why can't I find a way to turn things OFF for my users with the left menus or the desktop view? And when we add transactions, do we have to scroll down or right before we see a SAVE or DONE button?

I want to view my QB Online to desk View Old way. Installed the app and logged out and logged back in and I can not get it to switch? Please advise

After printing my accounts payable checks, is there a way to create address labels (or a QB file to merge) for JUST those payables? I can't figure it out. I thought maybe I could create an export file using the Bill Payment List Report, but it doesn't allow me to add the address in my columns. Any ideas? I want to do this because I don't want to use window envelopes for my payables. I want to either have a label or print the envelope without having to do it one by one.

Can you transfer somehow the overpayment from an unapplied payment to a credit memo

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The shortcuts should be on top and Work Requests, Referrals, and Reviews should be at the bottom.

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I have loaded our Quickbooks onto my Microsoft Surface Pro, everytime I open on of my Company files a copy of it goes on to my desktop, I end up with dozens of them.   How do I stop this from happening.

I can’t change the status of bill by “paid”

When trying to import transactions from Suntrust I am getting error code OL 222 for one of the accounts.  I have googled an d read and tried everything.  What do I need to do to get these transactions into QBs?  Can I import a csv?  If not - what?

Often I have a phone number, PO #, estimate # or partial address to connect to the full client. Button looks to be gone as of today.

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I cant have two pages open at once

Has anyone else experienced this issue today?

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I’m in the Bank Transactions area – looking at my credit card stuff.   Regarding the screen shot below – I already know which account the payment was made from – however QuickBooks presents this ambiguous screen.  Where are the dropdown menus showing Transaction Type, Account, and From/To? How can I gain access to these dropdowns so that I can post this transaction?  Like I said – I already know which accounts this entry belongs to.  

Thanks for reading this. Ran an account quick report, balance sheet items.  Only need certain accounts. Deposits are showing up, only want the expenses. How do I exclude the deposits? I went to customize reports and tried to filter by amount (less than or more than zero), but I couldn't exclude the deposits.I don't understand this. Again my question is how do I exclude the deposits? I am not seeking a referral to QB pro advisor. Thank you!

I have entered all WA SOC (Occ Code) codes in the Payroll setup for each employee.  When I open the WA UI report several of the employees Occ codes do not appear, but most of the others do.  I have gone back to the Employee Payroll Setup and checked to see if the code was actually there and it was.  I tried changing the Occ code to see if it would populate on the UI report.  It did not.  I've changed the code back to the correct code for that employee.  I have downloaded the newest update for QBDT Accountant, closed all copies of QBDT, and restarted my computer.  The several employees that were not populating the Occ Code before, still are not populating the Occ Code on the WA UI report. And I have one employee that is displaying the wrong Occ Code.  I've check the Employee Payroll Setup and it is correct there. I hope that someone knows how to fix this. Thanks.

Hello, good afternoon community. I would like to know if there is a way in QuickBooks to create an estimate where only the subtotals for each group or line are shown, but the unit price of each individual item is hidden. The idea is for the subtotal to be calculated automatically, with the item prices hidden, but keeping the subtotal visible. Is there any way to do this, or any third-party software that can achieve it? I appreciate any guidance, or if someone from QuickBooks can respond to this. Thank you very much.

In the "Pending" area of my checking account, I'm looking at a payment to my home equity loan.      The dropdown for "Transaction Type" has the following: Expense, Check, Transfer, and Credit Card Payment.   Can I create another transaction type?  Such as Home Equity Loan payment?    Or should I just use "Expense" for this transaction?      I'm guessing it doesn't make too much sense to list a home equity loan payment as a credit card payment.  

Items previously reconciled years ago are now appearing in the reconciliation.  The beginning balance is correct and checks are showing as cleared, indicating that they are still reconciled.  When looking in the register, these items are now unmarked, appearing unreconciled.  How can these be removed and marked without causing discrepancies in our reports? 

Here's basically something I need.  If a customer places order, we always create a sales invoice and a pack list. I know QBD can basically have another column on pack list, where the goods are located. Now how can I have warehouse update where pallets and inventory would be if they move it around when organizing or fulfilling order. Scenario:If product ABC 120 cases. It's in Aisle 3. If that whole aisle is product ABC, that's great. But what if let say it only has 100 cases? does it show another location where you can pick from? Warehouse worker, is possible they can update the sheet or somehow scan a barcode like all pallets and put it where it should go. So even if it's a mixed of product as long as it has a barcode, Aisle 3 can have like 5 different products but it can be seen or something like that