QuickBooks Q&A (US)

Every business is unique in its roles, needs, and users. So in an effort to personalize your accounting experience and match those unique needs, Intuit Enterprise Suite is bringing the AI Solutions Specialist Agent to life. Not only does this agent work to customize nearly every detail of your QuickBooks account, it also provides input to other AI agents to empower them to better meet your personalized needs as well.     So what exactly is the Solutions Specialist agent? The AI Solutions Specialist agent is an AI agent within your Intuit Enterprise Suite account that uses what it knows about a business owner’s industry, role, and business to create a version of QuickBooks Online that is a perfect fit for their needs. What can the agent do for me? From customizing contract to order flow, chart of accounts standardization, and customized automations and reports to supporting other agents and increasing their personalization, the Solutions Specialist agent plays a v

How do we turn off the automatic changes in QB online?  The platform continually changes, our purchase order layouts change without our permission.  The forms we send are in a specific layout for a graphical read and when that's changed it has disrupted business flow.  The UI changes without asking us to update are awful.    Is there a way to turn off the UI changes and automatic updates to our forms?  If not, can someone let me know as we look for an alternative to this.

this is for the green check reporting we do on a monthly basis

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I'm trying to streamline our bill/expense approvals. Right now, we upload a PDF of the bill into QBO and it auto-creates the bill. It gets placed in the 'for review' bucket and you can just hover over a paper icon under the "Bill" column and it pops up the PDF. If it gets past for review and is pushed for owner approval, they cannot see the PDF at all and only get the QBO bill information. There are no attachments, no bill column to mouse over, nothing. I need to be able to pull up the original bill to approve it. What am I doing incorrectly?

I have the basic version of QBO and I don't see a balance sheet report or a P&L

When entering a customer credit card payment, I do not want to enter the credit card number or have to uncheck the box. How do I get rid of this feature?

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It looks like Quickbooks online offers you the option to add a customer filter inside the AP Aging Detailed Report but not QB Desktop.I want to create an A/P aging report that shows me all the vendors/bills associated with that customer/job that are either outstanding or coming due. When I use the AP Aging Detail report, there is no customer/job column available to select from when I try to customize the report. There is no customer/job filter option either. When I filter by name, it excludes the vendors/suppliers because the report excludes the vendors' names. I run into similar issues when I create a custom report. I want my accounting team to be able to pull this report if they don't know which vendor have outstanding bills associated with a job.  We use QB Enterprise 2024 we for General Contracting w/ advanced reporting so if you have a quick tip on how to create it in there, that would be helpful too! 

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Are you ready to transform your invoices from a simple record into a professional, on-brand statement? Or maybe you've experienced the sudden panic of a "missing" invoice and need to find it fast. In this month's top trending topics, we're diving into these exact questions. Get ready to master your invoices, from customizing them to tracking them down and adding essential account information. Let's get started.   Tip 1: Customize your Invoices With a Custom Template Did you know you can easily customize your invoice template to better reflect your business's brand? It's a great way to add a personal touch and a professional look.   Here's how to create and edit your invoice template: Click the Gear icon in the top right corner. Under "Your Company," select Custom Form Styles. Click the New style button in the upper right and select Invoice. In the Design tab, you can give your template a name, upload your logo, choose colors, and select fonts. Move to the Content tab to cus

Close payroll and file last reports with IRS?

I sat on the phone with support yesterday because I was not able to enter projects (sub customer) jobs by project number for adding time to employee timesheets. (for projects added in the past 2 weeks-since the update) It was a simple matter to bring up the employee and then begin to enter time by entering project number. The project would display and I could easily select it. After close to an hour on the phone with support, I was told that QBO has removed that capability and now I can only enter time by typing in the project name. Isn't this a move backward?  What does this help or improve?  Why would QBO/Intuit want to move back in technology?  It makes no sense to make things more time consuming rather than streamline and make things more productive.     

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We’re trying to use the Sales tax categories feature so Automated Sales Tax can correctly calculate tax on our snack and beverage items. Unfortunately it is not saving any category selections. What happens • Navigate: Taxes > Sales tax > Sales tax categories (beta). • Choose a category, e.g. Food & beverages → Food products not for home consumption → Unprepared and in vending machines costing $1.50 or less. • Click Confirm. • QBO returns the toast: “1 weren’t categorized. Try again.” Nothing saves. What we have tried • Multiple items and categories. • Chrome and Safari, normal and private windows. • Cleared cache, signed out and back in. • Automated sales tax is enabled. Screenshots are attached showing the page, the category we select, and the error. Company: DealerSnack Solutions LLC Use case: unattended retail in Ohio selling snacks, drinks, and bottled water. Could you please: 1. Enable or fix Sales tax categories for our file or advise if this is a known issue with the b

At my firm we often receive bills in foreign currencies from vendors. When we go to pay the bills in QuickBooks the exchange rate has frequently changed from what it was when we received the bill. So we pay the bill and now it either looks like we haven't paid the bill in full or it looks like we've overpaid. This is further complicated by the fact that we include 'billable' bills on the invoice to our clients. Our process looks like this: We receive the bill and then invoice our clients first for the amount of the bill and then after the client pays us we pay the vendor. In that time the exchange rate has changed several times and the amount we are paying is no longer the same as the amount of the bill on the invoice. I'm considering changing the amount of the bill to reflect the rate on the date we pay it???If you can make sense of this somewhat jumbled question I'd really appreciate any advice on resolving this issue.

This is an invoice I converted to an estimate. I need to bill a portion of the invoice.

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We're creating invoices via the API. The invoices are immediately delivered to the customer, even though we specify 'EmailStatus' => 'NeedToSend'. In "Account and Settings" > "Sales form content" the "Preferred delivery method" is set to "Send later". How can we create an invoice via the API without it being immediately sent to the customer? Documentation: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/most-commonly-used/invoice

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I want to provide a P&L and BS to help reconcile a few projects, that have nothing to do with my active business, and would like to do this thru QBO for its ease of use.

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hi, i need to see languages in advanced settings, because i need change from english to spanish please