QuickBooks Q&A (US)

When I print out my customer statements my company name is indented and does not line up with the window on my envelope.  (The customer names lines up)  Is there any way to change the font on my company name?  I was able to customize my invoices and add a logo but don't see any options for statements.  It is frustrating the amount of money we pay for desktop we should be able to do something simple like change the font.

Updated quickbooks and go payment on my phone...it worked for 2 payments yesterday then quit working

Hello, My inventory value isn't showing up correctly in reports. I'm running the inventory valuation summary and it's only showing for certain items.  On top of that, it's only showing the value based on our COGS prices for each assembled final product, and I need it to reflect the wholesale value of what we have in stock to get a good snapshot for what value we've carried over in the beginning of the year. We sell B2B, and Ecommerce, but if I can at least get the wholesale projected value, I can extrapolate the ecommerce value based off of our speculated sales reports from that based on trends and 2023 sales figures.  Can anyone help me with this? This report is totally f***ed up and I need it really bad.  Thank you in advance for any help with this that you can offer. It is very much appreciated. 🙂 

I don't have some employee information. I need to move on to the next step.

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Why aren't my matched transactions staying in the posted pile? They keep coming back to haunt me. So I'll go delete the deposit so that i am able to match them again. It is taking up so much of my time and stressing me out. Also, why do my transactions keep getting partially matched? Someone please help me out here.

I am currently on a 3 month promotional plan of $23 a month.  I want to know what my monthly subscription will be after the promotional period.

CoveredCA insurance employee deduction pretax?

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Our business owns a dump trailer.  Each time it's used on a project to make a dump run, there is a rental charge to the client.  There's not a 'vendor' involved, just a charge to the client.  How would one set up an entry?  Should the Dump Trailer Rental charge be set up as inventory item?  non-inventory?  service?  Other? There is not an expense associated with the billable charge, just a income/revenue entry.  

I called QBO after starting the signup process and was told it was a scam, but now I'm not sure and want to continue if this is something I should be doing.

To duplicate this issue:Reports, Customers and Receivables, Customer Contact List, Options, check 'show all'.Most customer data shows but the 'cc' field and a few others are not available for selection.  Why?  It seems like any customer field which may have data should be available in a customer contact list report. Screen shots of the available fields are attached.

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Used to be able to Type: Door install...$200.00 (labor)...$1200.00 (material)...$1400.00 (total)

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I am trying to figure out how to mark my paid invoices as paid, as manually doing so will not work

HELP!When we enter our expenses we assign them to a class. However, when I run reports of all expenses for a particular time period, with class as one of the columns, the class information does not show. This is critical for looking at our costs by class. What am I doing wrong?Thank you, Mark

I am trying to split a payment to a vendor into 2 categories and connot find the split option

Currently I have to change this setting for EVERY invoice I send out. Crazy!!

We are new to QBO and have QBO Advanced. I am not the Administrator.Our Administrator is having trouble assigning me access to Custom Form Styles. When I look under Company Info the option is not there and our Administrator can't find the option where to grant me access.I feel like this is operator error on our part as I don't see the option on her screen either !Could you provide or is there somewhere we can look for step by step instructions on how to grant me this access.Thank you. 

I am trying to split a payment to a vendor into 2 categories and connot find the split option

Quickbooks Pro Mac 2016 owned, my accountants data entry person to got on my computer remotely. We have owned Quickbooks versions since 2002 and bought through 2016. My husband passed (he was the accoutant in the family) and I have used QB without problems just to do invoices. Recently when I would open QB, it seemed it was in a "trial". I've had other problems the data entry person, and Splash top, when she didn't fully initiate it, she claimed I had done something to stop her from allowing to do her work. That was a few days ago, when i figured out what she had not done. Within 72 hours, now when I try to open QB is is asking me to register the product for online activity. Sadly, during a move after my husband passed, I cannot find the box from 2016, but I can find 2002 and 2004. Does anyone have an idea how to recover 2016 purchased QB Pro for Mac?  I do not want to do QB online.  We used our owned versions for over 20 years.

Have two customers, that are related, but were set up as separately as  customers. I want to put them under a single customer (a parent) as jobs. How would  this be done without losing their history. I know I could recreate them  in this manner, but then the history would remain with the "original" stand-alone client. Thanks for any advice.