Well looks like Howard has found the assistance he required. I don't know if the links he got worked for him or not but let's hope that do.
Strange how I posted the original issue yet Howard got the answer no one has offered me a link to the executives web site.
I think we all have QBO wrong. We think they are a massive corp whith 1000's of employees. I've realised we are wrong. QBO is run and maintained by 2 students from thier bedroon in Ukrain. They just don't have the time or space to answer all of us, Just like father Christmas can't answer all the letters he gets.
I've started using third party 'automations' to cover the shortfalls of QBO. I use a site called Integromat.com for mine. It's a bit like Zapier, but better. I've got loads of things running, but you can't access everything.
anyway it's worth having a look.
By the way, the Office of the president didn't give a feces either. (the QBO bot censored me LOL)
Ah. Sorry I'm on the Online Version (QBO). Nothing I've given you will be relavent. I haven't used the desktop version for years.
But you could try the tags you should still get the chance to map QB to your doc on import. you basically put <your field name> then when you import QB knows anythig surrounded by <> is a merge field.
Ah ha <> that helps.
TBH you're a bit restricted on desktop with anything these days, you should considder going on line. I don't know what you do or how big you are, that only concerns your wife :) but going online offers great opportunities to get your software talking to eachother and cutting out many tedious tasks. We've automated so much using the Integromat system for $9 a month, that we entirely eliminated a job, my wifes, she's over the moon.
You need to see if QBO is right for you, We have 8 employees and 1000's of customers and it's looking like we'll probably have to change software in a year or so. QBO just isn't up to everything we want to do with it.
Our company will probably replace Quickbooks with another product because they have taken out the feature that allows one to update item price when entering a purchase order or invoice. This existed in QB 2012 and I had the option until recently and then I did an update and lost the option. This is insane.
The option to update the item price is still possible in QuickBooks Desktop. If you haven't already, you can re-sort your item list and run the Verify Data Utility tool as our first troubleshooting step. Let me guide you how.
To re-sort your product item list:
To run the Verify Data Utility tool, here are the steps:
You can refer to these articles for more information:
Once done, restart your computer and open your purchase order. Then, edit the item price again.
I've also added our page about inventory and projects for some help articles for your future tasks.
Get back to me if you have other questions. I'll be here for you.
I too have a problem, I submit invoices to Medical insurance and because I cannot get an email back with a reference number I cannot query non payments. I do not even know if they have received an invoice and this is causing non payments .
Hi there, AngelaJ.
QuickBooks Online (QBO) sends transactions through the Intuit's email default address (email@example.com).
In this case, review the status of the invoice, so you'll know if it was sent or not.
Let me show you how:
Take a look at my screenshots below.
As a reference, you can also check this link: Track status of your invoices.
If you're using the Desktop version of QuickBooks, then follow the steps in this article: Verify that an invoice was emailed and read by recipient.
Keep me posted if you have further questions. I'm always glad to help. Have a great day.
I agree with you 100% and now find myself looking for a way to file a complaint. I can't believe I just spent 1 hour and 10 minutes on the phone to have the person on the other ask me at least 10 times to repeat the same process. LIKE IT WAS GOING TO CHANGE MAGICALLY!! Between the ridiculous amount of noice in the background of the call, the support person not paying attention to what she was having me do on the screeen. I had to keep prompting to look at the screen, she was obviously doing something else. I ended the call after this length of time because she yet again asked me to repeat the same friggin steps. I am no further ahead with my problem with quickbooks now, over an hour behind in my work, and so fed up with the lack of knowledge the suport has. There must be a way to contact the head office to file a complaint. How about the BBB?? Maybe they can figure it out. It is interesting to see they don't have any direct way to a resoltuon centre, or do they have a way to rate them online.
I would also feel the same thing if someone were to ask me to do the same steps for over an hour without any results. I can send feedback about your experience over the phone. We'd like to have this opportunity to better help you in a timely and efficient manner in the future. That said, want to make it up to you in the Community space.
Can you provide details on what you're having issues with in QuickBooks? The Community team and other users might be able to help you out.
Our articles might have something that can help, too. You can click on this link.
Although, we'd like to have another go at helping you over the phone, too. You can use the same phone number, or you can follow the steps to reach out to us (if you don't have it handy anymore).
We're here to listen with what you have to say. We also look forward to helping you out in the Community space, too.
I need to move my account from being under a corporate umbrella to a stand alone account.
First problem with the person on the phone was that I could barely understand her. Top that with the extreme amount of noise in the background of people talking and the fact that it was obvious she was not paying attention to the call as I had to keep prompting her to continue she was so distracted with something else. Which probably explains why she kept repeating the same process because she was forgetting she had just asked me to do that exact step!
So had no idea how to accommplish this task, since she kept having me repeat the same steps over and over, even with her on a visual screen watching me do those steps. But remeber, she wasn't paying attention to begin with, so watching me I doubt was actually happening.
Why I stayed on the line an hour, I shake my head at, but when she told me the quickbooks doesn't accept the type of established type of credit card I was entering that's when I'd had enough. I already have another quickbooks account for another business I own, and I have that exact type of credit card logged as its payment, and has been working fine. She was only making an excuse for her inability to do her job.
If I were in the same situation, I would feel the same. I will also send feedback to our managers regarding your recent experience with our phone support.
On the other hand, if your account is created by your accountant and purchased under wholesale billing, removing it isn't possible.
If you're just inviting your accountant to have access to your account, you can have them remove to get a stand-alone account. Let me guide you how.
Additionally, there aren't any reported cases about using a credit card as payments.
I've added our page about account management in case you need some future articles for your future tasks.
Please know that you're always welcome to comment anytime if you have other concerns.
I've been use QB for over 20 years - 1st time it's been this bad. Have a fairly simply problem around budgeting. Talking with a lady with a deep Indian accent and lots of background noise.
I simply want to copy a bidget (not actuals) from current to next year. Not possible but there is an export/import workaround. She can't help and wants me to pay for the information. Ideas?
Dave Berry, [removed], [email address removed] HELP!
Thank you for being loyal to us, @berryd7.
I know what you feel right now. You can always get a copy of your budgeting in QuickBooks Online (QBO). Before checking the reports, let’s make sure that it starts with the first month of your fiscal year.
To verify or change the fiscal year setting:
1. Go to Settings ⚙️, select Account and Settings.
2. Choose Advanced.
3. In the Accounting section, verify that the setting in the first month of the fiscal year field is correct, or select the pencil ✎ icon to change the setting.
4. Hit Save, then Done.
Once you have verified that your fiscal year is correct, you can export or save as PDF the report. Let me walk you on how to get budgeting in your account.
1. From the Gear ⚙️ icon, choose Budgeting under Tools.
2. Locate the budget to view, print, or export.
3. From the drop-down in the Action column, select Run Budget Overview report or Run Budget vs. Actuals report.
4. On the Report page, select the Export icon and choose Export to Excel or Export to PDF from the drop-down list to export the data in your budget.
You can always check the budgeting reports for next year in QBO if you already have. However, if you don't have yet, you have an option to manually enter.
You can also visit Apps.intuit.com to see the list of third-party apps that connected to QBO. Use the search bar to look for app names or keywords. When you find an app that meets your needs, follow the prompts to connect it to your QBO account.
Feel free to leave a comment below if you have other questions about creating a budget and managing your business related transactions. I’m always here to help.
i just read through this thread quickly - were instructions ever provided on how to submit a complaint regarding a customer service agent?
Thanks for coming here, tabsquestions.
If you can tell me more about your concern or experience with our customer support so I can pass your feedback along to our management group. This way, they can escalate and discuss how to improve our service performance.
You can also share your suggestions on how we can improve our customer service through this link: https://quickbooks.intuit.com/commerce/common/fragments/feedback.jsp.
I want to make sure you are taken care of. You can always visit the Community page if you have questions in the future. I'd be glad to help you all the way.
I, also, would like an email address for an Intuit/QuickBooks Online complaint. Seems that Intuit wasn't ready for the Massachusetts Family Paid Medical Leave Act. They are, therefore, preventing me from processing my 11/29/19 payroll. WHAT? They should have been in compliance PRIOR to 10/1/19!!! My company is exempt from participating. They cannot figure out how to enter employee information to exempt us (even though their HELP topics tell you EXACTLY what to do....but system wont allow it). Now.....they are forcing us into non-compliance AND not allowing us to pay our employees! After a 2.5 hour chat, they are more STUPID than I thought!!!! They have forced us into changing companies due to their non-compliance and utter STUPIDITY!!!!!
This isn't the kind of impression that I'd like you to have. QuickBooks is reliant on the updates that are sent from the state of Massachusetts.
I hear you and realize the importance of this matter into your business. I'll raise this feedback to our developers so this will be taken care of.
As we assess this opportunity, I encourage you to visit our QuickBooks Online Blog to stay current with our news and updates.
I agree; QB doesn't care at all. They don't answer chats, emails are returned with a no-reply address so that you can't actually email them, and, if by some chance you get someone on a chat, they are inept or just continually re-route you so that nothing gets accomplished. I've spent over 2 hours on chat now (mostly on hold) and had absolutely terrible to no support at all. Does anyone have any experience with Zoho books? I'm reconsidering our usage of QBO since they obviously don't value their customers.
Thanks for sharing your thoughts with us, lisa.stabler.
I appreciate you for expressing your sentiments regarding your experience with our support. I'm taking note of this feedback while we continue to work on improving our quality of service.
If you have any questions about QuickBooks, be sure to let us know. I’m always happy to help. Take care!
I already called and spoke to a gentlemen who was going to have a senior tech call me back 3 hours ago. DOES QB TREAT ALL THERE CUSTOMERS THIS WAY? YOUR REPLY BELOW IS AN INSULT. YOU DON'T KNOW HOW I FEEL... AND YOU WANT ME TO CALL SUPPORT AGAIN TO SAY WHAT AND HAVE TO GO THROUGH A LEVEL 1 AGAIN FOR 4-5 HOURS BEFORE IT GETS KICKED UP ANOTHER LEVEL. Now I find this very unprofessional, demeaning, and insulting. Your very quick in selling your product but now it's take a back seat.
EMAIL REPLY FROM QB: This isn't the kind of impression that we want you to perceived, @Craig6.
If I were in the same situation, I would feel the same. I will send feedback to our managers regarding your recent experience with our phone support.
Though, I still recommend contacting our phone support. I know they can make it up to you this time. Let's connect with them by following these steps below. Here's how:
Go to the Help icon and select QuickBooks Desktop Help. Select Contact Us. Give a brief description of your issue, then select Continue. We’ll provide you a few support options. Select which one is best for you.
You'll to check our support hours and contact us.
MY EXPERIENCE: Well I just spent 4-5 hours with a tech and I'm now sitting here with no QB desktop pro since the tech had me uninstall it. The problem was an import excel item list. The 1st time worked and from there on the macro excel sheet generated by QB froze and locked up. All programs are updated, win10, ms 365, QB, etc. Only the macro excel QB generated froze and had to alt cntl del.
Was on phone with tech and we set up a test company which showed it was a QB problem. Uninstall QB 2019 desktop pro and told me to upload QB 2020. Well that didn't work out. Then some higher-up told tech the application I was using to upload list was non-functioning and can't be used. Really? Why are your instructions still up on your site and still a part of the QB package? Then he told me to reinstall 2019 at which point this made me feel more uncomfortable. I ended the call after getting case number and no QB. What the H*%%. I feel totally screwed over and of course still without QB Desktop. IS THIS HOW QB SUPPORT WORKS? Case #[removed]
I ended the call because my confidence in the support aspect was now "0"
I personally take note of your experience here on my end, @Craig6. I see that you've contacted our support team multiple times but I'm here to share with you the steps on how to fix your issue in importing item list from Excel to QuickBooks.
It could be the Excel file is damaged, that's why the macro excel sheet generated by QuickBooks freezes and locks up.
Second, let's check system requirements of Microsoft Office for your QuickBooks version. This ensures compatibility between the two programs.
Third, you can repair the Microsoft Office. Fourth, let's toggle Windows User Account Controls (UAC) to reset anything that's blocking the import feature. Fifth, you can uninstall and reinstall Excel if the steps above don't make any difference. For detailed instructions, go through this article: Fix Export To Excel Issues in QuickBooks Desktop.
Once resolved, you'll be able to import the item list to QuickBooks Desktop (QBDT). Please make sure to create a backup of your company file before starting the importing process. For more information, choose any of the three options under the Import Excel files section through this article: Import or Export MS Excel Files.
There are other lists and transaction types you can import into the software, such as your customers and vendors. For more details, visit this website: Import and Export Data Overview.
Please let me know how it goes or if you need anything else. I'll gladly help, @Craig6.