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AileneA
QuickBooks Team

sales invoice activity

Hello, ffejttarp. 

 

I recommend contacting our Customer Care Team. Our experts can verify your account securely and help with your passcode. 

 

Here's how: 

 

  1. From the Assistant tab, type or say Talk to a human.
  2. If you want to connect with us directly, type or say Talk to a human.
  3. Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callback.

  

To make sure you get prioritized on your concern. Please check out our support hours and contact us at a time convenient: ​​Support hours and types.    

 

In case you'll need help with managing your account, you can refer to this link for more detailed information: QuickBooks Self-Employed Help Article

 

If you have any other questions, feel free to post them down below. Thank you for your time and have a nice day. 

Olinick Construction
Level 1

sales invoice activity

Quickbooks Consumers have been sabotaged by parasitic lack of support and overpriced service. Never in my life have I seen a company under Intuit waste their consumers' time with wait time, rabbit holes, and an absolute failure to provide technical support for glitches that cost companies and people more money than the outrageous doubling of cost Quickbooks is curretnly charging itself right out of the market. I will be switching to Apple Pay and Spreadsheets. Without exaggeration, I could hire an accountant that carves my accounting and invoicing into stone tablets cheaper and more effectively than this pile of captured capitalist regurgitation Intuit has lobbied itself into. I can't even change my business name without wasting weeks of valuable time. If Intuit would spend half its lobby money on fixing these issues and providing professional support instead of lobbying Congress to make our taxes and invoicing more complicated for their own profit they might have continued to maintain a decent reputation. Instead, they have left themselves vulnerable to any half witted competent yet functional organization to burn the ticks out of the industry. Goodbye Slowbooks.

Lawnstars
Level 1

sales invoice activity

GOOD AFTERNOON, WHAT IS THE VALUE THAT QUICKBOOKS CHARGES FOR A TRANSACTION OF 5000 WHEN SENDING THAT MONEY TO MY ACCOUNT WHEN THE CUSTOMER PAID IT WITH A CREDIT CARD

ReymondO
QuickBooks Team

sales invoice activity

Thanks for joining the thread, @Lawnstars.

 

Let me share with you the fees that QuickBooks Payments charges each time you process a transaction. 

 

Depending on the type of fee, here's the list of rates per transaction in QuickBooks. 
 

  • ACH bank transfer   (1% (Max $10))
  • Credit card - swiped     (2.4% + 25 ¢)
  • Credit card - online invoice    (2.9% + 25 ¢)
  • Credit card - keyed    (3.4% + 25 ¢) 

 

To see the latest payment plans for your product, you can visit our QuickBooks Payments website.

 

Please also take note that the processing time depends on the QuickBooks product you use. To learn more, you can check out this article: Find out when QuickBooks Payments deposits customer payments.

 

If you have any follow questions or concerns about QuickBooks Payments, just add your details on this thread. I'm always here to help you out. Have a great rest of the day. 

turquoiseturtlec
Level 1

sales invoice activity

When I click support as per your instructions I get to Global support and they say they cant help me I need US Support but I ca nt find a way to get to Chat with them that works. 

RoseJillB
QuickBooks Team

sales invoice activity

Thank you for joining this thread, @turquoiseturtlec.

 

Let me ensure you will be routed to the appropriate support for your region in QuickBooks Self-Employed (QBSE).

 

Beforehand, do you have any specific concerns with QuickBooks? You can indeed post them here in the Community forum to get an answer, and I’ll be delighted to address them if you have one. 

 

Nonetheless, if you still want to connect with our phone support, there are various ways to connect with them. First, you can do that within your company file. To do that, you can follow the steps below: 

 

  1. Log in to your QuickBooks Self-Employed account.
  2. Press the (?) Help icon at the top right corner of the page.
  3. Click the Contact Us button, enter brief information about your concern, and tap Continue.
  4. Under How would you like to connect with us? Select either to Chat with us or get a Callback.

 

Otherwise, you can refer to this article for their contact information and support hours. You can scroll down to the bottom to get their contact number: Contact QuickBooks Self-Employed Support.

 

Feel free to add a reply to notify me if you have more questions about QuickBooks. I’m just a few clicks away. Have a good one!

MK49
Level 1

sales invoice activity

I cannot access my paystubs.

talinternational
Level 1

sales invoice activity

My computer crash, need to install Quickbooks with pauroll

 

QueenC
Moderator

sales invoice activity

Hi, @talinternational.

 

I'm glad to assist you today so you can successfully install QuickBooks Desktop (QBDT) on your computer.

 

To be able to use QuickBooks Desktop with Payroll, you'll need to get a separate payroll subscription and link it to your QBDT company. First, let's install QBDT on your computer. Here's how:

 

Note: Make sure your computer meets the system requirements and download your version of QuickBooks Desktop first. Have your product and license number handy.

 

  1. Locate the folder where you saved the installer.
  2. Open the file QuickBooks.exe.
  3. Follow the onscreen instructions. Accept the software license agreement and then select Next.
  4. Enter your Product and License numbers. Then select Next.

 

For detailed instructions about the process, visit this article: Install QuickBooks Desktop.

 

Next is to get a payroll subscription. To do this, you have the option to purchase it online or from a retail store. When done, you're now ready to activate your payroll subscription

 

In addition, feel free to visit this article to help you complete tasks and know the basics in QBDT: Get started with QuickBooks Desktop.

 

Feel free to leave a comment below if you need further assistance in installing and completing your payroll tasks. I'm always around to assist you. Have a great day!

lauramejia
Level 1

sales invoice activity

is the way an LLC is set up in QBO different than the way you would set up another company?

JaeAnnC
QuickBooks Team

sales invoice activity

Thanks for joining the conversation, Laura. Let me share my insights about setting up a Limited Liability Company (LLC) in QuickBooks Online (QBO).

 

Setting up the company type is the same as setting it up in other company files in QBO. To do that:

 

  1. Go to the Gear icon and select Account and settings.
  2. Click Advanced.
  3. Select the pencil icon in the Company type section.
  4. From the Tax form dropdown, select Limited liability.
  5. Click Save, and then Done.

 

In QBO, we can have multiple companies under a single account. Each company has its separate paid subscription, but we can access them using the same Intuit login credentials. Doing so allows us to quickly switch between companies so we can manage their information more conveniently. 

 

Feel free to leave a reply below if you have clarifications about setting up a company type. The Community is always open to entertaining your questions. Keep safe, and have a great day.

WeeSitt
Level 1

sales invoice activity

I want to submit my 1099's on Stripe, but record it in quickbooks - can I do that?! 

Carneil_C
QuickBooks Team

sales invoice activity

Hi, @WeeSitt.

 

I'd be delighted to assist you in ensuring you can achieve your goal.

 

I appreciate your interest in recording your 1099s in QuickBooks Online. However, this process isn't possible. As a workaround, you can keep a copy of your submitted 1099s and manually attach them to the vendor's profile. Here's how:

 

  1. Go to Sales & Expenses from the left navigation pane.
  2. From there, hover your mouse on the Vendors page and choose a vendor.

     
  3. Click Vendors details.
  4. Scroll down and attach your file in the Attachments box.

 

Additionally, Feel free to visit these handy articles for the complete workflow and details about preparing a 1099 and get answers to your frequently asked questions about form 1099, such as running reports to view your 1099 vendors and their payments:

 

 

If you have any other questions about forms in QuickBooks Online, please feel free to leave a comment below. I'll get back here as soon as possible to help you again. Wishing you a good one. 

M Bilal
Level 1

sales invoice activity

There is an opening balance 526.62 in reconciliation however i didn't posted any transaction prior to that date but i don't know from where this negative balance is appearing?

LollyNino_C
QuickBooks Team

sales invoice activity

Welcome to the QuickBooks Community, @M Bilal

 

I appreciate you providing screenshots about your concern. Let me assist in resolving this opening balance issue. I'd like to give some information and point you in the right direction. 

 

To fix this, double-check the opening balance for the account you're reconciling and make sure your opening balance is correct before checking your beginning balance. 

 

We can fix the beginning balance issues by double-checking that the opening balance is accurate. Here's a list of things on what to do:

 

  1. Check the opening balance in QuickBooks.
  2. Compare the opening balance with your real-life account.
  3. Review your account register.

 

If the balances match, you entered the opening balance correctly. Move on to Step 3. If the opening balance in QuickBooks doesn't match your bank records, correct it:

 

  1. In QuickBooks, select the opening balance entry to expand the view.
  2. In the Deposit column, edit the balance to match your bank records.
  3. Select Save.

 

See this link for more information and the detailed steps: Fix issues the first time you reconcile an account in QuickBooks Online.

 

For an additional guide when reconciling accounts in QBO, you can use this article: Reconcile your accounts to match bank statements.

 

Let me know if you have other concerns or questions about reconciling your account or other product concern. I'll get back to help you. Have a great day. 

paul237
Level 1

sales invoice activity

I am unable to log in to quickbooks time.

Pepe10
Level 1

sales invoice activity

I started using QuickBooks last year in April 2022. In July this year 2023, I am expected to pay my next tax bill. My problem is that as I now use QB, the figure that they are calculating my tax for the year 2022/23 obviously does not take into consideration the figure that I am due to pay in July 2023 when I filed my self-assessment in the previous tax year. So, I am worried that I will pay double. Can someone help?

DebSheenD
QuickBooks Team

sales invoice activity

Hello, @Pepe10.

 

I'm here to share information on how QuickBooks calculates your estimated taxes.

 

In QuickBooks Self-employed (QBSE), there are two ways on calculating taxes it's either automatic or manual calculations.


Just make sure to categorize your transactions correctly so you'll have accurate estimated taxes. Also, you can review the information entered in your Tax Profile settings. You can refer to this article for more insights: How QuickBooks Self-Employed calculates tax payments.


Regarding your question, I recommend consulting your accountant on how to handle total sales and income. This will help make sure reports are accurate.

 

Also, you'll want to process a late payment by following the steps from the IRS website. Check this link to know more: IRS Guidelines.

 

Moreover, you can visit this article for a complete guide on how to handle late payments in QBSE: Learn about late payments for federal estimated quarterly taxes

 

Below are some articles that can help you manage your taxes in QBSE:

 

I'll be also sharing these easy-to-access articles, webinars, and video tutorials that will help you in familiarizing the different tasks, features, and functions of QBSE. Below are the following:
 

I've got your back if you need more help managing taxes. Have a good one.

185
Level 1

sales invoice activity

What are two reports that can be filtered by customer type? 

SarahannC
Moderator

sales invoice activity

Appreciate you for joining this thread, 185. I'll make sure you'll get accurate details for your concern.

 

Before that, I'd like to ask if you're using QuickBooks Online. If yes, we can run the Customer Contact List and Sales by Customer Details report. These reports can be filtered by customer type.

 

The steps below will walk you through the complete steps to generate these reports.

 

  1. Log in to your QBO account and go to the Reports menu.
  2. In the search bar, enter Customer Contact List and Sales by Customer Customer Detail report.

 

To filter the report properly, click the Customize button in the upper-right corner. In the Filter section, tick the Customer Type box and select your preferred type of customer. Here's a sample screenshot for reference:

 

Additionally, you can visit these articles to learn more about filtering and adding rows in the report:

 

 

If you have other concerns about QuickBooks reports, please let me know. I'd love to help you resolve and figure them out. Take care and have a good one.

Inderjit2023
Level 1

sales invoice activity

hi  I am CAnada 

i want to buy quickbook pro desktop ver

Kevin184
Level 1

sales invoice activity

my check was returned for insufficient funds I sent a email will I have to wait until 05/30/2023 to get a answer?

Rubielyn_J
QuickBooks Team

sales invoice activity

Welcome to this thread, @Kevin184.

 

Allow me to provide some additional details about returned checks.

 

I'd like to know where you sent the email if you don't mind sharing. Providing any additional details will help us isolate the issue and determine when you can expect a response regarding the email you sent.

 

If you sent the email to us, you can expect a response on 05/30/2023. Please be aware that Payment support is only available Monday through Friday from 6 AM to 6 PM PT.

 

Take note that a check bounces when your bank account has non-sufficient funds (NSF) or doesn’t have enough money to cover the check amount. When this happens, your bank charges you an NSF or bank fee. 

 

To learn more about this, I've gathered some relevant articles you may find helpful. It contains insights on how you plan to handle bounced checks:

 

 

Please keep me updated if you have any other questions about returned checks. I'm here to provide support whenever you need it. Keep safe!

LRhoades
Level 1

sales invoice activity

I go to open my products and services to edit one of them. And they aren't there. I've tried restarting QBO and my computer, I can't get my products and services back. 

LeizylM
QuickBooks Team

sales invoice activity

I can share some information about missing products and services in QuickBooks Online (QBO), LRhoades. 

 

As per checking, we have a recent incident involving missing products and services in QBO. Our engineers have successfully identified the root cause of this problem and have marked it as resolved.

 

Let's rule out a possible browser cache issue to isolate this. I'd suggest logging in to your QuickBooks Online account via a private window. This doesn't use the existing cache files, which makes it a good place to determine if this is a browser-related issue.

 

Here are the keyboard shortcuts: 

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Once logged in, try to check the product and services. If it works, I recommend clearing your browser's cache. Doing so will remove the historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser.

 

Additionally, I've included these articles that'll help you manage your products and services in QuickBooks Online.

 

 

Please come back and keep us posted on your progress in adding your items. I'm determined to get this resolved. Take care. 

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