This is a user community, call intuit about anything with your account ... View more

Unlike desktop, in QBO you can not change that ... View more

If the vendor adds sales tax to his sale, that is part of your cost.  So if something costs 9.95 plus 0.82 in sales tax, your total cost is 10.77 ... View more

In the US sales tax is part of cost, it is not booked separately If you are not in the US, then check to insure tax is enabled and set correctly in settings ... View more

If you are ordering from a web site served by several vendors, then you are buying from the web site and not the vendors them selves.  List the web site as the vendor and pay them   Other wise it is one vendor, one bill and payment ... View more

You can do it with a service item called fee and add it t the invoice, but no way to do it automatically check your state laws, there are some states where surcharging for using a CC is illegal. For those states that are ok with it, there is still a problem. You are required to put a notice on the store, the check out pages, and on the receipt it must specify the surcharge item and amount, that you surcharge for using a CC and how much, the law says a % is not legal. In addition to that, you are not allowed to surcharge when a debit or prepaid card is used at all. So if you are taking payments on line I don't see how you can know whether or not a card is a prepaid or debit card in advance. Best option is just raise your prices slightly, or accept that a merchant charge is just a cost of doing business. ... View more

You can check the audit log in the gear menu, and or use the search magnifying glass to look at the most recent entries ... View more

No real reason to.   And since those ingredients are either hard to count or have a short shelf life I would not use inventory either, just post the purchase to COGS ... View more

It depends on the type of pledge and the conditions attached as to whether or not it is a binding contract.  On this one you need the help of a non profit tax cpa     ... View more

download and fill out a form W-9 from the IRS, it is nothing special Anyone you pay, if you hire someone should do the same for you. ... View more

@juVielL  The estimate and progress invoicing summary by customer works fine, but doesn't anyone look at the detailed report you show???   Look at the total at the bottom of the detailed listing, not only are you ADDING a non posting estimate to the total, but the invoices and payments are also added together - totally useless report ! ... View more

I wish I had a better answer, but all I know is to delete each one   Journal entries should be the exception when using QB, they often do not work as you think they should, and  when you use inventory type items they never work for inventory. It is much better to use the forms on the home page the way QB is designed to be used.    Journal entries also bypass accrual/cash reporting, and will not show on many reports. ... View more

Assuming you mean QBO in a browser, hit ctrl and +, each time zooms in to return to normal hit ctrl and zero ... View more

create a long term asset account named something like "due-from=[name]" and use that ... View more

not in QB, export to excel is all there is for that ... View more

QB desktop all act the same, so what version she gets is really dependent on her needs, pro is the cheaest and the entry level.  All desktop installs have inventory, classes, billable expenses, etc   Buy the current verison of QB she needs and install it.   With a QB data file that old the best thing would be to buy QB from intuit, then contact their data services and have them update the data file to current format.   Other wise you would make a back up, find someone with 2012/13 installed, restore from back up, make a back up, then do it again in someones 2016/17 install, and finally restore the back up in the new 2020 install. QB generally has no problem restoring a file from a back made 3-4 versions ago, beyond that it gets dicey ... View more

call intuit, this is a user community and can not get to your account ... View more

Sounds like he is paying someone to answer the calls.  When you say virtual receptionist I think a computer AI program.   If this is a service, then it is an expense, you can use the expense account you want it really makes no difference as long as you are consistent.  I would use professional services expense myself.  And keep in mind he needs a form w-9 from the service and may need to report those payments on a 1099-misc at year end ... View more

If you have shareholder distributions, that means you are a c- or s-corp for taxes, so no that would not be correct.   The best thing is to receive payment against the invoice in QB and deposit your check in the business account for that amount.   Letting banking downloads do your accounting for you, can lead to all kinds of different issues ... View more

Yes you would have to use a service item for the fee, posting to an income account.   By law, if it is even allowed in your state, it must say something about the fee being what it is.  First thing is to check your state laws, there are some states where surcharging for using a CC is illegal. For those states that are ok with it, there is still a problem. You are required to put a notice on the store, the check out pages, and on the receipt it must specify the surcharge item and amount, that you surcharge for using a CC and how much, the law says a % is not legal. In addition to that, you are not allowed to surcharge when a debit or prepaid card is used at all. So if you are taking payments on line I don't see how you can know whether or not a card is a prepaid or debit card in advance. Best option is just raise your prices slightly, or accept that a merchant charge is just a cost of doing business. ... View more

Yes and it is better IMO to change the customer name slightly since vendors may be reportable now or in the future.  I add a period to the customer name ... View more

Inventory  items have three accounts expense = COGS income = your sales income account asset = inventory asset Check your inventory item set up for the above   ... View more

In desktop you have a customer, then a job (your contract) under it   in edit>preferences turn on billable expenses, When you pay for an expense mark it billable if you plan on putting that expense on the invoice, or leave the billable mark unchecked and just select the job.   On the job screen in the customer center you can run a job profitability report ... View more

Multi currency once turned on can not be turned off and as far as I know once you set the home currency that can not be changed either ... View more