Thank you for trying that and letting me know the results.   Currently, this is the only customization available for the Profit and Loss Report by Customers. In addition to your feedback submission, I'll do my part and pass your feedback along as well.   If you need assistance with anything else please let me know.   ... View more

Thanks for getting back to me, Upset User.   I'd be glad to walk you through the steps to run a Profit and Loss by Customer Report:   1. Click the Reports tab in the left navigation bar. 2. Enter Profit and Loss in the search bar. 3. Choose your date range. 4. Select the Display columns by menu. 5. Click Customers. 6. Choose Run report.   To view specific customer data in this report, you can select them from the Customer filter, within the customization settings:   1. Select Customize in the top right corner. 2. Choose the Filter drop-down. 3. Check the box for the desired customer(s). 4. Click Run report.   After completing these steps, you'll be able to view a breakdown of Profit and Loss by each customer, column by column. I'll be around if you have any follow-up questions. ... View more

I appreciate you taking the time to share this incident with the Community, Chris_S.   It's unfortunate to hear someone tried to mislead you like this. I'm thrilled to know that the agents from our Customer Support Team were able to help get this sorted out. You can continue to count on this team, and members of the Community, to always have your back.   The sharing of stories like this helps to let other businesses know what's out there, and avoid losses. This is an excellent example of why this space is such a great resource for business owners like yourself. ... View more

Hey there, meverett.   Thanks for stopping by to visit the Community. It'd be my pleasure to help convert your QuickBooks Online account to the Desktop version.   Before you begin, it's necessary to note a few requirements: You must be logged in as the Mater Administrator or Company Admin of the account. You'll need to use Internet Explorer to complete the process. ActiveX is needed to complete this as well. I've got a great article for you that offers a detailed explanation to convert your Online account to Desktop. You can check it out here: https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-your-quickbooks-online-data-to-quickbooks-desktop/00/186187.   That will do it. Please feel free to comment below if you have any other questions. ... View more

It's nice to have you here in the Community, cavalierhousing.   It'd be my pleasure to assist you with printing your Payroll Summary Report. This can be done with the PDF Print Repair Tool.   To access this tool, you'll first need to download the QuickBooks Desktop Tool Hub by:   1. Closing QuickBooks. 2. Download the QuickBooks Tool Hub file. Save the file to your desktop, where you can access it easily. 3. Open the downloaded Hub file. 4. Complete the following steps to install. 5. When the install is complete, double-click the icon to open the Tool Hub.   I've got a great article for you that provides additional info on this tool. You can check it out here: https://quickbooks.intuit.com/learn-support/en-us/login-issues/fix-common-problems-and-errors-with-the-quickbooks-desktop-tool/00/335347. Once you've accessed the Hub, you'll be able to find specific info on PDF and printing errors.   Please feel free to comment below if you have any other questions. I'll be here to help.     ... View more

Hey there, Upset User.   At this time, the product is operating as designed to only show activity for the sub-customer if the parent-customer doesn't contain any data.   Your feedback doesn't go unheard, and since you have submitted your suggestions, this information has been relayed to our Product Development Team for review. You can find out more about ways we're working to incorporate user suggestions like yours in the product by checking out our blog.   Please feel free to comment below if you have any other questions. Take care. ... View more

Hi there, jluss113.   Thanks for following up on this thread. I'd be glad to show you how to run the Sales Tax Liability Report even with zero Sales Tax Payable.   Here's how to get this done:   1. Click the Reports tab in the left navigation bar. 2. Enter Sales Tax Liability in the search bar. 3. Choose the Customize button in the top right corner. 4. Uncheck the box labeled Except zero amount. 5. Click Run report in the bottom right corner.   If there's no data, you'll see, "This report does not contain any data." The following article provides additional details on customizing reports in QuickBooks Online: https://quickbooks.intuit.com/learn-support/en-us/run-reports/customize-your-reports-in-quickbooks-online/00/186382.   Please let me know if you have any other questions. I'll be here to help.     ... View more

Welcome to the Community, cwagner898.   You've come to the right place for assistance with QuickBooks. I'd be glad to help out with setting up your company email to send invoices.   This would need to be done through your Yahoo account. I recommend giving the following steps a try:   1. Login into your Yahoo account as the administrator. 2. Go to your Yahoo Account Security page. 3. Turn on the two-step verification and allow apps that use less secure sign in features. 4. Go back into QuickBooks and email yourself a test invoice.   The following article offers additional details on this process: https://quickbooks.intuit.com/learn-support/en-us/manage-passwords/fix-webmail-password-issues-in-quickbooks-desktop/00/203347.   Please let me know if this works for you. I'm only a post or comment away if you have any other questions.   ... View more

Hi there, teresa-jones.   It'd be my pleasure to help out with setting up your 1099 preferences in QuickBooks Online. I'll share some info below.   The 1099 form information can be accessed by:   1. Hovering the Workers tab in the left navigation bar. 2. Select Contractors. 3. Choose Prepare 1099s. 4. Follow the rest of the prompts to finish the set up.   I've got a couple of helpful articles that offer additional details about this form: Prepare and file 1099s Common questions about 1099s I'm only a comment or post away if you have any other questions. Take care.   ... View more

Hey there, JDW19 .   Thanks for reaching out here in the Community. I'd be glad to provide some info regarding user access in your QuickBooks account.   You may want to try creating a Custom Role. With that, you can pick and choose which areas your users have permission to view; including reports and payroll. I'll show you how:   1. Select the Company menu, then Users. 2. Choose Users and Roles. 3. Click the Role List tab, then New. 4. Enter a name and description. 5. In the Area and Activities section, choose an area of your account. Review each area and select None, Full, or Partial access. 6. Select OK to save.   I've got an article for you that offers even more details on this process. You can check it out here.   I'm only a post or comment away if you have any other questions. ... View more

Hey there, lstrand57.   Thanks for stopping by to visit the Community. I'd be glad to show you where to update your billing info in QuickBooks Online:   1. Click the Gear icon in the top right corner. 2. Select Account and Settings. 3. Choose the Billing & Subscription tab. 4. Click the pencil icon at the top of the page in the Payment Method section. 5. Make any necessary updates and select Save. 6. Choose Done when you're finished.   Once this info is changed, your next subscription payment will come from the new account.   This link provides the steps to get this done if you ever need them for future reference: https://quickbooks.intuit.com/learn-support/en-us/manage-intuit-subscriptions/update-your-billing-and-subscription-info/00/186142.   I'm only a post or comment away if you have any other questions. Take care.     ... View more

Hi there, McWhorterCap.   Thank you for visiting the Community and sharing your thoughts. I'd like to take a moment to share some additional information with you regarding the new usage limits in place for QuickBooks Online users.   After introducing usage limits in February 2019, we wanted to ensure QuickBooks Online customers had enough time to make the necessary changes if they were over or approaching the usage limits. Customers had six months to either reduce their data to fit within their plan’s limits or upgrade to QuickBooks Online Advanced. Now, we want to make sure that all customers are complying with the QuickBooks Online limit policy and will require customers to take action to either reduce the data or upgrade. Having large amounts of accounts, classes, and users are typically indicators of a larger, more complex business. This would signal the need for a plan that offers more features and functionality, which would be the Advanced plan. The deadline to modify your account was October 28th. If you haven’t upgraded or reduced your usage, your QuickBooks plan will no longer be within compliance and we may suspend your account on your next monthly or annual renewal date. To avoid any disruption, you'll need to either upgrade to the appropriate QuickBooks plan or reduce your usage.   The following link provides the details of each subscription plan: https://quickbooks.intuit.com/pricing/   Additionally, you can learn more about the limits by viewing this article: https://quickbooks.intuit.com/learn-support/en-us/manage-intuit-subscriptions/what-are-usage-limits-in-quickbooks-online/00/228520   I'm only a comment away if you have any other questions. ... View more

Hey there, beealive.   Thanks for contacting the Community for support. I'm listing the steps to change your phone number below:   1. Click the Gear icon in the top right corner. 2. Select User Profile. 3. Choose Edit in the Phone section. 4. Click Done when you're finished.   The following article provides these steps if you ever need to reference them again in the future: https://quickbooks.intuit.com/learn-support/en-us/your-business-phone-number/update-your-phone-number/00/185936.   Help is only a post or comment away. I'll be here if you have any other questions. ... View more

Thanks for getting back to me, hassan1.   This view can be achieved with following the steps above, then change the Display columns by field to say Months.   I'm attaching a short video below to show you how to get this done.   I'm here if you need assistance with anything else.   ... View more

Hi there, hassan1.   Thanks for taking a moment to visit the Community. I'd be glad to show you how to customize a report to show monthly data:   1. Click the Reports tab in the left navigation menu. 2. Enter Profit and Loss or Balance Sheet in the search bar. 3. Select Custom in the Report period drop-down field. 4. Input the month you'd like to view in the date range boxes. 5. Enter any other customization you'd like to view, then click Run report.   The following article provides additional details about customizing reports in QuickBooks Online: https://quickbooks.intuit.com/learn-support/en-us/run-reports/customize-your-reports-in-quickbooks-online/00/186382.   I'm only a comment or post away if you have any other questions. ... View more

Welcome to the Community, bianca5.   You've come to the right place for assistance with QuickBooks. I'll list the steps below to stop a recurring invoice:   1. Click the Gear icon in the top right corner. 2. Select Recurring Transactions. 3. Choose the invoice you'd like to delete. 4. Click the Edit drop-down menu, then Pause or Delete. 5. Select Yes to confirm.   The following article offers these steps if you ever need them again in the future: https://quickbooks.intuit.com/learn-support/en-us/memorize-transactions/remove-recurring-transactions-or-templates/01/185425.   Please feel free to comment below if you have any other questions. I'll be here to help. ... View more

Hi there, Qdpgh.   Thanks for following up on this thread and for the details you've provided.   I can see how having the option to set a fiscal year start date, rather than start month would be beneficial. The Development Team is always on the look out for ideas, as many product and feature updates come from great user suggestions like yours. I'll do my part and pass this along to them.   You can learn more about functionality that will soon be available to you by viewing our Blog: https://intuit.me/2L2zqTv.   Don't forget, you're always welcome here in the Community if you ever have questions. Take care. ... View more

Welcome to the Community, eric21.   I'd be glad to show you how to get in touch with the Support Team via telephone. These steps will get you there:   1. Click the Help button in the top right corner. 2. Select Contact Us. 3. Enter Support in the field and choose Let's talk. 4. From here you can select to receive a callback at a time that's convenient for you.   You're always welcome to post questions in this space as well. I'll be here if there's anything else I can help with. ... View more

Hey, mhawash.    Thanks for following up on this thread. The Development Team views each case and tries to resolve them as quickly as possible. That's one reason why the Community is so great; for helpful posts like yours that can resolve this type of issue through a different route.   I'm genuinely glad this worked for the customer and that this space is used to communicate problem-solving resources.   If there's anything you need, please feel free to comment below. ... View more

It's great to hear you found the answers you were looking for here in the Community, dianachismar. You're always welcome if you ever need a helping hand again in the future. Take care. ... View more

Hi there, kkeeney.   Thanks for reaching out for support here in the Community. I'd be glad to show you how to edit your employee info.   I'm listing the steps below:   1. Click the Workers tab in the left navigation bar. 2. Select Employees at the top of the page. 3. Choose the employee you'd like to edit. 4. Click the Edit employee button below their name. 5. Make any necessary changes, then select Done.   That will do it. Please feel free to comment below if you have any other questions.     ... View more

Hi there, nowbookkeeping.   Thanks for following up on this thread.   I can see how having a specific field for projects on invoices would be useful. Since this option isn't currently available, I'll be sure to pass your suggestion along to the Product Development Team.   You can keep up with up and coming features by viewing the QuickBooks Blog: https://intuit.me/2L2zqTv   Wishing you the best. ... View more

Hi there, CatCity.   Thank you for taking a moment to share your concerns here in the Community. I would like to provide some information regarding the usage limits notifications you've recently received.   The decision to integrate usage limits in QuickBooks Online wasn't taken lightly. As the product continues to evolve and grow, this limitation is in place to ensure you have the best version to suit your business needs.   After introducing usage limits in February 2019, we wanted to ensure that QuickBooks Online customers had sufficient time to make the requisite changes to their account if they were over or approaching the usage limits. Customers had six months to either reduce their data to fit within their plan’s limits or upgrade to QBO Advanced. Now, we're verifying that all customers are complying with the QuickBooks Online usage limit policy and will require all customers to take action to either reduce the data to within their plan’s limits or upgrade.   The following article offers additional details about usage limits: https://quickbooks.intuit.com/learn-support/en-us/manage-intuit-subscriptions/what-are-usage-limits-in-quickbooks-online/00/228520.   I would encourage you to speak with your accountant, bookkeeper, or CPA if you have specific questions about your account data. There may be some classes, locations, or accounts that you’re not using at all, and if so you can make those inactive to reduce your usage.   It's my hope that you'll continue to see the value in the software and rely on us for all of your accounting needs. Please feel free to follow up with me here if you have any other questions. ... View more