@ParkwayIncHappy New Year, Matthew! Thank you for the kind words of support. The Ubuntu philosophy is not my own, nor is it my personal interpretation. This is a South African leadership principal that became popular when you were a kid in the 80's and 90's, and most especially during the time Nelson Mandela was President in 1994. The concept that "together we all succeed" has South African sources from as early as the mid-19th century. It is really about "human nature, humanness, humanity, virtue, goodness, kindness". It is the belief in a universal bond of sharing that connects all humanity. Based on your communications, you seem to have adopted this philosophy, as I have. I have not known many people who have had a strong positive influence over me throughout my half-century of life, but Lynda did. There are very few others that I admire and model after. One of my only other role models and mentors is my husband. ... View more

I agree with @vpcontroller and feel that an earlier notation suggesting a third-party app solution with QuickBooks Online is the best option at this time. While there are many "workarounds" that will help with "tagging" your inventory in QBO, there is limited reporting and there are better inventory applications that can be utilized in this situation. ... View more

If your bank feed is connected the deposit from your personal will come into your bank feed and should then be categorized to an Equity account such as "Owners Investments" ... View more

@ParkwayInc  Matthew, I appreciate your good intentions with your responsive post and thank you for your contributions to this community. I trust that Lisa has good intentions for this community as well. I am not concerned with raising my current level within this community. I have reached level 9 for my contributions this past year and feel that I have made a meaningful positive impact within this community because of my contributions, which was a personal and professional goal. I've also joined your Facebook group, as well as other Facebook groups that support the QuickBooks ProAdvisor community. I am very proud to be a "current" QBO Advanced Certified ProAdvisor. My Nationwide cloud accounting firm was developed to support QBO users and seamlessly connects to QBO for accounting service delivery. I am a loyal and dedicated Intuit ProAdvisor. I am sad to hear the news that Intuit will not be hosting the "Firm of the Future" in 2020. As this initiative is what inspired me to build my Nationwide QuickBooks Online Firm of the Future. You have noted a South African leadership philosophy in your post that I firmly believe in, UBUNTU, which means that "I am who I am because of who we all are", "that TOGETHER we shine!" Lynda inspired me to become a ProAdvisor a few years ago, and Inuit and this community inspired me to work with my husband, a former System Development Engineer for Amazon to build an accounting service delivery platform that is "connected" to QuickBooks Online. Our first 4 months in business this year have far exceeded our expectations, we are grateful and thrilled!! One thing I learned from the great leaders that I have known is that real change cannot be achieved with the good intentions of others. We all have good intentions. We have to empower others to pull the cord and initiate real change. ... View more

@ParkwayInc  Respectfully, I would like you to delete your response to me for a number of reason I will explain in a follow up reply separate from this one. Regina ... View more

Right, there is rules engine technology that will "guess" what a transaction is for if you don't "create" a transaction to "match" it to when it comes through the bank feed. I personally "create" bank transfers under the plus (+) menu from the operating account to the credit card account on the date that they occurred, this way the rules engine technology can easily "match" what "actually" happened when it comes in the bank feed. You also will not want to "add" a bank feed "transfer" on the "From" side, you will switch it to "transfer" and then make the transfer to "match" and "add" on the credit card "receiving" side. ... View more

The credit card account should be connected via a separate bank feed and a transfer should be made from the checking account to the credit card account, then matched and added within the credit card bank feed. ... View more

@LisaNullar Thank you, Lisa. It would be nice to see "active" participants in the community forum highlighted. I believe that a few of the highlighted folks have not posted in over a year. I have personally contributed a great deal to this community forum this past year and have not received any recognition whatsoever. Also, I received NO leads from my public ProAdvisor profile, even though I am a 5-star rated "Advanced Certified ProAdvisor". I'm disappointed to say the least. Warm Regards, Regina ... View more

@juVielL This is good to know, why do you think this user was not able to find where they can access the items to receive upon bill creation if the closing of the period was not preventing this? ... View more

You will need to customize your chart of accounts list (Equity accounts) and then re-create what "actually" happened in the books in terms of Equity contributions. This can be done in a number of ways. Private message me if you need more specific advice and help. ... View more

Change the dates on the open items to a later date before the month is closed so that they will be accessible to you the next period. ... View more

You can delete an invoice created from an estimate if it is no longer valid, and you can copy an estimate. ... View more

The plus (+) menu has moved to the dark gray left hand menu bar at the top. You will find it there. ... View more

Thank you @LisaNullar for your response. Respectfully, I believe that a number does not hold the same meaning as a title. With that said, and more importantly, why are there level 2 and level 3 members being "featured" on the community home page that have contributed little or nothing in recent years to this community forum? I am a level 9, I have contributed a great deal to this forum. I deserve to be featured next to @Linda who is one of my most admired ProAdvisors in this forum. Why are these non-contributors still being featured in this forum? How can I earn this honor? Regina ... View more

They made some changes to the QBO user interface and the Plus (+) menu is now located in your left menu bar as opposed to the upper right hand corner where the gear icon is located. ... View more

This new numeric ranking structure was a bad business decision as it seriously degrades the value that participants such as myself previously received when recognized "properly" for my many contributions to this community forum. Before this change, I was ranked as an "Established Community Backer". Having my "ranking" changed to a MEANINGLESS "level 9" was offensive  and discouraging. I am now rethinking my continued participation as a result of this change. ... View more

Yes and No. If this is unpaid "tenant" rent that is owed to you as the Landlord, you have additional collection options and may not want to write-off the invoice balance to bad debt. Some Landlords put these kinds of debts on tenant credit reports, or sell the debt to a collection agency, which would be a different accounting process. ... View more

Yes. See attachment. You can turn on tips within Company Settings under Sales. ... View more

The button/slider to switch off suggested matches only shows up when there are "suggested matches". Are you seeing "suggested matches"? It is not common to match journal entries to sales transactions in the QBO bank feed. If your POS system could "alternatively" create sales receipts or invoices in QBO, that would be best. With Stripe, I proactively create sales receipts in QBO that have a line item to expense the merchant processing fee. These sales receipts are "deposited to" undeposited funds. Then I create deposits from undeposited funds to match the bank feed deposits by day. This process can also be "automated". ... View more

When you know that an invoice balance is not collectible it is considered bad debt. If you have an Accountant, they can perform a write-off of this bad debt for you. If you are managing your own books, you can create an item under your products and services list as either a service or non-inventory type item that is mapped to the bad debt account (which is an expense account that will need to be created if you don't have one already). Then you can add this item to the invoice in question to clear the balance of the invoice to bad debt (this is a negative number). ... View more

@RoseMarjorieA  Excellent supporting post with valuable content! ... View more

Projects are connected to a single customer or sub-customer. Price rules allow you to provide discounts for specific products to certain customers for a specified amount of time. ... View more

This is double entry transaction. You setup an inventory type product and service item for the equipment that you purchase and sell to your customers. This item is mapped to an Income account and a Cost of Goods Sold account. You use this item on your purchase and sales forms. ... View more

I would think that such customization would be achieved through the setup and customization of your products and services that you will be including in your customer invoices. The invoice template itself is more about the look and feel of the invoice in my view. ... View more

To clarify. You "disconnected on close" the account that was connected to QBO, correct? I recommend doing this and then logging into your online bank website, then reconnecting the account. You may also need to allow third-party access via your online bank website. It is common for bank feeds to disconnect when there are changes due to new security measures by the bank. ... View more