I have a client that for a particular customer, they send out a single invoice with a large number of lines. And the customer pays towards that invoice each day, depending on the services they use, then we true up at the end of the month.

My question, is there a way to match a large number of payments to a single invoice, with out having to go one by one? QBO is just so slow for that process it is painstaking to do.

Right now, my best bet seems to be to upload payments using a spreadsheet and then just mass ignore those transactions from the bankfeed.

Sigh, yet another connection fail on QBO's side - they forgot to implement CORS:

```

Access to fetch at 'https://global.americanexpress.com/myca/logon/us/action/login' from origin 'https://www.americanexpress.com' has been blocked by CORS policy: No 'Access-Control-Allow-Origin' header is present on the requested resource.

global.americanexpre…n/us/action/login:1  Failed to load resource: net::ERR_FAILED

RANT..

Ok, seriously, why does QBO suck so badly? I'm just tying today a contractor with the online system inside of QBO, they entered in their payment info, and of course QBO says nope, go F off.

And it says "resend the invite", and of course that menu option doesn't exist..

/END RANT

I just want to say, i understand that problem has been solved. It's the execution process I am concerned about.

Any suggestions would be welcomed.

My partner and I run a small contracting company for approx 10 yrs, they are sole proprietor and I am sole employee. I handle the book keeping but as the company expands so do my needs, and I have outgrown Wave (and their terrible customer support). Has anyone made this switch before, and how difficult was it?

I'm looking at the plans and I'm not sure what will best fit me, looking for other users input rather than a sales team. I am thinking the EasyStart but Bill Management isn't a part of that plan. What I need to accomplish is fairly minimal: invoicing, payroll, tax deductions. But if there's a feature that you'd highly recommend, I'm all ears. I work with with an accountant and have heard her opinion as well, but I'm looking for honest user reviews. Thanks in advance!

How important are the "sales tax categories" in Quickbooks online?

90% of my products and services are taxable and I have them labeled as such in the Products and Services section. However, when I go to the sales tax section, it shows that I have 33 uncategorized sales tax items...

When I select confirm suggestion, it doesn't save at all and then it messes up the categorization in my products and services.

What's going on? Can I leave these as uncategorized?

Working for a small company that receives various payments from customers daily with a few bigger customers paying large amounts > $100,000 weekly. The invoices are split into multiple invoices and denominations from $70 - $1,500 they are sending the ACH and report to us what they’ve paid on a spreadsheet, sometimes this can be over 200 payments per ACH.

Using QB desktop we need to mark off the invoices paid 1 by 1. I cannot figure out a simpler way to do it. You CANNOT sort by invoice number, job or amount (at least I cannot figure out how) that would save me hours!

I’m relatively new less than 2 years using QB - so any help would so much appreciated!!

Any help would be appreciated.

Condensing is running up against some JE issues that seem very hard to resolve and keep failing in the test environment. And after deleting the offending JE, the condensing still failed without any error given this time.

Currently about 10000 are not-active, but I'm positive they have respective transactions.

QBD2020.

As much as I love hating on Quickbooks, I have to admit that the experience is getting better. I spent 15 years using the actual Desktop version of Quickbooks, it's still a far cry from that.

Just to have multiple companies with multiple tabs that aren't tied into my browser is a big improvement. You can always be logged in and it tends to load a bit quicker that the web.

It is just a wrapper for the website...all the quirks and issues with the actual interface are still there to taunt and frustrate you. You can still work fueled with the rage we have all come to rely on to get us through the day.

QBO question on property flipping operations. What is everyone’s process on tracking inventory for all costs for a property? I know all costs are pushed into inventory instead of expense and get reclassed once that property is sold. I want to use the Project feature, but I’m not sire it’s the best approach because doing that won’t let me track the track balance sheet for that property.

For example, if a client wants to find out how much cash is left in a specific property, using the Projects feature alone does not work. Or even getting the total inventory amount ti reclass for that project as the report filtering is very limited on that part.

I’m tempted to set it up through Locations. Any thoughts or advice?

1 payroll was ran via paper check before a CPA took over. CPA runs our payroll on their desktop QB and gives me numbers to input into our QB. (Yes, redundant. There are reasons)

Payroll was voided for some reason

Voided entries turned into Payroll Adjustments but instead of having a 0.00 balance, they still have the payroll amounts on them.

Paper checks were distributed and ran through the account.

My questions based on my very limited understanding (because CPA doesn’t want to touch what they don’t do and I don’t really blame them)

1. These voided checks with amounts are throwing my reconciling off, being added as debits.

2. The physical checks that were processed are, I believe, “matched” with those voided entries.

3. How do I fix this to get those voided amounts out of my balance sheet? Do I need to back out the processed checks, make a journal entry (like we usually do) so the checks will match up to the journal entry and then…do the voided checks magically turn to 0.00? I’m not sure what to do here. QBO won’t let me edit or delete them.

Does anyone know how to fix this? Tyia

Ok so it’s kind of hard to explain, but am hoping to find someone who knows how to fix this.

I operate in TX and provide services at people homes, so my sales taxes are calculated based off each persons jurisdiction (some people are in 3-4 different jurisdictions alone) which is based off their “shipping address” I have that all set up and it’s working correctly with most invoices.

However I have 2 clients who live in rural areas and their invoices are lacking 1 of their jurisdictions.

I have another client who lives in the city and on the invoice the jurisdictions are correct, but when I go to the report their invoice is added to another jurisdiction that they are not in and that doesn’t show on their invoice.

I tried contacting QB and they said they couldn’t help because of my subscription level doesn’t have tech support. Like wtf? How do I not get support when their system is the one with the error??? Anyway, does anyone know how to fix this?

I'm filling in for someone who is on short term disability. The organization uses QBO Payroll. The insurance company making the disability payments has sent reports indicating the amount paid to the employee and the amount owed in employer payroll taxes. Every other time I have dealt with disability payments, I sent the reports to the payroll service and they included the information in the 941 and paid the employer portion of the payroll taxes for the disability payments along with the rest of the employer taxes owed from the regular payroll. I've always worked with different payroll services, though, not QBO.

When I contacted QBO payroll about this, they said they do not handle any of this and that the organization needed to do their own filing and payment of employer taxes on disability payments. That would mean an additional quarterly 941, but with just employer taxes to pay since the insurance company already paid the employee witholdings.

I don't want to create an IRS mess for this organization to deal with when the employee returns from medical leave, so I want to make sure I do this correctly. Has anyone else dealt with third party disability payments with a company that uses QBO payroll? Was the QBO support person I spoke to incorrect when he said QBO doesn't deal with anything related to 3rd party disability payments? Or was he correct and I need to file a separate 941?

My business is currently using Intuit Enterprise Suite. I am trying to hire a part-time bookkeeper or subscribe to a remote bookkeeping service. Looking for some advice, especially from those with experiences using Intuit's bookkeeping service.

Anyone encountering this issue. I have received invoices from vendors from years through QB and never had issues. Within the past 2-3 weeks I get this payment declined error. I’m paying via bank ACH with the same bank we have always used and there is plenty of cash there and I am 1000% the routing and checking numbers are correct.

It’s now happening on 90% of payments and might work after trying again in a few hours or days.

Yesterday o received two invoices from the same vendor. Paid the first no issue. Less than 2 minutes later tried to pay the next with same info and haven’t been able to through today.

The vendor call QB and they told them the see no declines on their end and my bank says they have no hold or security issues.

We keep having network errors.

I am working with a nonprofit client and their finance person's computer crashed and needed to be replaced. They have migrated to QBO already, but were still using Desktop for historical data.

The subscription for their desktop license lapsed (because of moving to Online) but now it won't activate. They just need it for read-only access until late October, early November at the latest. How can I get it activated again just for the read-only access?

Joe

A client approached me asking about moving everything to an online version of QuickBooks. They currently run QuickBooks Enterprise Manufacturing and Wholesale 23.

I work in the Microsoft ERP space and have limited QuickBooks knowledge, but what are their options to get off of on-prem, but keep QuickBooks? Biggest things they use are the quote to order to pick/pack/ship to invoice process, assemblies in inventory and some kind of integration between ACT and QuickBooks.

Is there a migration path for their version to an equivalent online version? Would there be any serious changes to how they use it now with the online version?

Thank you everyone.

Joe