Quickbooks Learn & Support Online | QBO.Support

business needs: I am creating bills with classes and matching them with the online bank list. But the class info does not make it to the bank register for these transactions. Any ideas?

If you’re entering the class on the bill transaction you won’t be able to see the class in the register becuase the class is being assigned on a transaction that only affects your expense account and accounts payable account.

Your bank register is being affected by the bill payment which doesn’t […]

Resolution for 'business needs issue: 'I am creating bills with classes and matching them with the online bank list. But the class info does not make it to the bank register for these transactions. Any ideas?' available: Yes.

The business needs issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the business needs issue yourself by looking for a resolution described in the article. If it is a complex business needs issue or you are unable to solve the issue, you may contact us by clicking here or by using other business needs support options.

For more information about resolving issues related to business needs in Quickbooks/QBO or to get support for the issue 'I am creating bills with classes and matching them with the online bank list. But the class info does not make it to the bank register for these transactions. Any ideas?', click the link below:

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business needs: P&L Report percentages

The Profit & Loss Report summarizes your income and expenses for the year. The report shows subtotals for each income or expense account in your chart of accounts.

You can customize your P& L Report to fit your business needs, however, the option to calculate the percentage of your income and expenses […]

Resolution for 'business needs issue: 'P&L Report percentages' available: Yes.

The business needs issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the business needs issue yourself by looking for a resolution described in the article. If it is a complex business needs issue or you are unable to solve the issue, you may contact us by clicking here or by using other business needs support options.

For more information about resolving issues related to business needs in Quickbooks/QBO or to get support for the issue 'P&L Report percentages', click the link below:

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business needs: Why are the amounts I bill my customers showing up as a payment in the chart of accounts for my general fund?

It seems likely you have either used the wrong Item Type or set up the item incorrectly for Charging customers. That should not be a Payment Type item and it should not link to Banking. You are supposed to show the charge to the customer as Income, in most cases. […]

Resolution for 'business needs issue: 'Why are the amounts I bill my customers showing up as a payment in the chart of accounts for my general fund?' available: Yes.

The business needs issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the business needs issue yourself by looking for a resolution described in the article. If it is a complex business needs issue or you are unable to solve the issue, you may contact us by clicking here or by using other business needs support options.

For more information about resolving issues related to business needs in Quickbooks/QBO or to get support for the issue 'Why are the amounts I bill my customers showing up as a payment in the chart of accounts for my general fund?', click the link below:

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business needs: I’m looking for a CRM integration to QB POS 12. For the B2B side of business, we need POS 12 to sync items sold to CRM for post-sale management. Any ideas?

You will not find what you are looking for within the Intuit product line. Reach out and I will show you the right solution set for your business needs.

Resolution for 'business needs issue: 'I’m looking for a CRM integration to QB POS 12. For the B2B side of business, we need POS 12 to sync items sold to CRM for post-sale management. Any ideas?' available: Yes.

The business needs issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the business needs issue yourself by looking for a resolution described in the article. If it is a complex business needs issue or you are unable to solve the issue, you may contact us by clicking here or by using other business needs support options.

For more information about resolving issues related to business needs in Quickbooks/QBO or to get support for the issue 'I’m looking for a CRM integration to QB POS 12. For the B2B side of business, we need POS 12 to sync items sold to CRM for post-sale management. Any ideas?', click the link below:

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