clients

clients Online Support >

clients: How do I make inactive items active again?

Go to the gear icon and check the box to show inactive. This works for all lists, accounts, clients, vendors etc. Once you can see the inactive item you will have the action available to make active.

Resolution for 'clients issue: 'How do I make inactive items active again?' available: Yes.

The clients 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 clients issue yourself by looking for a resolution described in the article. If it is a complex clients issue or you are unable to solve the issue, you may contact us by clicking here or by using other clients support options.

For more information about resolving issues related to clients in Quickbooks/QBO or to get support for the issue 'How do I make inactive items active again?', click the link below:

Details

clients: Client Takes Too Much of My Time!

You know, there is always that client that is a time hog.   I struggled with letting a client like that go too.  They usually pay you on time and are a nice person, but you dread working for them.  Mine was a lady who was a landscaper.  She would call […]

Resolution for 'clients issue: 'Client Takes Too Much of My Time!' available: Yes.

The clients 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 clients issue yourself by looking for a resolution described in the article. If it is a complex clients issue or you are unable to solve the issue, you may contact us by clicking here or by using other clients support options.

For more information about resolving issues related to clients in Quickbooks/QBO or to get support for the issue 'Client Takes Too Much of My Time!', click the link below:

Details

clients: [ERROR] TRANSID is not a valid column name for record CHECK. [15101]

You can get around this new (helpful?) import feature by clicking the little link on the import dialog. See BRC – QuickBooks 2019 IIF Import Changes

Among other new helpful behaviors, QB now balks if you use any unknown field names in the ! definition rows. […]

Resolution for 'clients issue: '[ERROR] TRANSID is not a valid column name for record CHECK. [15101]' available: Yes.

The clients 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 clients issue yourself by looking for a resolution described in the article. If it is a complex clients issue or you are unable to solve the issue, you may contact us by clicking here or by using other clients support options.

For more information about resolving issues related to clients in Quickbooks/QBO or to get support for the issue '[ERROR] TRANSID is not a valid column name for record CHECK. [15101]', click the link below:

Details

clients: How do I record a security deposit I am putting up to one of my vendors on behalf of one of my clients?

The security deposit you pay is an asset

You can do this one of two ways

1. create an asset account named for the vendor-deposit and post it to that account

or

2. pay the security deposit and use accounts Payable as the expense for the payment, that will create a vendor credit.  If […]

Resolution for 'clients issue: 'How do I record a security deposit I am putting up to one of my vendors on behalf of one of my clients?' available: Yes.

The clients 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 clients issue yourself by looking for a resolution described in the article. If it is a complex clients issue or you are unable to solve the issue, you may contact us by clicking here or by using other clients support options.

For more information about resolving issues related to clients in Quickbooks/QBO or to get support for the issue 'How do I record a security deposit I am putting up to one of my vendors on behalf of one of my clients?', click the link below:

Details

clients: Enhanced vs Full Service Payroll

F/S is  pretty inexpensive. With enhanced, Yes, you will get the emails that tell you to process the tax forms and take the steps. But with f/S, you don’t have to worry about making sure you pay these payments on time as they’re done for you. You don’t have to worry […]

Resolution for 'clients issue: 'Enhanced vs Full Service Payroll' available: Yes.

The clients 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 clients issue yourself by looking for a resolution described in the article. If it is a complex clients issue or you are unable to solve the issue, you may contact us by clicking here or by using other clients support options.

For more information about resolving issues related to clients in Quickbooks/QBO or to get support for the issue 'Enhanced vs Full Service Payroll', click the link below:

Details

clients: I am distributing a line of products currently to 10 clients. My new partner sourced a new product, and I am adding it. We are sharing all expenses, how to separate?

First issue is what does new partner mean?  If you added  a partner to an already existing partnership  (or started a partnership), then what you are wanting to do is just not the way a partnership works.

Assuming new partner means a business arrangement with someone else, someone who is not […]

Resolution for 'clients issue: 'I am distributing a line of products currently to 10 clients. My new partner sourced a new product, and I am adding it. We are sharing all expenses, how to separate?' available: Yes.

The clients 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 clients issue yourself by looking for a resolution described in the article. If it is a complex clients issue or you are unable to solve the issue, you may contact us by clicking here or by using other clients support options.

For more information about resolving issues related to clients in Quickbooks/QBO or to get support for the issue 'I am distributing a line of products currently to 10 clients. My new partner sourced a new product, and I am adding it. We are sharing all expenses, how to separate?', click the link below:

Details

clients: Where do I go to find the information to figure out how much we pay for the products we sell versus how much we sell it for to our clients?

Resolution for 'clients issue: 'Where do I go to find the information to figure out how much we pay for the products we sell versus how much we sell it for to our clients?' available: Yes.

The clients 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 clients issue yourself by looking for a resolution described in the article. If it is a complex clients issue or you are unable to solve the issue, you may contact us by clicking here or by using other clients support options.

For more information about resolving issues related to clients in Quickbooks/QBO or to get support for the issue 'Where do I go to find the information to figure out how much we pay for the products we sell versus how much we sell it for to our clients?', click the link below:

Details

clients: How do i get and print W10’s for my clients

QuickBooks doesn’t print them.

Link to a W10 below. Fill it out & make copies of it.

https://www.irs.gov/pub/irs-pdf/fw10.pdf

Resolution for 'clients issue: 'How do i get and print W10’s for my clients' available: Yes.

The clients 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 clients issue yourself by looking for a resolution described in the article. If it is a complex clients issue or you are unable to solve the issue, you may contact us by clicking here or by using other clients support options.

For more information about resolving issues related to clients in Quickbooks/QBO or to get support for the issue 'How do i get and print W10’s for my clients', click the link below:

Details

clients: I charge my clients less money for the same service if they pay in cash; is it possible to specify two fees on the same invoice (e.g. total = $27 or $25 in cash)?

Sorry you can’t.

You can enter that in the description field.

You can enter that in the description field.

 

Resolution for 'clients issue: 'I charge my clients less money for the same service if they pay in cash; is it possible to specify two fees on the same invoice (e.g. total = $27 or $25 in cash)?' available: Yes.

The clients 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 clients issue yourself by looking for a resolution described in the article. If it is a complex clients issue or you are unable to solve the issue, you may contact us by clicking here or by using other clients support options.

For more information about resolving issues related to clients in Quickbooks/QBO or to get support for the issue 'I charge my clients less money for the same service if they pay in cash; is it possible to specify two fees on the same invoice (e.g. total = $27 or $25 in cash)?', click the link below:

Details

clients: Can I allow a user to add clients but not see sales or A/R?

No user permissions in QBO are not that selective

Users with Customers and Sale access can.:
• Enter estimates. invoices, .sales receipts, credit Memos and refunds.
• Enter charges and credits
• Create and delete statements
• Receive payments from customers
• Fill out time sheets for anyone
• Add, edit and delete customers
• Add, edit and […]

Resolution for 'clients issue: 'Can I allow a user to add clients but not see sales or A/R?' available: Yes.

The clients 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 clients issue yourself by looking for a resolution described in the article. If it is a complex clients issue or you are unable to solve the issue, you may contact us by clicking here or by using other clients support options.

For more information about resolving issues related to clients in Quickbooks/QBO or to get support for the issue 'Can I allow a user to add clients but not see sales or A/R?', click the link below:

Details