QBO

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QBO: Is there something you can add to a Quickbooks Online invoice where a client can mark it as approved for payment even though they may not pay it right away?

Instead of sending the invoice right away to your clients, you can send an estimate so they can review the details.

  1. Open the estimate and click Save and send.
  2. Enter the details in the Send email window and click Send and close.

Once they approve the estimate you can then 

Resolution for 'QBO issue: 'Is there something you can add to a Quickbooks Online invoice where a client can mark it as approved for payment even though they may not pay it right away?' available: Yes.

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

For more information about resolving issues related to QBO in Quickbooks/QBO or to get support for the issue 'Is there something you can add to a Quickbooks Online invoice where a client can mark it as approved for payment even though they may not pay it right away?', click the link below:

Details

QBO: Wage Expense Accounts for a bunch of types of Reimbursements. I now want to delete all but one or two of them. Because payroll can’t go to a liability account, only expense account, I can’t track the types of reimbursements properly in quickbooks so I’m doing that separately, and having eight different types of payroll reimbursements just creates unnecessary clutter. Payroll Accounting Preferences lets me reassign accounts to the different type of wage accounts, or not use any different type of wage accounts, but I have not been able to find a way to delete or deactivate the extraneous accounts. I don’t want to forever be stuck with all these extra accounts when I only need one or two.

Currently, there isn’t an option to delete the wage expense accounts created from the pay types. If you unchecked the pay types used, the previous accounts will still show on the Accounting Preferences page.

 

I’ll personally submit feedback about this to the appropriate channel. Letting us know what works best for you will […]

Resolution for 'QBO issue: 'Wage Expense Accounts for a bunch of types of Reimbursements. I now want to delete all but one or two of them. Because payroll can’t go to a liability account, only expense account, I can’t track the types of reimbursements properly in quickbooks so I’m doing that separately, and having eight different types of payroll reimbursements just creates unnecessary clutter. Payroll Accounting Preferences lets me reassign accounts to the different type of wage accounts, or not use any different type of wage accounts, but I have not been able to find a way to delete or deactivate the extraneous accounts. I don’t want to forever be stuck with all these extra accounts when I only need one or two.' available: Yes.

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

For more information about resolving issues related to QBO in Quickbooks/QBO or to get support for the issue 'Wage Expense Accounts for a bunch of types of Reimbursements. I now want to delete all but one or two of them. Because payroll can’t go to a liability account, only expense account, I can’t track the types of reimbursements properly in quickbooks so I’m doing that separately, and having eight different types of payroll reimbursements just creates unnecessary clutter. Payroll Accounting Preferences lets me reassign accounts to the different type of wage accounts, or not use any different type of wage accounts, but I have not been able to find a way to delete or deactivate the extraneous accounts. I don’t want to forever be stuck with all these extra accounts when I only need one or two.', click the link below:

Details

QBO: Acquiring new client who used QB Desktop 2018 until they contracted someone else to do their books just a few weeks ago. Now they are signing up with me, but their current bookkeeping has sent me a backup from QB Accountant Desktop 2015. Not sure if I can load this into my 2018 Desktop version or if I should try switching them to QBO. Thoughts, suggestions?

For .QBW file, you can restore this backup copy in your QuickBooks Desktop 2018. Please follow the steps in this article: Restore a backup of your company file.

 

For .QBX file, you’ll get prompted to convert it to the latest version if you’ll restoring it from your QB […]

Resolution for 'QBO issue: 'Acquiring new client who used QB Desktop 2018 until they contracted someone else to do their books just a few weeks ago. Now they are signing up with me, but their current bookkeeping has sent me a backup from QB Accountant Desktop 2015. Not sure if I can load this into my 2018 Desktop version or if I should try switching them to QBO. Thoughts, suggestions?' available: Yes.

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

For more information about resolving issues related to QBO in Quickbooks/QBO or to get support for the issue 'Acquiring new client who used QB Desktop 2018 until they contracted someone else to do their books just a few weeks ago. Now they are signing up with me, but their current bookkeeping has sent me a backup from QB Accountant Desktop 2015. Not sure if I can load this into my 2018 Desktop version or if I should try switching them to QBO. Thoughts, suggestions?', click the link below:

Details

QBO: We accept general donations to help our organization. That is cash from a donation jar and car wash. In addition to that, we have a PayPay account (and accept checks also) for one specific purpose donors know about. I need to track those ‘purpose’ donations and have the ability to deduct from them when buying items for the ‘purpose’. One donor just gave a check for $600. I need to deduct $536.20 for an item we bought. Thank you!

I’m here to help you track donations for a specific purpose in QuickBooks Online (QBO).

 

You can record those donations as an invoice, a sales receipt or a deposit. Then, you can add your donor’s name from the expenses for tracking purposes.

 

I’ll leave you with the following articles for your reference:

    […]

Resolution for 'QBO issue: 'We accept general donations to help our organization. That is cash from a donation jar and car wash. In addition to that, we have a PayPay account (and accept checks also) for one specific purpose donors know about. I need to track those ‘purpose’ donations and have the ability to deduct from them when buying items for the ‘purpose’. One donor just gave a check for $600. I need to deduct $536.20 for an item we bought. Thank you!' available: Yes.

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

For more information about resolving issues related to QBO in Quickbooks/QBO or to get support for the issue 'We accept general donations to help our organization. That is cash from a donation jar and car wash. In addition to that, we have a PayPay account (and accept checks also) for one specific purpose donors know about. I need to track those ‘purpose’ donations and have the ability to deduct from them when buying items for the ‘purpose’. One donor just gave a check for $600. I need to deduct $536.20 for an item we bought. Thank you!', click the link below:

Details

QBO: We use the Store field to track sales. Early in our use of QBO a sale from a store was recorded as an added item on a deposit form. The store was not included. How can I find that item so I can add the correct store in the QBO directly. I’ve found a method that would require me to delete the original deposit item and replace it with a new transaction. I’d rather not have to make that kind of change for a simple change in description.

Yes, you’re correct. When you change the store on the split transaction, it’s applied to all items associated with that deposit. You can run and customize the following reports for Store tracking:

  • Profit and Loss by Store
  • Purchases by Store Detail
  • Sales by Store Detail
  • […]

Resolution for 'QBO issue: 'We use the Store field to track sales. Early in our use of QBO a sale from a store was recorded as an added item on a deposit form. The store was not included. How can I find that item so I can add the correct store in the QBO directly. I’ve found a method that would require me to delete the original deposit item and replace it with a new transaction. I’d rather not have to make that kind of change for a simple change in description.' available: Yes.

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

For more information about resolving issues related to QBO in Quickbooks/QBO or to get support for the issue 'We use the Store field to track sales. Early in our use of QBO a sale from a store was recorded as an added item on a deposit form. The store was not included. How can I find that item so I can add the correct store in the QBO directly. I’ve found a method that would require me to delete the original deposit item and replace it with a new transaction. I’d rather not have to make that kind of change for a simple change in description.', click the link below:

Details

QBO: I am new to quickbooks and am using the Online Essentials version. I need to transfer personal photo equipment to my LLC, which was established in June 2018. My goal is to donate the equipment, not sell it the LLC. Proposed steps: Create vendor account in my own name Create a bill for each item to transfer from myself as payee and enter June 1, 2018 as bill date (does the date matter as long as it is after LLC was formed and before year end?) On first line select appropriate expense or fixed asset category, description of item, and fair market value for the amount On the second line, select Owner Investment as category, asset donation as description, and negative fair market value for the amount Would this work? Thanks

You are partially on the right track, you as member of LLC make an equity contribution of fmv and accumulated depreciation into the LLC. It is as simple as that.

 

Let’s say the equipment cost you $10,000 and you have already depreciated it by $3000. You would contribute an asset valued […]

Resolution for 'QBO issue: 'I am new to quickbooks and am using the Online Essentials version. I need to transfer personal photo equipment to my LLC, which was established in June 2018. My goal is to donate the equipment, not sell it the LLC. Proposed steps: Create vendor account in my own name Create a bill for each item to transfer from myself as payee and enter June 1, 2018 as bill date (does the date matter as long as it is after LLC was formed and before year end?) On first line select appropriate expense or fixed asset category, description of item, and fair market value for the amount On the second line, select Owner Investment as category, asset donation as description, and negative fair market value for the amount Would this work? Thanks' available: Yes.

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

For more information about resolving issues related to QBO in Quickbooks/QBO or to get support for the issue 'I am new to quickbooks and am using the Online Essentials version. I need to transfer personal photo equipment to my LLC, which was established in June 2018. My goal is to donate the equipment, not sell it the LLC. Proposed steps: Create vendor account in my own name Create a bill for each item to transfer from myself as payee and enter June 1, 2018 as bill date (does the date matter as long as it is after LLC was formed and before year end?) On first line select appropriate expense or fixed asset category, description of item, and fair market value for the amount On the second line, select Owner Investment as category, asset donation as description, and negative fair market value for the amount Would this work? Thanks', click the link below:

Details

QBO: I just bought a client list and I’m wondering if there’s a way to import their invoice/billing history so I can see how much they were charged in the past… or answer their questions about previous invoicing. Is there a way to do that? Both the old company and mine are using QBO. Thanks!

It’s nice to have you again in the Community. I can help share some information about importing invoices and billing transactions.

 

At this time, we don’t have the option yet to import these transactions into a new QuickBooks Online account. The only way, for now, is to manually add these transactions […]

Resolution for 'QBO issue: 'I just bought a client list and I’m wondering if there’s a way to import their invoice/billing history so I can see how much they were charged in the past… or answer their questions about previous invoicing. Is there a way to do that? Both the old company and mine are using QBO. Thanks!' available: Yes.

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

For more information about resolving issues related to QBO in Quickbooks/QBO or to get support for the issue 'I just bought a client list and I’m wondering if there’s a way to import their invoice/billing history so I can see how much they were charged in the past… or answer their questions about previous invoicing. Is there a way to do that? Both the old company and mine are using QBO. Thanks!', click the link below:

Details

QBO: I would like to attach parts receipts to invoices so that I can reference back in the future by customer and job, rather than just customer. However, I do not want the customer to be able to view the receipt as these are my prices, not customer prices. Is this possible?

I’m here to address your concern with attaching parts receipts to invoices.

 

If you’re referring to purchases in QuickBooks Online (QBO) Plus, you can make each item line billable to the customer or job. Just ensure you enable the Billable feature on your company settings.

 

To turn on Billable Expenses:

  1. Click on the Gear icon and […]

Resolution for 'QBO issue: 'I would like to attach parts receipts to invoices so that I can reference back in the future by customer and job, rather than just customer. However, I do not want the customer to be able to view the receipt as these are my prices, not customer prices. Is this possible?' available: Yes.

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

For more information about resolving issues related to QBO in Quickbooks/QBO or to get support for the issue 'I would like to attach parts receipts to invoices so that I can reference back in the future by customer and job, rather than just customer. However, I do not want the customer to be able to view the receipt as these are my prices, not customer prices. Is this possible?', click the link below:

Details

QBO: I have a task notification on the dashboard that states “Finish setting up payroll Let’s go”. The client currently has no employees. How do I get rid of the task?

I’d be glad to clarify why you’re seeing the task reminder in your Dashboard.

This can happen when the Payroll feature is turned on and have initially set it up. The reminder will show if you have transactions or activities that need your attention such as payroll set up, payroll tax forms or […]

Resolution for 'QBO issue: 'I have a task notification on the dashboard that states “Finish setting up payroll Let’s go”. The client currently has no employees. How do I get rid of the task?' available: Yes.

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

For more information about resolving issues related to QBO in Quickbooks/QBO or to get support for the issue 'I have a task notification on the dashboard that states “Finish setting up payroll Let’s go”. The client currently has no employees. How do I get rid of the task?', click the link below:

Details

QBO: How to import SERVICES with MAIN and SUB CATEGORIES? Expl 1: IMPORT/AIR/DELIVERY. Expl 2: EXPORT/SEA/DELIVERY. We track DELIVERY across 8 import/export shipping methods.

I want to be sure you can import your services smoothly.

If you haven’t created the main and sub-categories yet, you’ll have to create them first. This can be done in the Excel file if you choose not to create it directly in QuickBooks Online.

If you enter the services via Excel, […]

Resolution for 'QBO issue: 'How to import SERVICES with MAIN and SUB CATEGORIES? Expl 1: IMPORT/AIR/DELIVERY. Expl 2: EXPORT/SEA/DELIVERY. We track DELIVERY across 8 import/export shipping methods.' available: Yes.

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

For more information about resolving issues related to QBO in Quickbooks/QBO or to get support for the issue 'How to import SERVICES with MAIN and SUB CATEGORIES? Expl 1: IMPORT/AIR/DELIVERY. Expl 2: EXPORT/SEA/DELIVERY. We track DELIVERY across 8 import/export shipping methods.', click the link below:

Details