Author Topic: QuickBooks  (Read 17772 times)

Offline etech0

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: Dec 2013
  • Posts: 12861
  • Total likes: 3316
  • DansDeals.com Hat Tips 1
    • View Profile
  • Location: not lakewood
  • Programs: DDF
Re: QuickBooks
« Reply #80 on: April 28, 2022, 12:55:49 PM »
just add that info as a memo.  but make sure you are not double receipt-ing for the same donation as it seems like you gave already individual donation receipts
Did not already receipt those donations. I'll try that - thanks!
Workflowy. You won't know what you're missing until you try it.

Offline etech0

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: Dec 2013
  • Posts: 12861
  • Total likes: 3316
  • DansDeals.com Hat Tips 1
    • View Profile
  • Location: not lakewood
  • Programs: DDF
Re: QuickBooks
« Reply #81 on: April 28, 2022, 01:00:59 PM »
Statement is just showing a $0 balance and not listing any transactions. Any idea how to fix that?
Workflowy. You won't know what you're missing until you try it.

Offline Mordyk

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: May 2013
  • Posts: 4102
  • Total likes: 1015
  • DansDeals.com Hat Tips 3
  • Gender: Male
    • View Profile
  • Programs: Some of this and some of that.
Re: QuickBooks
« Reply #82 on: April 28, 2022, 02:32:44 PM »
Statement is just showing a $0 balance and not listing any transactions. Any idea how to fix that?
statement options. make sure to select statement period, rather than all open transactions.  PM for more  info
#TYH

Offline challah baker

  • Dansdeals Silver Elite
  • **
  • Join Date: Feb 2014
  • Posts: 60
  • Total likes: 5
  • DansDeals.com Hat Tips 0
  • Gender: Male
    • View Profile
Re: QuickBooks
« Reply #83 on: November 24, 2022, 12:03:30 AM »
Where can I get a older version of qb desktop for cheap?

Offline aygart

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: May 2008
  • Posts: 17395
  • Total likes: 14333
  • DansDeals.com Hat Tips 14
    • View Profile
    • Lower Watt Energy Brokers
  • Programs: www.lowerwatt.com
Re: QuickBooks
« Reply #84 on: November 24, 2022, 12:05:33 AM »
Where can I get a older version of qb desktop for cheap?
Ebay?
Feelings don't care about your facts

Offline yg99

  • Dansdeals Platinum Elite + Lifetime Silver Elite
  • *****
  • Join Date: Nov 2010
  • Posts: 668
  • Total likes: 42
  • DansDeals.com Hat Tips 0
    • View Profile
Re: QuickBooks
« Reply #85 on: February 05, 2023, 04:08:53 PM »
Having an issue with printing company letters from QB Desktop.

QB Community already has the issue but so far no solution.

I was hoping a DDF kup came up with one already.

I'm trying to create customer letters in QB Desktop and it says it's preparing the letters but word never opens up.  I'm currently using Quickbooks Pro Plus 2020.  I've tried many troubleshooting things, made sure all my settings were correct.  I thought maybe it was the template but none of the templates are working.
Seems like it stopped working last week after an update.

Is there anyway to reverse an update like in Windows?

Offline shmiel1429

  • Dansdeals Gold Elite
  • ***
  • Join Date: Nov 2011
  • Posts: 163
  • Total likes: 3
  • DansDeals.com Hat Tips 0
    • View Profile
  • Location: brooklyn
Re: QuickBooks
« Reply #86 on: February 15, 2023, 10:08:14 AM »
I have desktop pro plus 2021 and only have one user
Would need to add additional user and they want to charge me 549 and way to get it cheaper



Offline etech0

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: Dec 2013
  • Posts: 12861
  • Total likes: 3316
  • DansDeals.com Hat Tips 1
    • View Profile
  • Location: not lakewood
  • Programs: DDF
Re: QuickBooks
« Reply #87 on: March 16, 2023, 01:26:19 PM »
When emailing sales receipts, is there a way to change what the file name will be? I don't see it anywhere when editing the template.
I see someone had the same question a few years ago: https://quickbooks.intuit.com/learn-support/en-ca/sales-customers/changing-default-name-of-generated-pdf-receipt-to-be-emailed/00/367398

It seems the receipts always say "Cash Sale" in the file name which doesn't always make sense. EG: for donation receipts.

TIA
Workflowy. You won't know what you're missing until you try it.

Offline DealJew

  • Dansdeals Platinum Elite + Lifetime Silver Elite
  • *****
  • Join Date: Jan 2022
  • Posts: 706
  • Total likes: 51
  • DansDeals.com Hat Tips 0
    • View Profile
  • Programs: United Premier Silver, Star Alliance Gold, Hertz Presidents Circle, Marriott Gold Elite
Re: QuickBooks
« Reply #88 on: March 20, 2023, 11:27:21 PM »
I have a older version of quickbooks and want to email out bills to customers. It seems like this feature is no longer available on the version i am using, what are my options?
PM me for airline compensation help. Your case is not lost!

Offline Mordyk

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: May 2013
  • Posts: 4102
  • Total likes: 1015
  • DansDeals.com Hat Tips 3
  • Gender: Male
    • View Profile
  • Programs: Some of this and some of that.
Re: QuickBooks
« Reply #89 on: March 21, 2023, 07:42:21 AM »
You should never be past three years old with your QB.  They stop servicing those and you can have big issues in case of corrupt file etc.
#TYH

Offline AussieMan

  • Dansdeals Platinum Elite
  • ****
  • Join Date: Feb 2018
  • Posts: 289
  • Total likes: 35
  • DansDeals.com Hat Tips 0
    • View Profile
Re: QuickBooks
« Reply #90 on: March 23, 2023, 04:28:37 PM »
Anyone have experience with QBO bank feed.
Multiple authorized users on the chase credit card - each card has it's own number and needs it's own bank feed
They then need those own GL account?
And they can't be sub accounts if you want to bank feed them?

So the AU's end up with large credit balance, and the primary GL that accepts the payments ends up with large Debit.

How do you deal with it?
Do you map them as sub accounts at year end and then change them back to primary accounts after?
What other work around is there?

I have this issue for chase only- for Amex, it seems the primary card bank feed brings in the AU's transactions.
« Last Edit: March 23, 2023, 05:42:07 PM by AussieMan »

Offline AussieMan

  • Dansdeals Platinum Elite
  • ****
  • Join Date: Feb 2018
  • Posts: 289
  • Total likes: 35
  • DansDeals.com Hat Tips 0
    • View Profile
Re: QuickBooks
« Reply #91 on: March 23, 2023, 05:51:48 PM »
Found my own solution
For chase, make each user a sub account of a master account called "Chase cards"
don't bank feed the master account, and then bank feed all users (bank feed only sub accounts).
The master account will track the GL and reconcile to the statement.
 
Anyone have experience with QBO bank feed.
Multiple authorized users on the chase credit card - each card has it's own number and needs it's own bank feed
They then need those own GL account?
And they can't be sub accounts if you want to bank feed them?

So the AU's end up with large credit balance, and the primary GL that accepts the payments ends up with large Debit.

How do you deal with it?
Do you map them as sub accounts at year end and then change them back to primary accounts after?
What other work around is there?

I have this issue for chase only- for Amex, it seems the primary card bank feed brings in the AU's transactions.

Offline uo

  • Dansdeals Silver Elite
  • **
  • Join Date: Aug 2018
  • Posts: 89
  • Total likes: 8
  • DansDeals.com Hat Tips 0
    • View Profile
  • Location: USA
Re: QuickBooks
« Reply #92 on: July 13, 2023, 11:31:07 PM »
Can anyone here help me?

Check and invoices where entered in quickbooks desktop and not assigned to a specific job. Does anyone know how to run a report to locate these entries to ensure we get reimbursed?

Offline Mordyk

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: May 2013
  • Posts: 4102
  • Total likes: 1015
  • DansDeals.com Hat Tips 3
  • Gender: Male
    • View Profile
  • Programs: Some of this and some of that.
Re: QuickBooks
« Reply #93 on: July 14, 2023, 06:01:45 PM »
Can anyone here help me?

Check and invoices where entered in quickbooks desktop and not assigned to a specific job. Does anyone know how to run a report to locate these entries to ensure we get reimbursed?
Run a report by job, and see the unassigned.  OR p&l by job and see which cogs were not allocated to a job
#TYH

Offline Kmusic22

  • Dansdeals Silver Elite
  • **
  • Join Date: Jun 2022
  • Posts: 77
  • Total likes: 36
  • DansDeals.com Hat Tips 0
  • Gender: Male
    • View Profile
  • Location: Lakewood NJ
  • Programs: Bmg
Re: QuickBooks
« Reply #94 on: March 10, 2024, 02:26:17 PM »
What would it cost for quickbooks?
Yearly fee or option for 1 time fee? (Is there an option for future updates included)
Would be using it to run pos.
I have an old version, but I don’t know what year and it’s not the POS version.

Offline Dawie

  • Dansdeals Lifetime Platinum Elite
  • *******
  • Join Date: Jan 2015
  • Posts: 1611
  • Total likes: 491
  • DansDeals.com Hat Tips 1
  • Gender: Male
    • View Profile
  • Location: KBLM
Re: QuickBooks
« Reply #95 on: March 10, 2024, 02:30:57 PM »
What would it cost for quickbooks?
Yearly fee or option for 1 time fee? (Is there an option for future updates included)
Would be using it to run pos.
I have an old version, but I don’t know what year and it’s not the POS version.
I believe its all subscription now and they are phasing out all desktop except Enterprise as on 7-31-24

Offline Kmusic22

  • Dansdeals Silver Elite
  • **
  • Join Date: Jun 2022
  • Posts: 77
  • Total likes: 36
  • DansDeals.com Hat Tips 0
  • Gender: Male
    • View Profile
  • Location: Lakewood NJ
  • Programs: Bmg
Re: QuickBooks
« Reply #96 on: March 10, 2024, 02:34:48 PM »
Would be using it on iPad/tablet

Offline Mordyk

  • Dansdeals Presidential Platinum Elite
  • ********
  • Join Date: May 2013
  • Posts: 4102
  • Total likes: 1015
  • DansDeals.com Hat Tips 3
  • Gender: Male
    • View Profile
  • Programs: Some of this and some of that.
Re: QuickBooks
« Reply #97 on: March 10, 2024, 03:27:35 PM »
Would be using it on iPad/tablet
Quickbooks POS is also discontinued. Time to start updating everything.

If you want to use in tablet then Quickbooks online is your only option

Offline etech0

  • Dansdeals Lifetime 10K Presidential Platinum Elite
  • *******
  • Join Date: Dec 2013
  • Posts: 12861
  • Total likes: 3316
  • DansDeals.com Hat Tips 1
    • View Profile
  • Location: not lakewood
  • Programs: DDF
Re: QuickBooks
« Reply #98 on: March 10, 2024, 09:54:16 PM »
What would it cost for quickbooks?
Yearly fee or option for 1 time fee? (Is there an option for future updates included)
Would be using it to run pos.
I have an old version, but I don’t know what year and it’s not the POS version.
If by any chance you are doing this for a nonprofit, you may be able to get it much cheaper through https://techsoup.org/
Workflowy. You won't know what you're missing until you try it.

Offline Kmusic22

  • Dansdeals Silver Elite
  • **
  • Join Date: Jun 2022
  • Posts: 77
  • Total likes: 36
  • DansDeals.com Hat Tips 0
  • Gender: Male
    • View Profile
  • Location: Lakewood NJ
  • Programs: Bmg
Re: QuickBooks
« Reply #99 on: March 10, 2024, 11:10:50 PM »
If by any chance you are doing this for a nonprofit, you may be able to get it much cheaper through https://techsoup.org/
Thanks.
It’s not for a nonprofit.
It’s for a store