QuickBooks

[etech0]

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!

[etech0]

Statement is just showing a $0 balance and not listing any transactions. Any idea how to fix that?

[Mordyk]

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

[challah baker]

Where can I get a older version of qb desktop for cheap?

[aygart]

Where can I get a older version of qb desktop for cheap?

Ebay?

[yg99]

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?

[shmiel1429]

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

[etech0]

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

[DealJew]

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?

[Mordyk]

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.

[AussieMan]

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.

[AussieMan]

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.