7043 results found

1. Custom Role Issue

   Something was broken with Custom Roles between 10/16/2023 and 11/1/2023 that resulted in anyone being set to a Custom Role could now not see the filter at the top of the Customer page.

   This results in no way to filter to Overdue Invoices from the Customer Page, which is the only way you can create Batch Statements.

   Timeline of events -

   After much troubleshooting we reached out to Quickbooks
   I spoke with Quickbooks on 11/14/23 and they told me it was a known issue and would open a ticket to email me.
   I spoke with Quickbooks on 11/28/23 and they told me there was never a ticket opened and it wasn't a known issue. After a 4 hour chat, they told me it just won't work and I must use the Standard Roles that do not work for my company (case # 15108339554).

   See attachments for what I am talking about.

   Something was broken with Custom Roles between 10/16/2023 and 11/1/2023 that resulted in anyone being set to a Custom Role could now not see the filter at the top of the Customer page.

   This results in no way to filter to Overdue Invoices from the Customer Page, which is the only way you can create Batch Statements.

   Timeline of events -

   After much troubleshooting we reached out to Quickbooks
   I spoke with Quickbooks on 11/14/23 and they told me it was a known issue and would open a ticket to email me.
   I spoke with Quickbooks on 11/28/23 and they… more

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2. Add more columns when importing data

   Adding more coulmns to allow importing of all bank data. 4 coulmns is not enough when you categorize your bank transactions in the bank's online software. If we could get the following columns; Date, Description, Memo, Account (from CoA) and amount that would allow an import whereyby I can set-up rules to have the imported info entered in with the correct account from the CoA.

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   0 comments  ·  Banking  ·  Edit…  ·  Delete…  ·  Admin →
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3. Digital Marketing Agency

   N2N Systems is a leading digital marketing agency that focuses on innovation and results. They understand the ever-evolving digital landscape and offer customized solutions to help businesses boost their online presence, increase brand awareness, and drive conversions. N2N Systems uses data-driven insights to adapt strategies in real-time for optimal performance. Their comprehensive suite of services includes SEO, social media marketing, PPC advertising, and content creation. They believe in collaboration and building lasting partnerships with clients. N2N Systems is the go-to partner for businesses aspiring to thrive in the digital age. More Info: https://www.n2nsystems.co.in/ppc-management/

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   7 comments  ·  Projects  ·  Delete…  ·  Admin →
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4. Travel Wifi Router

   Stay connected on your travels with our portable Travel Wifi Router. Enjoy reliable internet access wherever you go.

   More info :- https://yoowifi.com/

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5. How Time and Expense Management Software are Helpful for small-scale Businesses?

   Efficiency and Productivity Improvement: Time and expense management software streamline the processes of tracking hours worked and managing expenses, enabling small-scale businesses to enhance their overall efficiency. By automating these tasks, employees can focus more on their core responsibilities, leading to increased productivity. The software eliminates manual data entry and reduces the likelihood of errors, ensuring that resources are utilized effectively.

   https://sageonlinesolution.com/time-and-expense-management-software/

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   1 comment  ·  Time Tracking  ·  Delete…  ·  Admin →
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6. Where To Buy Essential Oils in Singapore

   Discover the best places to purchase high-quality essential oils in Singapore. Enhance your well-being with our comprehensive guide.

   More info :- https://trulyescential.com/

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   0 comments  ·  Sales Tax  ·  Delete…  ·  Admin →
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7. Add the ability to discount per item
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   0 comments  ·  Invoicing  ·  Edit…  ·  Delete…  ·  Admin →
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8. How to resolve QuickBooks Scan Manager Not Working

   QuickBooks Scan manager helps attaching files to Sales receipts, bills, invoices etc. It is furnishes balance sheet updates, invoices, and additional online documents. Its usage becomes indispensable and users have been conforming to this tool in recent times. However, many QB users have encountered errors while opening this tool. The errors come up as “QuickBooks Scan Manager Not Working”. This blog shall cover all aspects of the error and the different techniques to fix it.

   Read more: https://www.axpertadvisors.com/quickbooks-scan-manager-not-working/

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9. Develop an envelope system

   The ability to set aside money into envelopes would be great. So if you have 1 actual bank account for your business but you’d have the ability to earmark funds for set purposes. Let me provide an example let’s say you have $2,500 in your one bank account for your business but $500 of that $2,500 you want to earmark or allocate to refunds maybe $600 of that total $2,500 you want to allocate to advertising etc.

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10. Martial Arts Billing Software

    JIBASoft martial arts billing software, an integrated payment processing solution that integrates accounting, CRM and other applications with payment processing. More info:- https://www.jibasoft.com/martial-arts-billing-software/

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11. Can I undo changes made by Remini Phone to my photos?

    Remini is a photo enhancement app that uses artificial intelligence to improve the quality of photos. If you've made changes to your photos using Remini and want to undo those changes, it's important to note that Remini on iPhone (https://www.reminihub.com/remini-for-ios/) doesn't typically provide a built-in "undo" feature. Once you've applied enhancements to a photo, the changes are usually saved.

    However, there are a few things you can try:

    1. Check for Originals: If you have a copy of the original photos saved on your device or in cloud storage, you can compare them and use the original version.

    2. Restore from Backup: If you have a backup of your device from before you used Remini, you might be able to restore your photos to their previous state by restoring your device from that backup.

    3. Contact Support: Reach out to Remini's customer support. While it's not guaranteed, some apps have support teams that may be able to assist you or provide guidance on how to revert changes.

    Remember that the success of these methods depends on whether you have backups or original copies of your photos. Always ensure you have a backup before applying significant changes to your files.

    Remini is a photo enhancement app that uses artificial intelligence to improve the quality of photos. If you've made changes to your photos using Remini and want to undo those changes, it's important to note that Remini on iPhone (https://www.reminihub.com/remini-for-ios/) doesn't typically provide a built-in "undo" feature. Once you've applied enhancements to a photo, the changes are usually saved.

    However, there are a few things you can try:

    1. Check for Originals: If you have a copy of the original photos saved on your device or in cloud storage, you can compare them and use the original version.

    2. Restore… more

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    7 comments  ·  Account/Subscription  ·  Delete…  ·  Admin →
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12. I want to be able to run a P&L and filter by "customer type"

    I want to be able to run a P&L and filter by "customer type." I believe it's doable on a desktop, but we are on QBooks Online. We want to distinguish which clients belong to which department via customer types. We are a CPA office with thousands of clients.

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    0 comments  ·  Lists (Customers, Vendors)  ·  Edit…  ·  Delete…  ·  Admin →
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13. PayPal QBM Integration
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    0 comments  ·  Transactions  ·  Delete…  ·  Admin →
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14. I would advise against opting for this platform.

    QuickBooks Online consistently fails to address issues promptly, displaying a sluggish response time. The classes-section is not working properly, and despite numerous attempts to seek assistance from customer service, resolutions remain elusive after hours of engagement. I would advise against opting for this platform.

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15. Coworking Office in Singapore

    Discover the ideal coworking space in Singapore for your business needs and collaborate with like-minded professionals.

    More info :- https://distrii.com.sg/

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    0 comments  ·  Bills & Expenses  ·  Edit…  ·  Delete…  ·  Admin →
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16. Have the ability to have a catchall product/service for expenses billable to customers

    Currently for a product/service to be selected in the Expense transaction window you must check the box that says "I purchase this product/service from a vendor." Then you have to select a specific expense account. This is not ideal especially if you are creating a catchall product/service for various expense categories.

    Normally businesses will have a catchall income category where when they purchase or do something on behalf of the customer that costs the business money they will bill the customer for it as some specific "service" so that it shows up on the invoice and a description can be attached to it. However, at the moment nothing like that exists. QBO does what I'm describe in 2 different actions:

    1. If you want expenses billed to clients to be captured into income regardless of the expense category then you will create an expense transaction and pick out what categories you want under "category details."
    2. The problem with this approach is that when linking the expense transaction to the customer's invoice the "product/service" will be blank and that is not ideal for customers because customers wonder what it is and technically it is a service a business is providing.

    3. The other problem is when you decide to type up a product/service for that linked expense then that whole linked expense gets reset to $0.

    4. The other method is to credit a "product/service" and check the box that says "I purchase this product/service from a vendor" which will then force you to pick a specific category that this product/service will be expensed to.

    5. The problem with this is that if you have multiple items that you normally purchase on behalf of the client then you'd need to create multiple services which is not ideal and 99% of the time businesses usually have 1 catchall service for those various purchases on behalf of the customer and then they use the description to specify exactly what it is.

    6. For example: You'd create a service called "Out-of-pocket expense" and you'd want it to catch things like postage expense, meal expense, travel expense, whatever else your business buys on behalf of the customer and then later charges them back for it.

    So, to fix this 1 of the 2 things needs to happen:
    1. Either let the user type in the product/service in the invoice when the "category details" on the expense screen are used and linked to a customer's invoice, OR

    1. Do not require a specific expense category for a product/service that you purchase from a vendor so that it can be used as a catchall for various expense categories, but still hit the intended income and be shown on the invoice.

    See attached PDF which shows an example.

    Currently for a product/service to be selected in the Expense transaction window you must check the box that says "I purchase this product/service from a vendor." Then you have to select a specific expense account. This is not ideal especially if you are creating a catchall product/service for various expense categories.

    Normally businesses will have a catchall income category where when they purchase or do something on behalf of the customer that costs the business money they will bill the customer for it as some specific "service" so that it shows up on the invoice and a description can be… more

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    1 comment  ·  Bills & Expenses  ·  Delete…  ·  Admin →
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17. Forward via email both Invoice (bills) and invoice credits to QBO

    I frequently forward emails containing Invoices (bills) in PDF format to: myfakeaccount@qbodocs.com. QBO does a fairly decent job of adding the bill to my account, but fails miserably when sent a Credit Invoice. Since the word CREDIT is prominently displayed where INVOICE is usually found I would think it a fairly easy transition to ad a credit to my vendor account, but NO I must delete the bill it has created and hand add a Credit invoice.

    I thought I read that QBO is using A.I. yet it doesn't seem to learn which GL accounts should be suggested for a specific vendor and some vendors send bills what need to be split to different GL accounts. Is there a keyword that I could put in the description that might help with this?

    I frequently forward emails containing Invoices (bills) in PDF format to: myfakeaccount@qbodocs.com. QBO does a fairly decent job of adding the bill to my account, but fails miserably when sent a Credit Invoice. Since the word CREDIT is prominently displayed where INVOICE is usually found I would think it a fairly easy transition to ad a credit to my vendor account, but NO I must delete the bill it has created and hand add a Credit invoice.

    I thought I read that QBO is using A.I. yet it doesn't seem to learn which GL accounts should be suggested for… more

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    0 comments  ·  Bills & Expenses  ·  Edit…  ·  Delete…  ·  Admin →
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18. schedule daily reports on Quickbooks online not only Desktop

    It is very necessary to add the option to schedule daily reports, currently it is only available using desktop Quickbooks and not online

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19. Importing product is all jacked up.

    Fix the consoles ability to accurately and consistantly import product. only 11 out of 87 import and each time i get different errors that when investigated turns out not to be errors.

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    0 comments  ·  Inventory  ·  Edit…  ·  Delete…  ·  Admin →
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20. Share Invoice Link - available for QuickBase Pipelines or sync table

    The "Save and Share Invoice Link" needs to be available as a data object passable to QuickBase either via pipeline or sync table. Currently the only way to pass the link from QBO to QBase is by having users log into Books, manually copy the link, paste the link into Base, and resave the record. This is cumbersome and error-prone.

    Alternatively, I know that using minor version 36 one can use an API call to get the share link, but it's not currently possible in Qbase Pipelines to navigate QBO's OAUTH flow. You cannot have a pipeline request a token, pass the token back, and then run the API call.

    Or, failing adding this as an accessible data object, could someone tell us how the string in the middle of the share link is generated? It appears to me to be a 96 character hash (of company and invoice IDs?) so that we can generate our own copies of the link ourselves?

    Here is a link to my community forum post about the issue. https://quickbooks.intuit.com/learn-support/en-us/do-more-with-quickbooks/invoice-save-and-share-link-structure/01/1338540/highlight/true#M18288

    The "Save and Share Invoice Link" needs to be available as a data object passable to QuickBase either via pipeline or sync table. Currently the only way to pass the link from QBO to QBase is by having users log into Books, manually copy the link, paste the link into Base, and resave the record. This is cumbersome and error-prone.

    Alternatively, I know that using minor version 36 one can use an API call to get the share link, but it's not currently possible in Qbase Pipelines to navigate QBO's OAUTH flow. You cannot have a pipeline request a token,… more

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    0 comments  ·  Invoicing  ·  Edit…  ·  Delete…  ·  Admin →
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