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September 5, 2024Please let me know how I can start a new discussion in a specific section. Patience will be important as you learn the nuances of job costing in QuickBooks Online. When customers have multiple outstanding invoices, many business owners want to be able to send them a link through which they can pay their total balance, rather than just the amount of the most recent invoice. Unfortunately, there’s no automatic way to send a link to pay the total owed balance to a customer through QuickBooks.
- Although QuickBooks doesn’t specifically limit the number of bank or credit card accounts you can add, users should keep in mind that bank and credit card accounts count toward their subscription’s usage limits.
- Once again, discussions range from general QuickBooks Online tips to conversations that are more specific, like ones addressing drop shipping or direct deposit, for example.
- Many specialty QuickBooks Desktop products, like QuickBooks Contractors edition, can be easily converted to QuickBooks Online.
- Then, when that transfer comes through your bank feed, you can match it to the corresponding account.
- Please don’t hesitate to let me know if you have any questions or need additional assistance.
- Overall, the difference between these figures is generally a rounding issue, and users can just make the adjustment in QuickBooks accordingly.
- Nonetheless, you can only create a budget that’s sorted by customer, but you can’t sort it by item.
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However, the prospect of adding credit card accounts to their QuickBooks bank feed often comes up in QuickBooks questions. Some users wonder if you can add credit card accounts at all, and others wonder how many credit card accounts you can add. Questions about QuickBooks’ small-business products — and the answers to them — can open up some pretty amazing features in your accounting software. Through face-to-face conversation with QuickBooks users, we’ve compiled some common QuickBooks questions and answers. However, if you’re looking for additional, less-forum based guidance, there are several other internet resources you’ll want to check out.
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Please don’t hesitate to let me know if you have any questions or need additional assistance. Thanks David, not only for the response but for always being around to answer these questions. With the help of our brand new community hosts, we’re giving the Business Discussions space a lot of time and love to help you better connect with others and build a road to success.
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- The previous Superuser and All-Star programs across Intuit will be retired with the launch of the Community Champions program.
- Most QuickBooks users are familiar with the concept of adding checking accounts to their QuickBooks bank feed.
- Not to worry — there are tons of QuickBooks training resources out there that can help you get answers.
- As well, I’m not sure if the bank transfer between each account is “transferred” and will show in my bank balance.
- Some users now have access to an upgrade feature to transition to QuickBooks Online.
Many users ask QuickBooks questions about the mechanics of performing account transfers. More specifically, there are questions about which labels you should place on each account within the transfer. Many get confused about what combination of “Transfer” and “Match” labels you should apply in QuickBooks. When doing transfers between accounts in QuickBooks, do you mark one account “Transfer” and the other account “Match”? We believe everyone should be able to make financial decisions with confidence. Many QuickBooks users want to know whether you can sort budgets by customer and by service item.
Our partners cannot pay us to guarantee favorable reviews of their products or services. I have searched high and low throughout this community, and I can’t for the life of me find where to post an original topic. I would like to post in the Errors and Troubleshooting section, but I can only view existing articles; I see no option to create my own.
Watch step-by-step videos to learn your way around QuickBooks. Watch step-by-step videos to learn your way around Quickbooks. Many specialty QuickBooks Desktop products, like QuickBooks Contractors edition, can be easily converted to QuickBooks Online.
I have been a National Trainer teaching QuickBooks for the last 11 years. The new Community Champions program is something that I’m excited about too. There are some really neat benefits that I can’t wait to see. As always, I’m just a few clicks away should you have any questions. From the Home page, select the Community ⮟ menu and click Talk about your business. From the Home page, click the QuickBooks Q&A board to see all of the product sections we offer.