Due to a lot of data issues, we are having to move to a brand new
Quickbooks Desktop file. Since we are essentially starting over, we now
have the option to switch to Quickbooks Online. However, our CPA is
recommending a third party inventory app ove...
We've spent months troubleshooting various issues in our QB Desktop file
& their support has finally told us we have to create a new company
file. Has anyone else been through this process and have any advice?
It's definitely daunting.I am thinking t...
Sharing here for additional visibility as this feature update seems
simple & would make my life so much easier! --I have no idea why project
invoices won't allow you to add inventory materials - doesn't make sense
& just causes a lot of confusion.Use...
In Texas, we pay sales tax on a cash basis - meaning we only pay sales
tax when it is collected, not when it is billed.We usually use
Quickbooks for all our sales tax reporting, but have been having
terrible issues with our file. In the interim, we a...
What are your workflows for reviewing & batching invoices?Prior to the
new Invoices Module, we did invoice reviews from the Batching screen and
would batch the invoice as the last step of review. Then, we bulk print
or email the invoices in the batch...
We used to use projects within QB to set up customers with multiple
locations. When we moved to ST, we deactivated all the sub-customer
accounts in QB and allow ST to fully manage location-specific
information/invoices. All invoices export into QB ju...
I do have that one! Just filtered it & it's looking good...I'm just
curious. Since it is filtered by last paid date, I wonder if it reflects
payments when a customer makes two payments on the same invoice within
the period?The tax total I'm seeing he...