QBO Tech/support could not provide us the data file to transfer to QB Premier and recommended to use a 3rd party vendor https://www.exportmybooks.com/ to do it. Has anyone encountered similar issue? Thanks in advance! Pia Cheer Reply MariaSoledadG ...
Welcome to the Community, Customer. I want to ensure that I can offer the best answer to your concern. But I need more information about your goal. Can you share further details about it? I appreciate any information you can share. I'm also looking forward to working with you...
Go to theGearmenu and then selectFeedback. Type in your feature request in the description box. Once done, click onNext. You can also track feature requests through theCustomer Feedback for QuickBooks Onlinewebsite. Additionally, I've included this article that'll give you a snapshot of your...
Adding my name to the long list. Hopefully at least one employee at QBO sees this thread, decides they care, and pushes for a fix to this bug. Also, why does changing an account category to a paid invoice have to resubmit the payment on the invoice and...
Allow me to clarify how Custom Form Templates work. You can create an Invoice template to use for one of your customers. After you use the model for one customer, you'll need to create another template for the next customer. I know this process can be time-consuming, so I...
Under the Design tab, type in the name of the template. You can put in the name of the customer so it's easier to distinguish which template it will be used for. Proceed to the Content tab. Then, click the Pencils icon in the right-hand side. Enter all the details that...
QBO Tech/support could not provide us the data file to transfer to QB Premier and recommended to use a 3rd party vendor https://www.exportmybooks.com/ to do it. Has anyone encountered similar issue? Thanks in advance! Pia Cheer Reply MariaSoledadG ...
If you're still not able to set up payment terms, then let me show you how: Go to the Lists menu at the top. Choose Customer & Vendor Profile Lists. Pick Terms List. Go the bottom of the page, then click on the drop-down for New. In the Terms field box, enter the name. Ma...
If you're still not able to set up payment terms, then let me show you how: Go to the Lists menu at the top. Choose Customer & Vendor Profile Lists. Pick Terms List. Go the bottom of the page, then click on the drop-down for New. In the Terms field box, enter the name. Ma...
If you're still not able to set up payment terms, then let me show you how: Go to the Lists menu at the top. Choose Customer & Vendor Profile Lists. Pick Terms List. Go the bottom of the page, then click on the drop-down for New. In the Terms field box, enter the name. Ma...