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Wells Fargo & QuickBooks Bank Feeds status update

Wells Fargo Bank Feed Issues I have news to share regarding the issues we’re seeing out of those bank connections. Wells Fargo has reported that users are currently unable to download CSV transaction files from their website if the person is aSecondary(orDelegate) user. Any files obtained are blank and contain no transactions. At this time, only thePrimary user […]

QuickBooks Online (QBO) Bill Pay timing

First Time Paying Bills When first starting with the Bill Pay service, allow 4 banking days for both bank transfers and mailed checks. After 5 completed payments, payment timing will accelerate (for example, bank transfers under $5,000 will arrive in 2 banking days).   Paying a Bill Enter details on the bill and schedule a […]

QuickBooks Online and Wells Fargo Bank feed problems

Wells Fargo transactions are reversed or I’m getting Error 105 when trying to refresh What is wrong with the Wells Fargo connection?  Currently transactions downloaded from Wells Fargo have the possibility to reverse money spent and received. This means these transactions should not be accepted into QuickBooks Online because it will result in them negatively […]

Canceling a QuickBooks Online (QBO) Account Subscription

Cancelling your QuickBooks Online Subscription will also cancel your Payroll Subscription. Ensure that your e-payments and direct deposits are cleared before cancelling. What we recommend you do before cancelling Print all QuickBooks Online forms or reports that you might need. Export your data to QuickBooks Desktop To cancel your paid subscription Important: Subscription cancellation is not […]

Exporting QuickBooks Online (QBO) data

You can use data export to move your QuickBooks Online (QBO) information to another version of QuickBooks. Check out this help document to learn how. https://help.quickbooks.intuit.com/en_US/kb/exporting-from-online-desktop/000002323_en_US:SALESFORCE.modal  

Video Tutorial to create mailing lists from QuickBooks Online for mail merge.

It’s that time of the year where many need a Customer Mailing List to send out Christmas Cards. There’s no function for that in QuickBooks Online, so we created a video to show you how to export that information from existing reports that can be used for a mail merge. The video shows you how […]

How to create a mailing list from QBO (QuickBooks Online)

1. In QBO > Reports > Review Sales> Sales By Customer Summary to determine active customers in current year. 2. Inactivate Customers not on list. 3. In QBO > Reports > Review Sales> 4. Click Customize link on Customer Contact List 5. When the report comes up, click the triangle to next to Rows/Columns to expand […]

QuickBooks Online Launches New Navigation

Intuit has announced that based on user feedback, they are rolling out some navigation changes to QuickBooks Online. Here’s some highlights: Home is now called “Dashboard”, but will be the same. “Banking” is moving to the top of your navigation bar and Bank Rules is getting its own tab. Customers, Products and Services will now […]

How to fix QuickBooks Online invoices and statements caught in spam

QuickBooks Online sends invoices and statements from Intuit’s email servers using the email address quickbooks@notification.intuit.com or quickbooks-email@intuit.com. Some recipients have been complaining about not receiving these documents, and consequently not paying their invoices timely. Recipients should look in their ‘spam‘ and ‘junk‘ folders (sometimes two different folders) for the missing emails. If found, then the recipient needs to mark the email(s) […]

How to adjust vendor check alignment in QBO (QuickBooks Online)

1. Make sure the latest version of Adobe Acrobat Reader is installed. 2. Go to Transactions on the left navigation panel and click Expenses. 3. Click the Print Checks button in the upper right-hand corner. 4a. If you ARE presented with Print checks setup asking to select the type of check that you are using, do […]

QuickBooks Online Known Error – Existing Invoices with Billable Expenses

This is a known error in QuickBooks, so a fix should be out shortly, so this may or may not apply to you. The Billable Expenses error happens when trying to add Additional Billable Expenses to an Existing Invoice. There is no problem adding to a new invoice. Here are two work-arounds until Intuit fixes […]

What to do if your QuickBooks Online (QBO) Invoices are going to your customers’ spam folder

There’s a new option for sending an invoice within QuickBooks Online (QBO), named “Share Invoice Link“. This function was created to help those users whose invoices ended up in their customers’ spam due to the email being sent through Intuit’s servers instead of their own. With the “Share Invoice Link” function, you can grab a link that you […]