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FinanceTax / Financial Software

The tax and financial software topic covers both personal and organizational software, ranging from checkbook managers and tax calculation systems ...

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Troubleshooting Question

Enable 'Billable' under General Journal in QB

2

Hi Experts,


I'm using QuickBooks Desktop 2020 Pro.


I  downloaded the Sample Pro Hockey School, and

Troubleshooting Question

Process to get modified Covered CA 1095-A form

byIT Guy

In 2022 I was enrolled in Covered California for my health insurance for a few months while I was in

Advice Question

Project a YTD value onto future months in a clustered column & line chart.

I have a measure that calculates the fiscal-year-to-date sum of expenditures.  I have these plotted

Troubleshooting Question

Issue with MS Money 2005

5
I have a client who was using MS Money 2005.  Her PC went south so I backed up all her data and …
Troubleshooting Question

Hiring an accountant

8
I need a non-local accountant that I can call when I need advice about taxes and other …
Research Question

Trying to convert qbo to ofx

2
I am downloading transactions from Capital One which creates a funky sort of quickbooks file. Most …
Troubleshooting Question

Need help to create payments in Invoice Manager for Joomla

Hello!
I'm considering buying this software and I went to its demo, but can't figure out myself how…
Troubleshooting Question

Hack access to old multisoft accounts package on SCO Unix

3
Hi, I have a client who is using a very old accounting/stock system called Multisoft which runs on …
Troubleshooting Question

Dynamics SL to Quickbooks Migration

1
Hello All,

My company is looking into Migrating from Dynamics SL2015 to QuickBooks. I want to …
Troubleshooting Question

Import into Quickbooks

Trying to import a Purchase Order from Google Sheets into Quickbooks Desktop. I found an IIF …
Troubleshooting Question

How do I merge two data-set using cmd and task scheduler

How do I merge two Sage 300 data set into one? I will also need to automate this task weekly.

Can…
Troubleshooting Question

ReQlogic 9 Approal and Transactions Missing From Home Page?

bysccmha
ReQlogic 9 web application for purchase orders has a problem today.  The problem is the home page …
Troubleshooting Question

Performance benchmark for core banking

2
I would like to set a performance test plan for core banking. I have no experience in this. Can
Troubleshooting Question

Replacement for Microsoft Money 2007

1
What's a good replacement for Microsoft Money 2007 that can import the MS Money data?
Troubleshooting Question

how to add 30, 60, 90 days aging totals on an invoice in quickbooks?

3
Hello,
how do I add the 30, 60, 90 days past due amounts on the bottom of the customer invoice?
I…
Troubleshooting Question

Changing Quarterly Return Data to Monthly Return Data

byA G
3
I have an index and it is only published quarterly. I want to change it to monthly data.  I did the …
Troubleshooting Question

creating a 1099 efile

4
creating a 1099-misc efile.  Where do you start? what's the easiest way beside buying software?
Troubleshooting Question

How to fix variances in QB POS v.13 between current and available balances for charge accounts?

4
Hey, we have been having a strange problem with our Quickbooks POS ver 13 multi user installation in…
Troubleshooting Question

My Problem

1
okay so when I ordered some squishies it says that the price adds up to 3.68 because tax now when I …
Troubleshooting Question

Sage sales and purchase order print layouts have disappeared!

1
Windows 10. Sage 50 Accounts Professional 2017, perpetual license. I'm out of the first year free …

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