Account management
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So I am setting up a vendor in my qbo. I have a credit card through Synchrony Bank for Discount Tire. Is it possible to make it work like a bank account in qbo? If I use the card will it automatically sync to qbo and whose infor do I use for EIN
Hello, Is there anyway to downgrade my Online free Accountant subscription to Simple Start? Or is there a seamless way to transfer my company books to a new online account? Would support be able to do this for me? I am only planning on tracking my company books as opposed to my clients through this account and seems easier than exporting and importing to a new qbo simple start subscription. Is this possible? If not what is the easiest way to transfer everything over? I tried exporting and am not having lock importing all the old transactions in excel format? I tried rewind but seems like they removed the copy feature now.
I was able to do this in the desktop version but can't find the option in the online version.
My phone was stolen. I now have replaced my phone but all of my info is on someone's cashapp and they are stealing money every day out of my account. Ranging from $2 to $50 daily and there is nothing i can do to stop it because they have my bank account number
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Hi,New to this. I deleted reconciled transactions, then reorganized all of my accounts, and recreated the transactions that were deleted. My accounts are aligned, but now I cannot reconcile because of the transactions I deleted, but I don't want them back. How can I force it in the reconciliation action? Thanks,Matt
I reconciled 3/2023 and should have used 3/2022can I fix
I inherited a QB accounts with so many clearing accounts. The bank register is off my thousands. What's the best way to correct this? Do you use clearing accounts? If so, why? I don't see the need.
<p>We have a problem.</p><p>Each month I print out our sales tax liability report and I use this info to record and pay on my state's website.</p><p>Problem is that after filing and paying (recording in QB), if I go back to the prior month, the tax liability report is different, WHY? ALL my reports from last year now show that we greatly OVERPAID sales taxes. The data in QB no longer matches that which was printed and filed previously.</p><p>In addition, my accountant informed me that the Gross Income amount showing on the liability report should match that on the P&amp;L report for that month, that has NEVER been the case.</p><p>Due to this mismatch, how can I rely on these reports for correct data?</p><p>I've used QB for the last ten years but during the last couple of years have become quite dissatisfied with the product due to forced changes that don't fit my company, such as the automated sales tax process. This
When I drill down into sales account the amount column has different values than what shows on the invoice.
We select the same period and accounting method, and no other filters or customizations. The income in the report is identical for all projects, but the costs is different for about 60 out of 230 projects.
I sent you a reply earlier, which you may or may not have gotten as, after I sent it, I was told that it could not be “Authenticated”. Inasmuch as I was replying to your message, I’m not sure what authentication was required. Had my reply been a “Thanks for the great job” message would the authentication have been easier, or is that too cynical?As it happens, I have been in touch with a number of your “Customer Care Support” people that I was able to contact through the “My Experts” tab on the home page but, thus far, to no avail.The latest, unaccented “David”, was somewhat stymied when we last spoke. Unfortunately, my phone battery died before we reached any conclusions or solutions. Since I had no way of reconnecting with him and it was late, I gave it up for the day. This morning, I decided to throw in the towel, so to speak, and try to go back to where I was before this ordeal began.According to the QBO literature, the restore process might take as long as an hour, depending on the
Hi, I've just upgraded from the desktop Pro 2016 to 2023 versions. When I view my Chart of Accounts, the subaccounts are no longer nested under their parent. Is there a way to restore the nesting in this layout?
As a service provider and sole proprietor, I find QuickBooks online is very challenging to navigate, it is not user friendly nor is it intuitive. I had QuickBooks Pro desktop from 2006-2015 (I closed my first business in 2015) and had my challenges over the years, but nothing like the challenges I'm struggling with in QuickBooks online - I can't even customize an invoice with the verbiage I want let alone the format I bought a years subscription to QuickBooks Plus online and am very disappointed. Anyone have a similar experience?
can't switch my primary admin
I have 4 existing QB online companies. They have the exact same Chart of Accounts with about 50 accounts currently used. I want to start capturing far more detail therefore need to add about 100 new accounts to each company. I'd like to do a bulk upload, but don't know if this will replace the current Chart of Accounts, which I don't want to have happen (I especially don't want to lose history, etc). Is there a method to do this?
We are a church. In order to see how our income and expense is aligning with the budget, we need to eliminate designated contributions from the Income and Expense (P&L) Budget Performance report. In other words, we want to track only the money in the general fund against the budget. How is this done? Here is an example of the problem: Budget is $10,000 for Local Compassionate Ministries (LCM). We expect to meet the demands for LCM from the General Fund; however, $5,000 designated gifts are given to the church for specific LCM needs. At the end of the year, LCM on the Budget Performance report shows that we have spent 12,000 making it look like we have exceeded budget by $2,000. Since we received $5,000 in designated gifts, we are actually $3,000 under budget.
On January 1, 2023 I ran a trial balance to determine if year-end 2022 income was closed to retained earnings. The trail balance indicated that 2022 was closed in the exact net income amount.On March 1, 2023, I made a adjusting journal entry to reclassify the retained earnings account and another equity account. When I ran a new trial balance, the retained earnings account did not match the same amount that the January 1, 2023 trial balance indicated. There was a modest difference. How can I determine why the retained earnings changed, and reason for the difference.Thanks,Chuck
These were old payments from clients from well over a year ago that had been reconciled but just stayed on my books as errors. (I use QB for very, very simple accounting.) I just want to move them back to where they were before.
