Account management
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I need help. I need to submit my sales tax report today. I can't even find my city sales tax list!
I can only get Vendor lists to show either Bills or Payments, but not both at the same time.
it seems like there is a feature in quickbooks accountant that is different because they can do things like assign tasks to different people but all I have are just the Accountant and the business views available.
I am trying to change my invoice template in the android mobile app, quickbooks states to go to:>Settings>Sales Forms>Customize Invoice TemplateBut I do not have the Customize Invoice template option in my app. Is it just the android app or am I doing something wrong? Thanks in advance!
I'm looking for assistance with tracking and managing a retirement plan for my client. Should the retirement account be categorized as an asset or a bank? Also, how do I track distributions? My client is required to take rmd, and it automatically transfers into her checking account on a monthly basis. How do I post the funds transfer, and at the same time track the distributions? Do I need to post a general journal entry in addition to the funds transfer? I created a "Retirement Distribution" Income account, but not sure what the offsetting account should be. Also, how would I track the tax withholding?
The data on my register is not there anymore. All of my balances are off now. How can I get back my data?
We do not want them to be able to download reports. Is there a way to prevent this ?
Employees took up a collection for a co-worker. The company agreed to match the collection dollar for dollar. What account does this need to be coded to when writing the check and the employee not be taxed on it?
Before deleting our CPA as the authorized accountant/user on our QB account I would like to know if there is a change it could affect our records
Whenever I match my banking transactions, I categorize everything neatly into their respectiful categories (i.e., Credit Card Payments, Legal Services, Utilities, Shipping, Cost of Goods, etc.). I have multiple bank accounts and credit cards for my business so it would be nice if I could get a consolidated report of all that year's spending into one clean document.
I have tax payments in Quicken that aren't reconciled (to 2019) and I pay taxes through the State's website. I'm trying to get stuff ready for my Income Tax return.
