Account management
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an associate incorrectly entered data and I would like to restore the data before they signed on.
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Received a EIDL loan in 2020 to my business account. Set up separate EIDL account and transferred 3/4 of loan funds to it and took draws for operating capital during Covid-19 times when business failed to receive revenue. When these EIDL funds in draw account were exhausted, started taking funds from remaining 1/4 of loan again during for operating capital for those times when business was not receiving other revenue.The entire loan was deposited into the business account and categorized as SBA EIDL loan-Long Term Liability.The 3/4 came out and was deposited into the "draw" account as SBA Loan and went towards the business account balance showed as a debt to the account as EIDL Transfer.Now, when I try to do a balance sheet, I am showing 200K+ "due from member" to get the account to balance. What am I doing wrong?1. How should I be showing this money received on the list of accounts? Is "long term liability correct?2. How should I be showing the 1/4 EIDL funds set aside as reserve tran
If you are having issues with inventory item receipt and bill pay since the Release 22 you may want to take a look at your inventory offset account. I have found that many items are on the bill side (payments and credits) and not showing on the item receipt side (charges and cash advances). Once again we have to (1) delete the item receipt, (2) mark PO as closed and save, (3) mark PO as open and save, (4) re-receive said item into inventory, save and close. Now if you go to your inventory reconciliation for the inventory offset account, you will find the item magically appear on the left side on the charges and cash advances and you can match it/reconcile the item with the bill on the right side on the payments and credits. Now all is well with the world! Stay on top of the reconciliation, daily, weekly or you will have a nightmare of a time trying to reconcile everything. It is extremely time-consuming and aggravating! QUICKBOOKS ENGINEERING NEEDS TO RECTIFY THE ISSUE --AGAIN, I BELIE
I just added my first client to Quickbooks online using the Pro Advisor discount option where I am billed for their subscription. How do I add them as a user, and not as an accountant? We are needing to migrate their information from an existing Quickbooks Desktop account to the new online account.
create a custom report with subtotals and grand totals
I was talking to an assistant named Cielo, then I wasn't. This is crazy.
I need to give my accountant a report of the sales tax exempts
Hello, I've used QB self employed tax bundle for many years, up until Jan 2nd of this year when I switched to QB Online. I need to know how I can still use my free Turbotax filing for 2023 since I have paid for the tax bundle through all of 2023.
I add user as admin (i am Primary admin )hi resend invite and he can't get in
I used be able to change/reset employee password. Can no longer find it anymore
Our business uses QBO and we noticed that the P & L is reporting incorrect information that is different that what is entered. It hit both sides of income and expense. this affects the bottom line to EVERYTHING. Also it is very random. One Vendor invoice will be enter correctly but P & L reports it as a much lower expense. And the same on the income side. It is random and easy to miss. After MANY PHONE CALLS AND MANY UNHELPFUL QB Team members, I actually spoke to someone who did not dismiss me as a "newb". Told me there is a CASE ID # [removed] and Investigation # INV-95Q44 and this has been escalated to the Engineering Team (who you can never speak to) and that they will email me with progress and resolution. Keep in mind this has been going on all year (2023) and beyond and affect our taxes at the end of the year. So there is a open case since November 2023. But I am sure there are many other user that have not caught this. Has anyone else experience
How do I allow pop ups so that I can print reports?
I used money out of my account to purchase a truck we were needing quickly. We are actually getting a loan for the truck so i don't have to use much of my capital. How would i do this? The money taken out of my account apply it as a loan for the truck and then when we sign papers and get the money for the loan what do i do with that?
I'm trying to add a user to QBO but the user's email address has been used in previous desktop accounts. Other than creating a dummy email in gmail or somewhere, I'd really prefer to assign the new user with her company based email address but it won't let me because it's already used.
I'm hoping that filing 1099-NECs are a feature of QuickBooks Self-Employed since that is a very common requirement for self-employed folks. I hope there isn't an additional fee to do this. If this is not a feature of QB, how have you filed your 1099-NECs? Thanks for any help!
Or can I delete it and do it over?
I gave someone access to qbo, but the status is still 'invited' after 24 hours. How long does this take?
in September we had a transaction post twice in quickbooks after we reconciled several months
