Ask Your QuickBooks Questions | Drop-In Session

Forum|Forum|4 years ago
February 22, 2022
19 replies
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Do you have a question about QuickBooks but haven't gotten around to reaching out to us yet? QuickBooks Experts are live now on this post to answer! Simply reply to this post with your question. We'll take questions this morning, 2/22, from 8am - 12pm PST.

Topics include, but aren't limited to: Invoicing, Payroll, Account Management, Product Features, and more.

Click here to ask your question.

We look forward to helping you get the most out of QuickBooks.

AMA

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FullFillery

How do I enter contributions if they were donations of items we usually sell? I looked at the instructions given, but the dropdowns/settings did not appear the same.

*I can't seem to join the convo

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FullFillery

*never mind, I thought it was a zoom session. I guess I'm here!

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sarah161

Will quickbooks make us change to the new tax center? IF so what is different in the two sales tax center?

Ami_DAuthor

Good morning @sarah161 ! Thanks for joining, and great question! For now, the new sales tax center experience is simply a redesign, making information easier to see and navigate. However, there are some great updates under the hood that will make it possible for us to add new features in the near future.

As of right now, using the new design is optional for anyone currently using the old one. We'll make sure to give you plenty of notice if the old sales tax center is set to retire. Let me know if you have any other questions!

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Panthers22

I'm a not for profit business. How i set up my budget?

MonicaM3

Hello @Panthers22 .

Thanks for "dropping -in" today. I'd be happy to help you get started with creating a budget.

In QuickBooks Online Plus and Advanced, you can create budgets based on your accounting data. Once your budgets are in QuickBooks, you can review and adjust everything. Then run financial reports to compare your actual sales and expenses with your budget.

To create a budget, sign in to your QuickBooks Online, then:

Go to Settings ⚙ and select Budgeting.
Click Add Budget.
Select Edit.
Edit each account one month at a time.
To change the time period from month-to-month to quarterly or yearly, select the Gear ⚙ at the top of the budget. Then select Quarter or Year.
Select Save or Save and close.

You can also set up class tracking and set target budgets for those classes.

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beatty1

When creating a new invoice, I received the following error message:

"Tax field cannot be left blank even for non taxable customers and sales which have no taxable items so non nontaxable sales will be correct for this district.

Note: all of our customer's are taxable, not all of our services are taxable.

I went to the intuit community and i did rebuild and verify data.

help please

MorganB

Thanks for joining our drop-in, beatty1!

I think you would benefit from using the Non-taxable option for your items. If you already have your non-taxable code set up, you can mark an item as non-taxable by:

1. Go to the Lists menu, then select Item List.
2. On the Item List window, select Item then New (or Edit Item).
3. From the tax code drop-down, choose Non Taxable Sales (or Non Taxable Labor).

You can find out more about this and other tax options in your Desktop account here: Set up sales tax in QuickBooks Desktop

Feel free to reach back out if you have any other questions!

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beatty1

I do not see a drop down tax code box.

I am using Quickbooks Desktop Mac 2020

V. 19.0.11 R12

I have been working on this error for 5 days.

Please advise

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CMP5330

Hello. I have run a report of one of my accounts. When I look at the transactions in it, some of them should not be under that account. However, when I open that transaction, everything that labels the transaction is correct. Why does it not show up under the correct account? Thank you.

MonicaM3

Hey there @CMP5330

I'd love to help you get this figured out. Can you share a little more information with me, please?

Which version of QuickBooks are you using?
Are the transactions that should not be in the account the same type of transactions?
Are the transactions from a specific date?
What type of account is this?

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CMP5330

Hello.

Which version of QuickBooks are you using? I am using the online version of QB.
Are the transactions that should not be in the account the same type of transactions? Yes, they are the same type of transactions.
Are the transactions from a specific date? They are from different dates.
What type of account is this? This is a Revenue account.

These are invoices I make for our monthly before and after school child care for our 6 campuses. Each campus has it's own main account. When I make an invoice, I group it with the campus that student attend. However, when I run the account for one campus, all of the invoices show up there.

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FullFillery

For Charitable Contributions, I'm having trouble creating an item and then making a credit memo for it.

When I make a product for charitable contributions, there is no option for "I sell this product to my customers." I am also not able to delete it and try again, so I guess I'm supposed to just make it inactive and make a new one with a different name? The name of the category does show up in my list of categories.

I tried to create a credit memo anyway, but in the product/service column, only "Service" shows up. We don't offer any services so I don't know why that's there. If I try to add something new, it just takes me back to the start of making a new product/service. However, it tells me there's already something with that name. I'm very confused!

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rvrfrf

Thanks for following up with the Community, FullFillery.

Your I sell this product/service to my customers option can be found when creating the item.

Here's how the process works:

In your left navigation bar, go to Sales, then Products and services.
Click New.
In the Product/Service information section, choose a type of product or service.
Tick your I sell this product/service to my customers checkbox.
Pick the appropriate Charitable Contribution account for your Income account.
Select Save and close.

Now that you've created a product/service item for the contributions, your next step is to issue a credit memo for the value of your donation.

Something else to be aware of is if the amount you're writing off as a contribution will significantly affect your gross sales amount, you'll want to work with an accounting professional prior to making the entry. If you're in need of one, there's an awesome tool on our website called Find an Accountant. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.

I'll be here to help if there's any additional questions. Have a lovely day!

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jscco

Hi - we are a QB Premier 2019 user with the Manufacturing and Wholesale variant of the product. We are a complex user including a lot of inventory, nested BOM's, payroll, etc. As we look to the forced migration to 2022 what changes should we expect? Due to the complexity of our environment I would like to build a test environment - is there a way to get a trial license of QB 2022 Desktop Premier so that we can test the migration process and post-migration functionality before we begin our production migration?

Tori B

Hey there, @jscco.

Thanks for joining our drop-in event. It's great having you here with us.

Totally understandable wanting to use a test environment before jumping right in. QuickBooks Desktop 2022 does have a 30-day free trial version available. You can access that download link below.

QuickBooks Desktop Enterprise 22.0

Please know that you won't need any codes (License or Product numbers) when using the trial version. You can see more details about our trial versions in Download a trail of QuickBooks Desktop Enterprise.

I also wanted to provide a few articles to keep handy that cover more info about using inventory and payroll, should you need it in the future.

Please let me know if you have any questions or concerns. I'm happy to lend a hand!

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jscco

Hi Tori - thanks for the info. It looks like you sent me information on Enterprise. I'm looking for Premier. I can't seem to find a trial for Premier. (Is it called Premier Plus now?)

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Azucenanvrrt

How do I change the estimate/invoice templates?

MonicaM3

Welcome @Azucenanvrrt .

Thanks for dropping in! I'm happy to help you with customizing sales forms like estimates and invoices in your QuickBooks.

I'm assuming you are using QuickBooks Online, if you're using QuickBooks Desktop, let me know.

There are a few variables depending on which version of QBO you are using. Take a look at how to customize invoices, estimates, and sales receipts in QuickBooks Online.

Something to keep in mind, any customizations or edits you make will affect all current and future forms.

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wineguyatl

question about Multicurrency feature. How can I change the cost of an inventory item to Euros, so its properly reflected on the Purchase Order.

MorganB

Thanks for bringing your questions forward here in today's drop-in, wineguyatl!

To make sure I'm on the same page, are you currently using QuickBooks Online? The option to change the currency for inventory cost isn't currently available. I'd like to invite you to submit this suggestion so it can be potentially added in the future. Here's how:

1. Click the Gear icon in the top right corner.

2. Select Feedback and enter your suggestion.

3. Choose Next when you're ready.

I recommend checking out the following linked articles in the meantime for even more info on using multicurrency:

Feel free to reach back out if you have any other questions!

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Patti Johnson

Hi. We're looking to wipe the transactions and start fresh at 1/1/2022. Is there a way to download all of the data at once, in case it's needed, or do we need to download separately - i.e., each bank account, credit card.

MonicaM3

Hi @Patti Johnson

Great question. Currently, there isn't an option to do a bulk download. You need to export each list individually.

Are you wanting to start completely fresh as of 01/01/2022? Have you considered starting a new QBO company? You could move the list over and cancel the old company. You'd have read-only access to the old company for a year.

Here is a reference guide to take a look at: Delete your data and start over in QuickBooks Online