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I have a duplicate payroll tax payment amount entered, When I "mark it as paid" and then go into my payments history and delete it, it returns to my taxes due area in payroll taxes and is marked "past due". The taxes were actually paid and are not past due (I pay my payroll tax payments manually through my bank). They were both initially entered as previous tax history payments.
I am a bookkeeper and have a new client who is a diesel mechanic. He services equipment and needs to be able to track the hours & dates he spends on each piece of equipment he services. He bills his clients for service work. Is there a way to do this in QBO?
is there any way to copy what I have in My invoice to my delivery note for the same customer and same Job, without re-entering the same info in both, in QB Desktop ?thank you in advance
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Hi all, Does anyone have, know of or possess good working knowledge of how and which accounts are used by QBO when recording and paying GST/HST? So, for example:- When I post a bill or expense and enter amount for GST, does this debit some ITC collection account and credit the GST liability account? - When I post an invoice and add tax, does that debit a GST collected on sales and credit a GST payable liability account? - When I use the tax module to file my retursn and record a payment, does recording the payment debit the GST payable and Cr the cash? Admittedly some of these questions are pretty basic and straight forward. What I'm after is the affirmation of it all and someone/some spelling out document actually which accounts are automatically set up by QBO as well as triggered by the software when the various inputs into the module are used (i.e., Tax input cell in expense/bill/invoice/bank downoads screens). I've been using QBO for a while
How do you recommend streamlining the process in QBO of tracking accrued interest and receipt of payments against loans made to clients? Can you do it fully in QBO, or do you think you need the help of a third party importer app? And if the latter, do you know if you can import reoccurring transactions into QBO, or do you need to create and manage them all directly and only in the app? My understanding is there's no native nor third party app that both calculates the amortization schedule on loans to clients as well as provides the entries needed to accurately account for accrual of interest receivable and payments according to schedule put against both principal and interest. Thank you.
Hi, I have a question about square payments and deposits. I have been researching this all day and found all different kinds of answers. Very frustrating. So I use square to collect payments from customers. I enter everything manually, so i do a sales receipt and mark it as paid and deposited to my bank account. The customer actually pays through square so technically I don't receive the actual payment until later through a square deposit. I have my bank account connected to quick books and the bank feed shows the square deposit as a lump sum. I do not want to integrate my square account to quick books and would rather not use undeposited funds to hold my individual transactions in because apparently all transactions still show up in that account even when you do a bank deposit. Is there another way to account for the square deposits shown on bank feed without using undeposited funds? Please help!
banking transaction rules not working properly, fails to match transaction in the banking list. occurs on a number of rules. other rules are applied properly.
The previous address did have a suite#, but once I made the edit it is no longer allowed for old or new.
Why is it not in the edit screen for the supplier?
- what are the "procedures/steps"? is there a tutorial? or a comprehensive article?
Hello, Any way to get the Pay Bills window to show the payment terms? Getting into trouble with bills that are credit card. We do not "pay" them until we reconcile with the credit card statement so they show up on the screen and we have to remember if they are credit card terms so we do not accidentally send a cheque. That has proven to not be 100% effective.
When I email paystubs from QB Desktop Pro, the PDF of the paystubs are fine as long as I don't send them to a Gmail address -- when they are sent to a Gmail address, the attachment is converted to a Windat file which can't be opened. (This doesn't happen though when I email a customer invoice to a Gmail address; those attachments stay as PDF's and open fine). I've read online that this is an issue caused by Google and that if email messages are sent in Plain Text instead of HTML format, this issue doesn't happen. As a work around, I changed my Outlook defaults to always send messages in Plain Text but this didn't solve the issue with the paystubs because they are sent directly from QB versus being sent from a new message window which opens when a customer invoice is sent. Other than have my employees stop using their Gmail accounts, is there some other setting I can change?
HelloWe are new to QB and we are using the accrual method in our books. My question becomes when entering invoices should they be entered with the order date , invoiced date or paid date to meet the accrual? we have several vendors that split the billing across months so orders placed between 15th to the 30th are paid the next month on the 10th. in this case I believe we would use the invoice date as the bill date and this would create the accrual in the correct month.
How would I enter a payment for a non-employed individual that does 1-2 deliveries per month. He has only done one so far and we sent him an e-transfer. Is this something we can still deduct as an expense? Does he need to provide us an invoice for his service? Thanks very much. Peter
Hi all Is there any way export the data from QB Desktop 2021 (UK edition) from a specific date? I don't want to migrate the entire file. ThanksGordon
