Other Questions
Recently active
Small sports equipment manufacturer, selling B2C (Shopify) and B2B (Tradegecko). Dozens to Hundreds of sales transactions per week. I've been on QBC since October and have most of the bugs sorted out, but there are lingering sync issues related to payouts. My tax accountant is not familiar with QBC and cannot help us with bookkeeping, so I have to do it myself... But I am not an accountant, only a self-taught bookkeeper. We need to hire a QBC Bookkeeping Consultant or a regular bookkeeper to help. How do I find such a resource?
I need to adjust Box 1 to include insurance payments how can I correct it.
We want to make sure customers send us 1099 forms but how do I request the Form from them through QuickBooks?
Hello All, I can't find how to turn on these invoice areas in order to include job costs to an invoice. I've looked around settings. Please let me know how to turn on all of the dimmed selections shown in this image:Many thanks.
I have employees that can't log into their accounts. They click forgot password and it sends a code to a phone number they don't use anymore. How can they reset their password?
I have two contractors that are subcontractors I think when the subcontractor account was setup they did not put to track for 1099
Original commenter did not share additional details
I accidently e-filed 1099s through a payroll company and then again through Quickbooks. How do I correct this? Quickbooks were all correct but the original ones sent through payroll are not all correct or all of my contractors.
When we're trying to import the invoice with one of the lines having the quantity of 23.34, rate of 10.25, and line total of 239.24 (rounded by us from 239.235), we're getting incorrect rate displayed on the imported invoice, the rate appearing on the invoice is 10.25021. The same happens if we don't round the line total and try to import it as 239.235 instead of 239.24. We can, however, manually edit the rate back to 10.25 after the import, but there are thousands of lines like this. Is there any setting not to round or recalculate the rate on import, or any way to generate an IIF file that would be imported as is, without changing the rate?
Buenas tardes Consulta cual es el proceso para dar recibimiento a los invoices pero que estos no se han considerados al momento de ejecutar los reportes de estado de resultados ni en la hoja de balance. Es decir como darles ingreso de manera temporal.
I uploaded 20 or so receipts earlier for processing. 40 minutes later and they are still sitting in "processing". I've also been entering expenses and reconciling - it has been slow moving between fields and taking a couple seconds to load prefilled accounts and things like that. I'll tab past a field because it looks correct only to have it change a second or two later.
Hello, We use QB desktop.For our business we deal with container #s. Each container # is entered into the 'MEMO' line so we can advance search 'MEMO' with our container # to see the breakdown of payables and receivables. We are starting to run into an issue that container #'s from previous years are now populating if it is a duplicate. Is there a way to only see the current year when searching this way?
I had a call with Quickbooks support yesterday, and after review, I was told that the debit was showing up in our register because there was no invoice number associated with the invoice I had created. I was told that manually adding an invoice number should automatically delete the "payment" in our checking account. I manually added Invoice numbers to the 2 invoices in question, but the "payments" remained in our register. I started another chat with support, and was told to delete the payments from the register, but the pop-up I received before deleting them read: "This is just one part of a split transaction. Deleting it will remove the whole transaction. Are you sure you want to delete?" I'm not sure what the other half of this transaction is, so I didn't delete it. Curious to know how to solve this issue.
My client converted from QBDT to QBO. None of her 1099 tracking for accounts came across. I selected the accounts to be flagged, and I can choose the 1099 box for the first account, but when I try to assign the others it just returns to the first account and won't let me add any others. If I try to go to the next page I get an error that each account needs to be assigned. I would love it, but it won't let me.
We use QB Mac Desktop for our small nonprofit. I'm traveling and can access my company file through iCloud, but I can't open the file. I thought I had a copy of QB Mac on my MacBook, but I was wrong. I don't need to enter or alter anything, I just need to get some information from the company file. Can I download QB Mac Desktop onto my MacBook, even if it's a read-only version? I'm working on a big grant application that is due in a week, and I won't be back in the office until after the deadline. We do have an Intuit account. Help!
Is it possible to change the options in the Type menu on the To Do List in QB Desktop? The current Type menu includes Call, Fax, Email, etc. I want to change those items, but can't find any place that allows it.
Last year it was easy to email W-2's to employees with enhanced payroll for accountants, desktop. I was able to send them all at the same time, just like emailing paystubs. I want to email them out BEFORE I submit to SSA, and it looks like I have to manually enter every employee's email address and send them one at a time? Am I doing something wrong or missing something? This will take forever.....and too easy to make a mistake with the email addresses.
In QuickBooks Online, when emailing Invoices, I need a different email Message to Customer depending on what the invoice is for. So I created an Invoice Template, and under the Emails tab, edited the email Message to customer. But now ALL my templates have the same message!How do I make an Invoice Template for each kind of invoice I'm sending so I can have a different message to customer in each type?
Hello, I am using a QBO Advanced license, and I have gained access to Backup, Restore, Copy, and Local Backup. I need to download from my local backup in the cloud to QBDT, but the file that downloads is a .zip. How can I convert it to at least QBB or QBW?
Hello, I have just moved from Quickbooks Desktop Pro to Quickbooks Online Essentials. I need to make some changes in QBO. I would like a backup so if things go bad I can go back to my previous instance. Will someone tell me how to do this? Thanks, Craig
Somehow I have accidently deleted a reconciled sales tax payment from 2018. I have located the date it was deleted and all the details of what was deleted, now I just need to know how to readd the transaction to my QB desktop version.
Our company will be migrating to QuickBooks Online Advanced over the next few weeks. I am aware that QBO Advanced does not offer Purchase Clearing Account functionality. This is something I definitely need to create a workaround for. I need a way to receive inventory and service POs to a holding account of some sort while awaiting the bill and bill matching process. We have some vendors that ship us raw materials but we can sometimes not recieve their bill for weeks. I have to receive the inventory or service upon completion or receipt. Does anybody have a workaround they have developed? Any suggestions are greatly appreciated.Thanks,Steve
