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I have tried editing my statement template and when I click on the edit icon, the statement line disappears. I spent an hour with the online help chat and the final response was “you just need to print it out and edit it yourself”. That is unacceptable! Is anyone else having this problem? I went to the gear icon, then accounts and settings, then sales, then statements, then when I click on edit it disappears. I tried 4 different browsers, on the help chat’s advice and that didn’t work either.
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When emailing a form from QB, if I add in additional text it is not showing at the receiving end, only the template text set up?
I want to issue 1099 form for contractors how I do that?
Someone used my personal financial information to set up their quickbooks account. Quickbooks won't close the account because my information isn't on it and won't discuss it further with me. (Customer service was absolutely appalling and not helpful in the slightest.) I am going through my bank to have the charges disputed and stopped, but I would like to know if there is a way to look up who used my info by their company id. Is there a way for me to figure out who is using my information since I can find that when I use my banking info to look up the charges? Any help is appreciated. Thank you.
Hi there, does anyone know about using QBPOS on a tablet? I'm using it on a desktop and now that they will no longer service it I want to transfer the data to a tablet so I can access its information while using Shopify POS. I was told that once you migrate over to Shopify, Shopify will not carryover the customer 'history'. I need to access that and would like to keep it all on one computer. Sadly Shopify only runs on a Tablet or iPad. If anyone has any experience will using QBPOS on a tablet please let me know how it works for you and what device you are using. Thanks in advance.
What kind of confirmation will I get for e-filing 940, 941, and W-2s with the Desktop payroll functions? Email, system notification, anyone?
Some of my invoices are sending with the new modern view in the emails and some are still sending in the classic view. I would like to have consistency but despite searching across many different settings, I cannot find a way to reliably ensure that modern view becomes the default for all new invoices - especially those that have recurring transactions set up.
We are in the process of implementing Expense Claims to capture employee paid and credit card transactions. The only resource I can find is one video, and the process is somewhat explanatory but I have a few questions: 1. When adding details to the receipt the employee can request reimbursement. But then I have to touch every transaction to code it to the vendor associated to the user. Is there a way to link the two? 2. Same question for credit cards - if the employee does not request reimbursement I have to code to the associated credit card account.3. Split transactions - it appears only one category can be associated to an expense. That would mean the employee would enter two transactions for the same expense (an example is sales tax).4. Categories. Is (or will there) be a way to group categories? We have several distinctly different groups of staff that will use different sets of categories.5. Information defaults. The
I noticed last night that others are having the same problem & it seemed to have started on 1/6/2024.
I have assigned payroll to a specific project and I can see it in the project. However, when I generate a profit and loss statement for the project or look at the margins that QB gives when opening the project, the expense does not reflect in the project.please can anyone help with that?
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We have 1 customer that receives their invoice as a winmail.dat instead of a .pdf. This ONLY happens when we send out bulk invoices in the monthly batch. If there is a single invoice or an estimate sent to this client, they receive it correctly as a .pdf file. The sender and recipient are both using Microsoft Office 2019. This has been a problem for us with both QuickBooks Enterprise Solutions: Professional Services 21.0 and 22.0. I have set Outlook to send all mail from our side as plain text per QB's instructions. Creating a non-professional email just to send out bulk invoices to all of our clients is a non-starter, not just from a professionalization standpoint, but also from a security standpoint. Is there a different mail setting within QuickBooks for sending invoices in bulk compared to sending just a single invoice?
Can I order the 1099 forms for my subcontractors
My cllient has payroll core, which included 1099. Contractors are set up and status of w-9 ready. Yet when I go through the steps to create 1099 which I can do When I get to the final step to file there is no option . It just kicks back to preview and says no filings to show.
I work for a non-profit that has a few temporary restricted accounts. Some of the funds in these accounts were not used in 2023 and we would like them to be displayed in our P&L in 2024 as they did in 2023. Is this possible?
I have created multiple paychecks as test examples for our corporate review. These 50 were done in a few pay runs to see what they will look like. None of them are actual live paychecks so I DO NOT want to transmit any payroll data to QuickBooks. I do however have a live vendor payment I want to pay via direct deposit. The attached pdf shows the payroll & vendor payment that wants to process out. I only have the option to "Send All". How do I transmit the vendor payment without sending the payroll data as shown in this pdf without deleting all the paycheck data?
Hello All, We are converting to qbo and I am trying to iron out the wrinkles. My company dropships most items we sell from the various vendors which we've set up in qbo. I have assigned preferred vendors to all of my items. Our workflow: We enter the customer order as an estimate then in the edit mode we copy to a vendor purchase order in order to dropship it. Here we have to choose the vendor (the prefferred vendor does not prepopulate) which means we have to remember the vendor or look it up. Is there a solution or workaround? Thanks
I have been receiving the error message "Something went wrong. please try later" for a while when I try to efile 1099.
I'm a small business S Corp (4 employees) and would like to contribute to one employees healthcare premiums, since I don't offer healthcare. I would like to contribute to another employees daycare costs for her children. In Quickbooks, I see an option for employer contributions and I set it up there, I believe and name what it's for, so that it would reflect on their paystub.Also, when I file my business taxes, how do I include these contributions?Thank you!
Hello,I use Quickbooks Desktop Enterprise 2022. When I do a customer invoice I use "Add time/cost" and choose "Items" (parts). Sometimes it will show an asterisk next to the item I added to my invoice and sometimes it does not. Why does it do this? It is very helpful when the asterisk shows next to the item I already used in my invoice.I appreciate any help.
