Other Questions

I hope you're all doing well. I'm currently experiencing an issue when trying to upload a CSV file from MileIQ to QuickBooks Online. After classifying my drives in MileIQ, I download the report as a CSV and attempt to upload it to QBO. However, I keep encountering an error message that says, "Oops! Something went wrong with your mileage report" in my email seconds after attempting the import.I've followed the steps carefully, and the CSV seems to be formatted correctly, although I make no adjustments from MileIQ. Could anyone help me troubleshoot this issue? Are there any specific considerations or settings that might be causing this error?

I train my clients on how to use QuickBooks, as well as teach a class on how to set up your company on QuickBooks at a local community center.  I was wondering if QuickBooks offers a "Trainer Certification."

I use QuickBooks 2003, not an online version. Here is a 2 part question:I live on Maui and have an incorporated business in the tourist industry.The direct result of the wildfires has been a loss of income. Starting in 2024, for at least a couple months, I'll need to withdraw money from a personal or retirement account to cover payroll/expenses. This is a question for a tax professional, (working on that) but someone here may have some insight…Since the reason for this deposit is caused by a hardship, perhaps an "act of god" (not sure about that classification), is there any way to soften the blow, is it a charitable contribution, other thoughts?  Then, how do I record these transactions in QuickBooks?Looking for input on either question... Thanks

Original commenter did not share additional details

Hi, I just signed up for quickbooks and connected all my bank accounts and credit cards. I notice bank accounts are only syncing in 3 months and I need to run a report for an entire year (2023). How long does it take for this information to sync? Thank you in advance. 

 I am looking to upgrade my old mac to a 2024 imac.  I am concerned that the Quickbooks 2016 program that I have been using as a license will not be uploaded to the new subscription product as this product has been discontinued.  Will the new product  incorporate my existing files and carry forward my old data? and the same holds true with the old Quicken product I have which is Quicken 2015- I really don't want to re-enter all this financial dataThanks

Why am I getting pop-up about migrating files? To what?

I am currently using QB Premier Non Profit 2016. When I went to upgrade, I was told everything has gone to a monthly subscription. This is a very small nonprofit. I use QB to write checks, run reports, and keep track of donations. Is there another solution, other than a monthly subscription? And if I have to go to a monthly plan, which one would I choose?Thank you for your help in this matter. 

I am using QuickBooks desktop latest edition software on a Windows 10 64bit machine and developing menu extensions and callback applications, changing settings and exploring things. I want to maintain a separate production grade environment with another licensed copy of QuickBooks desktop running where only the finalized changes to menu extensions or settings need to be applied. So, the question is how do I migrate the finalized menu extensions and settings(preferences like email server config) from one machine to the next ? Does QuickBooks Desktop have any feature for settings migration ? If I move the company file to the new machine would the menu extensions and settings get migrated to the new machine ?

We are co owners of the company and both need to track mileage in our respective vehicles.  when I set my vehicle as primary it changes the other users  as well. Can two profiles on the same acct track their mileage separately and have their own primary vehicle?

Made the switch from desktop to online.  I exported my files from Desktop version. When I opened the online version the balance showed a $4805 difference.  What should I do?

When I create a new invoice (+, New Invoice), a form appears in which the text box under Customer Payment Option is pre-filled with text. When the text is deleted the text box prompt reads “Tell your customers how you want to get paid”. I want this text box to be blank every time I generate a new invoice. I wrote text in this box once, and now every time I generate a new invoice it is pre-filled. How can I permanently delete this text? There does not seem to be any options for this in the Manage bar or within the Design Template portal.  Thank you. 

I accidentally marked a sales order shipped, can I unship it?  Order was cancelled

I created and saved a DE34 by mistake. It should have been for another company. How can I delete/remove the form from the "Saved Filings?" 

Why can't I edit an invoice?  When I select "edit" in the customer center it just brings up a blank page.  And if I go to create new invoice and look for recent ones posted this one doesn't show up.

Has anyone successfully opened a QuickBooks file or backup in a prior year version? Long story short, my client has QB 2020 and I used QB 2021. Now we cannot get the file or backup to open in 2020, since I did all the changes in the 2021 version.Yes, I can re-do all the changes in QB 2020, but that is going to be very time consuming. QuickBooks - Please make it possible to tell which version a QuickBooks file is, or make it possible to open a backup file in a prior year version. Not having one or both of these capabilities is just bad business practice when your only solution is to upgrade to the newer version. You can open backup files in newer version, you should at least be able to go back to a version previously used. 

Hello,I have just created a Partnership LLC for a Tech Consulting company and am brand new to Quickbooks.   Simple setup:2 partners, 50:50 ownership 1 partner will be getting a guaranteed payout for the first 6 months of $10,000 a month, because they are doing significantly more work for one of our clients.Chart of Accounts: I set up 4 equity accounts - 1 for each partner to track Distributions, and 1 for each partner to track ContributionsQuestion:I'm using the Partner Distribution Equity for Partner Draws, and those should come out to 50:50 split at the end of the year.  I believe I'm supposed to create an expense account to track guaranteed payments.  Because I'm new to quickbooks, I was hoping to find a tutorial to confirm my understanding and walk me through the steps to do this.  How do I set up the account, and how do I track each payment? Thanks for any advice!   

I made a reconciliation adjustment for $58.51 and I never have had to do this before.  Now my bank balance and QB balance are off by this amount.  Can you advise how to fix this?

Buen Día Estimados queria consultar en que modulo dentro de QBO puedeo ver el formulario 1040 correspondiente a los impuestos?

QB is using an email address that hasn't existed in over 15 years.  No wonder I have missed so many messages.  Why cant I change it Payroll Settings

Coming from a 10-year run with QB Enterprise, the transition to the online is something else.  Is it possible to mirror the look of the Desktop to the Online version? I still use a Desktop version for my personal consulting and farming.

How can I enter transactions from a previous year in QuickBooks Online after having reconciled the next year already? I realized I didn't file taxes for last year, so I want to enter the missing transactions without disrupting anything.

Agent

When printing my 1099's, our company phone number is appearing twice in the payer's address section of the form.  How can I correct this?

We use 2 different reloadable prepay Visa Cards in the field for expenses as needed. We reload the cards from our bank checking account when the balance drops to a certain level. I receive the reloaded amounts in the bank feed as well as the receipts from our employees when they use the cards in the field. I need help with setting these up in the COA as well as any help with existing expenses on these cards regarding GL journal entries. Thanks!