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My client has 24 employees and they are paying them weekly. They wanted to track the hours spent of each employee on every projects.I would like to record the payroll that reflects on the bank feed normally, without breaking down the salary of the 24 employees. However, that is only possible If I can track their time using QB projects but only if those tracked times will not create another expense in some way. Can someone confirm if this is possible?Thank you so much!
I'd like to change our Customer Invoice Template to use the GL Account Number for Advanced Deposits instead of Accounts Payable. Does anyone know if I can change this and where I can find the field to change it? I already know how to change a template, and create a new template - I just don't see where to change the GL Account Number. I'm using Desktop Pro Plus.
I can't seem to get invoices to post as a job cost to the customer unless I create a project. Is that the way this works? Thanks!
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Using QB Online- in the past when we had a Vendor that we wanted to track time for we would add them as a team member to QB Time keeping. Now when I enter a new vendor and sync time with QB, the new vendor is not syncing up. Did something change or what am I doing wrong? To clarify, I have a vendor I added to QB and I go to time and Sync QB time; the sync report shows nothing syncing. Thanks!
Is there a specific place I can fill out this form if we cant handwrite it? The difference is about $2500.
Hello everyone. I don't have the "Territory" option in "List/All List".I can't add territories.Nor do Sales Reports according to territory.Can you help me?
When trying to change type from Other List to Vendor: QB is unable to complete this operation and needs to restart. QuickBooks will restart automatically. Already updated to latest version. Already verify and rebuild data. PC has a lot of memory available. Running windows 10. Same problem when using a Windows 11 PC.
The Proadvisor training indicates that you can embed an invoice in an email through a selection in Custom Style Forms. Can anyone shed some light on where I should look. I tried the Custom Style Forms and only saw the PDF attachment. Rozmore13
Hello.I have 500 active customers, roughly. In the Customer Center - "Customers & Jobs" tab, I have the "Name" column and "Ship To" column. Selecting a customer by name is easy... I can type the first one or two letters of the name, or search for the name in the field on top of the tab. My problem is, I need to select customers by the "Ship To" address. Neither of the selection methods above work. I have to order the "Ship To" address from low to high, and scroll to find then select the customer. This takes way too long. Thank you in advance for your suggestions.
Hi! Good day! How could I stop the Priority Circle notification from Prompting every time I save and close a Sales Receipt? Thank you!
There is an option in settings to disable tooltips in QuickBooks Desktop. Is there an option for this in QuickBooks Online? It's very annoying when I have to see tooltips every freaking time I log in like "take a peek under the hood" every time I want to see my chart of accounts or "see how your tags are paying off" every time I go into banking. It's supposed to be helpful and time reducing, but these stupid tooltips that I have to close every time I login are neither time0reducing OR helpful.
HelloWhile trying to uplaod a CVS file, I get the message "Your file does not contain the three required columns: transaction date, memo and amount."I have reviewed the file to make sure it is correctly formatted but it just does´t work. Thanks
When I upload bills (as a pdf) using the upload & review bills feature in QBDT the bill image is blank. Is there a setting I need to adjust to get this to work properly?ThanksGina
Hello, hope somebody can help me with this issue as I have uploaded other templates without problem. I created a custom form style (invoice template) on Quickbook Online and one of the fields is <shippingaddress>. When I created the the custom form, in the preview everything looks ok. But when I open an invoice with that new form, the shipping address doesnt show up on the Print or Preview. Please note:1. I am using same format and information of a previous created custom form that doesnt have this problem. I just updated the logo and contact information on this new version. Actually, when I switch to the old custom form invoice, the shipping address is updated on the invoice without any problem.2. I use the field name <shippingaddress> on the doc. and in the step "check your template" while creating the new custom form style, the your field is "shippingaddress" and Quickbooks Field is "Shipping address". There not errors on this field.  
Because I ask for 1/2 down before I start a job due to material cost. Often customers want an invoice before I am able to receive inventory. If I create an invoice from my estimate before recieveing inventory does that mess things up in Quickbooks ( Quickbooks pro 2019) ?? If so, can the problem be solved by simply changing the date of received inventory to a time before the invoice was created?
https://quickbooks.intuit.com/learn-support/webinars-and-events/accounting-101-nail-the-basics-so-you-re-ready-at-tax-time/ec-p/758189#M13 I want to watch videos that have been watched already. How????? I am trying to train as a ProAdvisor and I work and cant attend the webinars, I like video instead of reading the ProAdvisor area.
This is a question from my CPA about the mechanics of QB Desktop.When we go to the balance sheet and click on the Undeposited Funds G/L, she says she would expect to the see the balance be $0.00 every so often.We get payment by check, direct ACH, and QB payments. For checks, the payment is applied to the customer invoice and deposited in QB the same day. Maybe next day but that's rare. ACH payments are the same. The payments go to undeposited funds, then are deposited to the QB bank account.Now for credit cards payments, QB does things behind the scenes that can't be controlled by a user so that's a little mystery area. All the payment activity (check, ACH, CC) can be overlapping, but there are times when there are days or a week where we don't get payments. Can someone shed some light?
We received a SMB loan from our bank but the funds went to pay the seller of the business we bought. How do we record this transaction?Journal Entry Account - Bank Loan $350,000 creditAccount - ? - Debithow do we record the debit that went to the seller to balance the JE? The funds didnt go into our account, they went to seller
Previous person would create several different names for the same person and would also create a vendor for employees if they got an advance, etc. rather than adding to their payroll. I'm trying to delete some of these vendors and it's saying I can't delete bc it has a balance or is used in a transaction, but when I do a quickreport, nothing shows up.
I purchased QuickBooks Account but I would like to convert my subscription to QuickBooks self employed.
Hello, Any help is appreciated it! I made a website for a company, and on this website, they can purchase company approved/selected items. It's basically like an online store but I manage it.I paid for the domain & plan subscription with my business and later invoice the company for the website - I've recorded/paid the customer's invoice on QuickBooks desktop.But how can I categorize the charge that I paid on my side? Would it be an Expense or COGS? I would think COGS because the customer is getting an invoice for it. I don't think this is recorded the same as having my own company's website where people can see my services and business information, just your normal website., I also made my business website and paid for the domain, subscription, etc.I get charged yearly for my company's and customer's website separately. what would be the best account below to put under?• Dues & Subscriptions > Expense• Computer & Internet > Expenseor other? Thank
Hi! I am new to accepting credit cards thru Merchant Services in QB desktop. How and where do I enter the merchant fees. On the attachment (for now) I did not charge the customer the processing fee. So how do I enter the processing fee on the invoice to match the deposit amounts? Thank you in advance for your help!
