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I am an accountant and I have a tax accountant do taxes for my business. Can I share my personal books (using Quickbooks Online Accountant) with my tax accountant? I only see how I share my clients books.
I have been using QB online for my very simple LLP since 2018, but now I want to move it to QB Premier 2021 with my other business. I am looking for a way to move all of the transactions. So far, the two things I have found are a 3rd part app called exportmybooks.com that will cost me $174.00 and a discussion from 2020 explaining how someone used IE and what steps they had to take because it didn't work the way it was supposed to. Can someone tell me what steps I need to take in order to move my LLP? Thank you! Liz
When purchasing a property where the previous Landlord holds the tenants last months rent how I transfer out the last months rent?I have a total transaction of $104000 payable to the lawyer .$100000 will be allotted to the "Property, Plant, and Equipement":"Buildings" and the remaining $4000 to "Other Current Liabilities" : "Rents In Trust-Liabilities". The main issue ive come across is that be decreasing one account it also decreases the other... Either im missing something or recording the whole transaction wrong.
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I run my business on QB2007 simply for inventory tracking and tax purposes (sales tax, P&L statement). I don’t need all of the other bells and whistles since my finances are quite simple. My old business file kept giving me an error message to contact administrator then an abort button. Selecting the button would then crash the program which often resulted in lost entries. Thinking the file may be corrupted, I decided to create a new business file and start over for 2022. I only imported my Items List after altering the .csv file (removed inactives and discontinued items; altered item quantities). After entering a years worth of sales receipts and invoices, my average item costs are skewed badly. I need to get an accurate COGS in order to complete my tax return.Is there something else I should have imported? Is it too late or impossible to correct? Any help would be greatly appreciated!
There's a Knowledge Check within the ProAdvisor Training that I believe is incorrect. It's in the Sales and Customers Module / Creating Sales Forms lesson. I had to randomly check the boxes until it was finally scored as correct. Does anyone else agree that questions two and three are opposites? But selecting both answers was scored correctly! In the sample company, Craig's Landscaping, I proved that the same custom field can be applied to all sales forms AND purchase orders. Is there any way to email these issues to a QBO ProAdvisor training team member, or will they respond in here?
Question, we have a company that sends us invoices in PDF and we need them in Excel. I asked them what accounting system they use and they said Quickbooks Enterprise. They also said that it is not possible to send the invoices to us in Excel and that the system only allows PDF. I tried to use a PDF editor to save/export the PDf invoice that they sent to us in Excel format but the information is formatted strange requiring manual data organization; cutting and pasting, which is time consuming. Is there anyway for them to export the invoices on their end via Excel within QB Enterprise? I use QB online so I am not familiar with QB Enterprise. If anyone can assist, it would be greatly appreciated. Thank you in advance!!!
How do I create a customized template that calculates the sales amount quarterly sales receipt? I was able to customize the template to show every sale transaction (1 page for 1 transaction) but I want it to automatically sum up the receipt quarterly (3 separate transaction from the same person). Is this possible?
I started receiving this message a couple of days ago on my laptop shortcut Icon. I can still get in through a web browser. I deleted everything and reloaded. Still having issues.
Hello, I received the attached message when converting an Accountant's Copy Transfer File. I have not had this issue in the past. Can anyone tell me how to fix this? None of the changes I have made are being tracked. "You are accessing a feature that is not supported in the Accountant's Copy. Any changes will not be tracked or sent back to your client in the Accountant's Copy Change File." Thank you.
We've identified that the point-of-sale (POS) system is the primary means of recording inventory entries for ordered items. However, we've encountered an issue where inventory for items received through the POS system is not showing up in our QuickBooks Enterprise (QB Enterprise) account after using the "financial center" feature to update it. We're unsure if we're making an error or if there's a particular inventory setting we need to adjust for it to function properly.Our business has two distinct parts: a front showroom that utilizes the POS system for off-the-shelf items sold to the general public, and a service department that generates invoices for specialized repair work using QB Enterprise. While the service department draws from the same inventory as the showroom, it bills through QB Enterprise. At present, inventory counts do not appear to be transferring over to QB Enterprise, causing some confusion. We would greatly appreciate any assistance with resolving this issue.
I am building a machine where various machinist are providing subassemblies where we will assemble to the finished good. Simple enough since we received the parts (subassemblies) in inventory and then run Build Assembly in QB.However, there are some subassemblies where we are purchasing some of the part and sending them to the machinist to use in the subassembly they will provide. How do I account for the parts we are purchasing and sending to the machinist in the cost for the subassembled item (with the parts we purchased and sent) the machinist is invoicing?I hope this makes sense.
How can i force close a PO that was already received? It was received manually, not from the device, and now I can't receive again or create a bill. How can I make it fall off the PO Progress tab?
Until a couple days ago, clicking on an attachment link in an Estimate, Invoice, Purchase Order, or Bill would open the attachment in a new tab in the browser. This was helpful for viewing the attachment and the entry at the same time. Now, when clicking the attachment link, it downloads the file to my computer. Did something change? MacOSChrome: Version 107.0.5304.110QuickBooks Plus (online)
Hi I have a question about the directions provided in the help article about creating in-kind donations. I have cut and pa. Step 4 says to select the income account, which I am able to do. However, when I go to Step 5, it says to select "I purchase this product/service from a vendor". When I do this selection, then it asks me for an expense account and takes away the option for an income account. Do I need to select both check boxes? I sell this product AND I purchase this product? What am I doing wrong? ty. Quick Books Help for setting up in-kind donationsStep 4: Create a product or service itemGo to Settings ⚙ and select Products and services.Select New and then Service.In the Product/Service information panel, add a Name and Description suitable for sales, pledge, or donation receipts.From the Income account ▼ dropdown menu, select the In-kind donations income a
My company had four warehouses (inventory sites) but we've recently had to move out of one, let's call that one Warehouse A. All of the stock that was in WarehouseA has been absorbed by another warehouse (Warehouse B). How can I merge warehouses without manually transferring all 3000 items from Warehouse A to WarehouseB?
I have a sales order that we were only able to partially ship. Now the customer does not want the rest. I have invoiced for the partial amount. Then I marked the order closed, hoping that that would cancel the backorder. But the quantity backordered is still showing on the sales order and as a negative number in the item list. What's the correct way to do this so the sales order is closed out and inventory doesn't show a negative amount? I'm using QuickBooks Premier Desktop on a PC. Thanks.
Hi all, We would like to add a field to QB Time that would feed back to QB Desktop which would replace the Notes field. The new field would have a dropdown list of activities and would negate the need for the person to type the detail of what they did in Notes. I believe I either need to define the field first in QB Desktop (which I tried, but failed), or add the dropdown options to the Notes field in QB Time (which I tried, but failed). Can anyone help me to do either of those 2 options, or suggest another solution? Thank you!
Is it possible to get QuickBooks for Students? I used the Intuit Education but I only saw QuickBooks for Educators, is that the only one available?
I made payment to a Supplier, however we only supposed to make 2/3 of payment . How do I correct this transaction with a journal entry
Is there any simple app out there that can integrate with QBO UK Plus? The current Bank Reconciliation feature in QBO does not allow undo. This is very silly and one has to have services of a QuickBooks Online Accountant or employ silly workarounds. The workarounds are very confusing because we can have a plethora of reasons to undo a bank reconciliation. Bank Reconciliation is a very important function in any organisation. Looking for a traditional Bank Reconciliation App that can sync with QBO. Please help.
Is the class tracking data lost if turn off class tracking and then turn it back on again? I am using class tracking, but I'd like to turn classes off when I am working on things that don't require access to this field. Thanks.
Buenas tardes.Manejo inventario con cantidades y valor del costo, relaciono la cuenta contable del costo/gasto y del inventario desde Productos y servicios.El pago a los proveedores se hace con clase y proyecto para tener control. Pero al momento de generar un informe por proyecto, los pagos que se han realizado a los proveedores no me afecta la cuenta del costo y solo me afecta la cuenta de inventario. Yo ingreso primero el inventario con su respectivo costo, luego genero una orden de compra y luego realizo el gasto agregando la orden de compr. Pero creo que desde ahí está el error porque solo me afecta la cuenta de inventario y no la del costo.¿cómo puedo parametrizar toda la información de la cadena de inventario para que se me refleje el costo en el proyecto?Actualmente uso Quickbooks online USAMil gracias!Att: Jeniffer Gallego
