QuickBooks Q&A
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My bank is no longer providing QBO files, instead when I download my bank transaction data it is a QFX file. How do I get this information into my Quickbooks? I tried an online converter and when I try to import the new QBO file it just crashes Quickbooks.
Fees for transferring money
Almost all the bills and expenses I have, require recharging, i.e. marking as billable. Booking the expense from the Bank transactions, sometimes do not offer the 'Billable' box, plus obviously human error in not ticking the Billable box. There is a report to find items marked 'Billable' that have not be recharged, but not items that were not marked 'Billable' in the first place
I set up a bank deposit for PayPal funds like I used to when it was set up like a bank account feed but with app transaction interface, I can't match with my deposit. It's imperative that I be able to do this because there is a high level of detail in the lump sum that's in my PayPal deposit. Do I have to accept PayPal app transaction in some general catch-all account then match to a deposit when I transfer to my bank?
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My deposits are showing in the bank registry as a deposit and a payment. Is this correct or is this something should look into.
HelloI've had desktop payroll since 2001, and i am retiring, i've heard that i can sell my license to a new user because QB/Intuit doesn't off the type of license I have.Is it true, can i sell my license? how much?
I need a report that gives me the gross profit of specific products that are in inventory, on cash basis, and by sales rep so I can pay out commissions. I found a report that is very close but its doing it on accrual basis which is an issue because a solid 80% of our business is in-house financing. I'd like to be able to pay my sales rep by those items they sold, but we were actually paid for during a set period of time The report I found is Sales by Product/Service Summary, and filter to sales rep. Its giving me the data I need however its on accrual, when I switch it to cash basis it removes the columns for COGS.
I followed the following instructions and it created a credit for my dummy customer. How do I pay the invoice without having a credit showing? I have scoured the help section to no avail.https://quickbooks.intuit.com/learn-support/en-us/help-article/physical-inventory/write-inventory-items-given-promotional-samples/L6I0QUa94_US_en_US
I need to send my company's tax exempt form to some QuickBooks entity so I am not charged sales tax on my Payroll core and QuickBooks Plus services. I was given the how to but the link for who to send it to was unclear. Who do I send my tax exempt form to? The how to link is this: https://quickbooks.intuit.com/learn-support/en-us/help-article/payroll-processes/request-sales-tax-exemption-refund/L25Ri8sRj_US_en_US?uid=lm0wi6ec. The contact link in the above post leads to general contact list page. Can anyone point me in the right direction?
We pay once a month. I need help setting up prevailing wages and creating certified payroll reports
I'm currently working on bringing over our data from a Foxpro DB and we used a 'NOTES' field as essentially our "CRM" so there are customers with 1500 plus characters in the notes that give us a LOT of information. Is it possible to import these into the QB Desktop customer "Notes" field in a large batch or do these need to be added one by one?
I just started using quickbooks. in 2024 i had a 1099 contractor that i paid from my old checking account
We are switching from an LLC C-Corp to S-Corp, and I understand I need to set up Owner's Pay and Owner's Health Insurance accounts. I was able to find how to accomplish this so that they flow to the W2 correctly. But, I need to know how to make this change retroactive. We should have made this change before the first payroll of the year to align with the new tax treatment, but we did not, and have already had 6 payrolls run.
need to adjust box 6
need a phone number to costumer service
The account is for Chase bank
In a few recent quarters, QuickBooks has incorrectly calculated our state unemployment taxes. I'm assuming this is a simple rounding error (my state rounds--QuickBooks doesn't). This has resulted in "Past Due" and "Overpaid" notices in the payroll tax center that I cannot remove. For the Overpaid notice, I don't want to resolve it by having it apply that amount to the next tax liability period, since it would make that period inaccurate as well. If I try to "Pay & File" or "Mark as Paid" the past due payments, I get the following error:No taxes due this periodWe calculated the amount due for this period and found that you don't owe any taxes. We adjusted your tax liability accordingly. While I could follow the instructions provided in this answer, I'm worried that editing those payments to reflect money I did not actually pay to the state would result in inaccurate year-end taxes. How can I correct this?
When I run a P&L it shows only charges that have been invoiced or entered as Statement Charges, and therefore misses any income that is received without being first charged. How can I adjust what income the report looks for?
I had to import bank transactions that didn't auto-import. Now rules don't apply to those. How can I apply a Split rule to an imported transaction? Where do I even find the rules I've created?
I use qb's enterprise desktop professional services. I received an email from inutit to update the NJ employee disability insurance rate from 0.00% to 0.023%. However, when I went to update the rate in the payroll setup, qb's doesn't let me manually adjust the rate. It gives two pull down options - 0.00% or 0.23%. It will not allow to me to type 0.023%. The employee rate of 0.23% is too much. It is missing a 0.
how to change employee's extra Federal withholding
I filled out thePayment Card Industry (PCI)Data Security StandardSelf-Assessment Questionnaire Aand Attestation of ComplianceWhere do I submit this to Quickbooks?
