QuickBooks Q&A
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How do you record the downpayment for an asset when the down payment is in one year and the asset is purchased the following year?
I had a former accountant that said she called QB to get an answer to an issue and the accountant said that QB was unable to help. I wanted to get verification of this and I have the case number. When I called, they said they would not be able to resend information regarding the case to me. The only email she received at the time was a request for a survey.
This is the first payment/invoice. I just migrated to QuickBooks and with the first invoice the payment has been on hold for a abnormal amount of time.
The "get signature " used to be under More. Now it's gone. The Add an attachment " in the invoice. Used to be in the invoice as a optional button. Now I can't find it.
I fail to see how it has been 4 years since Allen made the simple request to be able to report on Vendor late deliveries and there is still no possible report for this. This is a basic necessity of ANY quality management system to be able to review vendor performance. Simply ridiculous that a program as widely used as quickbooks is incapable of generating this report out of the box. Obviously the link is there since I can navigate to the PO from the Bill screen so the database tables are linked.The alternative to having this report is:Run Transaction List by Vendor reportSort for date rangeFilter for vendorOpen BillManually log each line item received and dateOpen linked POLog due dateRepeat 100s or 1000s of times for each critical vendor.Repeat per business needs
I was hoping that I could get more direction from support, like a particular employee that was causing the error, but I spent a lot of time and got no help. Has anybody else had this error? How did you resolve it? Thank you so much for any direction you can provide.
Employee info for payroll says direct deposit. I have done the same thing multiple times. It said he was getting a paper check this time and would not do direct deposit. I have no idea why.
Quickbooks Workforce inaccurately calculated YTD Net Pay. We are seeing multiple errors in the way it treats payroll items that it identifies as "Deductions" . Can someone please FIX THE ALGORITHMS? See image attached. I picked the 1st payroll of 2022 to make it very clear. Look at how it inaccurately puts the Owner Draws under "Deductions" and then treats it as an addition for the current period, but as a deduction for the YTD calculation. Very disconcerting honestly since "Owner Draw" is an addition to pay and NOT a deduction. This is absolutely ridiculous. And by the way, this is NOT the only example of inaccurately calculated YTD Net Pay. My employees have lost trust in our payroll and their payroll data.
i have payments that I've made a few days ago and now they've showed up in my bank transactions to "match". do i just click match? how do i properly do that so it doesn't guess and incorrectly match?
I'm trying to put info in my customer that is searchable, but I can't figure out what fields are searchable.
We are a church and have and never have Invoicing except to handle Pledges - so in setting up QBO I am making the A/R account "Pledges". I have set up Donors, Vendors, Chart of Accounts, and Classes. My question is about Products and Services, because that drop-down must be entered to post an Invoice.I have A/R in the Balance Sheet and Non-Profit Income:Pledge (Pledge is a sub-account) under the P&L (Incomes). When I create a Product and Service called Pledge, what do I use for the "Income Account"??? This is confusing for me because the Invoice is a 'promise to pay', so I would have thought the Account to be used would be A/R...but I suspect that I want to use the above: Non-Profit Income:Pledge Am I right? Not expecting a class on Accounting here. 😉 I really want to get this right. Thank you.
It completely screws up my sales tax calculation. I have to manually change the sales to taxable--not saving me much time.
Hello. My client upgraded to Plus yesterday to start using classes, but I've encountered some problems when trying to set the feature up properly. The section in Account and Settings for choosing the various options seems to be normal, and allows me to select "One to entire transaction" as the "Assign classes" option. But when I try to actually create any transactions (or to edit past transactions), classes remain line items rather than being placed in the header to apply to the whole transaction. (I've also confirmed this by entering a class for just one line of a multi-line transaction and then clicking save -- when I do so, QBO gives me the warning that I haven't assigned classes to the entirety of the transaction.) See the attached screenshot. I've tried this in multiple browsers, after clearing cookies and my cache, on multiple computers, in incognito mode, in my own company's file, in the sample company file, and have also had my client try it on his own computer, and the same is
I have memorized the Sales Tax Liability report, but there is something that bugs me about the report: There are multiple Sales Tax Item types that we have flagged as "inactive" but they continue to appear on the report even though there has been no activity in those items for some time. I would be able to filter out Sales Tax CODES but not Sales Tax ITEMS. I am assuming that no one has a workaround for this to eliminate all the blank lines on the report and this is just another of the crack design team ideas that "users don't need to be able to filter Sales Tax Items", but it never hurts to ask. I really would like to clean up this report. And for the QuickBooks Team members ... please don't tell me in detail how to submit this to the wizards behind the curtain... I know how to do that, and probably will so that in twenty or thirty years the wizards might get around to offering that. Interesting thought .... if the wizards behind the curtain regularly read the comments in th
Okay, I recorded the deposit for the vendor refund and then created the credit bill. I went to step 3 (below) and could not find where to see the deposit to link to the credit. It only brings up bills that need to be paid. I tried to set credits but the amount is zero. What am I missing? Link the deposit to the Bill Credit:From the Vendors menu, select Pay Bills.Check the Deposit that matches the Vendor check amount.Select Set Credits and apply the Bill Credit you created earlier then select Done.Select Pay Selected Bills, then select Done.
My understanding was that in the vendor profile, under the tab for Payment Settings, there is a field for "Print Name on Check as ..." and in that field we enter what the vendor tells us to use as the "Payable to" line on checks. But I've found that usually what shows up in that field is not necessarily what is in the profile .... it is the "Vendor Name". Because of the way QB was set up, we cannot have the same name in both the Customer Center and the Vendor Center. We have several instances where those in the "Customer Center" are also vendors where we purchase goods or services, so what people started doing some time ago was to append the name in one of the Centers with a "-c" or a "-v" .... i.e. "Example Name-v". Then for the "Company Name" we would enter the name without the appended letter (i.e "Example Name"). What would default into the "Print Name on Check as" is the "Example Name". Unfortunately when we print checks, what QB uses for the name
I need to reflect the hourly amounts for the prevailing wage project on the paycheck plus the fringe amount, but I do not want to pay the fringe dollar amount to the employee, I want it to show what was earned & have it withheld & contributed to a fund.
I have to present a monthly payroll report to my accountant. The monthly numbers do not match my W-3. My W-3 is $1,500.00 more than my actual payroll
My business would like to accept contactless / chip card payments using Quickbooks Payments and Quickbooks Online. Unfortunately, I understand the only way is to use the Quickbooks Card Reader which only works with GoPayment, an app for mobile devices. The workaround is to create invoices in Quickbooks Online installed on a PC, then search for the customer/invoice on a second (mobile) device and accept the payment. This two-step solution wastes a lot of time. Is there a better way?
Hi everyone. I work for a small non-profit that is about to close one investment account (we can call this one UBS) and transfer the money to a new account that does not currently exist in our QuickBooks (we'll call this Charles Schwab.) I am ok with the most basic of QuickBooks but have never had to do this before. We are using QB desktop pro. My question is, how do I create the new account and set it up the same as the account that we will be transferring funds out of? I need to be able to record interest and dividends with the new account and I'm not sure how I set that up. I know how to do all of this with the existing account but am not familiar with how to set this up with a new account. Is it possible to just make a duplicate of the original account set-up somehow? Sorry if this is confusing or a very simple question. I'm not the official accountant but I have to help out with this for the time being. I appreciate any help or advice any of you may have! Thanks for letting me joi
