QuickBooks Q&A
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What is the best approach to replace a stale dated check in QBO? The stale dated check was dated April 2024 and is outstanding as of December 2024. Replacing this stale dated check this month of March 2025? Your suggestions are greatly appreciated.
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Is anyone aware of a labor distribution report in QB Online? With each pay period end, I would like to have a report that lists each employee and how the pay dollars were posted to the general ledger by account. This will help me monitor labor allocations and make necessary reclasses.
Has anyone successfully used any scripts in their browser configuration to automatically clear your cache throughout the day while using QBOA? It is loading a monstrous amount of data into cache for tracking and other purposes and makes the system unstable by around midday. Going in and manually deleting the cached files is burdensome and sometimes ill-timed when you are typing and the system starts getting sluggish and unstable. (or it cannot save your work).Here is what I've tried:-I run QBOA only in Firefox, which I don't use for anything else.-I set Firefox to clear all cached files and cookies when it is closed to be sure that day-over-day use isn't building up.-I cleared the cache, checked it confirmed it had cleared in "about:cache"-I logged back into QBOA fresh and then checked cache again. It is putting enormous amounts of data into cache immediately at logging in and bogs down the system rapidly as it adds more and more tracking data while in use.So, because I don't have hour
QuickBooks is breaking up the New Mexico Tax into State Tax, County Tax, and City Tax. When I pay sales tax in NM the entire rate goes to the ONE specific tax location, it is not broken up into three, which means the sales tax report it worthless when trying to calculate and pay my sales taxes. Also, QuickBooks never pulls a straight county tax, so it appears it only pulls on the zip code which pulls the higher city tax rate, however, most of our work is in rural county tax code areas. Does this mean that I need to do my NM sales tax manually and enter and correct my own rates? Is QuickBooks going to fix this issue for the State of NM for their automated tax rates?
Good Morning, I am using the “bulk enter transactions” feature to enter bills, and using the class column to apply them to a class. However, the class is only being applied to the account line item and not the whole transaction. Therefore, when I run reports and filter using class it’s not pulling up. Is there a way to get the class to apply to the whole transaction in bulk entry?
HI! I currently work in QB Desktop and have a question about accessing finance charges. If a customer goes beyond the grace period is a finance charge invoice automatically created by QB's or do I have to go into access finance charges each time? We are looking for an automated process of sending finance charges each month. For example, a customer is now 70 days past due and the grace period is 30 days from due date which is due upon receipt. Will a finance charge invoice auto generate for the 2nd 30 days past due? Thank you in advance for the support!!!
QBO will no longer load (as of this morning) on FireFox [latest version]. It gets stuck with the 4 spinning dots at the main web portal page: https://qbo.intuit.com/app/ Support also won't work correct since it requires login, which won't work on FF. Works normally on Chrome, so we know it's not a total outage, but rather some kind of update that killed the app for FireFox. We've done all the usual troubleshooting (cleared cache, cookies, etc.) to no avail... Any ideas on why this won't load any more, or anyone else seeing this or can verify? Also seeing auth issues trying to post to support from FF, see attached. Makes me think that something with a security cookie isn't responding correctly on FireFox browsers anymore. Thanks!
There's a reminder to "Open Online backup" that I cannot get to go away. I've tried opening it, opening it and backing up, turning it off to no avail. Please help.
Spring is the perfect time to refresh, and that shouldn't stop at your home or office. This year, take control of your finances with a thorough QuickBooks spring clean. Dive into your account settings, streamline your customer and vendor lists, and ensure your books are pristine. Eliminate clutter and gain clarity by following our comprehensive checklist in the latest episode of The Answer Room. To stay up to date on all of our live events, or to connect with our social support channels, find us on social via the links below. Instagram Facebook X Threads
In desktop, you could go to a Customer and all their invoices would be listed in a side bar, you could just click in the sidebar and go from one invoice to the next. In QBO, is there a way to do this? There are the left and right arrows on either side of the invoice number, but when you click one, it goes to the next numerical invoice, not the next invoice for that particular customer. I frequently need to access previous invoices and it's such a pain finding that ONE invoice in a sea of invoices. Search function is absolutely useless, it hardly ever finds what I am looking for.
I like to produce certain reports for our owners and am looking to produce a budget report for 2024 by using an "expenses by vendor" report as a reference, but it will not let me filter it by class. Having multiple locations, I need to separate the expenses by location. I use a "separate by class" system to do this. I have been able to apply a filter to almost all our reports so we can see what location is doing what until now. I would like a report to show me expenses only by "class" (location) for the year. Anyone have any other report recommendations on a report that will help me where I will be able to separate the expenses for each specific class for the year?Worse case scenario, I'll have to take the info off the P&L...................
Quickbooks is not saving invoices. It will let me create customer accounts but I can't save invoices. This is frustrating as we do over hundreds of invoices a week. This is disrupting business. This is not a cache issue or anything they describe, this is on QuickBooks side as we are having its happening on all our computers even employees working from home! We need this fixed ASAP.
Yes, I checked Spam. 2 hours on the phone w/support who wants me to report to the bug team when support has a case number w/all the info.
I need to pay an employee 40 hours PTO not during a regular payroll. Do I just create a check and put in 40 hours PTO? How do I make it so health insurance premiums and 401k are not included in this one time check?
I have been using the Square app for years to import transactions.As of February 1st, the imported transactions all come into QB *without* the sales tax checkbox checked, and the associated sales receipt for the day has a new line item called Sales Tax Item.The byproduct of this is that when I view the Sales Tax report for February, QB thinks my taxable sales are *way lower* than what they actually were. Is this a settings thing? A change on Square's end? A problem with the Square import app? Has anyone else noticed a change in how their Square sales are imported into QB?
I need to access 2024 Expenses that were already posted but cannot adjust the Date Box to give me access to the entire year of 2024. Can you tell me what I have to do to resolve this issue?
