QuickBooks Q&A
Recently active
Original commenter did not share additional details
I have to scroll down to the bottom as I process a payment and open up another menu to select my bank account because it defaults to undeposited funds. Easy to forget, makes a big mess. Can I change this to default to my bank account?
Currently the verification code is sent to my phone. My co-worker needs to be able to receive a verification code when using Bill Pay when I am out of the office. How do I add a number, or change it to our shared email?
Hello all, I'm very new to Quickbooks, and so this may be something simple I'm missing but I can't, for the life of me, figure out what's happening here or why. Little bit of context: we do all of our project mangement (estimates, invoices, POs, COs, etc., etc.) outside of QBO via a software called Houzz which is geared more towards construction/remodel project management and fits our needs better. I do not have Houzz integrated with QBO as Houzz was wanting me to disable several settings in QBO that have been enabled and in use (this is a whole nother topic I don't want to get into). So, our workflow looks like this:Create Invoice in Houzz>Send to client>Client pays via check>Mark as paid in Houzz>Deposit said check into our bank account (which is linked with QBO). I then will go into QBO and got to Bank Transactions>Locate deposit under the "For Review" tab>Add the important details (Invoice #, assign to customer/project, etc.)>Then click "Add". I only
cancel a payroll submission
All the deposits show up on my reconciliation, but on the payments side, it doesnt show any of the money that paid out of the account for expenses. I can pull up all my expenses in quickbooks, but they are not showing up on the reconciliation.
I've just upgraded to QB2024. I've always found useful a window like that attached, but able to select a single client, rather than all of AR. Any suggestions?
We utilize tracking time in another software for project management and for accounting purposes add the employee time simply for profit / loss purposes. Employees that are hourly their time by project is added before we run payroll, but for exempt employees this is not so. As they are paid on specific dates each month and we have not closed out the dates before we run payroll. I can gang upload the time by employee, client and project - but it will be after the fact and I believe mess with approvals / time off, etc. Any suggestions from others?
When reviewing transactions I see a cleared check presented with options to match it either to the check record OR the journal entry. How can I ensure that the transaction is connected to the appropriate check number AND the journal entry balance is marked paid?
Is there a way to establish direct connect with our Wells Fargo Vantage accounts? When I navigate to bank feeds and select Wells Fargo Vantage, the only option I'm presented with is manually import transactions.
Is there a different report I should run? I've tried multiple reports and spreadsheets and I can't seem to get the calculations to match.
why do all my credit card sub-accounts show the total balance I see the recommendation is to only reconcile the parent - what if I've previously reconciled individual cards?
We have 2 employees who are owners and have the additional pay type "S-Corp Owners Health Insurance" on and it's populated with our monthly health insurance premium for our monthly payroll. In the PL report this expense show up under Company Contributions -> Health Insurance as Payroll Check transaction type in the Payroll Expenses:Company Contribution:Health Insurance account. It also shows up Payroll Expenses -> Wages as Payroll Check transaction type in Payroll Expenses:Wages with the Memo "S-Corp Health Insurance - Company Contribution" account. Why are there 2 entries for the same expense? How can this be fixed? Thanks.
I file as an S Corp. There are 2 owner-employees and 1 salaried employee paid bi-monthly on the 20th (Day 1-15) and 5th (Previous month Day 16-End of Month). Employer pays half of the employees health insurance (my accountant said it's easier not to account for the half paid by owner-employees paycheck, IE no deductions/contributions on owner-employees' payroll). I pay for health insurance on the 1st. Employees first payroll for a pay period in that month is on the 20th, which there is an Employee Deduction for half of insurance and a Company Contribution for the other half. On the 5th of the following month, the remaining balances are paid with the payroll for the 2nd half of the previous month. My P&L current shows the full health insurance premium debit (the actual expense from bank account) under a Health Insurance account. Then under Payroll Expenses, there is a duplicate debit for health insurance (the Company Contribution form payroll). My Ba
I have a recurring issue on a few accounts that have to do with how the AR was originally journalized back in 2015. I have transactions within a customer that net to $0, however I don't know how to clear them so they disappear from the report. The only complexity here is that there are journal entries involved. I know how to clear invoices/payments with discounts and credits, but I don't know how to clear the below. Again, the accounting impact is $0, but it makes the detailed reports messy/conviluted.How do I clear for good? THanks,
Just got an email from Intuit about the pricing changes. It sounded as if they are going to start charging for using payroll with Enterprise Gold. Am I reading this right? October 1, 2025QuickBooks Desktop Accountant, ProAdvisor Premier Bundle, and ProAdvisor Enterprise Bundle for all subscriptions QuickBooks Enterprise QuickBooks Enterprise GoldQuickBooks Enterprise PlatinumQuickBooks Enterprise Diamond Accounting No changeNo changeNo change Payroll:Current per-employee fees for Payroll nonenone$1.50/per employee/ per pay period Payroll: New per-employee fees for Payroll Per employee (EE) fees for Gold and Platinum SKUs are applied at each level and discounted as the number of employees paid increases. e.g. For 15 EEs, the first 9 will be priced at $3/EE/month, the next 6 will be priced at $2.50/EE/month.First EEs 1-9: $3/EE/monthEEs 10-29: $2.50/EE/monthEEs 30-99: $1.50/EE/monthEEs 100-219: $1.00/EE/monthEEs 220+:
Version Mac OB 20212 days ago when I opened QB the admin login appeared, not problem.This morning when I went to open QB the admin login did not pop-up and I cannot open any of the company files.The message I receive is "QBooks 2021 is marked read only.."Anyone know what happened and how to fix?Thanks.
