QuickBooks Q&A
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I deleted the app from my phone because it was not functioning correctly. When I went to re-install it I could not find the app in the Apple app store. How do I get the Quickens self employed app?
We are looking for a third party payment option that integrates with QBO. NOT interested in QBs Payments. We want a platform that gives the customers an option to pay online or with a credit card but THEY pay the fee. Anyone have a good experience with any payment platforms?
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A customer payed my invoice but it’s not reflecting in my account
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?
