QuickBooks Q&A
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I'm curious if anyone has implemented the Conductor REST API to integrate with QuickBooks Desktop Enterprise. I am the developer of our in-house CRM and, at the moment, we use a plug-in to integrate the CRM and QuickBooks Desktop Enterprise which is a bit clunky and archaic. I have our CRM integrated with many third-party applications via RESTful APIs and would LOVE to do the same with Quickbooks Desktop Enterprise. Anyone using Conductor? https://conductor.is/
TD Bank has old statements in PDF files and i want to import to my new quickbooks online version.
Currently, I am running a Shopify store. i want to set up accounting software, but I am wondering which one is better to use. but now I am drowning in Excel and wondering where all that money is going. when Excel is confusing, I need real accounting software to keep my tax and bank feeds. Whic is better and cheap, easy to use. I need your help.Thanks in advance.
A rule was added without my knowledge that affected our bank feed and applies to All Accounts (see attached).Where can I find how and when this rule was added?I have searched the Audit Log but do not see any entry.This issue started two days ago but I just caught it today and disabled the rule pending investigation.I am really puzzled as this never happened in the 7 years I have been managing these accounts in QBO..
I have a weekly deduction for one of my employees and he owes $1600 but it will continue into next year so I would like to put maximum deduction for entire amount rather then annual amount? I was hoping I could just set it and not worry about it again.
Hi, I am new to quickbooks and having some troubles - we have about 50,000 under "unspecified" and that really isn't helping me to keep track of our costs. I have added the class to these transactions, and made sure I am running the report under "classes" and the costs are still showing under "unspecified." Please help. I have attached a photo to show the class being there, but this expense is still showing as unspecified. I really want to have an accurate amount under each class to know how much we are spending and having 50,000 under unspecified really doesn't help.. Thank you in advance!
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I have an employee claiming they haven't received any commissions that we paid via direct deposit in 2025 (they previously received commissions in 2024 though). Is this possible? I confirmed the following:They are receiving regular biweekly payroll direct depositsConfirmed their commission paystubs show a net amount to be deposited, not zeroed out due to tax or other withholdings. Employee can also see these paystubs online to confirmI have not changed their bank information in QuickbooksQuickbooks shows all of their direct deposits as "processed" - none have been rejected or deposited back to our corporate bank account Not sure what else to check. I suggested the employee reach out to their bank for more information but have not heard back yet. I'm not convinced this is an error on our (or Quickbooks') part but just wanted to see if anyone has had this problem before.
In Q4 of 2024 we migrated our company from QBDT (including Desktop Payroll) to QBO Advanced, where we are using the bookkeeping, Payroll Elite, QB Time Classic, and Live Expert Assisted products/services. In our business, we have employees whose duties shift across multiple Workers Compensation class codes. In QBDT, we were able to track this when we entered employees' time into QBDT. Now that we are in QBO, it appears we no longer have this capability -- to assign Workers Compensation class codes as we enter their hours into QB Time to produce verifiable time records for Workers Comp insurance. Has anyone else in the Community found this to be true? Or, (question for Intuit) which Intuit Support group should I be contacting to get a better understanding on this question, since it involves multiple QB products -- should I be contacting Priority Circle, QB Time, my QB "Account Exec" who upgraded us to the Online products, or some other group? If anyone in the communi
I can’t find my tax form on the website, can someone help? I misplaced the copy QuickBooks mailed to me
syncing vendor credits with bill.com
I have a story to tell and am in need of help resolving the problem.My company was contacted in January regarding options for upgrading our Payroll Subscription. After meeting with a Sales Rep and hearing the offer, benefits and all the bells and whistles, we agreed to upgrade to Payroll Elite (from Core). (We also have a QB Plus subscription) On Jan.9 2025 the Sales person processed our upgrade and charged our CC. During the conversation they indicated that they made an "error" and would be refunding and recharging our account to make the correction. There have been no corrections. Numerous emails (all unanswered) and Numerous phone calls to "Support" "Billing" "Payroll" and "Sales" have been unsuccessful in getting this situation rectified. I was made aware that the Sales person created a "New" Business ID and the money we paid went towards that. However, I am now being told that in order to rectify the situation, we would receive our money back and Not receive the promotion as
I have some old transactions that appear on my bank recon window in Quickbooks desktop. I am trying to figure out the best way to clear these transactions without messing up prior tax years. I have heard some people say journal entries work, does this clear the transaction from the recon? I have also heard that you can void the transaction and Quickbooks will do an automatic journal entry for you. Does anyone know what the journal entry is that it makes? Any suggestions are welcome.
I work for a trade service business. Our technicians are responsible for writing estimates, invoices and collecting payments. They have been equipped with card readers. Currently they cannot use these card readers, as their role no longer has access to the mobile app, and I cannot find an option to allow them access to it or GoPayment.
Hi!While doing taxes for our first year of selling and having inventory, noticed something that I can't quite explain and hoping someone here can shed some light.When I got to Chart of Accounts, and look at my 1450 Inventory Account for Dec 31, 2024, it shows a balance of say $96k. However, my Balance Sheet, for same account and date, only shows like $36k. This is naturally driving me crazy trying to fill out H&R Block Tax software.Thoughts?Thank you!
I would like to import vendor invoices into Quickbooks Online. When I attempt this, I get a message "Import invoices isn't quite ready to support sales tax' 'We're working on it. Support for sales tax will be coming soon'. I do not have sales tax on vendor invoices. How do I disable this so that I can import invoices?
I am watching videos of how to add a user and it says to go to the settings wheel icon and then hit 'Manage Users' but I do not have a 'Manage Users' option
I recently took over the bookkeeping for a small machine shop. They were using Quickbooks desktop, and used it for several years. At the first part of the year we switched to QB online. Now in the CASH account there are several undeposited funds that are showing up, some from a few years ago.and QB is trying to apply the funds as credit. The bank statements confirm the funds have been deposited and the the bank has been reconciled up to date. How do I reflect, remove, delete, or deposit the funds to make my account right?
How do you record a bitcoin purchase as a business investment on quickbooks online? Does the following look correct? 1) Create a bitcoin investment account (asset account)2) Once the purchase shows up on the bank feed, categorize using the account created How do you account for the change in value of the investment? how often do you update it? how do you handle the sale of the investment ? Thank you
I recently joined a new company and was made primary admin of our Intuit account. We have a few Company files, where I need to be made admin. The current Primary admin is trying modify my role to make me the primary, but QB is only allowing me to be the Secondary Admin, when editing my account, there is no option in the drop down to select Primary Admin. This is the cause across all company files. Has anyone run into this issue before? I called Intuit five times and each rep has not been able to help us fix this issue.
