QuickBooks Q&A
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I can successfully use Excel to run a report and get data from QBO -- and it's a pretty nice feature. But beyond that, I can't do much with it... and can't find anything in the documentation to help. As usual, "support" is useless... they know how to do as much as I do and have no concept of how spreadsheets work, how companies work, or how people actually use the software. So, here's my SPECIFIC QUESTION: I have a report in QBO called Elk Street Invoices. It is a simple and just shows me all of the invoices for Elk Street. I have Excel connected to that report and it displays all of the relevant data. I save Excel. Three days pass and I want to quickly see if any more invoices have been created for Elk Street... the Excel file has that report so I SHOUDL JUST BE ABLE TO OPEN IT AND SEE THE LATEST DATA. However, that's no how it works... when I open Excel, I have to go through he whole process of re-running the report to extract the lates
I need to send copies of Form W2 and W3 to the SSA for 2020 but they are not in my archive files.
I have a single owner S-Corp that this year has an operating income of $45,000. However, there was also a shareholder distribution of $75,000. My basis starting basis already is 0, so my understanding is that the first $45,000 of the distribution is taken normally, but the remaining $30,000 is in excess of basis and has to be treated as a long-term capital gain. I know that this situation is usually something that people try very hard to avoid and the discussion often more or less ends there. OR, I see discussions of doing things like trying to record it as a loan to the shareholder and other things that to me look like shenanigans. Importantly, when I look at the tax consequences of taking the excess distribution as a long term capital gain, it really is not a significant problem. So, instead of doing something stupid like trying to call this a loan, I’d like to know how to correctly record the distribution in quickbooks and report the gain in
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We are using Quickbooks Pro Plus 2021. We are doing a construction loan. We only take partial draws on the loan. How do I setup QB Loan manager for partial draws?
In the search in QB Online I can no longer put in a check number and it find it. Did some update cause this? I depend on the search
I switched over from desk top to online the old invoices were never marked as paid in quickbooks desktop, can i mark them as paid and back date them to last year so they won't show as open anymore
Hi,I found an error for a contractor after I already submitted my 1099 files electronically via Quickbooks (online) and it was accepted by the IRS. I'm trying to make the correction and follow these instructionshttps://quickbooks.intuit.com/learn-support/en-us/help-article/form-1099-nec/correct-change-1099s-quickbooks/L1Wd3BRXb_US_en_US?uid=m6sfufyp But for me there's only an option to "View" not "Correct"
I have a client who is experiencing random and intermittent startup issues with QuickBooks 2024 on Windows 11 Pro. While his machine was on my bench, I successfully opened up QB almost 2 dozen times over this past weekend with no problem whatsoever. As soon as he got it home and tried to run QB, it froze and eventually popped up this error message. I tried to submit/send the report but of course, that didn't work either. How is this fixed?
We are trying to streamline our bill entry process, and we are looking at uploading the .PDF files of bills from our vendors into QB.So far, we can get them uploaded, but QB does not pull all the data we need (Vendor name, Reference #, Memo) from the uploaded bill. Is there a way to customize (or map) the fields of the uploaded file that QB includes in the bill?
Hello, I have had several error messages in the past few weeks that appear to be unresolvable, even after chatting with a QBO "expert." Just yesterday, after trying to solve an issue involving classes--a feature I've been using for well over 10 years--I was told that no class column in transactions is "how the system is designed." REALLY?! I've wasted far too much time, and it seems a new error message pops up every other day. I don't have any bookkeeping clients at present, and I use QBO to handle my own small-business finances. Can anyone suggest a simple, stress-free method to track income and expenses and be able to sort by class? Thanks in advance.
There is so much in QBO that completely mystifies me... and support is more than useless. They are a time sinkhole where you have to teach them what QBO is and how to use it. Not once has the person in support even known what I am talking about. I used Desktop for ages and I am new to QBO... and completely underwhelmed by how bad it is at nearly everything. Some of that is growing pains... but a lot is just 80% of functionality implemented by Intuit. Today's problem is Recurring Transactions... do they actually work for anyone. I know a moderator will get on here and point me to the online articles about Recurring Transactions... please don't. Those articles assume the software works, or reference features that no longer exist. The articles are of no help whatsoever. Let's take a prepaid expense. I p[ay for insurance today for $1200 as a prepaid expense. Now, I need to enter a transaction every month for $100 to
QuickBooks accepted payments from 3 of my customers in June 2021 totaling $26,000 and then closed the account "you account has been closed as a business decision and the funds will remain on hold for 270 or your customer can dispute". This is unacceptable. I have called numerous times and just get pushed around to noone taking accountability. My attorney has initiated a law suit. I'm reaching out to see if anyone else is experiencing this issue?
There are a total of six 1099-NEC's that need to be corrected but only 3 vendors. (3 different QuickBooks companies)
OMG After the latest upgrade many of our memorized reports either vanished or opens a completely different report! I followed the guidance from QB to fix and after relocating the corrupt reports I started a new report group and recreated 6 reports. They are fine on my desktop but other users are not getting the new rebuilt reports? One user opens the report and it contains a column that is not even in the column listing??? What is happening?
I linked my bank account to QBO, and the mess of imported transactions turned into a whole mess to match. I decided to unlink the account following the QBO instructions, but as a result, all of those imported bank transactions have been turned into expenses, no longer connected to any bills or journal entries. How do I revert back to pre-bank import? Restoring to a pre-bank link date left the transactions as expenses too.
Why cant I delete a company from my user login account
I ran the profit & Loss budget vs actual report. the budget column s/b zero and the % of budget should be100.0 %. The summary of income is a negative. The amounts keyed in my first column for the expenses are showing in the budget column. Any suggestions.
Is there a way to run payroll reports by an Employee's department or title, as found in Employee Center > Edit > Employment Info > Job Details?We'd like to summarize payroll based on some of these demographics, but can't seem to tie it together.
mileage tracking in QB Time
