QuickBooks Q&A
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1. Automatically reconcile all QBO transactions with Bank Statement PDFs.2. Transaction Memo Generator (which can also email you if it needs more context).3. Detecting QB Bank Feed Errors and Fixing it automatically.4. Automated 1099 ComplianceWhich One?
I use Quickbooks Desktop. I sent out several invoices recently, some of which have been paid, and some of which are still outstanding. Unfortunately, some of the data on my QBs was lost when I changed to a new computer. I no longer have access to this local data. When I went into QBs, all the clients who have paid showed a negative receivable (they had a payment credit but there was no invoice stored locally to offset that credit). For those clients who had paid but for whom there was not a local copy of the invoice, I just created a new invoice for them (a different invoice number than the original). When I did this, QBs asked me if I wanted to apply their existing payment credit to the new invoice that I created, and I said, "Yes." The result was that the negative receivable went away, the new invoice that I created shows as "Paid," and when I click on the link sent to the client to pay the old invoice, it remains as "Paid." I think this is the correct way to handle i
Hello, I use Projects very heavily... however, I was using Classes incorrectly and need to update the past 5 years... I would like to reclassify but for some reason, when I filter with customer/vendor, none of my expenses that i have categorized as labor or material are showing up. I ONLY see Journal entries, deposits, etc. If i remove the customer/vendor filter, they all show up. I need to reclassify batches based on the customer/vendor, so I NEED this to work... why is this happening? HELP!!!
How can I set up Credit customer for customer?Can I set up different limit for each customer? Pleae let me know process to set up credit limit for customers
I just finish migrating desk top to online. every thing looks ok. except that when I went to do my payroll for the first time the YTD Hourly Amount is showing on the sick day row and non of the holiday previously paid is showing neither the sick day paid
That I can import Customer and have it linked to Parent Customer at same time, instead of having to manually go into each Customer and edit the Parent Customer.
Hi! I have a client that owns a restaurant and still hand writes all of their check payments to vendors. I am linked to their bank, however it's a small credit union that combines their main account and payroll account together on the statements. The checks written do not show the vendor and the majority of electronic payments do not match up to QuickBooks vendors. Currently, I download the bank statement, convert it to excel, go into the bank and view the checks one-by-one, then manually enter all of the vendor names after looking each one up. I have a formula that matches the vendor name and enters the QB account into the spreadsheet. Lastly, I do a bulk transaction upload. This takes a very long time. Does anyone have a suggestion of a more efficient way to do this? Is there a third party app or anyway for the client to send a picture of the check and QB will upload and record it? I appreciate any suggestions! Thanks! &nbs
I desperately need help with emailing invoices from Quickbooks. I have been doing it with no problem for years, and suddenly last week when I tried to email a customer their invoice, after I was prompted to input my password, a notification popped up saying "Quickbooks is unable to send your emails." I have tried troubleshooting with no success. I ensured that my password was correct, I updated quickbooks, I checked in send forms to make sure my email settings were correct, and i uninstalled/reinstalled quickbooks. Please help! If I can't email invoices I can't bill the majority of my customers.
I currently have Desktop QuickBooks Pro 2011 and I would like to upgrade to Desktop QuickBooks premier 2021 and put it on my computer that currently runs Windows 11, so how can I go about doing this without having any issues?
I received a very disturbing email from QuickBooks "Mineral" it said "Are we permitted to ask applicants about their immigration status?" Their email states no, which is INCORRECT!! You absolutely need to make sure an employee is permitted to work! You can be fined and receive serious legal consequences for not asking for an applicant's tax identification and work permit status!!! You can't even file a W2 or 1099 without asking status. This is not a political issue, everyone in the business knows what is required to hire someone! A natural born citizen has tax identification and immigrant of any status receives a temporary work permit which is REQUIRED BY LAW!! You cannot legally pay anyone without their tax identification and work permit status! Shame on Intuit QuickBooks! You should not give out false information.
Hi, I would like to print out my estimates/invoices to show the bundled items. When I print estimates now, it just shows what the bundle is but it hides the contents of the bundle. how do I print an estimate to show the bundle and its contents for my team to assemble the correct bundle? Thank you
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Hello! This past week, a saved version of our P&L suddenly changed. For years, when I opened this memorized report, my expand/collapse settings would be remembered. Now the report opens with everything collapsed and I have to manually return it to my preferred settings. I tried re-memorizing, but it does nothing. Hope you can help!Thank you,Nadine
I am STILL not getting transactions imported from my bank account. The last successful update was November 8. Is it me, or should a company like Intuit be able to solve a software glitch sooner than OVER A MONTH?? When I go into Transactions > Bank Transactions > Update it appears to update, but no transactions are displayed and it doesn't list anything for review. The balance appears to update, but no transactions. I get a but green circle with a white checkmark telling me I'm up to date, but I'm not. I have not had a transaction imported into QBO since the beginning of November. Quickbooks acknowledges this issue and says they are working on it. Over a month! Is anyone else still having this issue and does anyone know what is going on with this?
Hello, We noticed several weeks ago that our attachments (all attachments to bills/invoices/vendor profiles etc.) no longer will open in the QBO App. We get an window that pops up and says the following (note i removed some of the coding brackets so this would post)... "This XML file does not appear to have any style information associated with it. The document tree is shown below. DocumentErrorResponse xmlns="http://schema.intuit.com/platform/document/v2"codeINVALID_AUTHORIZATION/codetypeCLIENT/typemessageAuthorization header is missing/message/DocumentErrorResponse" We assumed it was some sort of bug from an update but it has been several weeks and not corrected itself. Can you help with how to fix this? The attachments seem to open in the browser web based QBO, but not in the APP which we all use.
Hi, For unknown reasons, we are still on the 2016 edition. I know. Ridiculous. Anyway, I recorded a donation (sales receipt) in January. I refunded the credit card for the transaction and need to record the refund. Having some trouble since I can't find instructions. They probably don't exist anymore since we're using a decade-old software. Please advise. Thanks, Mikah
Part-time employee, married filing jointly, not head of household, 3 child deductions is not not getting federal tax deductions. She wants them. What needs to be changed in the system to do this?
After applying payment to an Invoice, I had additional charges before invoicing for the final job. The Invoice updates the total, but does not update the balance due after adding additional charges. It seems to keep the prior balance due before the additional item was added. What am I doing wrong?
I am seeing an issue with multiple customers where their account balances/transactions are not updating after selecting Update within the app. When Update is clicked (or if it starts to auto-update), the end user receives the access code email although nothing is presented. When the update stops and the Verify info prompt comes up and they select it, a second access code email is received. The second code email allows them to run the update. After the update is finished, the account transaction data does NOT update and if the user clicks Update once more the same process occurs in a loop. I tested this with our test profile and come across the same exact issue. This issue started to occur this week. Has anyone else see this?
If an employer is supposed to report SS & Medicare Taxes that were withheld from an employee by a Third-Party for short-term disability sick pay, but aren't actually supposed to withhold those taxes because the Third-Party withheld them, how is that addressed on an employee's paycheck? QB will not allow to withhold only the Employer portion of SS & Medicare taxes without withholding the Employee portion as well when posting the Third-Party Sick Pay to an employee's record. How am I supposed to ensure an Employee's W-2 is correct if I'm not supposed to deduct Employee SS & Medicare taxes from Sick Pay but it's supposed to reflect on their W-2?Can this be addressed through a liability adjustment versus a payroll item or does Third-Party Sick Pay have to be posted within an Employee's "Paycheck"? I hope I'm making sense.
I have seen discussions about not being able to change the number of decimal places in QB Online reports, but have not see this particular issue be raised. For any report that has a % CHANGE column, the percent is set to two decimal places. It would be nice to change that. However, even more important is the fact that the result displayed is not the actual two decimal places, but rather two zeroes. For example, a Current vs. Prior report shows CY=$279 and PY=$162. The actual percent change to two decimal places is 72.22%; however, the result displayed in the % CHANGE column is 72.00%. This is wrong, as it is claiming precision to two decimal places (does anyone remember learning significant digits in their high school chemistry class?), but only displaying the result to the nearest rounded integer. So, QB should either allow us to change the number of decimal places to zero or fix the arithmetic so that the proper answer shows in that column.
We have multiple real estate offices overseen by a main office. To track expenses, we set up each office as a separate "class". Is there a more effective way to do this and is anyone else in the RE business with multiple locations able to provide some insight? Thanking any and all for your help!
