QuickBooks Q&A
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When I run a transaction report by class, various invoices will show a different amount paid than the original amount, except the whole invoice was paid. How do I correct this? Example: Our February health insurance bill was $8,469.62 total. We charged $2,065.64 to Class A. We paid total the bill on April 11th. When I run my report, it shows the bill twice, with $2,065.64 under Original Amount, but under Paid Amount, it shows $245.81 and $9.77. I don't understand why, because the bill was paid in full with a single check. It wasn't partially paid. This happens typically with our health and life insurance bills, but also other vendors. The report is ran on a cash basis.
Freezing up. wait or close message after latest update.
I would like to start a first time Bank Reconciliation on an checking account that has been established since 2011. I want to start reconciliation on 01/01/2024 to current. How do I get an open balance to match my open balance on my Bank statement? I will also be doing this for a credit card statement reconciliation. I want to start on 01/01/2024. How do I corrrect the opening balance to start? I am using Intuit Quickbooks Enterprise Solutions 24.0 I do not want to do any prior reconciliation before 01/01/2024
Trying to download 3 transactions from 3/3/2025.When I select download, it says no new transactions, but the transactions are not in my register. Please advise. Running QB Desktop Pro.
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We had someone use one of a cards to purchase something. it was fraud and we got the credit back. Just wonder how this is usually accounted for. What GL do you put the expense in (the one the expense would normally be for?). and then when we get the money back, we do a deposit int the reverse?
Is there a way to automate a line item entry into each invoice? I am trying to add a line to each invoice that shows a credit card convenience fee without having to manually add to each invoice.
Hello I'm new to quickbooks and use it for our business. Our company is not US based, reason why we set it for our needs.A problem we face is that, since taxes are a percentage, all calculations end up with decimal values which we need to roundup to the absolute value of the transaction.Is there a way we can set that up?In advance, thanks a lot!!!aB
Why is my intuit account on hold
I have been locked out of QuickBooks payroll for last 5 days due to technical issues with QB back end software issues (I was told such). I get following message when trying to update my payment information. Not able to run any payroll for my clients due to such issues.... Has any one experienced this????? "Unable to process your request at this time. Please sign out and try again later. If the issue persists, please contact support and reference this message. (Error code: SERVER_COMMUNICATION_ERROR, type: SYSTEM_ERROR)"
During migration from paycom to QBO I had an employee who completed working for me in 2023, but his paycheck was received in 2024. I am locked out of Paycom so I cannot retrieve his profile info. I am in contact with him and I do have his SSN & an old mailing address. He will not provide DOB, current mailing address, and another form of ID like TDL and exp date. It seem s QBO PTO will not proceed without his information. What can I do? I have many employees waiting on their corrected 2024 W2.
I need to customize a template. I need to itemize out products and services, and also provide a LENGTHY explanation of work done. The two lines in the notes field is nowhere sufficient enough. I need a paragraph box, at least. How can I customize the template?
I have QuickBooks desktop. I went to reconcile my statement today and found that somehow QuickBooks has undone the last 6 years of reconciliation's. Now I am about 6 months behind in this task due to having to work in the restaurant instead of the office but I know for certain i have reconciled my QuickBooks every year as I can't send my accountant his copy until this is done. I talked to the support team and they have no idea what to do or how to fix this! Has anyone dealt with this before? We did have to merge my register a few months back because my bank switched to a new online service and QB automatically made a new register the first time I tried to use bank feed. Help Please
I'm trying to match the budget on Quickbooks to the terms we now use on our Excel-based working budget.
I showed an invoice paid. It is not paid.
We have a small engineering practice and use QuickBooks Online for general accounting and invoicing. Most of our projects are either fixed fee or are billed hourly with a fixed maximum fee. Is it possible to enter the fee into QuickBooks as a data field as opposed to simply adding as a note for the project? We want to be able to (quickly) check status of open projects to see how much fee remains to be invoiced on each one. It would be ideal if we could generate a report showing status of all projects. Is this possible? We are a small firm but do about 350 projects a year and at any give time may have 100-200 projects which are open, so manually checking the notes on each project is very time consuming. Thanks in advance!
I manage very few credit card transactions and they are all handled exclusively through QB Payments with no website e-commerce. QB is trying to tell me that I'm not PCI compliant and they want me pay SecurityMetrics to verify my compliance, but the PCI website says I can self-assess using SAQ-A and an AOC. I don't know how to submit this to QB without using the 3rd party. The QB TOS do not mention anything about verification or certification. They just list the actual 12 requirements that constitute PCI compliance, all of which I meet or are N/A. Frankly, this all feels quite scammy?
I transferred funds between 2 bank accounts using a check and a deposit transaction. These transactions show up as income and expenses on the P&L. I would like these to come off the P&L as they are not income and expenses. I know I can do this using Transfer Funds but a check was physically written and a deposit made at the bank, so how can I record this without deleting the check and deposit and also not recording as income and expense?
I was excited to see that there's now the ability to send a bill payment stub with bills paid. However, the standard template doesn't meet our needs and I need to customize the form. The bill payment stub template doesn't have buttons for Additional Customization or Layout Designer so I'm unable to make changes to the template.Please help.
How do I set up for electronic filing but sending paper check for payment
I've spent the better part of today diagnosing this issue. This has something to do with Quickbooks (I've tested this issue on QB 2022, 2023, and 2024) and our company file. When I go to generate an invoice that has billable items (time or expenses), and I click "Create Invoice" there is a delay that wasn't there when running on Sonoma (and I have also tested this with the same company file on an older macbook pro running Sonoma 14.7.1). However, the bigger issue is that when clicking ok on the "Choose Billable Time and Costs" dialog (regardless of whether anything is chosen) results in a "spinning beach ball" for about 25-30 seconds. There is no difference if any billable time or expenses are selected. Then, when I go to email the invoice, I hear the "cha ching" (as though the invoice was created/added) but then it says "The Operation Could Not Be Completed" and the invoice is not actually created. It seems like it may have something to do with the Quickbooks Payments functionality, b
Is it possible to match a credit card transaction to a po through bank feeds?
