QuickBooks Q&A
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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!
How can I get a report that shows customer payments by product/service for a time period. For example if I want all customer payment by service/product category for October. Not what was billed but what was actually actually collected or paid that time period by product/service category?
Hello, greetings to the community.I am sharing the error I encounter when trying to save an invoice. Step by Step: 1. Create Invoices2. Slect Customers3. Select an estimate to invoice4.Save and New5. Ingnore all (3 windows) Result: Quickbooks is unable to complete this operation and needs to restart. Quickbooks will restart automatically.
Working for a nonprofit with a website that accepts donations from anyone. When receipts come into my quickbooks and are deposited automatically, if the donor isn't on my donor list, QB records as "unspecified donor". I am unable to add the name of the donor for my records. Error message says that you must delete the deposit before you may change the donor. I did that on one deposit and it made my balances incorrect. Any help is appreciated.freda
Our Banking Reconciliation process runs excessively slow in a new test environment. We have found that the issue is only happening when a user accesses the company file over a mapped drive with the FQDN (fully qualified domain name). When mapping a drive with the ip address, the process runs normally. Has anyone experienced this, or a similar issue? Thanks in advance.
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
