QuickBooks Q&A
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Hi, I have an account with a vendor that holds a balance once I receive refunds or other credits from them. I can either use this balance to make purchases or transfer it to my PayPal account which I have set up with QBO. I have a few transactions in my vendor and PayPal accounts where I've received credit from the vendor and transferred it to my PayPal account. Matching transactions are on both sides. The transactions are categorized when they are initially credited to me on the vendor side. How do I account for this? All I need to do is make a transfer of any remaining credit in my vendor account to my PayPal account.
Hello everyone!I need your help in order to record some transactions. I am a bookkeeper for a coffee shop that has 4 locations and I don't know how to record some things:1. I have some payments made to a credit card that I DO have in QuickBooks, but the bank account where the payments are coming from are missing. Under which account could I register these payments? 2. The cafeteria had an accident at one of its locations and the insurance company deposited some money with us. Under which account do I register this income? 3. We use an app called Dripos (which is like Square) and by mistake it deposited money for product sales that corresponds to another of our locations, so we transfer it to the bank account of the corresponding location. Can I register these transfers as “Dripos Income” so that the number stays at $0? 4. The owner transferred money from the coffee shop business account to his personal account to pay the credit card, but he made a mistake and the amount
So, I just converted over to Online from Desktop. The layout for Customers and Jobs is completely different in Online compared to Desktop. When I generate an invoice the Bill To box, shows the Job name, and then the customers information and address. I want just the name and address of the customer in the Bill To. Is there a way to remove the Job name from this box. I have looked everywhere. When I edit the customer the Job Name is in the "Customer Display Name" , why is this, it's not the Customers name, it's the job that was in Desktop? Does Online not work well with Customers and Jobs like Desktop did? See the first picture. Kitchen Cabinets was the job under the Customer in Desktop.
We have QuickBooks automatically calculate and add late fees, however when it does, it automatically checks off the sales tax box, even when the service it is being applied to is non-taxable or the customer is marked as sales tax exempt.
Want to run a report showing monies spent with vendors, with totals by vendor for this fiscal year.Seems that when I do a search, the answer always applies to QBO, not desktop.TIA for any help!
Hello all. I have the following problem. My product has a long production time (2-3 weeks). But we demand upfront payment or 50% deposit from our clients. That means I receive a lot of payments on my bank account, which i need to book as current liabilities and then once the product is delivered to the client I create the invoice (dated on the delivery date) in order to record the revenue once the service has been rendered. But since qbo always takes the invoice creation date as the revenue recognition date, that also means I cannot really create invoices for my customers without correcting the invoice date once the order has been fulfilled. Does anyone have an easier work around to this? Thanks so much
Within the RECEIVE PAYMENTS window the actual open invoices to pay show extremely faint. For my life I can't find how to make them appear as everything else - darker. For my kingdom, please tell me where the preference is to increase the darkness. I appreciate your assistance in advance. I have a screenshot, although there's a window below this box that reads "You must be signed in to add attachments", I'm signed in but it won't allow me to add the file. Thanks,
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I need to edit a packing slip. Is there a way to add the SKU to the packing slip or add or remove other information? Really need this feature if not. Packing slip currently offers very little information and includes shipping charges as a line item.
Hello, I am trying to export a customer detail list based upon a specific product. I've tried to create a report with no success. I'm hoping that someone smarter than me can show me the way. Thank you. Thomas I need: Date Range 2022-today Product is "XXX" Company name Contact Name Email address Mailing Address
Created invoice online on desktop for $300. Customer shows they have open balance of 300 on mobile app for Android, but the invoice doesn't show under customer details, previous invoices do.
My transactions have not synced to my quickbook account since July.
I was trying to edit the policies I created, but now I just made a bunch of messed up policies and I cannot delete the old/bad ones.
[I've been using QuickBooks Online extensively to manage our company's payroll and have generally been pleased with its functionality and reliability. However, I've encountered a significant issue that I hope to find guidance on here.Recently, we decided to enhance our employees' retirement options by encouraging them to enroll in a Roth SIMPLE IRA, spurred by the enhancements of the SECURE Act 2.0. Unfortunately, when we tried to set up the necessary payroll deductions in QuickBooks, I was surprised to find that the platform does not yet support Roth SIMPLE IRA deductions.This lack of support complicates our payroll process and affects our operational efficiency. It also impacts our employees' trust in us to effectively manage their benefits. As we all know, retirement planning is evolving rapidly, with significant changes like automatic enrollment features expected in the upcoming SECURE Act 3.0. Timely updates in QuickBooks are more crucial than ever.I'm reaching out to see if anyon
We have been using a third bedroom as the home office.We will be framing in a new office in an unfinished basement for the business. I know repairs to a home office that apply to just that office are deductible. Would this be deductible like a repair to an existing office?
I am writing to request a detail of filing a W-2 C and W-3 C for the year 2023 and also I didn't run my payroll on QuickBooks any product the payroll run on a payroll service provide (ADP) so can I able to buy specific subscription of QuickBooks to just file W-2 C and W-3 C for the year 2023?
I am having an issue where my sales are not showing on my revenue account. If i pull up my sales report, they are higher than my Revenue account on the P&L. I pinpointed the issue - some items are posting to the COGS account instead of revenue and I cannot seem to fix it. This is the invoice, line item #1 incorrectly posts to COGS while line item #2 correctly posts to Revenue. This is the transaction journal where you can see how they post. Now, here is the product from #1 and how it is set up correctly in QBO products and services.
When I enter in the login information on both bank accounts on file, it says "Looks like the connection to (bank name) isn't available right now. Try again in a few hours. (4000)".
Want to go back to my lifetime license on Desktop 2020 instead of my subscription on Desktop 2024. I installed Desktop 2020 on different PC with and activated new install with old license. No problem. Transferred company QBB files (which were backed up from Desktop 2024) to new the PC downloads folder but when I attempt to use QB 2020 to "restore back up of company file", it doesn't even recognize that there are any QBB files in the folder where they are. I attempted also copy the actual QBW file to the new PC and simply open the company but again it doesn't even "see" the file.I assume when 2024 "rebuilds" the company file it changes it so 2020 doesn't recognize it anymore???How to I migrate the company files back to 2020?
Most of my memorized reports have glitches since the last QB Update. I have had to delete and remake them which is frustrating. The one I am struggling with is the pending sales report. the default report is blank! When I removed some of the filters (posted only, summary only) I end up with a report that shows vendor payments, inventory adjustments, journal entries, etc. I need to submit this next week and need help. I tried some other reports and filters for estimates only but also ran into a brick wall!
How can I get the system to allow the catchup contribution as well as a company contribution for an employees end of the year check?
How to add product category in QuickBooks Online? I have more than 200 products in QBO, and I need to add/update the category, is there a quicker way to do it?
I recently did a batch invoice download where I invoiced 15 customers at once. It saved a lot of time. The one massive issue that I realized after I had the invoices created was that they were uploaded on the "modern" invoice design that Quickbooks created. They didn't upload to the template I created and use for invoicing. This template is my "default" and will be used every time I create a single invoice but it isn't used when using batch invoicing. Is there a way to get the custom invoice template for Batch Invoicing? Or is there a way to change the "modern invoice" that Quickbooks created and put as their invoice and change it to the exact version I want to use. Either way would help with this very valuable Batch Invoicing system. I hope this makes sense!
