QuickBooks Q&A

Hello! For multiple clients, I have received a live file directly from QuickBooks Desktop despite the clients sending them via the proper path. For reference, the path used was Send Company File -> Accountants Copy -> Remove Restrictions and Send to Accountant. Both times, I guided my client through the process and both times I received a live file instead of an Accountants Copy. Why is this happening? How do I fix it? For reference, this has happened twice, but all my other clients I've received the proper file when I guide them through sending an accountants copy. 

I can't find any way to unsubscribe from community updates. I still want to receive the product emails I've been receiving before joining the community. I just do not want to be inundated with every comment, like, badge, etc. Is there a way to stop those emails? 

We installed the lastest update V34.0DR13 dated 02/21/2025We are noticing an error on several reports.We printed an employee report with the following criteria DATENUMSOURCE NAMESSN/TAXIDPAYROLL ITEMAMOUNT CALCULATED AMOUNT. Everything looks good visually on the screen but when you print the report The only thing that prints isNumdate Source name -is blank everything else is moved over a column and the amount is not printing at all.  It's not on a separate page.you can change to protrait mode. Now we put this in excel and you will notice that the source name is move over under ssn/tax id.  And everything is moved over a column.   

For some reason shogo has quit syncing with my POS CoreStore. 

Last we we got a notice that there was an update for our QB. We did the update and today found out while doing payroll that since the update our memorized payroll reports no longer reflect what we need. The computer that has not been updated yet still has the reports right. is this a known issue?

Good morning,A loan that was registered through Loan Manager was being paid in monthly installments through Loan Manager, and everything was in order. However, the situation changed this January when the total payment was made. The person who made the full payment did not process it through Loan Manager but instead made it directly to the account. As a result, the balance was not deducted in Loan Manager, and when checking the balance there, it still shows an outstanding amount.How can I settle this balance and remove it from Loan Manager without affecting my accounting records?Could someone please assist me? I would appreciate your assistance. I am using QuickBooks Desktop 2021.

Is there any way to get a report in QB Desktop Enterprise that either lists the checks for a date range that includes the Bills that they paid?Or conversely, a report that lists all the bills in a date range and the check number that paid it?If not in QB, any suggestions on 2 reports to export to Excel that I can use a VLookup formula to match up the bills & checks?

Good afternoon, I have noticed that my employees' W-2 forms are missing the state employer ID number on box 15 . Could you please advise me on how to rectify this issue as soon as possible?Thank you

Is there a standard or custom Transaction List by Vendor Report, that shows subtotals by vendors?Many thanks for your look-see here. 

My Icon Bar automatically keeps changing to left icon bar.I prefer to have the top icon bar.Ever since I updated my Quickbooks Premier Plus to 2024, the icon bar keeps reverting to left icon bar.I keep changing it to top icon bar.I'm the only one that is regularly using Quickbooks on this computer, so I know it is not someone else reverting it to left icon bar.It happens when Quickbooks is either minimized or while the computer is in sleep mode.Is anyone else having this issue?

I am trying to understand the disposal process within Fixed Asset Manager (FAM). I have a truck that needs to be disposed of and removed from our books.  I take the steps to dispose of the asset within FAM and save. However, the asset is still appearing in FAM as well as our Fixed asset list and on our books within QB.  Am I missing a step or does FAM does not update the actual QB file? I know the sync, just confused as to what other steps I would need to take!

I have a client who uses QuickBooks online for payroll. There were some issues earlier in the year that had to be corrected by filing Amended 941s. We filed the W-3 and W-2s directly with the SSA to make sure the amounts were correct. However, Online QuickBooks shows the W-3/W-2 task as open, forms needed to be e-filed. Is there a way I can mark this task completed so it does not keep popping up? Thanks in advance. 

I set up the Maine PMFL with the incorrect number of employees. 1 checked 1-14, it needs to be 15 or more but I can't see how to change it. I have not issued any paychecks yet this year. Thanks.

I have printed our Physical Inventory Worksheets and have performed the inventory counts.  How do I enter the counts into Quick Books Desktop 2022??

I added a fringe benefit payroll item (Company Contribution type, Fringe Benefits tracking type) to increase gross pay for two employees without increasing net pay. That worked fine. The problem I'm having is the Company Contribution type of payroll item required a liability account to be assigned. Therefore, after creating a paycheck for the employees with the fringe benefit item added, the payroll liability account was increased by the ENTIRE amount of the fringe benefit, rather than just the amount of the withholding taxes pertaining to that fringe benefit. I can't figure out how to eliminate the excess liability (total fringe benefit minus withholding taxes) from my balance sheet.Thank you for whatever help you can provide.(FYI - I used the Company Contribution type of payroll item because the employees didn't receive cash as a fringe benefit, but a benefit where all expenses had been paid by the company.)

There was a recent release to Quickbooks desktop, and we turned on purchase orders and pricing.Right now, I cannot run Customer invoice reports and see the amounts, or see the ship to state.There is a filed Adj. Cost that appears on banking and customer reports that are not available on the tab to display fields. When I choose the Ship to state, the field does not appear on the report. We recently enabled pricing levels, and enabled inventory and purchase orders.I cannot determine why the banking and customer reports have changed. Losing the ability to see the ship to state prevents me from reporting sales tax by stateAny ideas? 

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My S Corp holds the note of a mortgage that pays P+I each month.  I created an income called "Earned Interest" and I put most of my entries using that which comes out under "Income" on the P&L statement.  But twice I goofed and put it as Quickbook's "*Int Income" which is comes out on the P&L statement under "Other Income".  Can someone explain what the difference is and why the distinction is made. 

Hello, Does anyone know when/how QuickBooks payroll is going to handle the payroll tax "catchup" withdrawals when the new "withdraw now instead of later" policy goes into effect? I'm hoping someone in a jurisdiction that has already completed this will be able to help. Context:This morning I received a "late tax payment" notice in QuickBooks Payroll.The payment had a due date of Feb 6 (today is Feb 27, and this only just appeared).After much confusion and a long call to support (during which the agent offered several explanations), we determined that this is the payroll tax for January pay period. Historically, this would have been paid in March. That is also when I had it scheduled in my cash flow projections.Reviewing my account, I noticed that my payroll taxes for February pay period are now due Mar 6. That looks a lot like the new policy which isn't set to go into effect until April. What's going on here? It appears that Intuit, in anticipation of the policy goi

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I have an issue... I had an employee pay for something.. I reimbursed them thru QBO payroll under REIMBURSEMENTS... So that expense hit my bank register in QBO as part of his pay... However I still need to record the purchase of the product by him however as soon as I do an invoice in QBO and recieve payment its going to show it being paid twice in the QBO bank register. How do I handle this...Thanks

I am trying to learn the basics of linking QBD to Electronic Bill Pay at a bank.  I can't find any instructions about the initial setup of a new payee.   Does that flow from QBD, or do you need to set up the payee by logging into the bank directly, such as via their website?  Or is the Account number, mailing address, etc. transmitted with the instructions every time? Also, after instructions are sent from QBD to the bank, are you typically able to see the pending instructions by logging into the banks bill pay system directly? 

Why do you have to send payroll data if you don't use direct deposit 

I just upgraded to 2019 from 2016 and now notifications such as "do you want to make changes to this invoice?" pop up on my main monitor.  I use QB on my secondary monitor and run other programs I need to have up simultaneously on my main monitor.  I used to have to only move these pop ups once and then they would pop up where I want them the next time.  This no longer happens with the new QB version.  I tried using the "multi screen mode" but that makes QB use up both screens at the same time so I can't see the other programs I need on my main screen.  How do I go back to the way it was with QB 2016?  If I have to move the dialogue/notification box every time that is going to be incredibly inefficient and annoying. 

I was looking for a way to format my OH local filings for the EFW2 but the instructions did not pull the local withholdings.  Anyone out there that files RITA-OH local filings have any way to do this within QB's desktop would be nice to know how to do this so I would not have to mail the W2s.