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I just want the pdf files (I already have all the transactions imported) so my accountant can have copies without (her or I) having to log into my online bank account and download then from there.
1. Cannot categorize credit card payment in expense transactions2. When generating profit & loss statement, the sales income didn't appear Please kindly help
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Hello, I need to correct a 2024 1099 filed in Jan 2025 on QB online. It gives instructions on how to do it but there is no check box or "correct" box" next to it. The 1099 has been "accepted" . Any help or insight would be appreciated.
I have hard copies of my contractor's w-9, but realized that quickbooks online can send them an email to digitally submit it. Can this be done with existing contractors already setup?
The QuickBooks Enhanced Payroll Client Ready Payroll Reports detail tab repeats the pay checks in the first payroll when using "All Payroll in the Date Range" and the date range is greater than one pay period. When running the report for the month with a weekly payroll, it pulls the first weekly pay date and repeats this same payroll data four times instead of showing all four weekly pay dates in the month. This occurs in every company file in QuickBooks Desktop 2022 and 2021. Downloading the entire payroll update and repairing the QB installation, did not fix. Anyone else having this issue?
I updated a new payroll direct debit bank account number but missed the setting where the payroll expense is written to. After two cycles, I realized the transactions were written to the 'old' account. The question is how to reverse these to the actual account, if necessary, so I can successfully close the original account?
I would like to know how to best set up Quickbooks to track & manage 8 grants and 11 programs. My plan is to input each program (gardening, outreach, etc) as a Class, and input the grants as specific Customers so I can use the Projects feature. However, how I do I track how much I have in restricted and unrestricted funds? If donors donate to a specific program, that donation would be restricted. Most of our grants are restricted but can be used across multiple programs. Is there a way that I can also properly categorize restricted funds so I know how much is left for each grant, and how much people have donated to each specific program?
A customer had a $5,000 credit memo linked to their Membership Dues after applying it to all open invoices. Now, they want to transfer that credit to the Capital Campaign Fund to reflect it as a donation.Since no actual cash was received, what’s the best way to move this amount so:1. The customer's credit balance is reduced accordingly.2. The Capital Campaign Fund income account reflects the $5,000 contribution under the customer’s name.I want to ensure this is properly recorded in QuickBooks Online and connected with the customer name in reports. Would a journal entry be the right approach, or is there a better way?Thanks in advance!
I have followed instructions on setting up a customer group and that is set up fine. However, when I go to set up a Role and go to Areas and Activities, then Centers and select Customer Center, there is no option to create a Custom Activity Access Level. Is this a feature that needs to be activated? Anyone know why it wouldn't be showing up?
I enabled Sales Tax just to play with it, and now I can't get it turned off. Quickbooks also went and added tax to all open invoices. This is insanely annoying. I've already deactivated the agency, but it continues to apply location-based tax on basically everything. I guess I can go in and mark all my products & services as non-taxable or fix every invoice, but this is insanely annoying to have to go fix this.Is there a simple way to just completely disable sales tax being added to *every* invoice imported from my job software?
I cannot go online to register, the link is obvs very old, how do I get rid of the 30 day countdown issue?
Hello, we want to send certain templates for certain purposes to different e-mail addresses in the customer profile.Something like this:Invoice to email: [email address removed]Order Confirmation to email: [email address removed]Tracking to email: [email address removed] Possibly also several e-mail addresses for one template. How can this be set up in Quickbooks Desktop Enterprise?Currently, when using the Send Forms function, it always pulls the e-mail address in the customer profile which is saved in the field Main-Email.Thanks for your help in advance!
A few days ago, someone answered some questions which was immensely helpful. I'm hoping to have the same success one more time. The issue that was resolved was that I had 2 credit cards that I had setup improperly in QB. I had one set as the Primary and one as the Secondary. I corrected this by creating a third item in the chart of accounts and listed it as a Primary credit card, and then set the two actual credit cards as Secondary to it. After doing this the charges and credits (payments) flowed into the Primary card and each credit card maintained the charges and payments specific to that card. Now that it has been corrected, I've discovered that having it this way for a few years caused some of my charges and payments to flow to the wrong cards. With the way it is now, one card register indicates it has a balance of -$658.52 and the other card has indicates a balance of $658.52. In other words, one card register balance is negative and the other is positive in the
I have recently setup autopay and all of my customers have scheduled their monthly payments. Problem is the invoices are due on the 1st of the month, but they are complaining because their payments are being deducted 2 days earlier than the due date. How can I change this? I've tried changing the "create number of days in advance" from 2 to 0, but the system won't retain the edit... please tell me there is a workaround so I don't have to ask them all to re-sign up for autopay??
Hello, I incorrectly entered two transactions in the "Sales Tax to Pay" category under Chart of Accounts. How do I delete these? Everyt ime I try, I get this error... This transaction will cause a deleted ACCOUNTS named B_________ Checking (5015) - 1 (deleted) to have non-zero balance.
Is it possible to have two payment methods for one sales receipt? For example, customer pays with cash and credit card. I saw the answer for the Online version but it doesn't quite work in Desktop.
Curious if you can help me. When closing out the year I inadvertently deleted a liability check from 9/6/2024 for Delta Dental in the amount of $287.75, this check had already cleared and been reconciled with the bank account. I am not sure what I was thinking but it has obviously created a mess. Now my beginning bank balance is off by the exact amount for my business bank account. What is the fix here to correct this? I can’t completely close out the 2024 year and be prepared to turn over our books for taxes until this is corrected. I really don't want to go back and undo several months of reconciliations.
My primary checking account shows as connected (lightning bolt present) in the Chart of Accounts, but does not show in the Bank Feeds window. When I go to import the bank feed, it does not give the option to connect it to this checking account, apparently because it thinks that account is already connected.Trying to disconnect by the normal means does not remove the lightning bolt.If I switch the radio button to Activate, and back to Deactivate before I save, the program crashes every time.I have tried Sorting, Verify and Rebuild, etc. to no effect.When I download the IIF file for the chart of accounts, this checking account is NOT LISTED at the bottom with my other accountsI have verified that I have the latest version of QuickBooks desktop Pro Plus 2024.I contacted your support team by phone. After an hour in the phone que, I spoke with a young lady with an Asian accent for over two hours. We walked through every fix that I had already gleaned from your Help pages and use
What is happening when the system administration changes settings? What settings are being changed?
I used to be able to select "print packing slip" after creating an invoice and a packing slip would pop up that I could print out and include with deliveries. In the new invoice format when I select "print packing slip" it just populates the invoice and NOT the packing slip. Is it no longer possible to print a packing slip?
Welcome to our discussion with talented product expert, Kristian. Kristian is excited to be here today answering your questions on QuickBooks Online and all of its capabilities. He will be here live from 6am-2:30pm PT answering your questions in the thread. After 2:30PM PT, this discussion thread will be closed. Here’s how to participate: 1. Press Join the Conversation to log in to the community. Once logged in, press Reply.2. Write your question, feedback, or idea as your reply to the post. Press Post to submit.3. Keep an eye on your notifications, or simply refresh the page periodically for a response from Kristian
All of a sudden when I scroll through an estimate by swiping on the touchscreen, it moves whatever line item is where i touched first. I did not change any settings and I can no longer scroll through an estimate. I changed from business view to accountant view and that was not it. Please help.
