QuickBooks Q&A
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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
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.
What would you do if you needed to take a deep dive into all of the projects your company is working on to ensure that they will be profitable? That is just one of the scenarios this month's expert, Cody, tackles in this episode of 'What Would You Do?'. Tune in below to hear his answer to this question, along with his solutions to reporting error codes and incorrect payroll tax amounts.
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.
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
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!
