QuickBooks Q&A
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I recently received an email saying:"Intuit has partnered with SecurityMetrics, a leader in data security and compliance to simplify PCI certification for you. You are requested to complete validation of PCI Compliance by December 31st, so please ACT NOW."Is this a scam? I am suspicious of this because: 1. it is short notice2. there is a fee3. QB self-employed is already PCI compliantIs this compliance really necessary from Security Metrics and why do they charge a fee?
Why is the customer service so bad? I have been trying for two days to get a person on the phone becauseMY CREDIT CARD ACCOUNTS FOR THE PAST YEAR ARE MISSING. Today, I have been on hold for 40 minutes to check my ID. THURSDAY IT WAS 2 HOURS My DATA is missing, and I cannot get anyone with any expertise. RECORD YOU CALLS !!
I have hundreds of checks cashed on our bank account every month and maybe 75% of the time, Quickbooks Online properly matches the cashed check with the associated check that was written in Quickbooks. However, if the amount of the check that was cashed matches some other random expense, regardless of where that expense is from (e.g. transactions from credit cards, ATM withdrawals, ACH transactions, etc), it always matches the cashed check to one of these random transactions rather than prioritizing the actual check that was written in quickbooks with the matching amount and matching check number. It's identifying the check number correctly on the bank transaction but still not prioritizing the matching written check. It's absolutely silly and causing me hours of work manually unmatching a few hundred checks, manually rematching them correctly, then fixing the other transactions it incorrectly matched it to originally. Basically, how do I get Quickbooks Online to always prior
Hello, I am going to give a hypothetical numbers situation to see if someone can help me clarify this. Lets say, after running a P&L report for 2024, the final profit is $1,000. However, the owner has taken $2,000 in owner's draws over 2024 as well. Does this mean that the final reportable profit is still $1,000 OR does it mean that the business's final profit is $3,000?
In QB we are able to print out "Customer Information" why is it that we cannot have the report included with the customers first and/or last name included? (left out this one's last name for privacy reasons)
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Has anyone experienced an error that is generic when trying to make a product or service inactive? I have talked to the support team on this issue 3 times and no one seems to have an answer. We have old product and services that were created but not used. There is no transaction history and no quantity on hand. When we try to change anything on them it gives a generic error that QB could not save. Same when trying to make it inactive. Nothing seems to work but it is causing operational issues to keep them visible. Thoughts? Advice? Thank you!!
I submitted a 1099 for a contractor and he alerted me that it was missing a payment. I need to add that payment, but do not know how to correct a submitted 1099.
I made a quarterly FL tax payment and now I cannot run payroll in the same quarter.
QBO prints name of vendor twice over its address when payment checks are printed.
This is our first year integrating our preschool's QB Intuit online with Procare solutions. We are encountering some tedious problems. All our revenue goes to "Services" In QB, not the individual programs and as such, we have to manually change the revenue account on each invoice each month - very tedious. Also, sometimes invoices in Procare do not carry over to Procare even when "sent" to customer- thus, revenue understated. Has anyone else encountered these issues, and if so, how did you resolve. When I contact Procare, they say to contact QB and vice versa.
Why am I being charged $10 all of a sudden when my ACH payments are transferred or delivered to my account?
Hello. How can I remove the automatic prefix of "Estimate" to subject lines? I make it a point for most customers to know that my proposals are just that -- and NOT and estimate. Thank You.
Can you tell me where the data for quantity reduction and inventory update in the sales report and cost report are read from?I found that the cost unit price in the report is read from the purchase contract, but I don't understand the quantity
In QB Desktop I could setup the owner as salaried and still track hours worked for Worker's Comp tracking. In QBO it inflates the hours when importing from the Time module. For example I can enter 28.92 hours worked in Time but in Payroll it shows 86.67 hours. QB help says to treat them as hourly but that introduces the need to manually calculate their hourly rate (which doesn't really exist.) how do I fix this to eliminate the need for manually calculations? Thank You
Hi!I need to record expenses in April, March & June that I will be paying later. Is there a way to record this expenses to be shown as short term liabilities? Thank you.
Hello, I have books with transactions that were never reconciled prior to 2023. Only year 2023 and 2024 were categorized and reconciled. The profit and loss report (Income statement) show accurate info for 2023 & 2024. However the balance sheet is misaligned with huge discrepancies due to unreconciled transactions sitting in the books for the bank and credit accounts. The discrepances is in $1M between QBO bank/credit balance vs. actual balance in the bank/credit accounts. That is causing issues on the balance sheet. The volume of transactions prior to 2023 are a lot and I donot have statements to go back and review transactions and reconcile. I want to keep books clean for 2023 and 2024 and going forward. How can I accomplish that? Do QBO has an option to download all data and upload back only data for 2023 and 2024 and until present date? Can you help or provide some direction? Thanks,Ravi
Should I always use a change order to add to a proposal in which the client wants to extend the contract? What are the pros and cons of a change order vs. adding to the original estimate? I suspect most of the time the change would be an extension of the contract (aka more money), not a change in the work. Just more of it.
Where do I find self assessment questionnaire for PCI compliance. I have called merchant services and they know nothing yet I continue to receive emails to pay for a service
I have inherited QB files that have set up Partnerships as a Fixed Asset where hierarchal order isAmerican 123 Fund Capital - AM123 Profit/Loss - AM123 Distribution - AM123When reconciling the brokerage statements, distributions received are journaled against the Distribution account. Although this is not "income", my boss who considers it "his income" wants to see how much he has received in distributions of each Partnership, by month. I have not been able to find or create a report that I can run to show this. Does anyone have any solutions?
When we charge a customer and they use certain cards it charges them a surcharge on my books Will this income just go in my non taxable income? Thanks.
I tried a demo of QB Online a few months ago. Couldn't make the switch due to the Sales Order functionality. In QB desktop, sales orders are used to enter customer orders to build invoices for full or partial amounts (to show backorders) and also build purchase orders. The QB Online sales orders did not work like that when I tried it. It made no sense to me to have sales orders if they don't work how they should. Just wondering if the online version has been fixed yet? Or if it will be fixed? Thanks
I set up a new customer. How do I enter my direct deposit information for the customer to have as payment info. on the invoice so it shows up each time I send an invoice? Have done this for other clients and I can't remember how I did it! Thanks.
