QuickBooks Q&A
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The PO was closed by itself and check all line items closed.Some of the items are not billed, and I can't link it to the new bill anymore. I change it back to open and all items are still checked under closed column and I can't uncheck it.Please let me know how to fix it.
I was sent the automated password re set tool and it does not recognise my Licence No and account information Can someone please contact me - [email address removed] I cannot access my accounts
Looking to gain access again to desktop pro plus 2022 after subscription has lapsed. Just need to enter in one more month of bills to close out company. Any suggestions? besides renewing, I dont use payroll or any of the online features.
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Does anyone know how to add my own products into a bill?
We have the customer/job as required in our QuickBooks Time setup but have decided that it should not be required. How do we turn it off?
I have QB Enterprise 2023 and had QB POS. We have now moved to shopify retail POS and having a hell of a time getting the QB connector app to sync shopify with sales and purchases with the QB accounts designated during migration. Products, customers, and vendors sync it appears, but not any sales or purchase vouchers. I have no error messages on either QB side or Shopify side. I have an active token for the QB connector app and status is active in QB. Shopify side is active and sync button is working, but at the bottom it shows vendors, customers and products as synced. Sales and purchases shows 0 as synced. I have spend hours and hours on the phone with QB tech support (very helpful) and shopify tech support (not helpful at all) and no one can get this fixed, not even my dedicated shopify migration specialist (shoppinpal) is able to fix this and we are on week 3 now. He suggested syncing in summary mode even though I have enterprise and less than 14500 rows. This also did not work. Is
I have Desktop 2018. I found my account out of balance vs the month end reconciliation of 10-31-22 which was exactly what my bank balance statement was. I did an audit trail and nothing then checked the voided/deleted transactions and found that Admin deleted the very first check ever written by Quickbooks which was my paycheck from September 2018. Problem is I am the Admin, no one else uses QB, and to boot I was not even in the office on Nov 2 when the transaction took place. QB not only deleted the check but then added it back in to the payroll account. What I got looks like this:Deleted Transaction - amount is 0Changed Transaction - amount is xxxx.xxChanged Transaction - amount is xxxx.xxAdded Transaction - amount is xxxx.xx Amy account balance is now off in the amount of that check written in Sept 2018. How do I bring everything back into balance?
Hello. Is there a way to delete the modern invoice template from QBO? Each month I upload more than hundred invoices and though the default setting for the invoice template is Standard, QBO uploads invoices to the Modern template, which is the worst template available. Thank you for your help.
Went into QB online to reconcile my business checking account and was presented with a message saying that an error occurred with my linked Citizens Bank connection - made sense since I saw no new transaction appearing in my Review list after several attempts to force updates. I went into the Linked Account / Manage Account facility, selected the bank/connection in error, selected the "Fix It" option that was presented and after reestablishing the connection with my bank, QB created a new/duplicate bank account with a slightly different name than my original. Wondering how to best handle this situation... Do I someone disconnect and remove the new bank account (and they try to fix the connection with my original account that has decades of transaction history I need to retain) or is there a way to merge the two and move forward with creating further issues. No enough about QB to make myself dangerous, but don't consider myself an expert by any stretch. Would
On Thursday, 2.13, I tried to setup four clients on QuickBooks Online Payroll. I get to the point to verify the test transactions and get an error message that the account cannot be verified. For the first client I called to see what the issue might be. The bank routing number, account, name on the account address, birthday, cell phone are all correct. After spending (3) hours with tech support I was told that the only solution would be for the client to try another business account. (Meaning open up another account to see if the problem persists. Not an option for any of my clients!). Today, I received emails from all four clients saying the test deposits had been made into their accounts. When I try to enter them into QBO payroll it does not give me the option of entering the test transactions and wants me to verify the bank account again. Has anyone had this issue?
I have brought this multiple times earlier to quickbooks about the wrong sales tax calculation. For the State of Illinois, quickbooks calculates only the state sales tax and does not calculate the county/ city level tax. I had a workaround where I move the Destination address to the Shipping from address and the sales tax is calculated properly. The same thing happened now for Missouri State tax. We are at a loss now as the sales tax was not calculated properly for the last quarter. I tried the same trick on moving the shipping to address to Shipping from address to calculate the tax and it worked. Would Qb have a permanent fix for these sales tax calculation. Can any one help on identifying the states that QB have issue with calculating correct sales tax. So we can be prepared for unknown and try to move all the destination address to shipping from address?? Thank you
I develop most of my invoices in Excel and import them. Using the old form styles I had flexibility in layout and content. Now that I am using the new form style I can no longer make changes that are sticky and become the default invoice style for my imports. No matter what I do if I import my invoices they look just like the new form 'default' style, none of my edits carryover. I cleared my cache and all the other items I see on the forum but nothing allows me to make edits to the invoice that show up on my imported invoices. Help please.
We are starting 2024 with a Roth 401k from Guideline. All the deductions were automatically set up by them which was great. I just processed the first payroll of the year with these deductions and I noticed the Employee Roth 401k deductions shows up on the Payroll Summary as "Deductions from Gross Pay". I doubled checked each pay stub, and on each stub the Roth 401k deductions was under "Adjustments from Net Pay". So Why would this employee contributions be classified as two different things on the stub and payroll summary?? The Company Match looks to be fine and in the correct spot.
"Notes" disappear for Non-Inventory Part after entry. They save sometime and disappear at random. I see options for work arounds-however what is the proper function of item "Notes" if I can not enter, well a note for future reference?
The w2 generated by quickbooks is incorrect. I've been looking for a way to correct the missing info (missing info in box 14). This page indicates that I can fix it: https://quickbooks.intuit.com/learn-support/en-us/help-article/taxation/fix-incorrect-w-2/L9fQEYwEm_US_en_USOur automated taxes and forms is OFF and I have not yet filed. Instructions state:Fix the issue in your product.File your W-2 forms as you normally would. What does this mean: Fix the issue in your product.
I reconciled for 12/31/24 and everything matched the beginning and ending balance of my bank statement. I went in to reconcile for 1/31/25 and it is saying the beginning balance is off. When I look at the reconciliation report the balance there matches the bank statement which is what I want but not what is showing on the "which account to reconcile" page in Quickbooks. I look at the discrepancy report and the only things on there are the entries I corrected that didnt have class allocation. No number differences for any transaction showing. Any ideas on how to fix this? Or how to find an entry that may be the culprit that isnt showing on the discrepancy report?
Recently our company converted from an LLC to a C-Corp. Each of the three LLC owners, who are now shareholders/officers of the new company, loaned different amounts to the C-Corp to have cash on hand to begin business. The loan checks have been deposited, and now I need to categorize each transaction in QBO to match the bank transaction made. I believe the loans are to be considered long-term liabilities for the account based on the agreed upon terms, however, I am not sure if I need to add/change the vendor/customer entry? In the LLC, when a draw was taken, the entry has us listed as an employee. Will this work or do we need to make a new name for each owner and specify as such? The loans will be accounted under each name as a long-term, my concern is not changing the vendor/customer's name will cause issues.
I have less than 10 1099s so I am printing my 1099s from QBO; however, QBO no longer has the option to print the 1096 form in 2024 What happened?
My 2023 Expenses
