QuickBooks Q&A
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My QB online account is missing transactions from 5/24 and 5/28. QB states it is up to date.
Help! I need an Accounts Payable Retainage Report by Job. Does this exist in QuickBooks Desktop? Or does anyone have a custom report they can share? Thank you in advance!
Our customer paid an invoice twice through Merchant Services- which I am not sure how this is possible. Regardless. The first payment was applied to the open invoice and correctly recorded as a deposit with other deposits on that day and balanced. The second payment came through several days later.I recorded the payment to the customer's account which created a credit due (negative amount) not a credit memo. I need to be able to record the payment so it can be recorded in that day's deposits. Since the Customer has a credit due, I wrote a check to the customer in qb and used the accounts receivable account which zero'd out the customers account.So in Merchant Services, I reversed the charge for the overpayment and the customer was refunded. The refund shows up in the daily deposit as a negative amount and since the credit was more than the other deposits for that day the daily deposit is a negative amount.Quickbooks for mack wont allow me to record a negative amount for the daily
With the new invoice in QB online, my invoice transaction reports no longer show the Vendor information. I've contacted support but haven't found a solution. My process is to add all expenses and bills as billable to a Project and then I add them to an Invoice. The Invoice itself doesn't show the Vendor for the expense (which is fine) but if I run a Transaction Journal report or an Invoice Transaction report, the Vendor field is completely blank. This is working fine for my older invoices, but with the two I created in the last week, the Vendor information seems to have disappeared. Has anyone experienced the same issue or found a resolution?
I don't think we are coding our company health insurance premium payments correctly in QB Desktop. The values are set up correctly in QB payroll with a company portion and employee pre-tax deduction using the correct payroll accounts. The issue is, when making a payment to the Health Insurance provider, this is done outside of QB payroll in normal QB with a Write Check task. We are using a simple Expense account named "Insurance Expense: Medical/Health" when the check is written (actually its an ACH). So what happens is this causes our Payroll Liabilities to continuously increase on our balance sheet, I believe because the payment doesn't go against a payroll liability (which does not show up in Payroll Center, Pay Liabilities). What are we doing wrong, and do we need to get this account as a Liability to show up in Payroll Center? How to correct the previous transactions going back months, years?
I can't believe this isn't a more popular issue. I can't find much support about it anywhere. Online support just tells me to turn on things that don't exist (like displaying Tasks on the Dashboard -- it's not an option). PROBLEM: in QBD there was a REMINDERS pop-up every day that would tell me the invoices overdue, recurring transactions due, and other info, including upcoming items. There is no such thing in QBO that I can find. I can't be the only one who misses not being able to see, all in one place, the things that need attention? I understand there are TASKS now... but they really aren't that helpful or inclusive. My recurring transactions setup as reminders don't do anything... I never get reminded anywhere. I've read online articles (from Intuit!) about how they will show up in Tasks when their time comes... but they don't. Ever. Where can I go to see what recurring transactions are due? How do I get reminded about them?
Why Migration is available on my Pc but is not available on other pc. Both are usin the same Operative Sistem W10. Help me please
Has anyone else get a phone call from [Removed], claiming to be with Quickbooks support? Heavy Indian accent man who asks for the person in charge of the Quickbooks account. When I ask them to verify the account number they are calling about so I know they are legitimate he quickly says he as limited information and can transfer me to an account specialist. I called the number back, they answered "Quickbooks Support team", but the fact that they called not knowing the name of the Quickbooks contact person (which is listed on the account) is a big red flag.
Trying to run a 1099-NEC for a vendor that was previously set up for 1099-MISC in QB Desktop. Vendor center tax settings, check "eligible for 1099." (Doesn't ask which one). Keeps showing up as 1099-Misc when I try to process it. Read all articles. Chart of Accounts edit screen - "Cleaning Services" set up as an expense. There is no option for tax line mapping, as all the screenshots show that there should be. There are only options for Description and Note. Edit, preferences, 1099 company preferences, map accounts to boxes on 1099NEC "you can do it here" yields the same results of showing box 3 on the miscellaneous for that vendor....and round and round I go.
Good afternoon,I have a company that was bought out and both companies paid the same invoice. So both payments show deposit in bank statement. How do I record the extra payment from the new company for the same invoice that is already posted paid? the new company will issue a credit when they make another payment.
I have a deposit from last year that was entered as a lump sum of a deposit and marked as reconciled. It was actually made up of several different payments. Both are coming out of our overall balance. The individual checks are linked to customer invoices, but remain unreconciled. I'd like to keep the individual checks linked to the customers and have them marked as cleared while getting rid of the lump sum that is not detailed. Can this be done without effecting the starting balance on my next reconciliation?
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I have a user Receiving this error below and the only difference is user is running windows 11 it happens every time they launch the application and I cant get help from Microsoft or quickbooks someone please help See the end of this message for details on invokingjust-in-time (JIT) debugging instead of this dialog box. ************** Exception Text **************System.NullReferenceException: Object reference not set to an instance of an object.at QBWebConnector.RegistryManager.anyAppScheduled()at QBWebConnector.ScheduleManager.Scheduler_Tick(Object sender, EventArgs e)at QBWebConnector.EventManager.OnClockTicked(Object sender)at QBWebConnector.QBWebConnectorWPF.Clock_Ticked(Object sender, EventArgs args)at System.Windows.Forms.Timer.OnTick(EventArgs e)at System.Windows.Forms.Timer.TimerNativeWindow.WndProc(Message& m)at System.Windows.Forms.NativeWindow.Callback(IntPtr hWnd, Int32 msg, IntPtr wparam, IntPtr lparam) ************** Loaded Assem
I have a small engineering firm, and each project we work on has a Not to Exceed value that I need to check on as I process invoices. Each project is entered as a separate customer/job in Quickbooks. I need a report that says how much I have billed against a job before sending in an invoice. The closest I have found is a report, "Company & Financial / Income by Customer Summary." However, it has a notable drawback. It always shows every customer/job I have had over the time period I select, both active and inactive. I have lots of inactive customers/jobs. The report will not remove inactive jobs, and hence is 3 times as long as it needs to be and is difficult to work with. I have many customers/jobs and manually using the filter screens to select the customers/jobs that are active will be quite tedious and error prone. Is there any alternate approach to get a report that only shows all active jobs over the time frame I select?(Using QB 2014, Premier Professional
A customer paid an Invoice by credit card. I received the credit card payment into the system. A month later the company paid the Invoice by check. The check was the valid way the invoice should have been paid. The credit card charge was reversed to the customer(3rd party not merchant svc). I received in the check, unapplied the credit card payment and applied the check payment. I Question: How do I tell my system the credit card payment was reversed and the open payment is not available for use without doing a credit memo because the products were not returned. It also must be refunded as a CC refund so that is shows on my list of CC deposits for that day.
Hi - is there a report or way to see employee's banking routing and account number for their direct deposit? Employee details report only shows last 4 of their bank account number.
Our company sold a property for 1.48M where the net proceeds from the trust was for 1.47M which was received in the bank. But I still have a open inventory account for the same property for 1.8M; how do I record the journal entry to close the inventory and for the sale of property as it is a income for the company?
Hi -We have a master client and we had to update the main address. However all of our sub clients addresses are still showing as the old one. Is it because its an established link with the old address? All new clients are using the new master clients address, but we have over 75 old clients that when creating a new invoice are still showing the old address. Is there a way to re-push the new address through to the sub clients? Please advise!
Hello I use Quickbooks Payments/Checking because my customers can pay me quickly and I only pay 1% on the transaction. All well and good. The Quickbooks Payments page says "Bank payments are processed at a low 1% fee per transaction. The transaction fee is deducted from your deposit account immediately after the payment is deposited to your account." But this is not the case. Usually, it's a day or two until the 1% is deducted. And if I withdraw my customer payment before that, I'm sent an "Insufficient funds" notice when Intuit tries to take their 1%. This seems wrong. Can anyone confirm that it works this way? Also, now that I owe the 1% on previous transactions where I transferred the fees out to my bank "too early", there seems no way to pay it! Why doesn't Quickbooks just withdraw the amount from the QB Checking account themselves?
We are a small business that sells on Faire, a wholesale website. We receive multiple orders from different businesses each day. Each business pays us separately, and the money is deposited directly into our checking account. We do not send them an invoice, since it is all automated from within Faire. So, I have 2 options: 1. Set up each payment as a separate invoice. That means, creating on average 5 to 25 invoices in QBO a day. And then when the payments hit our bank account, I can easily "accept/assign" because there's a match. This takes a long time because I am creating many invoices each day. So, I started doing this - Way #2. Total up the income for for the day it will be deposited and create 1 invoice for "Faire/Multiple Vendors". When the 5 to 25 deposits hit the bank, I take each transaction and match it to the 1 invoice. However, I feel like there needs to be a better/quicker way! When I have all 25 transactions in QBO, ideally I want to chec
How the heck do I run a "Sales by rep" report in QB online? Can't believe how difficult this is to find....
Why are inventory items entered on a bill that have been assigned a customer:job still changing my inventory? Shouldn’t the fact that it has a customer assigned to it make it go into inventory and then right back out because it already knows where it will be going?
As the title indicates, the new invoice format does not allow us to pull time charges in if the time is allocated to a customer directly.We have a major customer that, due to the nature of how they operate (which is less than ideal for us but unfortunately we have no say in the matter), results in us performing work, and as the work progresses the payroll pushes the time expenses to the customer, but not against a specific job or estimate.In the old invoice system, we could then pull just the time from the customer directly to the invoice. In the new system, the only items that show up under the suggested items are estimates which do not contain any of the information we need to pull over.We do have 'Make expenses and items billable' turned on, and have had it turned on since we first setup QBO years ago. That has not made any difference. I have also utilized the filter settings to show only time charges, and it clearly states nothing is found. This is a major issue as withou
