QuickBooks Q&A
Recently active
I cannot get my Desktop connected to QB Payments. I followed the directions to link payment service to company file. It tells me I need admin approval. I AM the admin. I also cannot log in to my merchant account. It says there is not one associated with my account.
I need to access my records from 2022 and earlier. I see no way to do that. Can you guide me in the right direction?
getting errors while extracting data for QuickBooks.
Hi, I just want to ask help. Everyday we check our expenses to make sure we balance our cash on hand. Part of cash balancing, is to make sure also the following details to be correctly recorded in quickbooks. I was able to customised TRANSACTION DETAIL BY PAYMENT ACCOUNT. However, we noticed that the project has no data at all. And we realised that only the invoices, purchase order that the project will appear on other report. So, the customer service told me that the expenses will not show the project in the transaction detail report. But then, how can we check that our recorded data into quickbooks were correct? I still have to create another report? One report with complete information is already enough though. Thank you!
I am not the only one it seems. When I import data to banking everything is fine until the last stage when all of the dates are changed to 12/31,1969 for every transaction. I need help.
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?
Original commenter did not share additional details
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!
