QuickBooks Q&A
Recently active
During reconciliation, I discovered the tax payments per Intuit's tax history does not match the debits listed in our PNC bank account statement. Of the $90K+ of tax and withholding payments reported by Intuit, approximately $30K agrees to what PNC has listed in January, meanwhile $60K+ does not. PNC Bank has $98K of debits initiated by "Tax Intuit" that do not agree with the amounts listed in Intuit. It's a mess!
HelloI still have an issue with price rules. Setting the correct price rule for a customer, it gives me a too low priceIf I check in the customer center that customer and check the price rule, two customers come upAny idea?Thanks!Jurg
I have an invoice that was for the item shown. There is only one line on the invoice for the hydrocloric why is it divided up so many times?
For reporting purposes, how to get payroll pay types to report by type under Wages after having recently upgraded to Premium, statement of activity reports all payroll as a lump sum under wages. I need to see each account reported individually.
I reconciled and entered the wrong ending date. I researched what to do and everything says to go into the register and find the transactions and change the R to a C and then reconcile again. The problem is In that month there were no transactions. I just want to change the ending date.
Original commenter did not share additional details
How do I add another field to my invoices?
Is there a way to do a mass bulk journal entry to move unspecified transactions on the P&L by class report to a particular class in QBO? We have transactions that should be assigned to two classes and then we have the unspecified transaction column. Instead of going transaction by transaction for each entry from January to August 2024, is there a way to assign class to these unspecified transactions?
The Insurance company paid for a vehicle that was totaled. It was paid in full already, so no payoff balance. the check was entered in as a credit to the ins company. So now the ins. company has a credit on their account. Which they should not have...how do I correct this in QB online?
I'm trying to manually import the Webconnect file (.qbo) I downloaded for my Target RedCard (TD Bank USA) but when I go to Banking > Bank Feeds > Import Web Connect File and select the .qbo file, I get an error message "QuickBooks is unable to verify the Financial Institution information for this download.". Help?
How can I apply for a 94x online signature for electronic filing using QuickBooks Pro Plus 2024? I don’t have the same menu as QuickBooks Accountant.
I have a client that transferred money from his personal account to his business account for 2 vehicle purchases. He purchased these in cash. One is used for work and personal, the other strictly work. He wants to separate his personal taxes from the business. How should we categorize these purchases? Would the company keep the depreciation schedule if he registered both trucks in his personal name? Or is it best to file together to connect the transactions?
My boss's own a few businesses and they have separate bank accounts for each business. Boss A has some of his personal money held in account A and Boss B has some of his personal money held in account B.I am trying to do the following transaction: Take 5k from account A (boss A is contributing) and move it to account B. Then move the 5k +another 5k from account B (Boss B is contributing). Total of 10k is being moved to account c as a partner contribution from both partners to company C. How do i record each of these transactions?Out from A. Into B. Out from B. Into C. Is it an expense or income at any point?
We have 22 Custom Reports that are Scheduled to run Daily. These reports are supposed to be emailed each day, but over the past few weeks *most* reports are not emailed at all. This issue has been a problem for years. It has gotten worse the past few weeks. Sometimes all 22 reports are emailed as Scheduled, but often some are missing.Are other people having this same problem? Is there a workaround? Our business depends on these daily reports running successfully. Each day the reports are NOT emailed as scheduled, an employee is required to download each report manually. I appreciate any guidance that the QB Community can offer.Thank you
Hi! I need to produce a sales report per USA state. I saw a few FAQ instructing to go to Report / Sales by Customer and customize the report by adding the State field. I have done this, however, I don't see the state field or any address field. I am using QB Online. Any advice? Thank you.
Team, We have 3 accounts with QB over the last 20+ years. I believe I've got them all consolidated now into one for our products but never want todo delete the others to reduce confusion, because I'm not permitted. I'm just the IT not the QB genius but the accounts are in my name because the front office can barely login to gmail. So I get a notice that my credit card will not permit a renewal for our business and it states: Affected Products or services: Intuit QuickBooks Payroll Annual My office manager confirms this is for her payroll tax tables, blah blah blah. Great, when I login I don't see the product listed but I see something similar. Quickbooks desktopEnhanced Payroll PlusIntuit QuickBooks Plus Annual Subscription None of these are the same as what the mail told me, but maybe similar. Can someone confirm. There is so much that doesn't always match up with account management so I want to make sure that Enchanted Payroll Plus is the sam
Hi, Is there a way to see monthly balance sheet report. So the same as the PnL report by month but for the balance sheet. I don't see an option in the reports section. I have used quickbooks desktop version and it's pretty easy to do that in it. I know it does not make sense to do a monthly balance sheet report but I want to use it a for a sepecific purpose. Thanks!
I can't get Quickbooks to pull in four months worth of data from my bank account. It has the first four months of the year and the last four, but it's missing April - September. What can I do to make it import this data?
I currently have two "companies" under my intuit account that are technically the same company. I originally joined for payroll/workman's comp, and shortly thereafter added the accounting too. Someone at QB messes up and made the accounting side separate from the payroll and they only kind of talk to each other. Has anyone else had to deal with this? I'm told that I will have to start a whole new "company" and transfer everything over. I will take any advice i can from you if you have ever had to deal with this. Thanks in advance.
I need to export data from Salesforcein an iif format then upload into QBO. are there some easy apps out there for this?
My typical business is computer support/repair, and I basically sell my time at certain hourly rates. But I've started a webinar series, where I sell tickets to a zoom call, and then present it. So I might have 60 tickets sold for an event, and do a similar one again in 2 weeks. Ideally I would create a 'sale' entry every 2 weeks with the revenue from those 60 tickets as the income. But i can't really figure out where to even start. I've looked around online and I see how QB suggests accounting for charity raffle ticket sales, and bulk ticket sales, but when I follow along it doesn't make much sense. Any suggestion on this process? Thanks -
No doubt all of us get scam calls all the time. But after switching back to QB just over a month ago, I already have Indian scammers spamming my landline with calls to "update my payment information". I don't think there's any way they could have got that information from something I have done. This causes me to wonder; is QB or one or more of its third party partners selling our info? I think that I ought not to have to deal with scammers from ****thole countries as a consequence of doing business with parties who are apparently monetizing my information and laundering it to P a jeet*stan. "Hi, this is Ed calling you from separate for QuickBooks, this message is for the accounts table. The reason for my call is in regards to the annual service, Renewal for QuickBooks account, which is on to you. And the call on file, go to client. The kindly reaches back in a virtual fee number, which is [removed]1. And when you call by, you can ask for any. Thank you so much
and my follow-up email to the agent who ignored the appointment. We currently use desktop pro plus, whatever that means (id think its a thing anymore?) and I'm looking into upgrade options to Premier or possibly Enterprise. I had an appointment yesterday with sales support, I was getting email and text reminders prior and thought I was emailing the agent, who in hindsight was only sending form emails. Angel never called as promised. I'm just curious if QB is doing such great business that they don't even need to sell more?
