QuickBooks Q&A
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My expense for healthcare is paid at the beginning of the month (health insurance for the month of July is debited from my account on July 1).My employER expense and employEE deductions accumulate into the health insurance liability account throughout the month. I would rather not leave the expense uncategorized all month long if I dont have to.I was told that I would have to create and expense at the end of the month choose the category of "health insurance liability" and any remaining difference to be allocated to health insurance expense. Is there a good (better) way to categorize the health insurance expense when it shows up in the banking tab and just apply the "liability" later as incurred ? I hope this makes sense.
Hiso im trying to send my profit and loss report to my email. It said sent. But upon checking my email box and spam box ,there is nothing there. I have try it serveral times already. Can anyone help.
I'm trying to add Rest hours, Hours offered, AEWR, into QB. Just need a little direction
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I'm using Quickbooks Payroll Core. Last week I could pay federal taxes electronically. This week it is set to manual tax payments. I did not change anything.
I need to open a backup file from one month ago but Intuit Data Protect is only showing me the last two days. I can see all of the older backups listed, but how do I retrieve one of them?
HiI have forgotten my Admin password for my company
I have a dymo printer 550 and it works great to use to print from Quick Books. However, its not wanting to print the way the label is set up. Is there anyway i can change those settings?
I have identified a discrepancy in the beginning balance in quickbooks, it doesn't match with my beginning balance in the bank statement, while performing my reconciliation for November 2024. This seemed unusual to me because when I completed my reconciliation for October 2024, everything was properly reconciled. Upon review, I found that the discrepancy amounts to $2,041.18. After generating a "Previous Reconciliation Discrepancy" report, I discovered that my supervisor had deleted vendor payments from the years 2019, 2020, 2022, and 2023, which match this exact amount by mistake. These payments had already been reconciled.My supervisor has instructed me to make the necessary adjustments to complete the reconciliation. However, I have never performed this type of adjustment before, and I am unsure how to proceed. I know that one way to correct this is to undo the reconciliations and redo them from those years, but it would take me a considerable amount of time to und
I want to add a payment link to my statements
I am trying to create letters to my customers and when i am running the letters to populate I receive an error message saying "The QuickBooks Letter Template that you selected does not have any QuickBooks Letter fields in it. "Please advise on how to add letter fields to a template and where to locate the template for editing.
I'm trying to track customer payment behavior over two different time periods, and I'd like to calculate the average time to pay from one period (Sep 2021 through Mar 2023) and compare it to another (Apr 2023 to present). However, when I use the average time to pay report in Quickbooks, all that comes through is the total average time to pay for the customer, regardless of what time frame I band it to. Is there a way to view a customer's historical average time to pay, or will the report only ever pull their present average?
How can I get the inventory valuation detail report to show the product/service? I've tried all the customization features but only get the product number - not the description. Thanks.
We accidentally paid an employee $400 via direct deposit, instead of $100. The employee returned $300, we voided the $400 paycheck, and we registered the correct $100 payroll as a paper check. I don't know how to categorize this to reconcile our accounts. Currently our chart of accounts sees payments of $400 and $100, and a deposit of $300. This leaves our balance at -$200, instead of -$100. I thought I could split the paper check transaction to bring the sum to $0 while still including that payroll item so our tax liabilities are correct. But when I try to edit the item through either bank register or payroll item's transaction journal, I just get sent to the Payroll Summary reports page.
I would like to add interest to rent invoices. Can the interest or late fee be automatically updated on a daily basis until the invoice is paid? Currently on Quickbooks Enterprise Solution Manufacturing and Wholesale 24.
Can I set up auto e-mail for invoices to a specific customer once the invoice is created.
HelloI am using QB desktop Mac. After creating an invoice, it show the wrong amount, although price rules are correct. E.g for an item which is $ 17.99 it shows $ 3.89 - like an 78% discount. Any idea what the problem could be?Thanks, Jurg
We were with TSheets prior to Intuit buying them out. For the last couple years, the GPS went from spectacular with TSheets to absolute GARBAGE with Intuit. I cannot tell you how many times I've called or did the chat feature to figure out what is going on. Turns out Intuit decided to mess with TSheets, but didn't tell anyone they screwed it up. Rather they blame: The phone. The tower. The location. The server. The satellite. Absolutely anything and everything except themselves, where the TRUE blame lies. Intuit has made the GPS worthless. Last month I called and asked for a credit since half our employees are not showing, even after: verifying latest app. Device Logs. Uninstall. Reinstall. Verify phone settings. and on and on. I was told we'd see a credit for July. Shocker! No credit. Today 5 of 9 employees are not showing. Called QB Time (again) and was told by this person that they cannot offer credits and gave me a link for a form - but the QB Time is NOT an op
I have been trying to let QuickBooks know, for one year by calling multiple times, that there is a constant issue with the Taxable Amounts. Sales by Customer Detail reports show Non-taxable sales in the Taxable sales amount column. Only by clicking on all wrong categorized amounts and reaffirming Automated based on location (which means clicking on it and saving it one by one), does the amount goes out of that column. All my retailers are tax exempt because of resale and are correctly put into the QuickBooks customer setting. Still QuickBooks adds all these amount in Taxable Amount column. If someone could help me get this issue fixed that would be more than awesome. So tedious.
When you download transactions from your bank, it's important to sort them into the right accounts. Bank rules can streamline the process and help QuickBooks automatically categorize transactions for you, making it much quicker and smoother. The more you use them, the better QuickBooks gets at recognizing transactions and adding important details like payees! Take a look at how you can go about setting this up! QuickBooks automatically applies your rules to transactions in the For review tab. These are the ones you need to review every day. Quick Tips: To quickly add a rule for a transaction in the For Review tab, select a transaction and click "Create a rule" to open the Rule Window. You can Copy, Disable/Enable, or Delete bank rules from the Actions▼ dropdown on the Rules page Once you set up an auto-add rule, all transactions on the For Review tab that match the conditions will be automatically added for you. Auto-add
QBO added in third-party sick pay data from an employee's short term disability pay, including employee taxes paid. They added it in as an after-tax deduction, I assume because we didn't pay it. It is now showing on our balance sheet in payroll clearing as a liability. What is the offsetting journal entry to get this off the balance sheet? Thank you!
