QuickBooks Q&A
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When reconciling Jan. I realized a journal entry was a duplicate from Dec. With Dec being closed and not having access to open it, to clear out the duplicate, can I reverse the journey entry with Jan date and check both sides to clear out? Currently the JE is 12/16/24 Dr. Cr. Maint. $1000. Op Acct. $1000. When reconciling Jan to clear it out do I... 01/01/25 Dr.
Hi everyone,I'm having a problem with how sales tax is handled in QuickBooks Online through the Shopify Connector. Here's the issue:For certain Shopify transactions where no sales tax was charged (and wasn't supposed to be), QuickBooks is still showing a portion of the transaction split into "Sales" and "Sales Tax." However, the tax shouldn't exist for these transactions, as Shopify did not charge any tax.I've reviewed my Shopify settings, and there are no issues on that end. I also can't seem to find any tax mapping settings in the Shopify Connector for QuickBooks that could explain why this is happening.Has anyone experienced a similar issue or know where to configure the tax mapping in QuickBooks for the Shopify Connector? Any advice would be greatly appreciated!Thanks in advance!
My account has disappeared again. It happened on June 19th. It was logged in on the 17th, I was out of the office on the 18th, when I returned on the 19th and tried to login into to QBOA, it says "We can't find anyone with [email address removed]." Using chrome incognito, I was able to login and chat with an Adriano Jr on the 19th and was told that it's possibly a security issue and it's being looked at on the back end. I did not receive a reference number so I can't check the status of this issue. And, NO ONE can seem to tell me how this happens. How does an account become deactivated when it wasn't done by the firm or the individual, twice in four months????? Since June 19th, I have tried, every day, to login to QBOA and I am still getting the error. This is absolutely ridiculous!!! Am I the only one this is happening to?
A new Donor Type was created during a recent Customer Import when the inputting staff member entered the donor type incorrectly. Is there a way to do one or any of the following?1) A bulk edit and change all of those imported donors to a new donor type? 2) Merge two donor types into one ie. We used to only have "Donor Individual" and "Donor Company" as our Donor Types. With the most recent import "Individual" and "Company" Donor types were inadvertently created. Now, we need to change all of the Donors marked as Donor Type "Individual" to "Donor Individual" and all of those marked as "Company" to "Donor Company" so that I can delete both of the newly formed donor types for "Individual" and "Company". What is the easiest and most efficient way to do this?
I have the premiere version (2020 Desktop) but the advanced inventory is not working What am i doing wrong?
What was your experience transferring all the data to online version?
When inviting an employee to workforce, an incorrect email was entered. How can I fix that? It says the was invited, but he really wasn't because the email address was wrong.
Where can I find the "Net Amount" column that totals the net effect of debits and credits in the transaction detail report under one column? A net amount column is similar to any standard Trial Balance - General Ledger Report. I was able to add the Debit and Credit columns, but I couldn't find the "Net Amount" column in the available options for column selection or in the report filters. There is an "Amount" column, but that column shows the natural sign of the amount (whether it increases or decreases the account), rather than showing the trial balance net amount from the accounting effects of the debits and credits. See attached screenshot
I’m posting here in hopes of getting real answers, as QuickBooks Banking Support has been completely unhelpful. On Wednesday, February 6, 2025, I set up a payment for my rent using my QuickBooks Checking Account. Two days later, I received a notice from my property manager stating that the payment did not clear due to NSF. When I logged into my QuickBooks Checking Account, I discovered that over $2,000 was missing—yet there are no transaction records available explaining where my money went. I immediately contacted QuickBooks Banking Support, and their response was “We do not know where those funds are.” That’s it. No explanation, no resolution, no urgency. This is completely unacceptable and fraudulent. While I understand that using a fintech company like Green Dot comes with some risks, I never expected to be outright ROBBED by QuickBooks. This is my business account, and I need a resolution immediately. If anyone else has had a similar issue, please s
Hello - QuickBooks Online seems to have experienced some kind of update over the weekend (i.e. the Invoice screen is different today with a pop-up announcing the new view). Simultaneously, a BUNCH of our vendor expense defaults have been reset to not have a default value (without us making any changes). Has anyone else experienced this issue, and is this a known bug that QBO is fixing? Or are we going to be left to manually correct all of them ourselves (which will take hours)?
I just migrated from Desktop, and need to create a Profit and Loss Detail Report for the whole fiscal year to compare with my Desktop version and make sure everything imported correctly (and we use this report frequently). We have Quickbooks Online Plus, and the "Reports included in your QuickBooks Online subscription" website says we should be able to create this report. However, in my list of reports, the only option presented is "Profit and Loss by Tag Group". Why don't I see the detail option? Do they call it something different, or is there a problem with my account?
I have just found two large withdrawals from my business account that were unauthorized. Has anyone had this issue and who can I contact to track down this money? Thank you!
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I’m beyond frustrated with QuickBooks Solopreneur right now. Every time I try to do my year-end filing, I get a “Something went wrong” error, and I have been dealing with this issue for weeks. I’ve contacted support multiple times, and the responses have been completely inconsistent. Some agents have told me that tax filing isn’t possible with Solopreneur (which is false), while others simply don’t believe me. I did have one support agent who was able to reproduce the bug on their end, yet I still can’t get any updates on a fix or any real guidance on how to move forward. At this point, I feel completely stuck. Has anyone else run into this issue? If so, have you found any workaround or resolution? I need to get my taxes done, and this ongoing issue with zero transparency from support is unacceptable. Would appreciate any insights from the community or an actual update from QuickBooks.
I’m wondering what’s happening because The customer’s account has already been released of funds and they made a credit card payment. They told me the money is on the way five days ago. Is this alarming? I’d love to speak to someone
I'm in QBO Advanced. We just migrated from QB Desktop. How do I create a "Classic" (not "Modern View") report showing ALL expenses in ALL our expense accounts, that does NOT include any income/revenue? I would ideally like to group these expenses by month in our FY, but I can't even figure out the basic report. When I go to the list of Standard reports, none of those reports produce what I need (not Purchases, not Vendors, not Expenditures). I can't use "Modern View" reports because none of those are shareable with my teammates, so I'm stuck having to use only the Classic reports so I can share them. The closest I got was to start with one of our imported reports from QB Desktop, which is a basic Transaction detail report, then Grouped by "Month" and added the following filters: - Class = [my specific class] - Distribution Account = "All Expenditures Accounts" The problem is that that report does NOT include Journal Entries that should be in there as expen
I have an invoice that was paid directly by customer but I needed to include that invoice in our invoice to customer in order to mark up the percentage. How do I show this bill as paid but not by our funds? If I delete it, it wouldn't be included in the total job cost detail report. Is this possible?
How do I change a company EIN?
Quickbooks has wrongly calculated the Q4 payment for my state unemployment filing. Usually the Q4 amount is much less than the Q1-Q3 amounts, and the state's website calculated my payment should be $16.50. (Q1-Q3 were correctly calculated as $49.50. How can I fix this?
Hello everyone,I need your help to register the payment of payroll taxes:I have a restaurant and I am using GUSTO platform to track payroll. Let's say I have a payroll tax expense for $1,000 of which $500 is employee taxes and $500 is employer taxes. Should I record everything as “payroll tax expense”? Since I am paying it all myself. Or is there a neater way to do it? Thank you !!
Our company recently purchased a truck that we need to expense on our Schedule C tax line “Depreciation and Section 179 Expense Deduction” I have tried to create an account to capture the Section 179 Expense line on our Schedule C. When I map the account to a tax line, Schedule C Depreciation and Section 179 Expense Deduction is not an option in the drop down list. Is there a way for me to map an account to this Schedule C tax line (or to Form 4562 which would then populate that line on Schedule C)? Thanks for any advice you can offer.
Is there a way to auto-populate two different email addresses for one vendor? One for purchase orders, and a different email address for bill pay notifications (sending vendor payments).For example: [email address removed], when sending purchase orders, and [email address removed], for bill pay notifications. Currently, the vendor email address listed in vendor details populates for both purchase orders and bill pay notifications.
Since QuickBooks hasn't published this. Here is a complete mapping of QuickBooks Desktop Chart of Accounts types and their corresponding QuickBooks Online Account Types (with correct syntax) and their associated QuickBooks Online Detail Types. I was suprised not to be able to find this so I created it myself. It assists with being able to import a chart of accounts using the QuickBooks Online import tool if you're not uploading the entire desktop company file and only want to import a chart of accounts from QuickBooks Desktop. You'll be able to find the correct syntax for the account type and then a list of associated "detail types" that are required upon import but are not a feature of QuickBooks Desktop chart of accounts.
