QuickBooks Q&A
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When I import bills and try to save it. keep getting error message - "Your split amounts don't add up to the total specified. Either change your split amounts, or change the total by clicking the recalculate button at the bottom." I have searched other threads and have not found a working solution. Please help/advise.
Hello! When I record my deposits, they go into my register as a lump sum. However, when I go to reconcile, some of that lump sum is on 2 different bank statements. How do I separate the lump sum so I can reconcile correctly? I have been re-adding the deposits alone to make the reconciliation work, but now my register balance is higher than it should be. I am afraid to delete the recorded lump sum deposit. Any suggestions?
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I'm using checks purchased from QB, I have the lastest version of Adobe, I'm printing from Adobe, I've selected "actual size," "Choose paper source by PDF page size," and "Auto portrait/landscape". When I drag the grid to where it printed, the alignment tool seems to make nonsensical changes and it prints incorrectly again.
I would like to create a custom report that shows the actual results as of "This year-to-last-month" and shows the total budget remaining for the year. If I create a budget vs. actual from scratch and choose the options the report is shown correctly (expenses through prior month and full 12 month budget numbers). However, once I save the customization when I rerun the custom report the report the dates shift to both actual and budget showing as of last months. I would like to be able to split the date range for the actual vs budget.
Hi,I want to be able to add 'ship to address 3 ' to a report but this does not seem to be an option in the customize option. Can it be done ?Regards
On my invoices dashboard, I get a red exclamation mark icon that invoices need attention. When I drill into the invoices that need attention, I get individual invoices with red exclamation point icons with the error "delivery issue." The error goes on to say "Invoice undelivered: We coudln't reach some of your customers. Double check email address and try again" with a link to resend the invoice. We have validated multiple times that the email addresses are correct. From talking with Quickbooks support, sounds like an issue multiple companies are having and there is no current time frame for a solution. I'm hoping to find a solution or at least be able to track a ticket number to see progress on getting this bug resolved which is a quickbooks issue, not a user issue. Any details to point me in the right direction are greatly appreciated.
I have already sent in my 1099-NEC forms to the IRS. I got a call from a vendor today telling me that they received the 1099-NEC, but that they had dissolved their LLC Partnership in 2022, and they need a reissued 1099 to their personal SSN. How do I correct the EIN on the already-issued 1099 with the IRS? Or can they just report the income on their personal tax return even with the incorrect EIN on the 1099-NEC?
We have recently experienced a change in the way the "product/service" dropdown is displaying our product options when we are adding line items on an invoice being created. The "product/service" dropdown is now forcing the product name and the product description into the modal and resulting in our inability to see the desired product name without hovering over the "?" to the right of the truncated product. I have widened the product/service input on the invoice detail and that helps some but still not without requiring inefficient steps. When we do select the product it presents in the invoice by correctly separating the product name and description in the appropriate columns. This appears to be a recent change and is impacting all of our QBO entities. Questions: Anyone having the same issue? Does anyone know of another update to the invoices module that may have caused this? Anyone aware of a roll-back to the invoices module that may have caused this? If not, any ideas why thi
Hello Community, I have a parent account of Bank with two sub accounts Acct 1 and Acct 2. Before the change both feeds came in under their account numbers from the same feed under the name of Bank which had one feed. There are now two feeds. Bank has a different feed under digital banking. It shouldn't be getting a feed since it' a parent account.It's a whole new business website that the feed connects to with digital banking. Acct 2 imported fine with its unique acct. number using the old feed. I can't get Acct 1 which also uses the old feed to import because the import goes directly to the parent acct. Bank. Bank has a connection to the new digital feed and the same account number as Acct 1. So even if I identify that I want to import into Acct 1 when the import comes in the imported transactions go into the parent acct. Bank instead. Should I disconnect Bank from the online feed? And should both Bank 1 and Bank 2 be disconnecte
I am running Enterprise 24.0. Windows had an update on Jan 29, 25 on Jan 30th all my company files are missing. And I can't restore from backup. When trying I get an error that I need to download the newest version of File Repair Doctor and then it can't find that file.I have downloaded the newest Tool Hub but that is not helping either. I have uninstalled the Windows update and still no luck.
I got a tax bill in the amount of $8060.97 from my local town. I got an option of paying that amount + a small % fee in installments, with 1 part being due right away, and the other parts with 3 later due dates. 2 points 1-the first bill was payable to the town if I do installments only the first part goes to the town, the later payments goes to the county. 2nd their is a small added % fee if I pay with instalments.Originally i entered the full invoice to the town, but now only the first part was paid to the town the rest goes to the county. Is their any way to update the first invoice that it should be paid in later due dates to a different vender (county), Or i should just update the first invoice from the town to the amount being paid to them and the rest enter in separate invoices for the county? Thanks in advance for your help!
I have multiple companies I do bookkeeping for with my QB desktop. Recently I'm having issues emailing from QB for only 1 of those companies. I am able to use the same program to email for the other companies and my partner can email invoices for this company with his computer. Has anyone ever had a similar issue and if so, how did you fix it?
How do I fix the company file name? Somehow it got changed to all lower case and I would like to fix it so that it is upper and lower case. When I use the F2 I see the file location and I have corrected it there but when I go to do a backup, the company name still appears as all lower case. What am I missing to fix this? Any help would be awesome. Thank you.
I am receiving check against my customers invoices that have advertising fees taken out . QB ONLINE .. only shows a discount % or $ you can take out in the receive payment window.....not the drop down box that I used to see that I could charge the fee to a expense account EX.$ 20,000.O00 invoice with $ 1000.00 fee so I receive $ 19,000.00 How to book the short payment to an expense (advertising)
I need to access my QuickBooks, but my employer won't send me another invite, and I no longer work for this company. What should I do?
Can anyone help me understand why transactions keep showing up in the Not Specified column? I have one QBO account/file that I use for multiple businesses and entities. I separate them using the class feature. When ever I run a Balance Sheet report and separate the report by Class transactions always show up in the correct account row and Class (or subclass) column. But an entry for the exact same transaction also shows up in the Not Specified column. It happens even if I make sure the Payee, Customer and Class fields are filled out. Could someone help me understand why things show up in the Not Specified row and how I might be able to get it to stop?
HelloI have been managing payroll expenses since jan 2024 in QBO. Our company has four different classes setup but the payroll expenses always automatically go to the same class. It was in Nov 2024 when i ran a profit and loss report by classes and the payroll expenses only in August 24 were appearing as class not specified. July and September are all good. Can anyone suggest a solution to this ? Already contacted QB team but they have nothing to suggest. Thank you
I received a payment via ACH (Quickbooks Payments) and after 1 day it is marked as "cleared". I delivered the product and now 2 days later it says the payment is "disposed". The payment's status is "disputed".The customer doesn't answer my emails, what should I do now?
Hi,My boss asked me to create an invoice and bill his credit card for the invoice (in order to get points on his cc).He then wanted me to pay him back by wiring the money that came in, back to his bank account for which he paid the card off.How do i categorize each step of this transaction?
hi. i have Quickbook Essential license. i have 2 bank accounts linked with my quickbook (one is AR, one is AP)I want my book-keeper to have access to AR bank account only to do transactions reconsolidation. how can i do it. I went to "Manager Users" but i don't see any roles i can use. Thanks
If I create an invoice for labor and materials and also want to include a credit for materials returned, what is the correct way to do that? If I include a line in the invoice for the credit, what item type should it be? I ask because if that line item is a "non-inventory part" with a negative dollar amount then it does something weird when I pull a "sales tax revenue" report. But if that line item is instead a "discount" item type with a negative dollar amount then the "sales tax revenue" report looks normal, but it doesn't correctly adjust my "sales by item" report. See Example PDF attached.
