QuickBooks Q&A
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I have Quickbooks Online Advance, and I am trying to create a user who only has access to the report section, for example, income and expenses, but specific to a class. I don't want the user to see all of the charts of accounts.
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We have implemented Class Tracking. When we invoice, we assign a class to that document, or we might assign various classes to each line, if different classes are appropriate. I've noticed that when we "Receive Payments" there is no field present to identify a class. However, when we go to the Deposit screen where we move the payment from undeposited funds into the appropriate bank account, there IS a field for Class. Why is there a field on the Deposit screen but not on the Receive Payment screen? It would seem to me more appropriate on the Receive Payment, but perhaps I am missing something...??? Or is this just another puzzlement of the crack QuickBooks coding designers ???
I use QBO for my accounting and have a few contractors that send invoices. Here is my current processReceive invoice from contractors on 1st of monthCreate journal entry in QBO for the 31st of the previous month that debits the expense account and credits Accrued ExpensesEnter the invoice as a Bill in QBO against Accrued Expenses (debiting Accrued Expenses and crediting Accounts Payable behind the scenes)Pay bill through ACHMatch bank transaction with bill in QBO (debit AP and credit checking)This way, the expense is tied to the month the service was actually performed (i.e., accrual accounting) and helps with my forecasting.A few gripes:QBO does not let you tag journal entries which makes project tracking difficult. I know this is a known issue, but don’t understand why nothing has been done about it.I think it would be smart for QBO to give a “Service Date” field option on a bill for businesses that use accrual accounting. That would remove the need for a journal entry all together.W
I am working with a Quickbooks online client and they process their payroll through the online service. The last two paychecks have been calculating a 0.02% employer tax that is listed as MN Additional Assessment. When I checked on their numbers under settings, this is not an option for me to fix this to calculate as 0%. I know there was talk of adding this, but it's on the system and calculating with a number that we didn't authorize.
How do you hide payroll info in the search bar when users with no access to payroll can still search an employees name and there paycheck date and amount show in the search results.
Why is quickbooks using the date of an invoice or check for the accounting period?????? Why isn't it like other ERP's where the transaction date drives the accounting period. Because of this lack of functionality, the vendor ledgers are sloppy at best
Where is the phone number to report fraud. My online quickbooks was hacked & money removed from the bank account.
I am pretty sure this is easy to do, just don't know how to do it. I got paid for 6 invoices in one Bank Deposit. How do I accept the deposit and then apply the deposit to show that the deposit is for payment agains the 6 invoices. The company chose to pay in one lump sum for all the invoices. The bank deposit shows in the my banking section, but I have not added it as of yet. Waiting on further instruction before doing so. Version QBooks Online Thanks -GM
Raise a PO to a supplier and link it to a job from your mobile phone
Quickbooks payroll ERRONEOUSLY, AUTOMATICALLY setup state taxes for an out of state employee......Virginia doesn't do that with North Carolina.....I have contacted support 6 times (phone,chat, twitter), spent more than 5 hours on hold/waiting for chat responses being told they are looking into it for the last 4 years!!!! I have asked for a supervisor dozens of times and been ignored. I have been told a supervisor will contact me and they NEVER do.....How do I escalate a problem past the horrible tier one support?
On the first day of each month, Quickbooks posts a $25 charge to my Amex Platinum card. The note/memo information for each charge says "AT&T DATA W2GO". However, Amex has no such record of a $25 charge, and I have no account with AT&T. I believe that Quickbooks is downloading a $25 charge, but that it is not an "AT&T" charge, and that the note/memo information is wrong. It is not billed to my Amex, and isn't an ATT charge. How do I figure out how to categorize this expense?
We found out that we can no longer import desktop data after 60 days from subscription date.So we cancelled our previous subscription and resubscribed after.Now we can't still import the desktop data. We tried deleting also the current company file and set up a new one but it said we cannot do it because our subscription is beyond 60 days.But we resubscribed already, isn't the subscription date should have restarted? How can we resolve this? We really need to import our desktop data through online migration tool.
I have to damage some items out of my inventory in Quickbooks Desktop and when I do I need them to make my Cost of Goods go up. For example, I understand that a damaged item is cost of goods and I want it to reflect that properly in reports. However, I don't know how to do this when I do an Inventory Adjustment. In Inventory Adjustement if I use an Expense Account as my adjusting account as it suggests how will that affect Cost of Goods and make it go up?
I saw on the official website that Intuit Assist can provide real-time answers to my questions about business cash flow, profit, loss, and expenses, and even generate charts. However, after purchasing QBO, I found that the AI assistant cannot pull relevant data from my account and provide answers. Is this feature still in beta testing, or is it only available to users in the United States?
Hi, I am unable to select which Chase account to connect with QuickBooks Desktop via Bank Feed. When I try to connect, all accounts (including those unrelated to the entity in QuickBooks) are checked and greyed out. As a result, I would have to connect all accounts to this entity in QuickBooks. Can you please advise? Thank you. Mandy
I have reset my Admin PW twice now (had to input license number, email, phone), received the code, input it, but the pw is not updated. Please help!
Partially open sales orders NOT showing up on an Open Sales Order Report. Does anyone have a fix to this huge bug in QB Enterprise?
Trying to modify expense categories to my specific uses
how do I categorize my day labors? It won't let me under (independent) contractors because I don't have their emails.
I use EFTPS to file my 941 for FICA, SS, and Medicare each month but since I semi retired and don't do much work, I did not pay myself in January. However, IRS says I have to file monthly 941's even if there was no payroll. The problem is, it EFTPS does not accept a zero amount. So, what do I do and how do I do it?
My Trial balance is currently showing accounts as follows: 10200 · A/R PATIENTS:10200.1 · adjustment10200 · A/R PATIENTS:10200.2 · Co Pay Insurance Charges (HMO)10226 · Loan Receivable Where 10200 is the parent account and 10200.2 is the sub account.How do I make it print the trial balance sorted by the final lowest account? 10200.1 · adjustment 10200.2 · Co Pay Insurance Charges (HMO) 10226 · Loan Receivable I want to be able to import into a large excel schedule using vlookup, but, autofilter doesn't work when there are multiple accounts that appear to have the same account number.
My client has not connected his bank to QBO yet. I want to get started with his books by manually adding the transactions that I've downloaded from his bank. Will there be duplication issues if I manually add January transactions and later, in February, connect his bank to QBO? Just wondering if connecting the bank feed after I've already manually imported them might create duplication issues. Thanks!
