QuickBooks Q&A
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I have a business logo uploaded that looks fine on my invoices. When the automatic Quickbooks email is sent, the logo comes in so large that you cannot even see what the logo is. It is HUGE. How do I get this logo to be smaller, or remove it all together from the email?
Our Quickbooks file dates back to 2009. We want to retain the information from 2009 through 2017 and then remove it from our current QuickBooks file.I have read about condense, however, we will need access to the 2009-2017 information alsoAny suggestions?Thanks
I contacted QB help about an $11K issue with AR. After their help it turned into a $1.9M impact to my P&L and wasted about 10 hours of my time (I work on billable time and this isn't billable time)
I am new and want to track expenses from my last tax year.
When emailing invoices in the new layout, in the center section, above the amount of the invoice and BALANCE DUE, Quickbooks Online shows "Your invoice is ready!" seems to be a default. I think it is dumb, as no one is ! excited ! that they are getting an invoice. I can't see where to change this. I understand there is a "customize" section in messages, but this is NOT the section I am referring to. NOT: Your Company > Account and settings > Sales> Messages How do I change or delete this from emails for invoices sent from Quickbooks Online?
With the new law passed in CA for 2024 (40 hours or 5 days of paid sick leave), if I have a part-time employee who works 25 hours a week, do they still get 40 hours of sick pay for the year, or 5 days which would would be 25 hours?
There are many posts out there about vendor refund in quickbooks online, but *all* of them include supplier credit, something that most of us don't have since we are on the low tier. My scenario the vendor has already refund me directly in my bank account. I need to categorize this income. Help me? 🙂
On January 29th I pulled my 1099-NEC report from Quickbooks Enterprise Desktop and after checking everything and e filed them through Tax1099. Then I found a solicitation email from Melio, our 3rd Party Payment Processor that we use to pay almost all of our Accounts Payable invoices and charge it to our credit card of which we reconcile and pay in full each month. The email gave instructions on how to export data from Melio to Tax1099 and file 1099-NEC's. Quickbooks omits Vendor payments made by credit card and only reports payments made via Bill Payment/Check to 1099-NEC. I did some online research and determined that vendor payments that we made through our Melio/3rd Party Payment Processor, we did not have to report 1099-NEC for as it was the responsibility of the 3rd Party Payment Processor or Credit Card which seemed correct considering that Quickbooks will not allow me to include payments made via Credit Card to this tax form or any of its reports. I
Is there a quickbooks method to simply collect cc info? We want the customer to enter their credit card without being chraged as part of the booking process. My business requires a credit card on file before a customer can schedule a service. We dont charge the customer until after the service as its based on real time. Is there a way for a customer to submit a credit card guarantee thru some secure quickbooks form, so that they dont have to call with a card or email a card number without security?
Hi all, We're using QB Premier with Enhanced Payroll. Today, I realized that the payroll check I printed yesterday was for 2 weeks ago, which was already paid. So, I haven't paid for last week, but have paid twice for the previous week. Both checks have already been deposited, so what's the easiest way to fix this? Is there some way I can change the payment to apply to this week instead? One further complication is that the amounts for the two paychecks are not the same - the one I double paid is a larger amount than the one that I should have paid. Thanks in advance for any help!
So my webconnect was missing a month of data, so I had to manually do the download and attempt to import. I keep getting the error as above.. then asks use an existing QB account that are all rando ,like other expense, other income and Paypal... or I have to create a new one and then merge the two.. dont want to keep doing that, it scares me that something will get screwed up. So what makes it not match ? I assume I need to edit something in this file to make it match my actual bank account in QB.. would the name be wrong or account type or number ? I did alter my account number to have leading zero's and its checking... but not sure if the name is wrong ? since the name in my file and the name on the error dont match up.. so not sure where that is coming from. So what needs to match what in QB and my file so I can get this to import correct. and for the record, if I hit download transactions again from my bank it says I'm all up the date. thanks for any insite.
I work for a CPA office and one of our clients is very upset because she informed all her vendor's emails and none of them is receiving their 1099 forms via email. Why are they receiving only hard copies? She authorized electronic filing for all of them. Could someone help me answer her? Thank you!
Hi,Accounting end of year question.Was sending my Profit and Loss (2024) to my accountant and saw it was showing Net Operating Income of $24,000 or some change (after business expenses, it is $3,000 or so in the negative).But I am still in the middle of a job where I issued an invoice for $50,000 and the customer still has $24,168.18 of credit and the job is not complete. Here is my setup:The job is called '508' and I had issued a $50,000 invoice and customer has paid it, into Accounts Receivable. I make all payments into sub-accounts accordingly (Plumbing, Electric, Framing, HVAC, etc.). Accountant said I have to do this:Move the $24,168.18 to Accounts Payable ( Prepay 508 on account) from revenue. Dr Revenue 508 $24,168.18Cr Accounts Payable- 508 $24,168.18 But how do I do this? Not sure what does he mean? Thanks,Baylight Contracting
I am an accountant; my client has signed up for QBO. She just want to have access to reporting and would like to transfer the subscription. She will continue to pay for the subscription. I am new to QBO. Initially, she setup her company with default chart of account, vendors, and bank and charge card, with limited categorized transactions. When I received an access to her subscription, not realizing that she has set up herself as a client. I build the client with all required data, such as charts of account, vendors, contactor, bank and charge card. and started reconciling bank and charge card transactions. It is bit confusing to her. She wants me to be the prime access but the she wants to use is the one I set it up. What is the best way to clean this up, and setup her limited access. She also wants me to take over her. and delete what she has done. Help
After looking for a long time and not finding exactly what I needed, I figured it out and wanted to make a post to help anyone else. I have an accountant who actually does this for me when I file taxes, but my quickbooks was a mess because I didn't categorize these correctly originally. YOU CAN ONLY TAKE A 179 OR MULTI YEAR DEPRECIATION, NOT BOTH. I'll use whole numbers for simplicity. I bought a truck in 2022 with a loan for $50,000 AccountDebitCreditTruck 1 Asset50,000 Truck 1 Loan 50,000 Then I used the 179 Deduction under vehicle expenses. This will show up on your P&L Vehicle expenses. (S-Corperations take note if you take Shareholder distributions higher than the 179 deductions, they will appear on your personal tax returns as capitol gains at a rate of 15% in taxes) AccountDebitCreditTruck 1 Asset 50,000Vehicle Expenses: 179 Deduction50,000 Two years pass and I decide I need a bigger truck, I've now paid it half of
I would like to ask for help when entering a snapshot receipt in QBO. I always end up creating a duplicate on REFUND receipts. Should I be categorizing refund receipts as an expense, rather than a refund? How will QBO know if this is a refund if I classify it as an expense? I don't want to throw off my books when reconciling.
I use Quickbooks Enterprise 24 and Enhanced Payroll. I have verified with customer service that my version is up to date as well as my payroll. I have e-filed my W2's and clicked the box to let my employees view their W2 on the workforce site. Everyone was sent an invite prior to my filing. They have accepted and are all able to access the site. However, My W2's are not showing up in the workforce site. I have also went back into the file forms section and tried to send it to workforce again. I get the email that states that the W2 is ready for viewing with the link, however each time I go into the site the W2 is not there for 2024. Also a separate issue, I cannot print any copies for my records. I click print pdf and nothing happens. I have gone through customer service 2 times for hours troubleshooting and nothing has solved the printing issue. This is why I was falling back on the Workforce site, which appears to be not receiving the W2's. I am not sure what th
Before this upgrade, if you created an invoice, the invoice would pull the employee name and insert it into the body of the invoice. It would insert it after the description of the charges (example: Consulting Services - Kim Smith). Now, I only get the following "Consulting Services -" (the employee name should be there after the dash and it's not. The dash *is there.) I have tried every instance in the Content Design. I have spent 52 minutes on a call with a QB rep; her system is also not pulling the employee name.
None of my contractors received their 1099 although I opted for them to be electronically and physically sent. No one has received it and it’s not in their spam mail. Any idea as to why customer services of no help and of course right now today they’re closed.
I would like to know what Intuit is planning to do to hold Elon musk accountable for breaking federal law and getting rid of the direct file tax system in the US.
I need to understand when and how my contractors will receive their 1099 I filed through quickbooks online.
