QuickBooks Q&A
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Hello, Thanks in advance for your help! We pay an annual State fee for our LLC. Californai --Franchise Tax Board. Is this just a regular expense account?! Thank you!
What changed in the Chart of Accounts? I used to be able to have it in detail type and number order; now, it's in detail type and name order. I want it in detail type and number order. How do I get it back?
As estimates are non-posting to the accounting of the business, why has QB made it so difficult to do this? My sales team creates dozens of estimates per day, and I have years of estimates on my system. Currently the only way to delete an estimate is to go into each individual estimate and delete. This is a huge amount of time. People have complained about this before, but I still see no solution from QB.
When starting your own business, it can be difficult to know where to begin, so let's go over three of our tips for you to keep in mind as you begin working toward making your small business dreams come true. Tip 1: Have a plan in place Having a plan in place is crucial when starting a small business because it provides a roadmap for achieving success. It helps set clear goals and objectives, and outlines the steps needed to achieve them. A business plan also allows entrepreneurs to identify potential risks and challenges, and develop strategies to mitigate them. By having a plan in place, small business owners can make informed decisions, allocate resources effectively, and ultimately increase their chances of achieving long-term success. Without a plan, entrepreneurs may be susceptible to unforeseen circumstances, which could negatively impact their business and hinder growth opportunities. Therefore, having a plan in place is crucial for st
The AI chatbot is so far from ready to be used it should be killed now....what a waste of money....could have hired an actual person to help....How do I get help when I NEED it and not when it is good for quickbooks?
I have recently started testing the use of advanced pricing, specifically the qty discounts. I have found a bug related to the "new price" field under the qty discounts options. We sell MANY items at less than $0.01 and when orders are placed at certain qty such as 5,000 pcs or 25,000 pcs or 100,000 pcs we give a discount. When trying to setup discounts the new price field does not display more than 2 decimal places and rounds the results of the discounts, which is a bug. The sales price field allows for up to 4 decimal places while new price gets rounded and only shows 2 decimal places. These two fields should be treated exactly the same...meaning new price should be exactly like sales price. On invoices the unit price pulls from sales price and new price. Sales price is pulled exactly as it's been entered on the item for each line in the invoice. When the qty discount new price is used to populate the invoice it should not be pre-rounde
I had customer job columns in my previous QBO Plus version, but after downgrading, the columns disappeared. May I know if this isn’t a basic feature for QBO, or which Plus feature this is under that Essentials doesn’t have?
When I opened my business I was using my personal card for both business and personal expenses. I paid all expenses for the business with the business checking account and all personal expenses with my personal checking account. These cards are paid off each month. However, I am still showing a liability on my balance sheet for these accounts. How can I correct this with a journal entry to reflect these cards are not a liability? I know I need to credit one account and debit something else but not sure which account. I hope I am making this clear. I include a picture to show. The $1483.80 was the opening balance. Then I had $35.82 business expenses that were paid with the business checking and the personal expenses $1483.80 (which I paid off with my personal checking). However, I am still showing on the balance sheet for this year a liability of $1483.80, which I know this should zero.
Has anyone corrected their 1099s in QBO? It says that there should be a "correct" option next to the individual 1099 that was filed but mine only has a "view" option.
Hello! Here are the problems:1. A restaurant has been running QBO payroll with tips being added to gross and then deducted with "paycheck tips" connected to a "tips paid" liability account instead of just using "cash tips." In doing that, it creates a positive liability account in the amount of tips paid. 2. All bank deposits from credit card machine have been categorized as sales income, which we all know is incorrect because SOME amount is tips collected and SOME amount should go to a sales tax payable account (not concerned with at the moment let's focus in the tips portion, I know how to fix the sales tax bit). I can do a JE debiting the sales account... and generally I would say credit a tips current asset account, but for the previously mentioned paycheck problem. So how do I debit the liability account to zero while also debiting the sales account by the tips amount. I know how it's SUPPOSED to work and will work from now on, but how do I FIX the historical
Hello, I am currently using QuickBooks Desktop (QBD) version 24.0. I access QBD from home via VPN. My IT person is recommending me that it is best not to access QBD via VPN and is saying that accessing QBD via VPN will slow down the performance and may corrupt the QBD file. Do you agree? Thanks! Alan
I tried to record this as a deposit to the bank account, but the result was a negative amount reflected in the asset column of the balance sheet and no change to the bank account balance.
Hello QuickBooks Community,I’m looking for some insight on properly handling St. Louis City’s 1% Earnings Tax for employees who occasionally work within the city limits.Our business and employees are located outside St. Louis City, but when work is performed inside city limits, we are required to withhold the 1% earnings tax for the wages earned there. Here's how we currently manage it in QuickBooks:Tracking City Wages:All employees are hourly.Work done inside St. Louis City is tracked separately and assigned its own pay type ("City Wages").Withholding the 1% Earnings Tax:We created a St. Louis City Earnings Tax Deduction (set up as Other Deduction - Other Tax Deductions).The tax amount is manually calculated since QB doesn’t seem to allow deductions to apply only to specific wage types.The Problem:This setup works fine—until it’s time to generate W-2s. Since the tax is recorded as an "Other Deduction" rather than a recognized local tax, it does not appear in Box 19 on the W-2, which i
I am about to start filing my taxes today and I saw that Intuit is promoting Solopreneur Online that has better turbo tax exporting support. So I did the upgrade.And I was asked to enter firm info, and it showed me a dashboard that only contains data from the last 12 months, without any receipts I attached to. All other data including receipts scanned are lost. This is a huge breach of my trust and waste much of my time. Please esculate this to your leadership and engineering team. Thank you,Sabi
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I just upgraded from Self-Employed to SoloPreneur, and all my receipts are gone. Also, all my transactions from before Jan 24, 2024 are totally gone. I need all my receipts and Jan 1-24 transactions for my 2024 taxes. I have been told by customer service (Ralph) that all this was supposed to come over, and they assured me it is a bug and it should have already come over, but nothing has changed in my account. When I just chatted again (Louisa) to follow up with customer service, she told me there is nothing they can do, I just have to wait for an indefinite amount of time...for it to maybe fix itself...and they can't help me get my data downloaded as a backup because she can't access the archives as a T1 tech support, only supervisors/developer level folks can. I was supposed to get called by a supervisor to my cell phone Louisa said...well that never happened. In hindsight...yeah I should have downloaded all my data before upgrading as a backup, BUT t
Is it true that QuickBooks is no longer allowing the import of bank information to the Desktop version?
I am having issues logging into my company file. When I open QuickBooks it has a pop up that says: Before you open your current version of QuickBooks The latest version of QuickBooks is installed and your data is converted and ready to go. You can launch the latest version of QuickBooks from the icon on your desktop. Any changes you make in your current version of QuickBooks will not be automatically updated into the latest version of QuickBooks. Do you still want to work in your current version of QuickBooks? When I try logging in to my company file, it says: The company file has been upgraded to the latest version of QuickBooks Desktop. To access the company file, contact your system admin to upgrade your QuickBooks to the latest version. When I go into QuickBooks under Help - Update QuickBooks Desktop - Update Now, I have everything updated. See attachments for this issue. I don't understand why this isn't working even though I have the latest update.
Hi - When entering a vendor credit on the Enters Bills screen, there are 2 tabs - Expense and Item. When setting up the vendor credit, how do you determine which GL account to use? In this scenario, these are parts that had already been bought and paid for using a PO. Later on, the vendor has given us a credit. Can you list the steps on how to find which GL account was used for the PO transaction? I believe that will help us determine which GL account to list when entering the bill credit. If it matters, we use QuickBooks Desktop Enterprise. Note: To get to screen in QB for vendor credits, I went to menu bar Vendors - choose Enter Bills - near top of Enter Bills screen click the bubble for "Credit" - use drop down list to select the correct vendor. Then, you'll see the Credit screen, and 2 tabs below - Expenses , Items. Thank you in advance for your feedback!
I use Quickbooks Online Bill Pay with checks. One vendor who gets a lot of checks from us, keeps asking which invoice the payments are to be applied to. Confused, I asked to see a copy of a Quickbooks check that was sent to them. I was shocked to only see the "From", "To", the check number and the date. Why are there no invoice or bill numbers? Is there a setting I'm missing? When Melio ran the service, it seems like the invoice number automatically printed on the check.
Hello, Have a client with a company with multiple subsidiaries. One of these subs has a QBO data file/account and is connected to an existing cloud-based PoS system. They have another subsidiary that they'd like to connect a different Cloud-based PoS system to the same QBO data file/account. Currently, they're manually entering all the data in by hand. And, before you ask, no the two subs can't use the same PoS system, each are on different *industry specific* PoS systems. Can you connect multiple PoS systems to the same QBO data file? Was a complete a fiasco just getting one to work... Is anyone doing this successfully? Thanks
I want to file official complaint. My invoice was paid May 22nd and it is May 26th and my bank has not received it. There is no customer support available and the system is designed to frustrate me so that I cannot get the services I have paid for or my money on time despite paying hefty fees. I have had enough. I am Hungary and tired of being played with. Don't ask me a million more stupid questions or make me sign in 500 times. 8 pay for services with a reasonable expectation that they be delivered and in a timely manner. This is your opportunity to fix this so fix it.
How do we issue a partial refund to a customer? The only option in the app is a full refund. If I login online to merchant center all refund options have been gone since early last year. I can only view transactions.
