QuickBooks Q&A
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My name is Gloria. When I am logged into QB Online, there is a G in a circular icon in the upper right corner where I can manage my intuit account. Can I change the color of that circular icon?
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Quickbooks charged me $1400 for my enhanced payroll for accountants subscription. That is doubled what I paid last year. When I called I finally got some info from the 5th person I was transferred to. She said that it was discontinued but I guess I was grandfathered in. She told me that I should buy "payroll for accountants" which would be about $700 and then cancel the enhanced. She transferred me over to sales and they acted like they didn't know what I was talking about. Right now I only have 4 clients I am doing payroll for and one of them will be done in January. Does anyone know if I have any options besides having to buy a separate subscription for each client? BTW it is QB Desktop. Thanks,
Customers receive invoice through third party app Biller Genie. How to handle if customer should only see part of the invoice to pay because part is paid by another party, a Trust Account? Can we split the invoice in QB so customer will only see their portion in Biller Genie and the other party will be invoiced separately to pay their portion. (Other payment will come from a trust account.)
On the home dashboard, I see a rolling 12-month line graph of sales. I'd like to see that in 24 months, or better 36 months or all dates, just to see the flow of revenue throughout the months that's normal for my business. I've been trying to get this to happen for a few hours, can't find it. Any help? Quickbooks Online Simple Start.
I create an invoice and add to it throughout the month. I send out the invoices at the end of the month. Right now, some invoices when created have the end of the month as the "invoice date" and some (most) of them default to the date the invoice is created. Why do some default to the last day of the month and others do not?How can I make it so that every invoice date defaults to the last day of the month? Thanks!
Does anyone know if QuickBooks assigns a unique id number to each customer that is created in QB's Ent. 23? If they do, is there any way to see or print or export those id numbers?Thank you
Has anyone else had issues with the 941 payments not appearing in to pay in the payroll tax center after payroll has been processed?
We recently started using the approval workflow for vendor payments for Accounts Payable. This seems like a no brainer, but is there not a way to Filter Approved bills in the Bill Pay screen? I am not seeing that there is. It seems to defeat the purpose of an approved/not approved bill if you can just pay whatever, whenever? I at least want to filter out anything that is not approved when I go to pay bills so we aren't accidentally paying pending items.
The customer would like for me to send them a credit memo, but I am not sure how to produce that from an overpayment.
I can't figure out how to fix this
I cannot open QB because I get a mesage that says. Hold tight. We are upgrading your Quickbooks. This could take a few minutes. I do not get this on another computer. What is going on?
I use HouseCall Pro to operate my business, which connects to QBO. I am finding 7 specific items on my items list that are coming through as Sales of Product Income on my P&L that should be either Labor Expense or Materials (GOGS). I suspect the problem to be that. QBO reports the description of an item rather than the parent category, and when I create an estimate and modify the description, when it pushes through to QBO, QBO does not recognize that description and throws it into SOPI instead.Now I am trying to clean this up. HouseCall has an option that I can change the category and that should push through to QBO. To further complicate matters, HouseCall is showing TWO Labor Charge options. How do I go into QBO to locate which one I should use, and eliminate the other one? Thank you so much in advance for your expertise and help.
Hello! We are in need of scheduling recurrent invoices for several recurring services that we offer. However, we need to verify the invoices before having them sent to the customer. In other words, we want QBO to automatically create the recurrent invoices but need a control checkpoint before those invoices are sent to the customer. Some of those services increase or decrease in quantity of seats during the month and we need to adjust for that before sending the invoice. We created the Scheduled invoices and unchecked "Automatically send emails" in the Recurring Invoice template. However, when the date came, QBO sent the invoices to the customers and we were caught by surprise. What is the correct setup for what we want to do? Thanks,Ricardo
We were on Desktop to close 2024. We did not have our bank accounts connected so everything was entered manually. When we migrated to QB Online on January 1st we did connect to our bank accounts. Unfortunately, about $5900 had to be excluded in January since these were all expenses manually entered and reported in December. In order to reconcile I must somehow process these excluded items but don't want them to go into expense. I've read some of your articles on handling excluded items and they talk about creating an equity account. I could do that but not sure what the ramifications would be. Any suggestions?
QuickBooks has recently began duplicating transactions, seemingly related to receipts. First, I noticed a receipt was duplicated (resulting in the PO quantity showing more was received against it than the PO total quantity allowed). This morning, I found an invoice that was duplicated (resulting in the total received on the invoice per QB being doubled. The duplication is only shown in Reports --> Transaction History (i.e. the duplicate receipt doesn't appear in the report for the inventory offset account and the duplicate invoice doesn't appear in the Vendor Transactions listing) so this seems to be something going on in the backend of QuickBooks. Also, these were two different customers, different POs, etc. so doesn't seem to be isolated. I'm looking for some support on this issue. Any feedback is appreciated.
I have a car sales business dealing with large clients. I get a percentage brokerage fee on the car producer side and car consumer side. I never take possession of the car. Advise on how to record the books on both the producer and consumer and still show the brokerage.
COSTS - HOW DO I GET THE COST VALUE ENTERED ON PRODUCTS & SERVICES LIST FOR NON-INVENTORY ITEMS TO SHOW UP ON REPORTS
We went paperless 10 years ago and relied heavily on the Document Center in QB desktop. It was sold to us by QB as the wave of the future. :(. Now that Intuit has decided to phase out Desktop, has Intuit come up with any tool to migrate the attachments in bulk from desktop to online? We have 10 years of information, and it would appear that documents can only be moved manually, one at a time? There has to be an easier way. Please tell me that there was some foresight here by Intuit. There has to be a migration tool for this.
I’m using the instant pay feature on my emailed invoices and I’m wondering if once my customers have paid if it sends them an emailed receipt of the transaction?
I filled 1099 forms for all of my contractors. QBO was supposed to email them their forms. Not a single contractor has been able to access their 1099s via the link that QBO sent them. They keep getting a notice that says there are no forms available. This is not okay. Seems like there might some extra step they have to take...and that is also NOT OKAY. Please fix this so they can access their tax forms and so that we can remain compliant.
I am a small company and do not need all the features of Quickbooks for $999 what alternatives are there
Hello I am fairly new to business in the USA, so please forgive me if my questions are simple. Before April 2024, I had another business bank account that had to be closed due to fraudulent activity. A check was issued and I opened another bank account with another institution, which also coincided with me joining quickbooks. In Quickbooks, I entered the check transaction from the former bank account as an "opening balance", however my reports are now incorrect because the deposits vs withdrawals for the first quarter (Jan-Mar 2024) are all bundled into the opening balance. How can I rectify this? Do I change the opening balance to the Dec 31st 2023 balance, and then enter all transactions for Jan-Mar 2024 manually? If so, how do I do that? TYIA.
