QuickBooks Q&A
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A Pay Invoice button started appearing on our invoice PDFs in QuickBooks Online. We made no changes. How do we stop this from showing up on our invoices? We have not signed up for QB Payments. We have not activated "Accept online payments". If you click this button on the PDF it goes to a page that says "Looking for a way to pay?" etc. I don't want my customers to go to this link and get confused on how they should pay us. I would like this button to go away. Thank you.
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I use qbo to invoice my customers on a weekly basis. Customer make payments using their bank accounts. However, quickbooks allows customers to cancel the payments weeks and sometimes months after they have paid and the money was deposited into my account. I received a payment from customer on August 12, 2024. The service was delivered to the custome. Money was deposited into my account. On January 21, 2025, quickbooks told me that there was a problem with the customer bank account and the payment has been cancelled!!!!. How is that possible?
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My desktop version won't open for me because it needs internet explorer and apparently IE doesn't exist anymore. I can't even access my back up files on my thumb drive. I have like 2 more weeks of 2024 information to input to finish out the year. Any ideas? I've tried everything I know and nothing works.
Hello,We have subscribed to QuickBooks Desktop Enterprise 2024.I am attempting to generate and print a report that includes: Items → Customers → Months.Could you please assist me in creating and printing this type of report?Thank you in advance!Best regards,
Hello,when accepting expenses in bank transactions on qb mobile app, I then have to go back to expenses tab to add receipt attachments. can receipts be added in the bank transactions directly before accepting expenses? it would save so much time.
I sell a product I collaborate with someone on. How do I split payment to record that half of the income from the sale goes to them?
Rhode Island collects three kinds of payroll taxes as "Employer Taxes" -- UI, JDF, and TDI. The first two are paid by the employer and rates can vary company to company. This question is NOT about those. TDI, on the other hand, while technically a tax paid by the employee, is also collected as part of the Employer Tax payroll taxes and filed/paid quarterly by the employer, is a single rate for every company. This rate was previously 1.2% and for 2025 will now be 1.3%. Quickbooks Online Payroll is supposed to update this automatically. This is no place in the user interface for me to update this and it's a universal change that should be applied to all companies with Rhode Island employees anyway.I need to run payroll for January and this rate is still showing the old 1.2%. I have tried talking to Quickbooks customer service reps multiple times and they never seem to understand the question and never can get me a straight answer other than to be patient. This is absurd; the rate ch
With Quickbooks essential and QB Online Payroll Core can we set up a view only user?
I have some non inventory products that are showing up in COGS or Services. When I go to the product and edit, the correct income account is already showing. Does anybody know where it could be pulling from and how to fix it?
Hi!I have a business PayPal account. One of my husband's clients wanted to pay an invoice with PayPal while away from home. (I'm a partner in the contracting company) So, I said yes and accepted the payment. Over 10k in 2 transfers. (The PayPal transaction was deposited into a personal checking account. )Then I Deposited this into the Construction company as a contribution to the business checking, from me.Then I posted the payment received for the invoice she was billed. It seemed clean.When I got a 1099 for ME, now, this looks like my personal consulting company income. I am not sure what to do. I will not have much income otherwise to show for the semi inactive consulting biz.In a sense the 1099 is just information, and I did the accounting in the contracting business books correctly, I think.Q:: ANYONE have any idea if I must ask for a correction, or do something additional? The PayPal transaction was deposited into a personal checking account. (I normally summariz
Buenas tardes Quiero saber si se puede dividir los income en dos income principales pero como hacerlo si en el feed del banco solo se hace match con el numero de invoice, y necesito hacer match pero que clasifique los income en dos categorias diferentes, se puede hacer eso?
I have deleted and relinked multiple times
How do you get inactive items to show on a sales summary report for previous years?
Hello,We just switched to QB Enterprise from another accounting software this month. We purchase from a vendor and drop ship to customers. We enter a sales order with the customer's order (the items are set up as a service) and then create a PO for the vendor with the drop shipment.We invoice the customer when we receive the bill from the vendor. What is the correct way to invoice the customer, make sure that the sales order is closed and the bill we received from the vendor is passed on to the customer? I want to be able to run a report to make sure the customers are being billed (it was missed in the past with the other software). Thanks in advance!
If somebody receives a tax refund from the IRS and you don't want it to be taxed again, how would you record it in QBO?
Greetings,I am currently in the process of downloading my 2024 yearly mileage log and I have noticed that my downloaded excel file contains the field "Starting Address / Ending Address" which contain no data. My customer's names/locations were originally saved as "favorites" that I pull from and utilize every time I make MANUAL entry for my mileage online and with the mobile app. The addresses were originally saved along with the customer's name when they were initially set up as favorites, but does not carry over in the "Starting address / Ending Address" field in the excel spread sheet; nor does the customer's name.This data is saved in QB online and does appear in my mileage log online as "Starting Point / Ending Point". I have NOT HAD THIS PROBLEM in the previous years but seems to be a problem now in 2024.Is there any possible way to have the fields "Starting point / Ending Point" downloaded with the mileage spreadsheet or all pertinent fields associated with my manual mileage ent
So after reading a few articles I think I know what to do but I want to verify the steps. So for the longest time I was the only with a Chase credit card. So I created a Chart of account in QBO named "Chase CC" then under banking I connected my Chase credit card to the Chase CC chart of accounts. I have been using it like this for 3 years and reconciled all my transactions this way. Last month I added a sub Chase credit card for my new hire that needs to purchase things for the business. I was thinking that since my credit card it the primary that all his transaction would show when they sync from the bank but they don't. I created a new "Chase Emp1" chart of accounts and made it a sub account to my "Chase CC" chart of accounts, but QBO online won't let me because primary and sub can't be sync. So I think I have to do this;- Create a new chart of accounts named "Chase CC Master"- Under my "Chase CC" and "Chase Emp1" chart of accounts as sub-
quick books online how to correct services that got turned into inventory during product /service migration
Hey QB community! I have been finally taking over my quickbooks online to better understand my budget. On my profit and loss statements there are transactions that need to be reclassified. I have figured out how to go back into banking and do this one by one, but I know there has to be a way to bulk reclassify. I have seen with accountant tools you can, I cannot seem to find these accountant tools and I am not certain
I am switching my single member LLC (sole proprietor) to an LLC taxed as a S corp. After searching all of the community help topics I was unable to find any clear information on this process in Quickbooks. So, I am asking here and hoping someone can offer confirmation/clarification on the process. 1. Under "My Company" I just need to switch the tax form from 1040 (sole proprietor) to 1120S. This will reset Quickbooks Desktop to function properly to support the new tax status. Is that correct? 2. I should save the current company file (as 1040 sole proprietor) before making this switch so that I have a record of the previous company under the previous tax status. It would be effective 01/01/2025. Is that correct? 3. I can continue to use the same company file that was part of the 1040 sole proprietor status so that I can see past company performance information. And the new tax status will effect transactions starting 01/01/2025. Running reports on previous years will be
We are trying to get a P&L that has Current Month Actual, Current Month Budget, Prior Year Month Actual, YTD Actual, YTD Budget and Prior YTD. We were told by Intuit that we could create that in Advanced Reporting but I am not finding it very easy to use and select the fields that we need. Does anyone have any suggestions on using Advanced Reporting to create such a report? Thank you
