QuickBooks Q&A
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Under Sales and Members, I can print a statement for each transaction, but I want to include each line item in one statement for annual reporting.
Hello. I serve as Treasurer for a small church that uses Quickbooks for its accounting. We use Invoices to set up annual pledges from members of our congregation, and post their payments as they give toward their pledges over the course of the year. Some members do not make their pledge in a given year, and some give more. I record giving to a pledge (invoice) as received payments, and giving in excess of a pledged amount as sales receipts. Annual and quarterly statements show both types of giving. I want to use Balance Forward statements for reporting as these statements show a member the amount of their individual giving over the year, when they gave, and the total amount of their giving against their pledge (invoice). However, Balance Forward statements show open invoice amounts (unmet pledges/invoices) from previous years. We do not think it is appropriate to remind households of prior year's giving in the current year, so I want to augment past year's invoice amounts so there
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Does anyone know how to connect Regions iTreasury with QuickBooks online?I see the option to download transaction but what about being able to connect it to automatic downloads?
I am using QB's Premier Plus Edition Desktop and I am trying to export the "Notes" section from the Items & Services tab. Does anyone know how to do this. There is nothing I can find in the help or support sections
What is the best tool or method for me to prepare my 1040 tax form that incorporates my Quickbooks online data? In the past I've used Turbotax but had a nightmare importing my Quickboooks online data. I had to export my Quickbooks online data to desktop Quickbooks and use desktop Turbotax. Is there a better way? I see that Quickbooks online has a tax section. Can I do my entire 1040 filing from here, importing W2s and all my other tax forms and skip Turbotax altogether?
Let's get this out of the way first: I REBUILT AND VERIFIED THE FILE ALREADY.Also, I know how to open the window, I know to bring in CC payments. I know it takes a day or two for QB to sort out payments and apply to invoices. I've brought in payments a million times so let's just talk about this crashing error first. The crash happens here and there, and has been happening here and there for many years. When I open up the Record Merchant Service Deposit window, sometimes it will spin and spin and lock up the whole program. After one or two other tries, or restarting the program, it will work. But, when that happens, my incoming payments get screwed up. Sometimes, payments won't get put into the CC clearing account. So then I have to jack around and figure out what's going on.I finally decided to contact QB support about it. We use the Rightworks hosting service. RW is not QB or QB support - they are the hosting company. After wasting over 1/2 hour of my time with QB, the rep said
I am trying to migrate my data from QuickBooks Online back to QuickBooks Desktop Pro 2021 and I keep getting an error using the migration tool. I'm able to open the migration file within the migration tool but as soon as the tool starts the migration it creates the new business file but then fails with the attached error "Internal error: Unknown Exception". When I switched to the online the sales guy assured me I would be able to switch back to the desktop version if we decided to do so and now he's not answering my emails. I just need my data back in the desktop version, this is not brain surgery but Intuit seems to make it very difficult.... I'm guessing they don't want people to go back to desktop. I'll end up taking my business elsewhere if I can't get this solved.
When you issue a refund receipt in QuickBooks Online (QBO) for a payment made via Venmo, here’s how the transaction works:1. Determine How the Original Payment Was ReceivedIf the tenant paid you via Venmo directly, the refund must also be processed through Venmo (not QBO).If the tenant paid you via Venmo linked to your bank account, you will refund them from the same funding source (Venmo or your bank).If the payment was recorded manually in QuickBooks (not received through a QBO payment system), the refund will also need to be processed outside of QuickBooks.2. Process the Refund in VenmoSince QuickBooks Online does not directly send money to a customer when you create a refund receipt, you'll need to manually send the refund through Venmo:Open Venmo on your phone or computer.Locate the tenant in your transaction history or search for them.Send the refund amount manually.Note the transaction ID for your records.3. Record the Refund in QuickBooks OnlineOnce you've refunded the money vi
Payroll and W2 - anyone had any good results contacting the "Payroll" side of the house for problem resolution? I discovered a problem (conversion related) on December 1 2024 - problem not resolved yet and the run-arounds have gotten me dizzy.
I have triple checked the start date, end date, and all transactions - QBO vs. statement. The # of transactions match for both debits and credits. The dollar amount matches for the credits, but not the debits. I cannot see where I'm off. I have run through the statement vs QBO three times and can't find it.
QBO Bank Transactions wants me to match "Intuit Tax, QuickBooks Payroll, Tax Payment" then amount. I can match it but I don't know what it's for. The amount is significantly higher than anything I've ever paid so I'm confused what this is for.
I don’t see any option or app to do so
I have two same accounts and one is deleted. I have opening balance equity attached to the deleted and it needs to be corrected. I cannot undelete the deleted account to make changes. How can I correct this? This on qbo.
My American Express direct connect transactions download stopped working. I followed the instructions to delete the online banking and establish it again. However, the institution I was using American Express - QBDT is no longer in the institution list. Which American Express entry do I use now?
Hi i need a 2001 pro version cd, i'm sure my 15 year old computer will die one day and i have misplaced the cd for my Quickbooks Pro 2001, does anybody have or know where i can acquire a disk.Cheers
My partner purchased Quickbooks Pro 2013 way back when, and we have been using the POS feature on our PC which is connected to the cash drawer and such ever since in our shop. It crashed two days ago and we can't find the installation disc or the box with the license/registration key in it. Is it possible for Intuit to use his info to look up the initial registration and give him the license/key from so long ago, so we can download and reinstall it?
Getting error "You can't export until you sign in to Quickbooks Online again. Go to Export Preferences and sign in again." This started on 4/23/24 payroll and the case is still open. Has anyone seen this error and had it resolved? We had a similar error about a year ago and it took about 3 months to resolve. We had to spend hours manually entering data from QB Payroll to QBO. Trying to avoid that length of time for this error.
Hello,I have a few clients that closed during 2024 and I would like to start printing their end of the year forms. Does anyone know when the 2024 W2 updates will be released for desktop?
I would like to have a rate assigned to specific clients. I charge different hourly rates, and I don't want to use products, services or items. When I start an invoice for a client, I'd like the default rate for that client to populate. Have not found a way yet. Products with different rates would have to be labeled the same way: professional fees. So it would save time to be able to assign that in the client/customer screen.
I like to have my invoices set up in system, but always send them manually. Why is QBs all of a sudden auto-sending? How do I get it to stop?
