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Hi, So i've matched most of my bill to bank feed. I see the amount. Originally it had a bill that it was making a payment towards. I re created the bill, but cant seem to attach that bill over to that bank feed.
We just upgraded from QB Enterprise 22 Enterprise to 24 Enterprise, including updating the install on the server. We had no issues with QB 22 and multi-user access. However, after upgrading to QB 24, it seems that things run fine for several hours, and then multi-user access gets interrupted. This usually becomes noticeable by someone trying to log in and being told that someone else must have the file open in single user mode. To fix it, all I have to do is open QB Database Server Manager, hit Start Scan, let Server Manager do it's thing, and it's fixed. In fact, if I do it relative quickly, the users who were in the database never know anything has changed. Our IT firm has researched to make sure we have plenty of HD space, RAM, etc... and concluded we've got loads to spare. They've uninstalled QB Database Server Manager and reinstalled on the server. Still no luck. and now the recommendation is to move QB to another server. QB has run GREAT on this server for a
Hi - How do I see which GL account is mapped to a Purchase Order? If it matters, we use QuickBooks Desktop Enterprise. Thank you in advance for your feedback!
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I have QB Desktop Pro 2021 and under the vendor center I don't see anyplace where I can map accounts as in past versions. I have one account that should get a 1099NEC but needs to get mapped in order to show up on my 1099 list. Where do I do this?Thank you in advance.
Hey there, Hoping someone can help. I keep getting logged out of QBOA and my login says it is not attached to a company. I am the primary for our company so I don't understand. Can someone please help?
Hello, I need to access some tax forms from many months ago that were not filed through Quickbooks Online. They were also not archived. And now I can't find those forms anywhere in Quickbooks. Some back story: in December 2024 I needed to access the IL-941 form for Q4 of 2023 and Q1 of 2024. I called Quickbooks customer service, and the employee was able to help me access these forms by first marking those taxes as paid, and then I think she did something else which then made the forms show up in the archive, which is exactly what I wanted. So, now I am in a similar situation except that I need to access old WT-6 forms, which is the Wisconsin equivalent of the IL-941. I need the WT-6 form for Quarters 2, 3 and 4 of 2024. I did not file them through Quickbooks Online, nor did I archive them, and now they are nowhere to be found in Quickbooks Online. I called Quickbooks customer service a few days ago, thinking that this would be easily resolved like last time, but I spent
I am having the devil of a time unmpapping accounts with the 1099 box in Quickbooks Accountant Online. I know where it is in QB Desktop, but all of the instructions I found in the forum to not translate to QB Accountant Online. Can someone tell me where to go to uncheck the mapping to the 1099 that I currently have? My boss wants to revamp the COA and I can't make accounts inactive that are mapped. Thanks so much for your help!
Buen dia Tengo una pregunta como cambio el income : servicios a otro nombre? no quiero que aparezca con el m¿nombre de services si no con otro nombre como hago este cambio sabiendo que se hace match con los invoices en el feed del banco?me pueden brindar los pasos con imagenes por favor.
Is anyone else having problems with QBDT with changing the filing method? I seem to keep getting an error.
i have QBO and have submitted 1099 for my vendors about a week ago. The recipient copy indicates "mailed". the status indicates "accepted". Does it mean QBO sent copy to each of my vendors and each of 1099 is accepted by IRS. ??
As of Sunday I had over 200+ receipts under the "for review" tab. When I went back to begin looking at them again they were gone in addition to the receipts that were under the "reviewed" tab. Has anyone had this glitch before? If so, how do you resolve it?
So we use shopify for sales and in 2025 Shopify started collecting sales tax and remitting those sales tax collected to the states. How would this be recorded on the books? Would we just reduce our sales tax liability when recording the sales on our books?
I'm looking to find any transactions that were NOT assigned to a project. Orphan transactions. You can run a general ledger report which has a column for "project/Customer" but even if a transaction is logged to a project, it won't show in that column. There doesn't seem to be any report that will allow you to show all transactions with the projects they are assigned to. Only reports on a single project which won't allow you to see any transactions with no project assigned.
Former employee (when I was on QB desktop) coming back (now on QB online) but I can't reactivate them or update info. All I get when I try and save new info is this error "QBO ID is NULL or EMPTY"
I deposited a check, went home and printed out some checks, but QBO shows the checks done first, giving me a negative balance, and then the deposit going in. I just want to rearrange the entry to show the deposit went in before the checks were printed.
I had a sale to a customer who then sent a check that bounced and then they sent another check that cashed.My bank register shows the original sale(Credit) then it shows the bounced check(Debit) and then it shows the reissued check(Credit) that actaully cashed.. I need the entries for QBO for each item so our bank register matches the books.. However when I do the Bounced check(Expense method) for some reason with the other two SALE ENTRIES the A/R Aging report shows that there is still 6500 outstanding that they owe us however in the Sale register it shows the two sales entries are paid and the expense item as well.. What am I doing wrong?Thanks
Before I came to work here someone made a journal entry debiting A/R and crediting Retained Earnings. The entry is causing A/R to show a false "increase" by the amount of the Journal Entry. How can I fix this? TIA, any help is appreciated.
Hello QuickBooks community, I don’t use QuickBooks personally, but my employer does (not sure what software or version), and I’m running into a payroll issue. Background: I live and work in Maine, but my company is based in California. I want to pay into CA SDI (State Disability Insurance) and not CA income tax, which is possible (confirmed from the CA EDD directly). Last year, my HR team added CA SDI to my withholdings, but CA income tax was mistakenly deducted too. They contacted QuickBooks last year and were able to stop CA income tax withholding while keeping CA SDI contributions active. The Issue: Now, doing my 2024 taxes, CA income is reported on my W-2, making it look like I owe thousands to CA. I asked for a corrected W-2 (W-2C) to reflect $0 CA income, but HR said QuickBooks requires my work address to match my home address (both in Maine). They are reissuing my W-2C, but it will re
I have a user who wants to run a report on Invoice Status. When I go to create a new report, I see options forPurchase Order > Attributes > PO Status Estimate > Attributes > Estimate Status But I do NOT see Invoice Status anywhere. Invoice attributes only show "Approval Status" which is different.I know this is the wrong field because when I run a report on it it ONLY has blank values. Am I missing something? The user wants to list all Invoices that say "Status: Opened".
In Quickbooks online and Quickbooks time, I have edited my customers so that they are no longer assigned to all team members. I have chosen a few team members that can still see the customers. However, when I asked my employees to look under customers on the time tracker they are still visible. Am I doing something wrong? We have customers or "clients" that not all employees need to see.
need to redo Direct Deposit Pin
Hello, I am using Microsoft Data Export Tool to export my QuickBooks Desktop data.I am able connect to QuickBooks using data export tool. On clicking of export button, it exports 3 items , Account , Bills and Credit Memo. As it starts to export Customer I get the following error, where it tells there is something wrong with byte. I am attaching the error images as well as the detailed error.I am not able to figure out how to resolve this issue. Detailed ERRORSee the end of this message for details on invoking just-in-time (JIT) debugging instead of this dialog box. ************** Exception Text **************System.Runtime.InteropServices.COMException (0x80040301): An exception occurred! Type:UTFDataFormatException, Message:invalid byte 2 (x) of a 3-byte sequence.SAXParseException: error at line 2379, column 20 in XML data. at Interop.QBFC13.IQBSessionManager.DoRequests(IMsgSetRequest request) at Microsoft.DataMigrations.QBDConnector.QBD
Can you customize the email sent to the vendor when the vendor receives direct deposit?
