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I have a transaction going out of a bank account and the corresponding transaction going into another one for that same money. Usually I can create a transfer for one of them and then match the other one to that transfer. That way, both transactions match a single transfer. Right now, it's not giving me that option, it doesn't match them automatically or show the transfer in the "Match" menu. Why is that? One is a CC and the other one a normal account. The outgoing one is in dollars and the other in CAD, could that be a problem? I made sure to match the amounts and exchange rates.This double matching does work for transfers between other accounts but not for these ones.
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QBDT pro+ 2023 Enhanced PayrollWhen reviewing a worksheet for 940, the report indicates a difference of approx $14K between Total taxed wages and Total Taxable FUTA Wages. It gives 3 potential reasons for the difference, and two of those can be ruled out. The one remaining is "a payroll item that impacts FUTA had it''s taxability settings changed during the year". I am new to QB payroll, and I can't seem to locate where a payroll item gets it's taxability for FUTA established. How would I find IF a payroll item was changed sometime during the year? Also, (separate question): In the payroll "File Forms" area there is a 941X form to be filed. I have no idea why this form is present for us to file. Is this a "default" that always appears "just in case", or is there something in a file that has filtered this to appear? There is also a 941 / Sched B form that seems correct, but I'm confused about the 941X form.??? Thanks in advance for any and all advancedl
Can I import bank transactions from excel files .CSV to Quickbooks Accountant Desktop 2020?
Learn how to navigate the QuickBooks Learn and Support site to find answers to all of your QuickBooks questions. This episode of The Answer Room walks through all of the features of the site, including how to search for specific topics, find video tutorials and webinars, and connect with experts and fellow business owners. Tune in below.
Hi Quickbooks Community – What causes a closed build assembly to unintentionally revert back to pending build status?Below is one cause. However, what are other causes? Causes: 1. After a build assembly was closed, and someone does an inventory adjustment with a date before the build assembly was closed. In this case, it would have been a negative inventory adjustment that reduced the quantity of a part that was needed to close that build. (For example, let’s say a build assembly “Cabinet” was closed on 7/30/23 and that build has a bill of materials needing 8 knobs. Let’s say after 7/30/23, someone mistakenly made an inventory adjustment with a date of 7/27/23 to remove 2 knobs from stock, which takes our knob stock down from 8 to 6. As a result, the “Cabinet’ build that was closed would revert back to pending build status since QuickBooks now shows we don’t have enough knobs stock (we now have only 6 instead of the 8 requir
Our business does both sales and rentals. Sales tax is due on sale items by the 20th of the month following the month in which the sale was made, regardless of when payment is collected. Sales tax on rentals is not due until the 20th of the month following the month in which the payment is actually collected. Is there a way to obtain separate sales tax reports for sales and rentals in Quickbooks desktop so we can report sales on the accrual basis and rentals on the cash basis? Thank you
I need those forms for a health insurance audit. Last week, I downloaded the quarters my insurer wanted, this week they tell me that they need a few quarters that they didn't initially ask for. So I log back into my quickbooks account, and the unemployment filings have disappeared without a trace. Not just the one ones I need, but all of them. This is bizarre.Anyone have an idea where to go start looking ?
We deduct health insurance premiums from our workers payroll. Those withholdings go into a liability account in our school's QB account until I pay the health insurance invoice. I accidentally paid the invoice from the church's QB account and not the school's. How do I clear the liability in the school account since I paid the invoice from the church account? I am not sure what line items to use on a Journal Entry.
We have been utilizing quickbooks desktop for the past 10 years, but they have made it so we had no other choice but to transfer to QB online, which is a subpar program at best. When i went to print my W2's to mail they were incorrect. Not only have they failed to fix this, but its Jan 30, i havent heard a word from them, and my page says that they are being filed. The first problem with that is i had all of my auto payments turned off, i didn't want them doing anything FOR me. Now, i have no way to fix the issue, and i'm stuck in limbo. If they would just confirm they arent going to send it in i could print the W2 and W3 from a different program and mail in the hard copies to the correct destinations. However, the only response i get is that they sent the issue to the backend where they will fix it. WHEN will they fix it? It was brought to their attention nearly 2 weeks ago and besides me contacting them multiple times, there is still no resolve. Are they going t
No matter how many times I try to edit, QB automatically is adding the additional four digits to my ZIP code, which is causing it to not match the IRS records exactly.
I am set up to efile but my 10 digit - said it had expired. what do i do about that? is it an IRS thing ro QB thing.. i can epay for not efile. i called IRS - they said it was something to reset in QB -- QB says i need to get it set via IRS. maybe i don't know the correct wording but it's becoming very frustrating. I tried to re-enroll but it was rejected because i'm already enrolled. i just need a new pin - i know where to put it when i get a new one -- should be easier if it expires every so often. thank you!
how do I print the 1096 to mail with 1099's
Hello, Thanks for readiing this and your help. QB DESKTOP Multiple trusts pay the management company management fees for properties owned (all the same family). I ran the report for payments to the managment company and got a total. But we also reimburse for insurance, etc. When I filtered (customize report) for just the managment fees the report came out blank! Yikes! What did I do wrong?! Customize report, filter, account, managment fees.QB DESKTOP Thanks!
I am looking to be able to create the P&L Budget Performance Report in QBO and it does not exist. However, it does exist in QB Desktop. Any ideas as to why it is not an option in Online and how to get Quickbooks to make it available? Thanks in advance!
"Before QuickBooks can create this form, you must enter your W-2 codes for all local taxes."
I frequently get "unexpected error, try again later" when I void invoices. How do I fix this?
I e-filed my 940 but keep getting notifications saying that it still needs to be filed. The payment has also cleared and is showing in my check register. I have tried to tap the e-file button again and I get an error message saying "oops, this form cannot be e-filed". I have also tried to click the file manually button, and get an error saying "oops, this form cannot be archived". So do I now need to send in the form manually even though I see a payment has been made?
I have used QB online for over 8 years. I have spent a great deal on money for the service. I am finding that I cannot get anyone on the phone to help me, the program is dragging, lots of glitches, something's or actions won't work. For example, I had to change my bank login info, QB will not let me update it for whatever reason. I've been messing with it for days. I spend more time sitting here trying to figure out why its screwed up than I do working. I cant seem to get a real person to help me. What do yall think can be done? What am I missing here? How can i get a better experience out of qb?thanksDale
I am having trouble adding additional users
I used one time and is locked
HiThe company I work for has a checking account they have used for a number of years. A couple of years ago We received money donated for a sister company and deposited into the checking account. The amount has been reducing and we have a separate class to show where expenses are posted to (which company). Now my manager wants me to split the account in Desktop so that the account reflects the remaining balance of the sister company. Please can you tell me the easiest/simplest way to do this (without having to undo 2 years of transactions) so that they can have this going forward. thank you so much
Hello,I am categorizing my bank transaction for 2024. However, I am missing July-November statement. I linked my bank account and followed the trouble shoot process. But I am still not having any luck. Can some one please help me
