QuickBooks Q&A
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We use Payroll and also have bank transactions downloaded automatically. These two features produce duplicate transactions:one comes from Payroll and one from the download. I have deleted one of the two transactions in order to reconcile the checking account, but the transactions reappear -- they don't stay deleted. Can you tell me how to permanently delete these transactions so that they stay deleted? One of the transactions has a "R" in the checkmark column and one has a "C", although i have manually cleared the "C" and it didn't help.
I've seen a few posts about this but none answer my question. My client uses Square and QBO (but NOT the Sync w Square app). I see the income they collect via Square coming in through the bank feed, and the transactions land in "Undeposited Funds". I just noticed there are over 5000 transactions there! We have dutifully reconciled so most of those are reconciled ("R") in Undep FUnds. But $1000 is on the balance sheet in this Asset account. Since they are keeping track of all the client payments in Square, I just need to have the bank transactions come directly into my QBO bank account rather than go here. Am I right about that? if so, how do I get them moved and get this changed going forward? Or shouldn't I worry about it? It's the $1000 on the balance sheet that bothers me the most I guess.Thanks!
I am using QuickBooks Desktop, and was notified by a client that the total percentage billed was showing up less on a current invoice that a prior one. After looking into it, I noticed that the "total percentage" is the same as "current percentage" on the "Fee Subtotal" line when there are multiple progressive line items.For example:Progress line A: $10, prior billed 100%Progress line B: $10, prior billed 0%, current billed 50%Subtotal line should read: $20, current billed 50%, total billed 75%.What it's saying: $20, current billed 50%, total billed 50%. I've never noticed this, I guess because the system does it automatically, but the client is indeed correct and I'm not sure how to fix it. The math isn't mathing.
Please note this case ID should be tied to [Removed Sensitive Information] Green Dinosaur, Inc.
Dear Community,I use Quickbooks Desktop Enterprise and inherited almost 50 hourly wage payroll items that were set up over 20 years ago. How do I find out if an item is Regular Pay, Overtime Pay, Sick Pay, or Vacation Pay? Is it possible to change it from Regular to Sick Pay?
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We have found that if we use the spreadsheet sync to upload journal entries we get an error saying that the date is invalid. The date is not invalid, it is formatted correctly and appears completely normal when looked at as text. Calling the support phone reveals that this is a known issue and they have been working on it since 1/21/25. I thought I would mention it here because I have not been able to find this information anywhere else. The status page says that everything is fine. A new twist that I learned today is that, for mysterious reasons, typing in the date (over the date that had been pasted into the template spreadsheet) prevents the error. This would be a very time consuming workaround for our process, but may help for small numbers of entries.
I have two employees that QB desktop payroll service is not withholding enough federal taxes. Every other employee is accurate, but two have a large tax underpayment from last year. Upon review, their federal withholding is roughly an average 2% and much smaller than state withholdings which obviously should not be the case. The payroll tax brackets are updated so it is not that. Also, under their personal payroll information, under employees, they have nothing that stands out and even have the same information as most of the employees who's taxes are being calculated correctly. How do I fix this? This seems to be a problem on the QB payroll service side.
Is there a way I can see how quickbooks came up with each box on W-2? I understand what goes in each box, and I found some random numbers I can't wrap my head around. 2 main errors: 1. Our overtime is exempted from state wages (box 16). Some employee have correct Box 16 (Box 1 - Box 14) and some just have Box 1 amount. 2) Our Local Wage (Box 18) should equal to Box 1, but some have different amount. Their Local Tax (Box 19) is correct though. I called payroll support, but all they could do was to see if my company file have any error, and told me to check with the accountant as they are not licensed to give suggestions? We pay about $3000 per year for this service and I think it's just not fair. Back to my question, is there any way I can see how quickbooks came up with their number?
I am using Enterprise 22.0 One customer has no balance in the customer center. But when I run the AR Aging Summary I see a negative balance. The total for the AR aging is off by this balance when compared to the balance sheet. I have tried to check and see nothing to apply this to an invoice as no invoice or unpaid transaction is in this customer's account. Not sure I need to run Utilities Rebuild or Verify data to clear. Any thoughts? So AR for Customer shows -4,494.00, AR summary is 4,494 lower than the total on the balance sheet.
my Quickbooks Balance in my Chart of Accounts does not show up for each category. Some categories do show a balance or $0.00, but not all. When I click on view register or run report I am able to see the list, but the balance does not show in the Quickbooks Balance column. I have confirmed in settings that Quickbook Balance is turned on. For instance, I know that I have "insurance" category expenses entered, however there is not amount showing in the Quickbooks Balance column showing up. If I click on the associated Run Report button, I can see the transactions. I would like to be able to glance at my Quickbooks Balance column and see all balances.
Aloha,Quickbooks has determined that you have $24,898.28 in exempt payments. Under the classification section the amount is $29,839.94. The amounts are off by $4,941.66. I need help in determing how to find the error and make the necessary adjustments. Mahalo
I'm trying to get a report for our accountant that has the 1099 information. I have no trouble getting the report but it won't print with vendor addresses. This is information that my accountant has to have in order to prepare the 1099. How do I report with addresses? Thank you,Jennifer
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Topic - we all got the "invitation" to have Security Metrics handle our PCI Compliance.Situation - I use Merchant Services for all electronic payments and don't want to pay Security Metrics for doing nothing of value. Like many of us, I am INFURIATED with Intuit's lack of responsiveness with respect to those of us who exclusively use Intuit Merchant Services to handle 100% of our electronic payments. By this I mean, I never see or touch a customer credit card and literally everything goes through Intuit payment portals. My hunch is that they get a referral fee for sending people to SecurityMetrics (Intuit's preferred provider)... but that's just my guess. So, here's the deal: 1) You HAVE to complete a self-assessment questionnaire. The easiest place to do this (unfortunately) is through SecurityMetrics. Sign up for an account (it's free) and take the self-assessment. It'll take about 15 minutes, but just do it. You're legally required to do so. If you answer appropriatel
We use classes for our accounting. When viewing a report, such as a balance sheet or p&l, and I want to see transactions that make up a number, I double-click on the number and a transaction report appears showing the transactions that make up that number.This transaction report does not show the class associated with the transaction until I customize the report and add that field.It would be helpful to not have to customize this each time I drill down. Roger Tinsley
I know how to select the billable expense and add it to my invoice.It carries over to the invoice with actual cost, not the sales price entered for the item.How can I get it to post the sales price on invoices without having to look each item up as I go?
Is there a way to run a report that lists all customers, and somehow shows their last transaction date? I'm trying to clean up my customer list and inactivate customers that have not had an estimate or a sale in the last 2 years. I really don't want to have to click into all 1,500 of my customers to see if they've had a recent transaction. It seems like there should be a report somewhere for this.
For over 17 days I have had the wrong balance on my Quickbooks Checking Account - which interestingly enough is in the negative where I have a healthy positive actual balance. I am unable to pay payroll, rent, utilities, car loan, etc - this is absolutely ridiculous and theft of my businesses money for over 17 days with no answers, no support, no timeline of rectifying this disaster. My case has been "ESCALATED" for many many days and to no avail. Quickbooks and GreenDot what the heck is going on - I NEED MY MONEY TO SURVIVE - HOW DARE YOU!
I am trying to file W-2's for Virginia but because we have over 9,999,999 in payroll it will not let me. I was able to break up the Federal W-2's into 2 batches but do not have the option for Virginia and Virginia is not supported by the Excel W-2 option.
I am trying switching over to QBs payroll from a different provider. I can't get past "Finish Payroll History" because I have a lot of old employees missing information, but they are not current employees and did not get paid this year at all. Do I need to fully delete these employees?
