QuickBooks Q&A
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I'm winding down my sole proprietor business in 2025 and in preparing my quickbooks for a P&L statement, I see that my version is no longer supported (QB pro 2021). I'm not able to import the normal bank qbo files that ive typically saved to my desktop. Is there a work around using the current ouf of service desktop pro 2021 version, or do i need to ponyup for a new desktop or online version for this fairly basick
I was just filing the efile for the CA DE9C wage return at the EDD website and after doing it realized that one of the employees has not been showing up on the current or previous returns generated by QB, that I use to transfer data to the CA EDD site. I have checked all of the settings and the employee is active and is showing up to make payroll. The 941 is correct, the DE9 is off by that employee's earnings, which are not registering for the State reports. How do I fix this? Now I have errors on 3 quarterly returns each DE9 and DE9C.
How do other companies or what is best practice to handle Amex CC reconciliation for current month statement when syncing Concur expense management; there is a lag because employees submit 3rd day of month and then managers review and then finance, so by the time it gets to QBO its day 10; which then we have to match up transactions and finish reconciling the account. How should we be handling this (besides going faster with expense report reviews)
How do we get all of out check numbers to show up in the expenses pages? Some of them show up, most do not. Tried going to Payroll Settings, but do not see an Update transactions option, where is it? also did not find the Accounting section on the Payroll Settings page, just pricing options for different types of QB.
Is there a way to setup multiple estimate profiles for different types of jobs. One for larger Net30 jobs and one for smaller Cash/check upon completion jobs.
Some background: I am not a TSheets/Time Premium user - just QuickBooks Online with basic "Time." 1. I have set up several Projects for our client work. 2. I have also set up several employees via the Payroll tab, including their hourly cost and their hourly billing rates. Some employees are set as "billable by default". 3. I have entered time for several employees, making sure to select the relevant project and include a detail note. However - when creating an invoice or viewing the labor costs for the project, the billable rate always shows as $0 for all employees and I can not manually enter anything different. Help!
I want to get rid of ALL the marketing popups, offers for 50% off, and more; I purchased QuickBooks Online not "Advertise Other Intuit or QuickBook Offers" online. Is there any way to do this without training my ad blocker to ALSO block parts of the QuickBooks Online site? DSL
My business is now only one employee and I'm still paying for a two employee payroll system, How can I change this?
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I have tried 57 times to prepare my 1099s and get passed the State requirement page. I have 173 to process. When I click the box at the top it will only give me 100....so I have to go manually select the other 73...each time I do this it bounces me back to Prepare. Is there a batch limit? When I try to process only 100 at a time it actually does take me to the payment page...anyone else have this issue?
For each sale of product recorded through PayPal, QuickBooks Online, coupled with the provided PayPal integration, is creating both a deposit AND a sales receipt. The deposit properly records the sale and fees. This is all I really want. But: The auto-created Sales Receipts appear to double count the sale and show up in a separate revenue category on my P&L as "PayPal Sales" causing those who review my books to ask, "How many PayPals are you selling and why?" but also falsely doubling revenue through that channel. QBO support (after trying to send me off to PayPal) acknowledges the problem and to date, suggests that I log in every day and simply delete the Sales Receipts. This hardly seem like good practice. Other suggest that QBO support has "fixed" this after calling in. I've had no such luck. Have any of you addressed this? Perhaps a setting or process that I missed? Thanks for any advice! 
There is no option to save trips - I am unable to log trips/miles from 2025
I've reconciled my bank statement which included payments to credit cards. Now I am trying to reconcile a credit card account. The cc account is showing the payment at month end but the bank statement showed the payment coming the day after month end, so the payment in my register is not within the reconciliation period for me to clear. EX: For January reconciliation cc account shows payment 1/31 but the bank account has the payment out 2/1, and so trying to reconcile cc account for January isn't showing that payment to clear. What can I do?
The QuickBooks Support article “A complete guide to account types and detail types in Quckbooks Online contains a table with the account type “non-current asset” and the option to have an Investments account with that account type. However, when I click new to create a new account in QB Online COAs, Non-Current Asset” is not an option. This appears to be a bug in QBO or an error in the documentation. Please let me know how to create this account so I can record non-current investments like stocks and bonds.
Our company Picks Up products and Delivers To another state. We'd like the invoice to say: Pick Up and Deliver To instead of Bill To. Thanks for any help.
Owner of business withdrew $417 from bank account X and paid an employee in cash. How do I record this? Do I record the withdrawal using the petty cash account and then do a journal entry for show a deduction of petty cash and add to wages account?
How do I setup The Workforce Time Sheets app to identify holidays, and then map that to QBO Elite Payroll so hours worked on holidays flows into the QBO Payroll "Reg Holiday-Worked" column?
I can not create an account simply under income. It must be under other accounts.
I ended my sole propritor business (personal household) in January. Let qb payroll file 941 for q1 for me. Found out that I should have used part 3 on that form to indicate the close of my business. Can I amend that filing? I looked on IRS but didn't see anything that indicated I can amend it. Or should I file a $0 q2 941 with part 3 filled out?thanks
Apparently, 26 USC 139B provides for an exclusion of up to $600 per year from federal income tax for volunteer fire fighters. We are a small municipality using QuickBooks and I could use some help how to adjust the W-2's to provide for this $600 exclusion. The exclusion only applies to federal taxes and does not apply to state taxes, so Box 1 and 16 will not match. Thanks in advance for any tips you can provide.
Part of my duties is to record the services done by providers for students at different schools. Each week, I am given the provider's time sheet where it records the different services done for those students. What I need to do is to record those services in an itemized fashion, which is then combined into an invoice each month. There should be one invoice per school site, upon which the following fields are all included: service, student, provider (which I have set up as a class), and rate. Essentially, it should look like this -- There are 2 things I want to figure out:1) Linking students to schools, but still itemizing services on invoices2) Creating an invoice based on individual services which were noted elsewhere Point 1--In the past, we've had trouble with invoicing where students were accidentally put on the wrong school, leading to delays and issues in payment. As such, I want to make sure each student is specifically linked to their school, and only shows
Hi! I have a problem with uncategorized income. I manually added transactions to uncategorized income as I wasn't sure where to categorize it at that time. Now, I want to reclassify it to the correct account. What should I do? Please help me. Please. Thank you!
I was told that Georgia Department of Labor now requires we file electronically but I do not see where to set this up in the payroll
I need a list of accounts and vendors that includes the QBO ID. I have read that QBO does not offer this as a standard report. I've read you can do it in Zapier. Could someone point me to the ZAP that will get this info for me. But why should I use my monthly zaps for this? How can I contact QBO and request this report?
