QuickBooks Q&A
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Here's the revised version with your additional question included:I created an invoice with three line items using the API. For each item, I set the following values:Amount: 45.84TaxInclusiveAmount: 55.00Unit Price: 45.84After creating the invoice via the API, I opened it to verify the details. However, I noticed that the amounts for each item are different from the values I originally provided in the API request. Specifically, the amounts displayed are 54.96, 55.02, and 55.02 instead of the expected values.Does this issue require me to include any additional keys in the API request? Alternatively, could you provide details on the system-calculated VAT? Please note that I used the 20% tax standard in QuickBooks.
Hi,I was using Microsoft Dynamics SL 2011 for the 8 years now I am transitioning to Quickbooks online. I would like to transfer my 2024 Income and expenses to QBO using excel. Does anyone have a template that they can share?
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Hello everyone, I am a university student and have the opportunity to be invited by a company (Terus) to be an employee. I have passed their interview and related information. At the end of this part, they gave me a challenge to pick a software and learn it myself and make a report for the software. I picked Quickbooks. Currently, I do not know where to start so I still only refer to documents but accidentally found this forum. I hope everyone can help me find the most suitable path. Thank you everyone!
I need to set up a company in my quickbooks, it allows me to enter all the data except the admin email yet it is grayed out and won't let me add an email nor can I create the company. Nothing happens no error message or anything I am stuck
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?
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
