QuickBooks Q&A
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Hello, Thank you for reading this, and your help! I need to prepare the year end 1099s. I'm on QB desktop. Last year, the totals seemed off. Eventually I clicked on something and the totals changed to the correct totals. I'm looking for a simple step by step to prepare the 1099s. I want to do hard copies. I am NOT filiing electronically. QB desktop. I've done it before, so I'm hoping a user just give me the quick version. I know how to print them. I'm NOT looking for QB Pro Advisor. Thank you!
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I created my account with QB online about 90 days ago. I was having such a headache, I just continued manually inputting transactions into my desktop version for Mac. When I tried to import my data originally, it only brought over data from 2018 and 2019. So, my data is incomplete. Now, I tried to go in and import and it is telling me I only had 60 days to do the migration. So, is there any way I can easily delete what was uploaded and then redo this without having to pay another large sum to transfer ALL my transactions for the last almost 10 years?
I need assistance setting up my new account
Intuit/Quick books crippled my desktop Pro 2020 when I wouldn't upgrade to 2021 or switch to Online (which only allows 1 account per subscription-greedy).Intuit turned off the pdf functionality, no problem the workaround is easy, but the biggest was switching off the ability to import QBO/csv/excel account transactions. Strange how the software keeps spitting out marketing crap and sign in reminders though. Will be using another desktop software this year, probably just go back to Excel, found a really good template with fantastic reports and tables built in that rivals the functions Quick books provided, these greedy blackholes. Subscription online only software is a scam, if there was anywhere to file a complaint that would make a difference, I've tried it, there is nowhere, but this wallet will decide
I didn't complete W-2's for 2023. My Quickbooks now has the 2024 version of W-2's as I was forced to upgrade to Enterprise. Can I still go back and complete the 2023's?
When entering a vendor bill, expense or check the tab function stops working when you get to the Category field.
Any way to show more than 10 receipts at a time something such as "qbo.intuit.com/app/receipts?display=100"
I cannot figure out how to adjust the print alignment for a 1099-NEC within QBO. I've read and applied everything I can find without any improvement, including the Print Setup within Print Checks. Please advise.
I tried going to QB help and the person quit the help session w/o any notice. So....We are a consulting firm. We give customers estimates. They accept. Employees enter time and select the Customer:Project when reporting their time.The issue happens when we go to create the invoice. We need the employees time (which already includes a billable rate) to be subtracted from the estimate. We need this for tracking how much is left on the estimate each month.I add the employees' entries to the invoice because it has a description of work performed, which is mandatory to ensure the time we are billing is legitimate. But adding the time by line doesn't impact the estimate remaining amounts.We are on Quickbooks Plus - Subscription.
I have unpaid payroll liabilities from Q1 to Q3 2019. I know for certain, they were never paid. When I run the "Payroll Liability Balances" report, I can see the unpaid amounts and can confirm they were never paid. However, when I go to the "Pay Liabilities" in the Payroll Center, these liabilities aren't showing up. It only is showing back as far as Q4 2019. I'm really needing them to show up so I can make liability payments against them. I have already ran the "verify data" and "rebuild data" utilities in hopes of fixing this issue, with no results.
My bank account wasn't connected for over 6 months but is now. How can I retrieve the missing data? I am connected now but am missing over 6 months worth of data. I know I can manually add it but that will be very time consuming. Any help is appreciated.
Hi All, I recently set up a new company file with advanced inventory. I am trying to print an invoice containing inventory items and non-inventory items, but for some reason, the non-inventory items are not printing. The invoice prints ONLY the inventory items. What setting do I need to change to correct this? I can't seem to find anything in the print settings or the template settings. Thank you, Amanda
I have a scenario where a customer paid an advance of USD 100, and we issued an invoice in the General profile for USD 80, leaving a remaining advance of USD 20 on the General profile. Later, I created a Personal profile for the same customer, and an invoice for the remaining USD 20 was issued from this new profile. Now, I need to adjust and allocate the excess USD 20 (from the General profile) to the Personal profile. Since I do not have the authorization to make changes directly, I can only create adjustments through journal entries or credit memo. Could you please guide me on the proper steps to transfer the excess payment from the General profile to the Personal profile using either of these methods.Quickbooks Desktop 2014 Version
Hey all, I need to book some grouped closing costs that appear on my settlement statement. These transactions didn't occur from our bank account but rather from the Title company's escrow account. I've tried to manually create the fixed asset under Chart of Accounts and then make a general journal entry under the asset. The program asks me to enter both a matching debit and credit, resulting in a net zero account balance. How do I enter the off-bank-account transaction into this fixed asset class to it will appear on the balance sheet?
I've been a customer for over ten years. I love the QuickBooks online product. It has everything I need to run my business. However, I don't like the customer service. I have never seen such a horrific service. I dread having a problem with anything related to QBO because I know it will not get solved for 14 days or more. I have called close to 6 or 7 times to solve one issue. Your customer service is the worst I've ever seen. The hours are horrible, the agents need to be more knowledgeable, and the follow-up needs to be more present. I have a problem right now that has been unresolved for six days.My merchant account is on hold. I can't touch any of our money. I own a small business, and our working capital needs to flow. We can not operate with a service like this.According to Nerdwallet, Quickbooks Online is the best accounting software 2024, followed by Xero, Zoho Books, and Freshbooks. I agree with their assessment regarding usability, product offerings, etc., but god forbid I hav
Dear QuickBooks Community, We are contemplating switching over to the QB Merchant Payment Service where our customers can pay their invoices with a credit card with a link from their invoice. We are QB Desktop Enterprise users, and use a 3rd party as our merchant services provider. I have called QBs, but they could not answer some questions, so here I am. I am interested in learning what other companies are doing it and how.From my conversation with QBs, I learned that there is a transaction fee per transaction and a % that comes off the invoice. If customer A is paying their invoice for $100, and the merchant fees (let's say 3%) get taken off as the customer pays, how do I process that fee? The customer would never be able to pay the full invoice. I don't want my customers to see a line item on their invoice that says credit card fees. Credit card surcharges are illegal in a few states. We happen provide services in Colorado, which i
I use QBs Online with Payroll. I have e-filed my 1099s by selecting the "Use QBs to prep my own" option. Once completed I downloaded the file but now I need to print the information to pre-printed 3-part forms, however the file downloaded each vendor as a separate file with 4 pages in each file. How can I combine this information in order to print to the 3-part form?
How/where do I find those reports in QuickBooks Online?
Hello. I use desktop Premier 2016. (I'll upgrade soon.) Beginning January 1st, my small business began offering employer-sponsored medical insurance. The company is contributing 80% of employee premiums, and employees are paying 20%. This is easily set up through our payroll system, Gusto. Every time I run payroll through Gusto, I generate an iif file and import it into QB. It has worked perfectly until now. Since setting up these benefits in Gusto, it is requiring me to map these withholdings and expenses as "Payroll Liabilities" to an account in Quickbooks – currently, the only account it allows me to map to is:Name: 2100 – Payroll LiabilitiesType: Other Current Liabilities When importing the IIF file from Gusto into Quickbooks, QB is slotting the full expense of the benefit costs into 2100 – Payroll Liabilities (the 20% employee deduction and the 80% employer contribution). I've never used QB for payroll and, until this year, have never had a Payroll Liabilities
If we paid a vendor for concrete services IE-used a truck to deliver. Do i record the check that was made out to them to match the transaction on the bank account and also if the transaction is already posted what would be the category it would go under? Im seeing to put it under services but i noticed next to it it says income. Is this correct? Technically im losing money to pay them but its also helping finish the job that would then get us paid.
We initiated a new service in our business line in 2024, and initially thought this would be a one-off business and simply invoiced this under "Services" However, it has grown in 2024 and looks as though it will continue this trajectory going forward and become a viable business line. So, we would like to set up a sub-account under Services (Income) for Marketing & Logistics. No problem, except we would like to back date the account to 01-01-24, then go in manually to each invoice we have already issued (only about 15 so far, so no biggie) to fall under this new account. Unfortunately, when setting up the new account we are unable to locate a place that we can enter an "AS OF" date for the account, which just defaults to current date meaning we can't go back and change the invocies we have already done prior to today. We are cash accounting basis and have invoices outstanding at year end, so this really throws it off. Obviously should have done i
