QuickBooks Q&A
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I'm trying to figure out which vendors I need to report with 1099-NEC, so I run a 1099 summary report. Under 1099 options I select ONLY 1099 VENDORS, ONLY 1099 ACCOUNTS, and USE THRESHOLDS. The resulting report includes numerous vendors who should NOT get 1099s.I've checked the the tax settings for each vendor, and verified that "Vendor eligible for 1099" is NOT checked. Why are they showing up in the report? This happens every year. My workaround is: I make note of which vendors in the report actually should get 1099s, then I customize the report using a filter on "Names" to include only the vendors I specify.What's the point of having an "Eligible for 1099" check-box in the vendor record if Quickbooks ignores it?
In QuickBooks Online Payroll am I able to edit information that shows on W-2's in Boxes 18, 19, & 20 to add additional local taxes for employees who work in multiple locations throughout the year? I understand it is not possible to add all of them in Payroll to track throughout the year for auto filling in my employee W-2's but need to make sure they are still reported on W-2's for local municipalities.
How do I account for several inventory items that we have purchased and entered into QB, but are now giving to a supplier to build a finished assembly item? We were doing the builds inhouse so I have an assembly item that pulls each of the inventory items out to create the build. Now we are having the assemblies built by a supplier and have some left over quantity of a few items that we will give to them. They will then credit us per piece for the inventory items we supplied. I need to move the quantity of items out of my inventory and account for their value when we receive the finished product back.
I'm missing one expense transaction from a Chase credit card. QBSE shows the previous day and the following day, but not that one. I can see it in my Chase online account. Any ideas why it didn't register or how I can find it?
Can I change the date of a newly created account in chart of accounts to be active as of 01/01/2023, instead of todays date, the date created?
When I make a trial balance report for last quarter (1/10/2019 to 31/12/2019), instead the numbers showing up are the last six months. I only discovered this because the numbers seemed extremely high for a 3 month period.(Yes, I click on run report after setting the dates, I have tried setting dates to 'custom' and then the dates, I've tried the preset 'last quarter' etc., it doesn't make a difference.)So my workaround is now having to click on each line item separately, adjust the transaction report start dates (which are somehow set for 1/7/2019 instead of 1/10/2019) and then make my own excel version. It seems to be working fine for all other reports, just the trial balance is giving issues. Thanks for any advice on this!
Buen Día¿Cómo se registran los pagos de un préstamo a corto plazo?
I just upgraded to Quickbooks Plus from Simple Start in order to use Purchase Orders. The issue I find now is that Purchase Orders are used to track expenses from Vendors. That is not my use case. I am the vendor. I have customers issue PO's to me for products that I produce for them. I need a method to input these PO's from customers as I receive them. Sometimes the orders are large and I will send the customer partials, but not bill out the job until completion. I also need a method to track this so I can generate reports detailing all the open PO's I have and what has been sent already and what is still left to complete. Could someone offer any suggestions as to how to go about this as vendor? Do I even need to use QB Plus if I am not a vendor in order to do this? Thanks in advance for any insight. Gus
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Batch transaction frequently crashing when importing CSV files. Data will upload, but then the saving function gets stuck a screen that says "Hold Tight! Do not close your browser while we save your expense. Loading... Saving..."When creating the CSV my Excel file error checks the Accounts, Classes and Vendors. They are correct. The process works more frequently than not, but the crashes are inexplicable. Please no canned responses from the Intuit bots. Thanks.
Our monthly payroll is processed 5 business days after the end of the month . Using October 2024 as an example, after submitting payroll on 11-7-24I entered a set of journal entries dated 10-31-24 for salary, soc sec, medicare, unemployment, and pension to move those expenses to October. Then I reversed those entries and (dated 11-1- 24) to zero out those accounts for November. At least this is how it was explained to me. How do I go about correcting classing / cost center errors? Most of our cost centers are federal grants. Is it just one new set of journal entries for each payroll expense to correct the classing/coding errors? And should it be dated the same day as the paycheck?One more question. Is there some rule against editing the paycheck itself? If any grant accountants could weigh in, that would be awesome.
I'm trying to print 1099-NEC forms for year 2024. QuickBooks Desktop is updated. QuickBooks is showing 2 per page. Forms for 2024 have 3 to a page. I like to get my forms done early and get them out to the recipients. When is QBs going to have an update to correct this?
As a background, to open a QuickBooks checking account with Green Dot Bank, it requires to also open a merchant account (called "payment" account). In November 2024 I open both, a checking account and a "payment" account even though I did not need a "payment" account. On December 5th, 2024, I wire-transferred 112,000.00 to Green Dot Bank checking account. On December 9th, my "payment" account was permanently closed due to fraud concerns referred to as "business decision", and my checking account was suspended. Completely frozen. To remove the hold I was asked to submit a copy of my driver license to identify myself(?). Upon submitting the same, Green Dot Bank froze my account permanently citing fraud concerns. The Bank representatives told me over the phone, over and over again, that they will hold my money for 271 business days upon said time, the Bank would decide to release the funds after deducting any outstanding claims from the balance. The bank then would mail a check to the add
I am new at QB online. I went into settings and checked to receive Bank ACH payments. My bank information is in the settings also. I sent out my first invoice - and the pay invoice button is not showing up. I followed instructions on "how to set up your company to receive bank payments" and must be missing something.Anyone - can you help me with this? Karen :)
I keep getting an error "Nothing to print. No Statements were created." I know there are invoices in this time frame and nothing is coming up.
I'm writing an invoice for December and using "suggested transactions" to add line items. However I realized that many of these "suggested transactions" were billed and paid in November. How can I fix this new issue? It's making it super annoying to write new invoices for clients.
Using QB Desktop 2024Using preprinted 2 per page W2's for 2024 The W2 information does not print correctly. The top info is prints ok, but the bottom is off by two lines. Any body else having an issue?
Opened a QuickBooks checking account less than a month ago. Then I wired money into that account on 12/5/2024 from Flagstar Bank, a US bank. I got confirmation from QuickBooks and Green Dot Bank that my money was received. I also received a debit card in the mail that I promptly activated on 12/6/2024. Three days later, on 12/9/2024, I got an email saying that my checking account was on hold and then I realized that have no access to my Green Dot Bank account by phone and/or online. The bank does not have my social security number and the debit card number is not working. I contacted QBO support but they say all they can do is to escalate the issue but do not elaborate on what does that mean or what would that do. Can anybody share some thoughts?
I have been getting multiple copies of the daily "Money on the Way" emails. Some days I get up to 20+ copies of the same email, all the same details. Anyone have this same issue, or how do I fix?
The Sales on dashboard for 2024 is different then P&L total income. Changing form cash to accrual still does not match up. Ideas?
Has there been a solution yet for matching multiple bank deposits to 1 sales receipt in undeposited funds? For example we deposit all checks via mobile deposit which all show up individually from the bank. These need to be combined to account for the undeposited funds. If there is no solution yet, what is the work around? Thank you.
How would you find a software expert to come onsite to help with unresolved issues. We are having issues with Sales Order Fulfillment Worksheet pulling back in old data and not clearing out. We have items in there that are 2 years old that should have been gone by now. QuickBooks support and our IT person are unable to fix. We have over 6000 lines in our Pick & Pack tabs. I need help before it totally crashes.
We have a few contractors who would like to switch from 1099 to W2 for the year 2025. I have only done 1099s through QuickBooks. I'm not familiar with how to make that switch from 1099 to W2 and how to calculate their tax deductions for payroll.
I use Quickbooks Online Essentials which is sync'ed with bill.com. I created Purchase Orders in QBO to track liabilities to subcontractor/vendors. I've gone through Help section and tutorials on purchase orders and reached out to Help chat but none address how to apply to bills sync'ed from another service. With PO open and using the Copy to Bill feature creates a duplicate bill. Can anyone with experience provide more guidance please?
