QuickBooks Q&A
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invoices do not match my format
I am using QuickBooks Online Essentials with Enhanced Payroll.Can someone please help me to know the best way to handle employee advances & repayments?Often the employees are written a check for say $200 in between payrolls and then pay it back on their next check. The employees are hourly if that matters.
Hi Friends- I'm struggling. By example I'm going to try and explain the issue:I'm on accrual based accountingDr. A is a W2 employee - Set up in CLASS "DrA-EE" (Taxes withheld from payroll)On 12/31/24, I owe Dr. A $10KI set-up the accrualsPROBLEM: On 1/1/25, Dr. A becomes a K-1 (1099) partner - Set up in a different CLASS "DrA-PNR" (Taxes are not withheld and if I just post the adjustments to this class they won't be charged taxes on the $10K I pay them in January)I am looking for a solution whereby I don't have to issue a W-2 and a K-1 to this person in 2025. In other words, what entries do I have to make to be able to accrue the money in 2024 and show the salary in 2025.I hope that make some sense.Thanks for your help.
Is there a way to create a 1099-NEC for contractor not setup as a vendor in quickbooks? It’s only one vendor that requires the 1099. Thank you.
I'm currently using Quickbooks Pro 2023 accountant edition. When preparing NYS-45 for the 4th qtr the employee name and wages no longer is being calculated and filled out. Part A and Part B is populated but not Part C.
I have a horror story about QB in recent weeks but I won't go into detail in this post. All I want to do is totally turn off data protect and reinstall it. My app is stuck on "Your session has expired. Sign out from Intuit Data Protect and sign in again." But I can't sign out. When I click on Sign Out I get another dialog box with OK and Cancel radio buttons. Clicking either one just brings me back to the previous screen. This issue has been going on for 5 days and my company file has not been backed up online since January 11th. I need to uninstall just this part of QB (or actually be able to sign out and back in) or update it to the most recent version, which it also can't do as long as it's in this error mode.
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How do I create a vendor ledger report? I want to see all bills, bill payments, credit memos, etc. for a specific vendor. How do I do it in QB Online? In Quickbooks desktop there was a beautiful report called "vendor balance summary" and when clicking into one vendor, you could see everything from this vendor. Where can I find this in QB Online?
For instance, if I receive a PO for $1000 of services, and then I invoice for $100 of services provided, is there a place to see the PO balance of $900?
Hi Folks- I need some help with the new PayPal Connector app. I had been using PayPal sync for many years with no problems. The PayPal Connector is importing all of my transactions. PayPal transaction fees are accounted for properly. No problems there. The problem is that I can only categorize transactions as "payments" and "expenses". There is no option for a PayPal transaction to be categorized as a "transfer" like there was prior to moving to the PayPal Connector. Use case: I have a PayPal Working Capital loan. Every time I receive a PayPal payment, a separate transaction is created to transfer a certain percent of the payment to my loan. Those transactions show up in the PayPal Connector as expenses. I don't have a way to record these transactions as transfers to the PayPal Loan account in QBO. Any help would be appreciated.
Does Accountant's Copy give my accountant access to the "Other Names List"? If so, can I deny them access in some way? It contains sensitive information that they do not need. Thank You.
In January 2024 we made a payroll liability adjustment for taxable life insurance from 0.83 to -0-. On the employee's W2 the adjustment is reflected correctly in box 1 wages but not in box 3 Social Security wages, box 5 Medicare wages and box 16 state wages. What entries do we need to make so that the same amount is showing in all 4 wage boxes?
I need to run a report in which I can see all payments made for a specific date range (Example 02/17/2020 - 02/24/2020) for multiple accounts. I tried to run a sales by customer detail reports and a sales by item detail report but it only shows the payments made for the invoices dated 02/17/2020 - 02/24/2020. I need to be able to see payments that were made towards invoices even if they are outside the date range. This seems like it should be a very simple report but I can't figure it out for the life of me!
Somehow the inventory per lot number is not matching up.For example, Lot #100Starting Inventory 468Inventory Transfer to another warehouse -444Customer Invoice -24 The balance should be 0, but instead, the lot number is still showing there are 84 pieces left. Why? If I create a new invoice, it shows there are 84 pieces still available on Lot #100, and also when I go to the inventory center it shows there as well. Why is this? (Qb Version is Enterprise Retail 23.0)
The old quickbooks had a P & L report by job you could customize to show each job expense % of income. Is there one on quickbooks on line?? If so how can I build one.
When using the autofill feature to enter bills -- how do I stop the total due from populating in the Category Details? It will put the total due there, then in the item details it fills in the PO info. I need the PO info. Just need to know if I can turn off the auto populate in the category details section.
Hello. I work in a retail setting and am still fairly new to QB. We have started selling gift cards and I need to know how to record the sales and redemption of the gift cards. I set up a Deferred Revenue Gift Card account, but now I'm not sure if I needed to do that.Can someone please help? Thank you.
Once our vendors receive their link to retrieve their 1099, how long before link expires?
Pennsylvania wants all w2's uploaded via a .csv or EFW2 file. How do I convert my w2'S to a csv file?
I send QB invoices to customers (usually clients that I record music for in my recording studio). When they pay me (usually via check or Paypal), I tell QB that they've paid to close out the invoice. At which point QB puts that money in A/R. I wish it didn't, I wish it could just corroborate with the bank/Paypal deposits.Worse still, these transactions are hidden in my A/R, as my P & L reports don't see them as income. So each time I mark them as paid, the amount goes into the abyss of A/R.How can I get these invoice transactions to show up as Income on my P& L like all my other non-invoice transactions? P.S. I use the cash method (I tried accrual but it seemed more problematic and unnecessary, I'm a sole proprietor).
