QuickBooks Q&A
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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
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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
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
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.
