QuickBooks Q&A

I have received an invitation for my company's quick books files.  When I click on the link to accept, it prompts me to create an account.  Once I fill out the questionaire, it tells me that I have an account.  I cannot find a way to accept the invitation, as my only option when I click the inivation link is to create an account, however, I have one with that email address. Super frustrated.

Does anyone know how to adjust the feature (default? setting?) in the app where the program automatically adds or enters the last project and activity to the time entry. I find it burdensome to have to go and undo both entries, an would prefer that the app queries me each time I start a new time entry.  Thanks, Rick

As noted in my subject line, QB Online Write Check feature has been auto-selecting an INACTIVE/DELETED category for about six months now. This is a DAILY check that I write and the expense account is different every day. I spent over an HOUR this morning with my "Priority Circle" help chat that got NOWHERE. The guy spent most of the hour asking me ridiculous questions and then when I let him view my screen and showed him three times me writing a check and the account that was auto-filling, he left me hanging for so long that I finally gave up after 67 minutes. Anyone know how to fix this?? 🙏 This is not in Banking Transactions feed (that is already set as off for auto-categorize). It's in Write Check.

I have a particular project set up in QBO where employees working on this project will be earning a different wage than regular (prevailing wage).  I have created the additional pay rate for each applicable employee within their profile.  Now, I need to be able to assign this pay rate to the project in QuickBooks Time so that when the hours are exported back to QBO, the correct pay is assigned for just the applicable hours and is tied back to the project expenses.  Generally, an employee is not spending an entire pay period working on this one project, so I can't just map the Prevailing Wage rate that I created to the Regular time field of the Payroll Item Mapping Tool.

How do I easily view employees by class? Could easily do in QB Desktop.

I have a Quickbooks Online Advance Account for my healthcare practice. I am a sole-member PLLC presently still doing taxes as sole proprietorship. I don't have employees, I have contractors. Since my taxes are presently one-in-the-same as sole proprietorship, I have created a class called "Personal Itemized Deductions for Schedule A" and subclass from there as "Personal healthcare expenses", "Personal Mortgage Interest and Taxes", etc. However, when scanning in the documents/receipts, it asks for a "category". Do I label these items as "Personal Expenses"? This shows under "Owner Draws", however, the items were paid for under my personal account and not out of the business account. I want to be able to use my QB fully to represent and store my documents for tax purposes as well but I don't want the data to interfere with my business "books". Suggestions? I track all my documentation in QB for my accountant to help me keep up with for the year so when tax time comes, everything is neatl

How can I speak to a USA rep who can understand? I have hearing loss and find it very hard to understand agents in overseas call centers. 

Been on the phone with QuickBooks support for over an hour with no help. I have 2 contractors that I have been paying through the contractor tab in quickbooks online. The payments have been categorized as payroll expenses. I am trying to create 1099's for them and Quickbooks indicates that because I do not have these payments categorized as services that I don't need to issue 1099s. This is not true, I need to issue 1099's because services are being rendered.  Which expense categories will register as services if I create a sub account underneath them?  These payments are for our CDO and a developer.   

For the past year and a half I have been trying to get Quickbooks to resolve an issue with Unemployment Insurance.  After talking with the state I had a good understanding of what the issue was.  The state put together a letter explaining the situation to Quickbooks, and also included a snapshot of our account.  I have talked to many agents, and spent countless hours on the phone trying to fix this issue and I don't know what else to do at this point.  Our Arkansas state Unemployment Insurance is considered Reimbursable which means we owe $0 to the state.  Quickbook pulled out over $5K from our non-profit account to pay unemployment insurance.  The accountant at the time did not notice this error.  Since the state billed $0, no money was ever received to the state of Arkansas.  They have verified this.  They also said that this has been an issue with Quickbook in multiple instances.  They said that Quickbook pulls the money in another a

Is QBO is set up wrong on MO sales tax?

The owner of the company paid for me to get notary certified and supplies under his business card. This will aid us in not having to go to the bank to get things notarized. What category would this transaction go under? Its technically an expense but its also helping so not sure if it should go under something else? 

In South Dakota, the only state employment tax is the State Unemployment tax and a couple "re-employment" department minor tax items. The problem now is that one of the minor tax items is not appearing in the tax liability totals ... and I'm at a loss to understand why. I've looked in the Payroll Item List and all of the items that are part of the State Tax reporting group look ok to me ... I've attached a PDF with the three items highlighted and they all look ok. The Re-Employment Assistance and the Investment fee show up just fine in the Payroll Liability totals, but the Administrative Fee does not show up.  On the Payroll Summary report, however, all employees show that there IS a calculation total for the Administrative Fee. So if the system is calculating a total for this on each payroll for each employee, why is the total not being included in the Payroll Liability???? I'm confused, (Well, that happens every so often, but .....) I would appreciate any suggestions o

Every QuickBooks version I've worked with: Every screen I can think of that shows a number of line entres ... Customer Center, Vendor Center, Chart of Accounts, Item List, etc.   ... Many of the column widths need to be adjusted to clearly display the contents of the column in each of the list screens, and if multiple screens are open, if you navigate away to another screen and then return, you have to resize the columns all over again. This seems to be a waste of time over and over ... I wouldn't mind doing it once but to have to do it repeatedly every day and usually multiple times a day gets frustrating. Is anyone aware of a way to get each of these list display screens to hold the column widths so us poor users can stop spending our time resizing columns over and over?

I'm wanting to print my 1099's for 2024, but when I open my 1099 wizard, it shows tax year 2023.  I've tried checking for QuickBooks updates and it says I'm up to date.  

phone number for customer service of quickbooks proadvisor billing for program 

Hello Everyone!I'm trying to figure out how to upload a CVS for the sales provision.I need to record this within the "Sales Provision" account in my Chart of Accounts.Should I use the "Sales receipt" import function?; or do you have another suggestion?  Thanks in advance!

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The State of Indiana has told me that the IN WH-1 voucher was in error.  and has to be corrected by Intuit

Hello, community.  What are other QBD users doing about the new e-filing requirement for 1099 Forms starting January 2024.  Since most businesses will be required to e-file the information returns, and quickbooks desktop is already able to e-file (for free) all the W-2 and 940/941 forms, seems like there should be a free option in QBD...or at least a somewhat painless (free) work around.  I know there is the paid version within QBD, but I am really not interested in that if I can help it. I'm starting to gather information now, in hopes that there will be options by January.  Thanks in advance.

Hi, I have different properties, and need to claim a custom percentage on each within my P&L (e.g. 25% on one, 100% on another). I share one property, while another is a full rental. Is there an easy way to do this in the reporting? Right now I have to break my P&L out by proeprty, because I don't know how to apply percentages to each property to get the correct totals. Thank you!

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1 main company with different sales channel. Shopify and Amazon.Shopify is being categorized under sales (general) with COGs and expenses as well. Which I can edit name to designated shopify so it's broken down As for Amazon, when I import the sales and expenses, do I create a sub account under SALES AND COGS or do I create a new account for Sales: Amazon and COGs: Amazon. Does it matter? As for the company, as a whole, I buy from same vendor SKU ABC-CUPS-1000 and ABC-LIDS-1000. These two SKU I use for website. Now with amazon, these SKU, SKU ABC-CUPS-1000 and ABC-LIDS-1000, gives me a Amazon SKU: AMZ-CUPSLIDS-100 x 10. So basically buying these two SKU from the vendor gives me 10 sets of 100 for Amazon. How would I record this in QBD?Right now I have ABC-CUPS-1000 and ABC-LIDS-1000 set up to be Sales and COGS for Shopify. Would I be able to also set it up for amazon?

I recently installed QuickBooks Desktop Pro 2024. After a recent update, I noticed that my default printer for Checks/Paychecks had changed to Microsoft OnNote.  It was no problem to change my printer back over to the correct laser printer.  I used the Alignment feature to make sure that the printed information lined up correctly on my QuickBooks compatible checks (that I have been using successfully for years).  However, when I print more than one check per page, only the TOP check of the page lines up correctly with the pre-printed lines of the check.  The bottom checks are printed progressively worse out of alignment. Essentially, the printing template for checks in QuickBooks is no longer spaced correctly to match up with my checks.  I have attached a (redacted) printing example on my check stock that shows the problem. Troubleshooting Done So Far:Adjusting the alignment changes the entire page up and down and there seems to be no way to adjust th

Hi everyone,This is my 1st time trying to do payroll with my company paying an employee's 401k.  I have it all set up in payroll & followed an online tutorial for set up so I think I've done it ok.  Here's my issue.  I sent a test $10 deposit to the 401K bank account.  I can see the transaction when I run a payroll report as a payment of $10 to the employee.  When I open the pay check detail I can see the test $10 & the account line I set up for it in the other payroll items & also in the company summary showing the company match.  My issue is when I go to reconcile, that $10 debit is not showing as a debit from the company bank account.  Instead it's showing as a zero'd out transaction in the credits/deposits window of the reconcile.  So my reconcile is off. How do I fix this?  Can anyone help me please?  Thank you in advance for any help in this matter.

My company used Intuit Online Payroll back in 2016.  Obviously sunsetted, but we still have an Intuit account.  We did not "chose to stay with us and move to the QuickBooks Online Payroll", although honestly we used to visit qbo.intuit.com for payroll services and I swore it was called QuickBooks Online Payroll Core:Either way, I can still sign into the account.  I see the old subscription, no problem.  It lists the "Squatch Creative" company name next to the Subscription, but when I click on it, I get this: I recently got an invite from a vendor to use QuickBooks Money with this account.  When I go to accept the invite, there are 2 companies listed.  The "Squatch Creative" above and another variation of the same company name (I do not have two companies). When I click on either company, I get "xxxx company already have QuickBooks Money. Continue to Sign In." I click on it, and then land on this:Click on either company gets the same "Yo