QuickBooks Q&A

When emailing invoices from Quickbooks, is there a way to send the invoice and uploaded attachment as one file? Currently, when I select 'Invoice and Attachment' form the email tab, the invoice and document are attached to the email as two separate .pdf files. Some of my customers require these documents combined into a single file. 

My W2's were aligned on January 9th when I did previous W2's for client. Now trying to print 2 W2's and get one aligned and other does not align. Spent 2.5 hours trying to resolve this with Quickbooks case number help.Rebooted, realigned, repaired and on and on with 2 different techs trying to get this resolved. Their solution? Use W2 forms from Intuit. My forms are from IRS and have worked with several other clients. The IRS forms I am using are the same ones I used when the forms did align previously. It appears to me that a line was deleted in coding the W2 spacing when the new QB update came out. Did anyone get real help with this issue?

I cannot run payroll because there are red triangles on each employee.It states that a payroll report was filed too early, I may have clicked to submit State Unemployment for 2nd quarter (?). How can I remove the red triangles and run payroll?Thank you,Wendy 115

I have followed the directions and tried to set up a schedule for a report 5 times now. It either gives me an error saying to look at my info, or it acts like it saves. I have tried to view schedule to modify it, however I cannot find where it is scheduled. The info I get from Google and this dashboard is all incorrect for my situation. None of the steps work.

Recently switched to quickbooks online and none of my payroll history is available to file 2024 W2s? Any suggestions?

What can my account see and do with my account if I add them as an accountant. and is that the best way to give my accountant access?

Hello,I have a client whose QuickBooks Online (QBO) account has been added under a bookkeeping firm's Online Accountant account. The client now wants to be removed from the bookkeeping firm's list and manage their QBO account independently.Is it possible to separate the client’s account from the bookkeeping firm's list without losing any data?If the bookkeeping firm removes the client’s account from their Online Accountant version, will the client’s company account be deleted permanently, or will they retain access to their QBO account separately?I’d appreciate any guidance or solutions on how to handle this situation.Thank you!Marufa

in Quickbooks Desktop credit card payment is not reducing amount paid to vendor by credit card

Can the cosmoprof store credit card be linked to Quickbooks Self Employed for automatic transaction input? It doesn’t have a Visa logo. The CosmoProf card is serviced by Comenity Capital Bank

We just recently migrated from Desktop to Online. In Desktop, we had it mapped out so that the total we paid our pastor would automatically print in Box 14 of his W2 along with a description of "Housing."  I just noticed that QB has already automatically filed our W2s and W3 for 2024.  I saw that the housing note and total was NOT printed in box 14.  I was just told by the CSR on chat that QBO will not place any of that info in box 14.  Is that correct?? Why in the world did I upgrade only to have less data!!!

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Suppose your QB Checking Account looks like this and you try to run a $5000 payroll out of it:Total Balance: $10,000.00Checking: $0.00      Envelopes $10,000.00    Account info ****1234You will be charged a Non-Sufficient Funds (NSF) Fee, not because your account have a sufficient balance (which you do) but because the cash is your envelopes (where you get that 5%APY), not your checking account.The account ending in *1234 technically has a total balance of $10,000. But that balance isn't in the checking account you tried to run payroll from, it's in the envelopes, which have no account numbers. So what account is the money in?How can you be charged a NSF fee on an account with a balance?I can't figure this out and the QB person I spoke to over the phone couldn't explain it either. Weird also that they would recommend you create and "Employee Payroll" envelope that you can't pay payroll out of.

I have to file and print up payroll tax info from 2023, but I no longer us QB. How do I do that, please?

We are a nonprofit corporation and have two PayPal accounts The first was set up to handle regular product sales (books, tapes, DVDs, etc) that are charged sales tax, and this account is connected to our QB through the regular "Bank" method. The second account was set up to handle sales from our *tax exempt* magazine sales and should not have sales taxes charged. 1). We installed the "PayPal Connect for Quickbooks" app a few months ago to connect the sales tax exempt account, and have discovered that it is automatically charging taxes. Is it possible to turn off sales taxes specifically within the "PayPal Connect for Quickbooks" app? 2). If it can't be turned off in the app, would it be better to reverse the accounts and connect the tax exempt account through the "Banking" method, and then connect the account with sales tax through the "PayPal Connect for Quickbooks" app? 3). It wouldn't work to connect them both by the "Banking" method unless we could turn off taxes for

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When creating a build assembly, I am receiving shortages. When I run the shortage report, the "For This Build" quantity does not match up with my assembly build quantity.  I have checked the BOM for item 123.. and it has the correct qty for that raw material , which is qty:1. But when I run the shortage report, the quantity short in the "For This Build" is qty:8.  Why is it off by qty:7? The "For This Build" qty should be 1. Thanks in advance. 

My Wodify (CRM) is integrated with QB. I absorbed my processing fees from January '23 to July '23, so they were categorized as COGS. In August '23, I passed them off to my clients, however, they have still been automatically categorized as COGS, due to a Wodify bug that has not been fixed. Wodify has not solved the issue, so from August '23 till now, it shows these transaction processing fees as COGS, thus counting against my income. All of my accounts are updated and reconciled properly, even though these processing fees are showing up on my profit and loss statements. Is there a way to manually delete these processing fee amounts from Aug '23 till now? Since it is a Wodify integration bug and they have not fixed it - I do not know what to do.

just migrated from QB online to Enterprise. I did payroll and saw that the YTD amount is only for this payroll and not the other two payroll checks this year. I migrated after the second payroll check this year.How to do I correct the YTD amount so that the other two payroll checks in my register are included?   

Or is there no extra protection, and it is best to have a customer wire the $ bank to bank ?

Is anyone having trouble printing 2021 W-2's on preprinted forms?  The bottom copy is aligned fine, but the top one is at least a line off.  If I adjust the alignment, it throws the good one off.

I am Treasurer for a small not for profit and have set up the QuickBooks data file for this NFP on my computer under my license (QB Pro Plus Desktop) that I use for my own businesses.  A new treasurer is taking office.  The NFP has purchased their own QuickBooks Pro Plus Desktop license.  I just want to confirm that if I give her a backup via the cloud of the working data file to restore to her computer with the NFPs license, that it won't overwrite any of her license information - and vice versa.  We may send the data file back and forth for a while as she wants me to check her work.  (BTW QuickBooks online is ruled out as an option for us because of the reports we must generate.)   Thanks!

Hi, A client of mine is getting the following message: QuickBooks detected that a component required to create PDF files is missing. This may cause issues with printing transactions., emailing forms or saving anything as a PDF file inside of QuickBooks Desktop". Is there a solution to this? Thanks, PattiB

When customers are making payments through the payment links we send them, they are not getting automatically applied to the invoices in the customer's name. Most of our customers do partial payments and then final payments on our invoices. How do we make sure the final payment gets applied towards the invoice?

We received a new credit card with a new number but has the same account linked to it. This credit card doesn't have any other features linked to it through QBO, like bill pay, or having statement automatically uploaded to QBO. I have read some other situations posted. But what is the best way to do this? Should i just edit the number to keep all the transactions that I have entered up until we have received the new cc number, or should I make a new credit card account with the new number and show the balance that was transferred from the old credit card number to the new credit card number?

I created a budget and it is the only budget I have for my account. How come when I generate a budget v actual report it says the budget is 0 for everything? I tried clicking the drop down to use the budget I made but it was not an option.  The budget title it used was some random title