QuickBooks Q&A
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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.
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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).
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!
