QuickBooks Q&A

Original commenter did not share additional details

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

Hi,I would like to edit the email template that is used for sending batch invoices. I know how to edit the email template that goes out for single invoices. From the preferences menu, I choose "Send Form" then from there I choose "Invoices". However when one sends batch invoices that uses a different template than the "Invoice" template. The "batch invoice" template does not seem to be in the list. I would like to be able to edit the text, and insert first_name , etc. Even if I edit the email message in the send batch screen it does not use the edited text, rather a batch invoice template from somewhere. Thanks,Henry

Hello,I just set up a customer called "SHOP" to put 3 large shop build/re-organization projects under. I created 3 separate projects and I'm using them to track the costs of each shop build/re-organization project and it is working, but I'd like to know if there is a better way or another place to do this in Quickbooks online.Thanks!

Last year we installed "PayPal Connect for Quickbooks" to a PayPal account through which we sell a *sales tax exempt* product (nonprofit). Sometime around November, the app started adding sales tax to the item.  In Quickbooks, the item is NOT marked as taxable (green check mark is absent). 1). What is causing "PayPal Connect for Quickbooks" app to add sales taxes, and can it be turned off? 2). Could it be a problem in the PayPal account itself? I know that from time to time, these companies "update" their apps and that sometimes throws settings off. Thanks for any help on this.Todd 

My Client charges business expenses on her personal American expense on a monthly basis.  I created a liability account and recorded journal entries for all of these transactions, but they are not showing up as vendor expenses.  Do I need to actually record them as an expense, thru a "fake" account and debit the vendor and credit an "Owner equity account " for them to show up in expenses?Please provide step by step

Hello,01/02/2025- I run a payroll for a first paycheck of 2025.01/03/2025- I had to decrease the state unemployment tax rate which was effective from 01/01/2025.01/17/2025- I run payroll again for a second paycheck.QB created an adjustment to the taxes so it collected less taxes on 01/17 due to the adjustment. Everything is ok with that but the problem is that now when the taxes were withdrawn from my bank account, it doesn't have a match with the tax payment that is recorded on QB for the 01/17/25 payroll. I can click resolve difference but I'm not sure under which account I should put the difference?  See attached photo

I can run a report of my inventory but cannot make any changes to my items. It's been almost two weeks no resolution. I can add inventory, and it shows up, but all my other existing items are gone. Anyone else have this problem?

Why is the Add Field Option under the Custom Fields section Greyed (Light Green) out?  I need to add PO to my invoice and all the self help says to start by adding the field here.  I do not have that option it seems.   Please tell me this is not an upgrade feature.

Can't find how to get a schedule c. Checked help topics and the most common things businesses seem to need yields no results. Can anyone here tell me how to get this?

I need to report Medicare waiver wages in Box 12 with the code II.  However, that is not an option in the list nor can I override to add it.  How can I get this added?

I keep getting a privacy error. Has anyone experienced this? Is it only when using Chrome? 

I e -filed our 1099’s via QB online. I chose to download the file but it says the file is empty. I need to print a copy of the 1099’s for our records. How do I print the 1099’s?  Thanks

Hello,I have no issues creating my W2 forms for both federal and state e-file.  No errors. My issue is the e-file button is greyed out and I cannot click it when the forms are created.  Same problem for Federal and State. Click the "why can't I efile" link just has the help box pop open with a few script errors. I do have enhanced payroll and can e-file my quarterly forms without an issue to both the state and federally. And my understanding is sending the W2 forms doesn't even require and account.  Just email address and phone number. Any suggestions?

I have all my things where ai thought they needed to be to prepare 1099s for my contractors. First year using quickbooks and when I go to preview the 1099s before filing them the same number in box 1 is filling in for box 7 (state income). I am in NYS so I don’t need to file a 1099 here and as far as I know box 7 should be blank. I’m not sure how to fix this! Anybody had this happen before. TIA! 

  Review and file state forms and make tax payments (form names, due dates, and lead times vary by state).