QuickBooks Q&A
Recently active
When you convert your QB Desktop file to QBO and you using T Sheets does the time data come over to QBO? We just converted from Desktop to Online QB and the T sheet data did not come over. How do we get T Sheets to connect to QBO online now?
Hi all,We have a series of three individual deposits, all from the same client, that were deposited on the same day (they were in arrears). The deposits show correctly on the imported banking information, but are not available from QB to match (either automatically or using the find match). Per other suggestions on the forum, I ran a report to show invoices and payments for the time period. Each of the invoices shows and each of the payments shows and is attributed to the correct bank account. The bank register also shows the deposits and they are not cleared.What am I missing?Thanks!
Hawaii now requires most, if not all, employers to submit their W-2 information online via a file upload. It requires a specified format outlined in their handbook: https://files.hawaii.gov/tax/eservices/ebiz/24pubef10_EFW2_Specs_Sep2024.pdf Currently, QB does not have an option to create this excel file to Hawaii specifications. When going through the normal state W-2 options, the drop-down does not have Hawaii listed as an option. QB needs to create the functionality to create this Excel file for upload.
Can you add existing vendor/customer to business network?
Our accountants do the 1099 filing. However, I need to send a report. How do I pull a report that show the vendor, amount paid, the tax id, and the address? The address is missing on the transaction detail report. I cannot pull contractor reports. They are either blank or the zero amounts.
Where do I find the screen to map or un-map accounting codes for 1099's?
When running statements via the Customers -> Create Statements menu, I'm setting the criteria to:Statement Date = 12/31/2024All open transactions as of Statement Date Despite this, the statements are not reflecting the 12/31/2024 open balance, which would tie out to the A/R Aging report. The statements are instead including payments made in January 2025, which should not affect the balance as of 12/31/2024. There surely is an option I am missing somewhere, but I've searched to no avail.
We have just migrated to QB Online. I am trying to map the payroll accounts properly but cannot find where to map the Direct Deposit Liability Account. I have set one up with our numbering scheme, but don't see anywhere to map it. Your help would be appreciated. Thanks
Hello,I have produced my 1099 Summary Report for 2024 and I noticed that some of the vender amounts are listed as uncategorized while other vender amounts are listed as "NEC Box 1 Nonemployee Compensation". Is there a reason for the differences? I do not see any differences in the way all the venders are set up. At first I though is was EIN vs SSN but that does not appear to be the case. Any clarification would be very much appreciated.
Our payroll was accounted for in QBO on Jan. 1 but our bank paid the employees on Dec. 31st and the disbursements appear on the bank statement on Dec. 31. How would I account for this difference?
We are a TX business with one employee working remotely from his home in CO. What steps do I take to for his CO state taxes?
Buenas tardes Pregunta existen cuentas liquidadoras para cerrar cuentas de pasivo?
A1-T appeared last year, as a means for Arizona to get state copies of the W2. Quickbooks desktop does not offer an electronic filing option for the A1-T. Arizona's instructions on the A1-T say that electronically filed A1-Rs (reconciliation of deposits with quarterly reports) "automatically" include the A1-T and the W2 copies. I don't think that's happening on Desktop payroll. A client of mine using Online says A1 included in Online's A1-R, but that Arizona is rejecting Online's electronic file. Last January I printed a set of W2s. stuck an A1-T (available on Desktop tax forms) on top of it, and snail-mailed it. Arizona accepted those (and there were a lot of them) just fine. I asked a tech who didn't have a clue and who promised to ask and send me an email response... does the Desktop A1-R include the A1-T and the W2s? The email answer I got was not helpful, or even relevant. I needed a programmer to
HELP
I don't use QB online because I have enough issues with Quickbooks without putting all of my info on a cloud. I am using Enterprise 24.0 and I am never able to use my search bar because it is always updating but when you see the last update was done 2 weeks ago. Also, once a week I have to shut the whole program down bc black bars pop up on all the fields that I can fill in, checks, purchase orders, receipts, every page I navigate to. I have been dealing with this for years and no one can seem to help me make this stop. QB customer service is never helpful and it is very time consuming just talking to them. Can anyone here help?
We have a customer who paid on a sales receipt and their check bounced. They have paid us now via credit card and added the fee for the bounced check. All of the information I have found pertains to how to do this in QB Online, not QB Desktop Enterprise. How do I get this recorded properly without double billing it? QB support was of no help here and questioned why was it a sales receipt
The new invoice design seems to be more limited with design customization . I just want to get it close to the design of my old invoices. I use QB Simple Start.
Original commenter did not share additional details
Is there a way to recreate 941 forms from previous years?
HiIve just joined quickbooks, moving over from Wave.I dont like sending my invoices through quickbooks, i prefer to save them as pdfs and send them to my clients myself via email, i feel it has a bit more of a personal feel to it.However, when i save an invoice as a pdf the file name is a really long jumbled up mixture of letters and numbers, however i did a test sending an invoice through quickbooks and the pdf that is attached to the email quickbooks send has a nice file name that has the invoice number in it etc.Is there a way of creating an invoice, not sending it, but downloading/saving it with a file name that makes sense?I know i could re-name the file but when youre doing alot of invoicing that isnt really something i want to be doing!Many thanks in advance
Corporate sends credit memo for item sales. Not tracking item sales. Check/direct deposit received following month from corporate.
Hi.I cancelled my Quickbooks online subscription slightly over 1 year ago, but I need access to the W9 docs that were in there for my contractors. If I enroll again, will the W9 docs still be there?
I want to add another field to my payment receipts for the project address. The "Bill to" customer address is not the same as the project address. Customizing payment receipts is very limited to what we can do. Any suggestions?
Hello dear community members, Does any one know how to add Box 12 employer sponsored health insurance amount to employees' W2 forms? I contacted on January 3, 2024 Quickbooks payroll service and they kept telling me that it can not be done. Any solution? The feature of automated tax and form is turned on currently. Thanks for any input?
