QuickBooks Q&A
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I no longer need Quickbooks On-line. I would like to go back to my 2019 version of Quickbooks. But, it still has my bank balances from 2022. How do I start inputting info for 2024?
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Hello, from 1984 to 2024, the company has been a Sole Prop... As of Jan 1st 2025, it is now a S Corp. Considering we just filed our eFile 1099s for 2024 (still under the sole prop)... when would be a good time to change the company info to the S Corp it is now? We are nervous that since we just did the eFile and we change the company info today... that it could mess with the eFile and essentially file it under the new S Corp which would cause issues. Thanks in advance
In the old QBO, I was able to add blank lines in between different service items as a way to separate the sections of work we completed. If I import transactions into the invoice try to rearrange them and add blank lines, it looks fine on the screen but when I print it, the imported transactions always rise to the top of the invoice and they won't show the empty lines. In addition, I use the top line of the invoice to put a note about the work that was done and dates of service. That line gets pushed to the bottom of the invoice below imported transactions. The only fix is to delete the imported transaction and manually add it back in. Then there isn't an issue. I have submitted several cases about this and just received a final note that I have to use the modernized invoice template in order to customize my invoice, because if I am using a custom form style it won't work. So fine, I switch the default to modernized. But it's a
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I made an estimated tax payment in my QBs account. How do I see which bank the ach will be debited from?
We have just discovered that no employee has received a paystub notification since 12/30/24.They should have received one on Jan 6th and again on Jan 13th.I've checked a few randomly and the Email Notifications is turned on in their profile. The email is not going to spam/trash. Their emails are correct and they did receive the W-2 notification that went out separately. I know there is no setting in the Quickbooks Admin console for turning this on or off, so it must be a Quickbooks issue. I've tried contacting support but they are closed at the moment. I've sent feedback and am posting here for further notification.
Revolut recently migrated to a new bank provider. As of that time, the integrations connect, then drop a day or so after and request reconnection. This is incredibly annoying.
Hello,I was wondering if Intuit is collaborating with CPAs or potentially competing with them. Some of my accounting clients have noticed the 'Live Bookkeeping' icon on their accounts, which is provided by Intuit, and it has sparked some curiosity. Could you provide some clarification on this?
I'm trying to figure out how to categorize a credit card payment in my quick books. In December 2024 I mistakenly paid my personal credit card bill using my business bank account. I realized afterwards so I then transferred the exact same amount from my personal account into my business account to balance the charge. However now I don't know how to categorize each transaction. If put it as an uncategorized expense and then income, it balances but doesn't seem right to me. Especially as my end of year profit/loss report shows more expenses and income than is really the case. Thanks in advance.
Hello, Quickbooks is not withholding or accruing the correct amount for the Maine PFML program. The rate should be .05% (1/2 of 1%) but QBs is calculating the amounts as .005%. This is resulting in significant UNDERWITHHOLDING on the employee checks that will have to be made up on future check. I confirmed that the employee rate is correct on the Payroll Item list. Is anyone else having this problem? Have you found a solution? Thanks!
We did not purchase trucks. We did a guy a favor and put quite completed his jobs for his customers and he gave us trucks and some office supplies. I have all of the asset accounts added, just not sure if I should put the blue book value in as the "opening balance" or if I should do it another way please help. Thank you
Hi,I have Quick books desktop 2020 pro version. I am wanting to use the advanced inventory featured but it is grayed out. What can I do to fix that problem?
Hi there, I have Quickbooks Online and my Business Partner accidentally occasionally uses his personal card to pay for business expenses, but still uploads the receipts via Snap Receipts (on the app), but I obviously can't match them to our business bank account. I review them in receipts and use 'Owner's Equity' as the bank/credit account and allocate them to the correct expense account (i.e Travel Expenses) but then when I get to 'create expense' it says: Something's not quite rightYou need to select a different type of account for this transaction. I assume because I am using an equity account instead of a credit/bank account? I have in the past, downloaded the receipt, created a journal entry and then uploaded the receipt to that instead, however this is quite time consuming if there are a few transactions. Is there an easier/quicker way to do it straight from the review receipts section? Thanks, Michelle
I filed my W2 and did not have Quickbook file automatically for me. I can not find where to print my W-3 I need to file. I have paused my Quickbooks account because my business is closed however I was able to print all other year end tax info. Can you help?
Hello,I have QB Desktop for Mac. I have QB set up to track both personal and business expenses on the same P&L. I use the account types "other" to keep the personal expenses on the bottom of the P&L. I am running into trouble with a reimbursement for a credit card charge made with one of the personal credit cards. The personal credit card balance was paid with the personal checking account. Later, funds were transferred from the business checking account into the personal checking account to cover a portion of the expense, which is deductible by the company. If I categorize the transfer from the business checking as "meals and entertainment" it does not reflect on the balance of the personal checking account. If I transfer the money directly to personal checking the balance for both accounts is correct but there seems to be no way now to categorize the purchase on the P&L. In summary, it seems there is no way to have a reimbursement transfer between checking accounts r
Is there no longer any way to Import my budget into QuickBooks Enterprise 2024?I feel like I've wasted an entire day trying to get the budget to import!
The update button is missing from my banking tab and has been for a couple of weeks. It seems to update automatically about once a day, but it isn't catching the most recently available data which is just annoying. I reported it to Intuit and they said they were working on it, but it doesn't seem like it should be taking this long. Is anyone else having this issue?
When I send an email to my client, the PDF invoices are not attaching to it.
Why aren't the End Users receiving QuickBooks Online Technical Support Surveys anymore? I used to receive a survey every time I spoke with a QuickBooks Online Technical Support person, but not anymore.
I am requesting a meeting with the President/CEO of QuickBooks Online/Intuit. How can this happen? I will fly out to Mountain View, if needed. As a 1992 QuickBooks Veteran, I am 1000000000000000% Disappointed with QuickBooks Online and would like to meet with the Senior Leadership of QuickBooks Online/Intuit. I want to share my logs detailing my experience with QuickBooks Online. Hopefully, gain some insight into their justification for the poor performance of QuickBooks Online!
Is anyone else experiencing the glitch of being logged out of QBO when clicking on an old invoice or attempting to create a new invoice? Started occurring for us around 2:25pm central time With daily invoicing underway we need this glitch fixed asap. We've replicated the issue in 3 browers - Chrome, Edge and Firefox so it is an Intuit issue not a browser issue
