QuickBooks Q&A

I recently encountered this scenario and, given its complexities, wanted to share the solution. An occasional situation for nonprofit organizations is receipt of donations that include a non-cash donation of credit against a future bill.  One example might be an event center that provides a credit that may be applied against a future event that it hosts or caters.  In this situation, the nonprofit would like to meet the following objectives in recording this complete set of transactions. Objectives Invoice the donor.“Receive” the donation by applying credit to future bill.Close the invoice.Capture the non-cash donation in Quickbooks as an in-kind donation.Capture the full expense, excluding application of credit, to an appropriate expense account.After applying credit, make payment of the net amount to the billing organization (which happens to be the same organization that donated the credit). Complexities of this situation The organization is both a

When trying to add a square credit transaction to QB Online, I get this error:ErrorWe couldn't Add the transaction(s) due to "Select an account for this transaction.". Try again later.Cannot find any guidance for how to solve this error and get transaction to post.All credit transactions BEFORE this one posted with no problem and all credit transactions AFTER this one are posting fine.Need help to get this issue resolved.  Any suggestions?

In QuickBooks Desktop Enhanced Payroll the auto-saved W3/W2 file opens as a blank pdf.I know it was created, I printed it, but when trying to open it again it is blank. Where did the info go?

hi allWe had been going strong with our non-profit and quickbooks desktop but knew we would have to transition sooner are later. Jump to January and with a half price offer, we bit. We were promised the world - initially told everything would transition with data migration. We were told our assisted payroll would have an equivalent in online.  We did the data migration and realized that payroll did not migrate over. Everything else seemed ok but now there is a huge discrepancy between the balance sheets, reports that were printed from last year so that we can give to our bank to get a loan for an upcoming renovation.  All of this being said, we have not been unable to find 1 person in quickbooks who can help us. We get referred to data migration, then to desktop, then to online. Does anyone have any suggestions on where to start to get help? We have been paying for both desktop, payroll and online since January now. We are super busy so finding time to reach out to support wh

The bank is Axos. The url is wrong.

Does anyone know how to stop the pop-up that directs you to QB Support web page every time you log in to a company file? I have already gone to Preferences and checked the box "turn off pop-up messages for products and services" with no luck. This issue started several months ago and I keep hoping Intuit will create a fix when it issues updates. Please help as this is extremely annoying and relay slows me down when I need to log in and out of several entities. Any and all suggestions are greatly appreciated.   Thank you,   David K, [removed]    

I am trying to file quarterly forms in QB Desktop for Q4 2024 and am getting a popup that says I need to update payroll before filing forms. This popup occurs repeatedly (at least 20 times) and then quickbooks crashes. It refers at some point to error code PS077. Please help!

Why does QBO no longer provide for printing a 1096 for when this is required by the IRS for filing by mail (under 10 1099 vendors)?  If QBO allows for printing of 1099s then it should also allow for the printing of 1096.  I have been utilizing QBO for over 10 years to file my 1099 and 1096 and this is the first year that QB has not provided an option to file 1096!!!!!

What are the different permissions allowed to --company admin--primary admin--standard all access user Thanks

I am new to using QBO, so please pardon the newbie question. I have a client that sent 2 separate checks to pay for the same invoice. I mistakenly deposited the duplicate check into my checking account. When I went to enter the deposit into QBO I realized my error. The client would like me to write him a refund check in return. How do I go about doing this in QBO? I am a complete newbie, so I need simple advice. 🙂Thanks, Jerry

I am set up with the Auto File ON but to also mail W-2s to employees myself,  I use QB Online with QB Online Payroll. I can that W-3 and associated W-2s were filed. Employee W Employee W-2s are NOT visible.  There is actually a not that states "Snap  - no match found". How can I access the Employee W-2s in order to print and mail to employees? Thanks in advance. 

I am not able to figure out why the balance is wrong as the prior year December reconciliation is correct. Quickbooks support has been less than helpful. Ideas? Help please!

So I am trying to restore a backup from last month.  I can see the backups listed in the history.  I can highlight it but there isnt a Next button to begin the process of restoring from it.  There is only a "Back" button.  See screenshot

Hello - I am new to QBO and also to accounting but running a small business like most - I am proceeding carefully and so far I believe doing all right (we will see what my accountant says later..). I have a question related to credit card payments done from our personal checking or savings accounts (same bank). I want to make sure that I apply them correctly to the credit card but also record them correctly as owner's equity into the business. Can someone walk me thru the process ? The payments have already been made a few times last year before starting using QBO.Thank you  

Currently my invoices all default to a Bill To field, a Ship To field and a Ship From field. I can manually change this by removing shipping info and changing the ship from to our address to have the Location of Sale changed but I would like to have QBO default to this setting on each invoice.  Is there a way to do so?   [Removed screenshot]

We are a radio station that routinely uses Trade to generate promotional items awarded to Contest Winners.  Ex: Customer provides the prize (earrings, tickets, etc) and we provide the customer with advertising.  No cash changes hands between us and the customer.  The prize is then awarded to the Contest Winner.  Each prize has a dollar value.  How do I enter these transactions in QB Enterprise so that a 1099 is generated to all Contest Winners who have reached the $600 threshold?Thank you!Jenny

I elected before January 3rd to print and mail my W2s myself. I went in today to print them and it will only let me preview them with a giant 'Draft Copy: Do Not File' watermark across them. It also says 'Filing Automatically' on the block for this in the 'Payroll tax' area. If I go into Settings it shows"Form W-2 printing          You’ll need to print and mail paper W-2s for all your employees this year." So... it appears I'm stuck in the worst of both worlds, I can't manually print with the watermark or force it to electronically file, but according to the settings I need to... Any options?

Good Morning,Product | Quickbooks Online | PayrollWe have input all fields for each employee. ( New setup, non import )We still get finish setup button on payroll setup. We have gone through each employee and have no errors showing on any employee fieldWe have tried clearing the cache & no change. Before our next step of deleting & resetting up employees,Any help is appreciated in advance.

This has been happening regularly to our employees. It happens to iPhone and Android users alike. It happened to me yesterday and again today. The only solution is to go into settings and click "Reset App". This always results in data loss. Usually it's only one or two events but I've had users lose their entire week. I get that software has bugs, but at this point we've encouraged staff to stop using the mobile app. Why does it even have to "Sync" all that data anyway? With most apps, if I hit "clock in" it clocks me in on the server. Why does this app only seem to do it locally and then try to sync a few hours (or days) later? This is terrible design and user experience. What makes it worse is that it's actually a fairly nice app. And I say that as someone who is super critical of app design. Can someone please address this? "Looks like we're having trouble syncing". 

Today the QuickBooks application on iPhone 15 iOS 17.2.1 crashes when trying to download or open an attachment. I’ve tried with my phone and spouses. Responds the same. Offloaded the app, restarted phone, redownloaded. And the same … crashes app and goes to apples Home Screen. No warning just blinks off. I’m in the vendor section of Quickbooks app and tap the paperclip and crashes. Help? 

Hello, I just entered in payments from some customers in "receive payments". Then I went to "record deposits" to finish out the deposit and its empty, non of the payments I just entered are there. Iv'e done the process numerous times before and this has never happened. Can anyone help me with this?

As we continue through the heart of tax season, there are a handful of dates that should be kept front-of-mind to avoid any late tax filing or payment penalties. There is also a list of tasks specific to self-employed individuals that needs to be addressed as the year progresses. Catch our latest Answer Room episode to learn all about the upcoming tax deadlines, and take a deep dive into the process of self-employed tax preparation.          

My quickbooks online account will not let me access the reconcile tab. It does the little green loading thing and then never opens and stays on a blank page. I have tried going incognito, clearing my cache and switching browsers with no luck... Anyone have any suggestions?

I have Desktop Pro Plus 2024. Sending invoices was working fine, Out of nowhere the email says "couldn't connect to email server". I am using the web mail settings. Double checked everything, completely updated, I have tried all the suggested solutions. Spent 45 mins on the phone with customer support with no success. Any ideas?

How do I pull out vendor master report reflecting TAX ID? Currently the tax ID field is coming into some long codes instead of reflecting the actual tax ID?