QuickBooks Q&A
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I'm using the QuickBook Desktop Pro 2020. Everthing was fine at the beginning, but there is just a Summary Amount showing up in the Account QuickReport, not details. Even I double click this summary amount, same page coming out, not details. Thank you!!
There are features of the solopreneur account that I would like to be able to use, so I need to switch. But I the webpage freezes when I go to manage my subscription.
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I have multiple users at my company. When generating a sales report by customer detail or summary, the results are not matching up for all users. Users with Full Access permissions are getting a different number than the user that has Inventory, purchasing and sales roles assigned. One user in particular is not show the deductions of customer allowances and discounts on the total. Is this a permission setting for this user that I need to change.
I need to edit some information I included as "prefilled" to each invoice. The text appears at the bottom of each invoice. I can't find where to delete or edit this text.
We have had a problem in the PTO not accruing correctly or maintaining the correct balance, and I'm wondering if we have an issue in Payroll Item Setup. The Payroll Item for PTO-Salary was set up as Yearly Salary and I'm wondering if it should have been set up as "Sick Leave" or "Vacation Leave"? When we run a detail report and include hours, it does show hours in sick, so I guess I'm not sure what the impact is when selecting Sick or Vacation in the Payroll Item Setup screen? Does is matter? If we use PTO instead of Sick and Vacation, do we use "Sick" or "Vacation" to track that? The help information that comes up from the Help icon is totally worthless, QB help documentation is poor.
I see all the billable expenses in the client's transaction list. There I can only create a new invoice. I need to add them to an existing invoice, and the way I used to do it is gone. I have QBO - not plus or premier.
I have signed into the company but there isn't a gear icon. I want to change the UI rate.
I am trying to setup bill approval workflow. I have enterprise desktop platinum 2024 installed on my computer. I do not have the option to setup the approval workflow under the company menu. How can I access this?
Maybe I'm missing something but shouldn't the Cash Flow Hub look at the bank register instead of the Bank Feed bank balance? I wrote $100K in checks on Tuesday, and until I update the bank balance in a couple of days in Bank Feeds, CFH doesn't recognize that $100K is gone. It does however, recognize that those bills are PAID. Therefore, CFH thinks I have $100K more to work with. Stupid.
This has happened to multiple users in the last couple weeks since we went live with the mobile app. This morning, it's happening to me. Nothing resolves it. I've restarted my phone. I've cleared the app cache. It still says it cannot sync. The only thing we've found that "fixes" it is doing the "Reset app" option in the settings. Unfortunately, this causes data loss. Any time you've entered for the week is just gone. This has happened to multiple users, and they have to just fabricate time, which is obviously not good. Questions:1. What is the fix for this when it happens?2. When will this be permanently resolved?3. Why, in the year 2024, is an app "syncing" with the server instead of just doing real-time updates? This is insane! I get syncing the customer list or whatever, but why is the time entry data not REAL TIME. The instant I hit Clock In it should update the server, and if there's a problem, it should let me know immediately. It should NOT let me enter time all week
2 Questions: 1.)Bank Debit Payments made to Vendors using their QBKS Merchant services (ie: using the link provided in the emailed invoice email): are these payments excluded from 1099's? Feels like QBKS Merchant Services qualifies as a 3rd Party payment provider, even if it is a bank draft. 2.) If the above payments should be excluded from 1099 (in order to avoid double reporting on the same income for the payee via 1099K and 1099 misc or nec), how do you go about excluding those payments from the 1099 nec/misc if they are recorded in QuickBooks as checks? Thank you in Advance!
what is fee for ACH transactions?
I (owner) mistakenly paid the company credit card with personal funds, but then the payment was returned due to insufficient funds. There are no fees from the CC due to it being an early payment. When I try to record it with general journal entries, I end up with a credit or a bill somewhere. What is the correct way to have QB show the money trail to match when we reconcile? I've done similar entries in the past, but I can't find the old posts even though I bookmarked them. Secondly, is this the correct way to record an early payment to the CC to free up space? Record a check w/o bill and post it to the CC account. Not AP.
Hi, So with webgility i can import orders from shopify and shipstation (shipping cost) as a invoice for sales order and Bill for shipping expense. When I want to pull a detail report on net customer sales (Sales-COGS), I'm not able to pull the shipping expense associated with the order. One way I can do that is record the total shipping expense as a line item and negate that with a Free Shipping item? Would that give me a accurate report? Another question is that shipstation only gives me a close estimate reporting. I wait for the FedEx bill to record any other expenses outside customer order, but relevant to business such as samples shipping expense and etc. While I can sum up the order for shipping expense and adjust the amount in invoice, how do I also create a bill that wont duplicate the shopify expense, but will catch the other shipping expense I manually enter it?
Is there a way to print labels for all employees during a tax year? I can find how to do print out labels for current employees, but want to print out address labels for all employees that worked in 2024. The envelopes show the employee's SSN through the window, so wanted to put in other envelopes and use the labels to make it easy. Has anyone figured out how to do this? I tried to export employees to maybe import into my Dymo label software, but it only does employees that are currently employed.
Hello,I have a client who has a Chase checking and credit card.He wants to open up a second checking and loan account in another bank.Is this compatible with QBO?Thanks,Maria
After installing the latest update of Quickbooks Pro Plus 2024, the spellcheck for invoices and other documents stops at every word including "for" and "and." It seems like the dictionary with all additional saved words I saved previously has disappeared. I don't want to have to add every word in the English language to the dictionary in order to pass spellcheck. Any ideas?
When setting up Third Party Sick Pay, do I choose None or Compensation? Reason I ask is because I initially set it up that way but, when generating W-2s, I am asked to enter totals from the Third Party payor statement & it seems it is adding to my employee's wages a 2nd time.
My reconciliation shows that it is correct but my report shows changes and are not zeroed out but my reconciliation is correct because there are no issues. How do I go about fixing this so that my report shows all zeros?
Using Quickbooks Desktop on a PC. When in the Customer Center or Vendor Center, how do I change the default from "active" customers/vendors to "all" customers/vendors? Every time I go to those pages, it defaults on "active". I would like it to default on "all". Thanks for any help!
Does anyone have instructions on how to add the 2% S Corp health insurance premiums paid on one check at year end. We are able to do a net $0 check in QBO, but I am not finding how to do this in QB desktop? Can anyone assist?
We have a customer we sold items to, those invoices have been paid. Work and items sold afterwards were not paid for. A year later paid for items were returned to offset balance owed. Returned items do not have orignal value now as they are over a year old. The used items also need to be sold to actually have the funds to cover the outstanding balance due. Suggestions on how to enter this in QBD please.
