QuickBooks Q&A
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I'm just getting starting today with QB online and I imported the wrong date range from my connected account. It won't let me delete multiple transactions at once and I have just gotten it pretty screwed up in general. And I have gotten beyond frustrated with trying to fix it. How do I delete everything (transactions, rules, etc) and start over fresh?
We accidentally refunded a customer payment but from last year! How do we reverse or undo this?
We have an employee out on short term disability. We are responsible for the employers share of Social Security and Medicare. How do I report that information to payroll so that it is included in our 941?
Hi there, My coworkers are trying to sign into QuickBooks Online, but when they enter their usual login, i.e. password and 2FA, they are looped back to the original sign-in prompt as if they never even logged into QBO in the first place, and asks them again for their credentials. This has happened twice thus far and has impacted all users of the account at once, including my administrative account. It resolved itself after a few hours on the first instance, but has happened again recently. I have guided them through the following steps (which I have also tried for myself, to no avail) 1. Clearing history, cache, and cookies2. Using Incognito/Private Mode3. Using a different browser4. Restarting the computer5. Using the QBO Desktop client6. Using different computers Any help is appreciated.
We hired an employee in May 2024 but haven't create information for her in Quickbooks system. It is January 2025 now. How to make the backdate paystub? We hired an employee in May 2024, but their details were not added to the QuickBooks system. It's now January 2025, and we need to create backdated pay stubs from May to Dec 2024. How can this be done? The earliest pay period we can choose is July 2024.
I have a problem with a bank charge that was a mistake still showed up in the bank feed. I have 4 transactions in the feed and I need to know how to handle them. The 2 fees were reversed for $30 and $10 but it's showing up wrong in my bank feed. I believe it should say Adjustment fee reversal for $10 and NSF Fee Reversal for $30. 1. Non Sufficient Funds Fee/$302. Adjustment Fee Reverse/$103. Non sufficient funds fee/$304. Account Maintenance Fee/$10(These items are positive in the bank feed) I tried to post the image but it says You must be signed in to add attachments, yet I'm signed in.How can I have it corrected? I was thinking 2 of them should be negative and one should have fee reverse and than all 4 should be added in transaction list?
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Data reference in your QuickBooks budget, navigate to your budget settings, select the option to "Compare reference data," then choose "Custom Report" from the available data sources, and select the specific custom report you want to use as a reference point for your budget comparison; essentially, you're telling QuickBooks to pull data directly from your custom report when comparing against your budgeted amounts.I don't have the option to add a custom report? How do I add a custom report to my reference data options in budgets.
I made a typo in the amount paid to a contractor., How do I correct it?
We are a NC registered business. In 2024 I have one QBO 1099 in which the individual lives in Michigan. Company has no presence in Michigan, nothing was withheld from the individual regarding any taxes. This is just informational to the State. I dont want to register our business in Michigan. It's only a bit over $2k. Can I not use the Guest Services Portal to upload? What are my options? I have the exact same issue with Rhode Island..These states dont participate in the combined IRS filing program.
I have used Quickbooks Online Payroll for 10 years to file payroll taxes. This year, a 940 was not generated. I was able to pay the tax associated with it, but the form is no there to be filed. Additionally, my W-2 does not show up either. Please advise. I have emptied cookies/cache. The emails that I receive from quickbooks with reminders of forms to be filed do not mention my 940 or W2. This is unsettling. Please advise.
Quickbooks is not showing forms for the 2024 4th quarter 941 or Yearly 940 anywhere that I have looked. Are they not available yet? Please advise, I would like to get them filed asap.
I can no longer process payroll because my payroll usage data won't send to QB, and my payroll usage data won't send because I have not updated my Payroll Account Info. When I try to update my Payroll Account data, it says the window of time to update this is past and I get error message 40003. I just spent 2 hours with a QB phone rep trying to resolve this only for her to tell me to delete 5 weeks worth of payroll checks from QB, which I refused to do. She said the problem could not be fixed without deleting all unsent paychecks (5 weeks worth) and recreating them from scratch. I am asking for any expert to help me solve this issue before I end my 20 year relationship with QB Desktop once and for all!
We have been trying to run a audit trail for dates 01/10/2025 through 01/13/2025. When the report does load and not crash, it will not show certain sales orders on the list. The attached sales order audit trail does show sales order 9708 as having adjustments between the above dates, but does not appear on the 01/10/2025-01/13/2025 audit trail report. Please advise on a proper procedure to assure that all my sales orders that were changed the on a specific date range requested.
Hello, we are using QBO Advanced and a third party app Transaction Pro for uploading multiple bills in the system. Now we turned on the AP approval workflow but it only works with the manual invoices and not with the upload. Transaction pro tells me AP workflow is not supported for their uploads, which pretty much makes it useless since most invoices make it into the system through uploads.
I use Quickbooks to organize my inventory. I recently changed up the BIN locations and moved everything around. I don't want to delete all of my old BIN locations because they are now in use by new products that were moved. The issue is each product now is full of previous BIN locations from previous inventory transfers. I want to hide or delete all previous bin locations that are not currently a sales or purchase default.
Since my total 940 payments including the state credit reduction tax, is over $500 I need to pay it first. However, that extra tax is not showing up to make a payment. It is only appearing on my form. I want to pay it online and then record it on my check registry and have it show as paid on my 940 form before I electronically file the form. Any help on how to handle this please?
Hello,When I invite new employees and they complete their part of the i-9 form, I get an invitation to fill the employer side of that form. The problem is that the form shows and old business address I previously used by default and I have to change it manually every time there is a new hire. I called support but they said my addresses are all updated in all places and couldn't figure out why it's happening. Any advise on that?
Hello,does anyone has the same issue of inactive agencies showing up on the sales tax report? It's been happening for more than a year. The only way to fix it is to go in to each affected invoice and click "see the math" and then click to edit the shipping address and save it without changing anything. It makes QBO re calculate the sales tax and that solve the issue. it's definitely a big affecting some of the invoices. I have to do it every single month for most invoices to get an accurate sales tax report. I called customer level and they reached level 3 engineering but they couldn't help as well. See attached photo.
I would like to add a brand new status to the drop down menu for an estimate. Currently there are pending, accepted, closed and rejected. I want to add another Christine at 12:09 PM said Currently there are pending, accepted, closed and rejected. I want to add another
In the attached report is a list of payroll expenses associated with one of my customer accounts. You will see that my hourly employee costs are recorded throughout the year. You will see ( bottom of page 3) that my salary employee costs stop recording after August 2nd, 2024. Something broke with QBO and Payroll after August 2nd, such that salaried employees payroll is no longer broken out by client account according to the proportion of hours they booked to each client account. Before that date, it worked perfectly, even accounting for payroll taxes! Please Intuit and Quickbooks Online and Payroll teams... COST ACCOUNTING IS THE MOST CRITICAL FUNCTION FOR ANY BUSINESS. THIS IS A BASIC FUNCTION THAT IS TO BE EXPECTED FROM ANY ACCOUNTING SYSTEM. FIX YOUR SOFTWARE! AND WHILE YOU'RE AT IT, PROVIDE ME A CREDIT FOR A FREE YEAR SINCE YOUR BASIC FUNCTION STOPPED WORKING AND HAS NOT BEEN WORKING NOW FOR 5 MONTHS!!!
