QuickBooks Q&A

I'm looking to compile a report of both open sales orders and open purchase orders. I typically just do two separate reports, but I was wondering if there is a way to make a report that pulls from both (and maybe even link a PO to an SO, if there is a link.) Does anyone know of any way to possibly do this without formatting in Excel for hours?

Upon my initial attempt at e-filing of the 941 report through QuickBooks Desktop, I received an email from QB Payroll Service confirming successful processing by the IRS agency. However, it lacked the customary acknowledgment number typically provided by the IRS for W-2 e-filings via QuickBooks. Additionally, unlike my experience with W-2 filings, where the QuickBooks audit trail promptly reflects an "Agency accepted" status post-filing, the audit trail for the 941 form continues to display a "Submitted to Intuit" status even after one week, despite the reception of the acceptance email from QB. What is the way to know for sure whether my form 941 has indeed been successfully e-filed and processed by the IRS?

I have purchased a license for QuickBooks 2006.  But now it kept asking for verification code.  The mobile number and email address used for registration are now closed.  Please guide me how can I receive the verification code.

I updated to the new Chase (All) listing for my bank feeds last week as required and I have been extremely frustrated ever since.  I now have to download the activity for my main bank account and 15 different credit cards all separately instead of being able to do them all at once like before.  Now, after a few days, the download for only my operating account isn't pulling any transaction detail.  It connects properly and there are no errors, but no transactions come up for review.  I typically have a minimum of 80 transactions daily to review and in the last 2 days I've gotten none.  But downloading the transactions from my credit cards has worked perfectly, so the connection is working properly, it's just not pulling data from my bank.  Help!  I hate this new feature!  The last one worked so well and I'm frustrated this new update was pushed onto customers and it doesn't work properly.

When I started my company I thought it was a good idea to create sub-items for an inventory item. Example: Yarn 1 has 150 different colors so I created 150 sub-items for inventory management. Now I have found a better software for inventory management and my bookkeeping is now so time consuming. If I already have quantities in the sub-items I can't just delete or make an item inactive until the quantity is 0. How can I "clean" my inventory items so I can only keep the parent item? any help is greatly appreciated. 

We need to renew the connection between QBO and Wise as we received this banner on the bank transactions page. However, when we go to the manage connection page and try to click on the "Manage Consent" link, nothing happens. Already tried basic TS like using an incognito browser, using Safari instead of Chrome, and the same issue. Please assist. #wise #bank #transactions #manage #connection #manageconnection #consent #manageconsent 

QuickBooks Desktop 2022 Discontinue ?This year.

I have QBO payroll that we enter the 401k employee contributions and the employer contributions in to. My payment comes from my checking through bill pay for a lump sum. What is the proper method and acct type to record this properly? Currently, it is all listed under Payroll liability/401k, but shouldn't this be just the employee contribution? I believe there should be a split transaction where I have a payroll expense for the employer contribution and liability for the employer contribution. Please advise what the best method is for completing these weekly transactions.  Additionally, I have one employee who took out a loan against their 401k. Do I need to record their principal and interest payments against their 401k loan and separate them from everyone else?

We always pay our credit card off each month and I know this is not the right way to do this but I enter the credit card as a bill when I get the statement and expense all the charges accordingly.  Then pay the bill from the pay bill feature.  One month we had a large charge on our business card that caused us to go over our credit limit.  This large charge was actually for 2 pieces of equipment one for the this company and one for another company we own.  When the card went over the limit I transferred the payment amount online from the other company to pay down the credit card for this piece of equipment.  How do I account for this in Quickbooks when the payment was from a checking account not listed in this company but our other one?  

It's that time! Get ready for 2023 W-2s.We're queuing up your W-2s and getting them ready for 2023 year-end filing. Check back here no later than Jan 31, 2024 to catch a preview. Above is the message on my Payroll Filings screen for one of my companies. When I click on the W-2s they are marked as draft copies. Why is this? What is taking so long and when will they be ready?? I'm happy to go through the process manually to prepare the W-2s. but that doesn't seem to be an option.

My payment amount is wrong.

I am getting an error when trying to e-file 1099s. this is the message that comes up. "There was an issue with e-filing your 1099s. Try re-filing. If your account was charged, you won’t be charged again when you re-file. We apologize for the inconvenience." I have been charged the 3 times I have tried.

We have two businesses and one household.  I want all of them on quikbooks

our previous accountant incorrectly bulk reconciled over a year of transactions. i need to undo this and start over reconciling from day one.

I am trying to get a validation code as I had to load my Pro 2013 on a new laptop.  Have tried phoning all numbers found on the web with no luck.  

If I select "meet threshold", no one shows up. If I select "below threshold", I see the ones I'm looking for, ie, the ones above $600. So it looks like the threshold is set wrong somewhere.

I tried entering a customer's payment with the card number they gave me (and yes, it is a good number).  I got error code SLN74629 and HOW21175.  It said there was a connection error.  However, the next customer whose cc I entered went through.  I tried the previous customer again and got the same error code.  It's not the internet/connection as other payments are processed with no issue.  Any help is appreciated. 

it has been a week since i efiled both 940 abd 941 via QB Desktop (enhanced payroll) and the status still says processing. it usually is faster. i dont want to be in trouble with the enept IRS.  what do i do about it not processing

Is anyone else having trouble with virtually every aspect of QuickBooks online. I am constantly having trouble logging in. Getting a "Having trouble connecting" for hours. Making my life an absolute nightmare! And it keeps deleting my other users. My office help cant get logged in. Now I cant even get them reinvited because it keeps giving me error message that they already have an account, but yet it toke away most of there access making the job impossible for them to do!!!! This is getting ridiculous

I work for a large company with a team of four accountants. Every month, we record JE accruals, some of which do not reverse for a couple of months. Recently, we have been unable to reverse JEs without entering a password, even if the reversal relates to an open period. I have contacted QBO support through chat and email, but I have not found a solution yet. I have admin privileges on the account, so I can enter the password and reverse the JEs. However, this process will not be feasible due to the number of JE reversals we perform monthly. I have been using QBO with this company for over four years, and our process hasn't changed. It seems like a glitch with QBO. Has anyone else run into this situation or have any suggestions?

Hi, I just started using QBO payroll taxes for our first employee. The employee is resides in Philadelphia, PA but works in NJ and elects for NJ-165. So we withhold federal, PA state, NJ unemployment/UI/FL/etc., and Philadelphia city wage tax. QBO is able to automate all of those except Philadelphia. QBO constantly reminds me that I need to pay Philly taxes myself, which is fine, but I just checked with the city who states we just need to remit quarterly. But in QBO it shows amount due per paycheck individually. I have two questions:1. Is there any way to automate Philadelphia city wage tax filing?2. If not, is there a way to configure QBO to lump Philadelphia city wages due quarterly instead of per paycheck? (like QBO does for state sales tax). Thanks

Hi All, I am getting tired of having to update both Edge and/or Web View due to Payment Card Industry requirements.  My customer does not use either of them.  So I am about to just remove them.   (No  they are definitely NOT required to run Windows.  I remove them all the time)    Does the current Quickbooks Desktop require either Edge and/or Web View? Many thanks,-T

I am having trouble converting a QBB file to QBW.  It opens the QBB file and then when it asks me where I want to restore the file the dialog at the bottom does not include the name of the file.  It only shows up as *.QBW.  When I add the name I want for the file, nothing happens.

We're a VERY small outfit, and I'm not expert with either acctg or QB. Some of our income arrives by check, for which the "Undeposited Funds" feature is usually helpful and sometimes essential.  Other income arrives via PayPal, which I've set up as another bank acct.  At present, I have "Undeposited Funds" turned on.  This works, but it makes for slow going when income arrives via PayPal. Every bit of income via PayPal requires going to Record Deposits   Can I safely switch back & forth? Do I need to log in as "Admin" to do this switching? -- Carl 

So I just setup ADP 401k Simple Retirement plans for my 2 employees.  I've setup the deductions on their paychecks already and their 1st paycheck had the deductions and company contributions come out just fine.  I go to look on the Profit&Loss and the company contributions show up under for payroll expenses as "Company Contributions Retirement"  I go to the Balance Sheet and both the contributions and deductions are there under Payroll Liabilities.  I just made a payment to ADP to pay those contributions and deductions and it shows up in my checking account so I assigned those 2 payments of $100 to "Expenses" for Payroll and it again shows up in the P&L.  Should I move those 2 ADP payments over to Payroll Liabilities or do they stay right there in Expenses on the P&L? Here are pictures for references:1st pic is the Profit&Loss showing the company contributions as well as those 2 ADP payments of $1002nd pic is the Balance Sheet sho