QuickBooks Q&A
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This is a weird issue I am having and I think I need technical support but do not know where to go to ask. I am trying to categorize transactions using the split feature. I am able to complete all fields except enter a numerical value in the "Amount" Field and I cannot type an entry into the "description" field. I can enter numbers in other parts of QB, such as issuing a check. I screen shared with my colleague and I am doing the same steps she is but I cannot type a number or even copy and paste a number into the field to allocate the correct transaction amount. The field is not greyed out. And I see a blinking cursor in the field showing the field is open and active. I have tried using different browsers; Chrome, Edge, Safari. I have restarted my computer. I have checked number lock. I have used a laptop keyboard and a 10 key keypad. I even tried logging in using my husbands computer. I also saw a post recommending trying again in "incognito mode". No luck. Do you know if t
Are there any restaurant owners who have uncollected fica and mcare for their tipped employees, where the adjustment has to go on line 9 on the 941, and box 12a/12b on the W2? I can't find the right tax tracking type when I try to add a payroll item. I called QB Help and they said it doesn't exist. So I was wondering if restaurant owners are just overriding their 941's each quarter?
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Quickbooks is still making e-payments despite cancelling service and payroll and disabling auto taxes. How do i stop it from withdrawing money and making tax payments even though i've turned off payroll, cancelled my subscription and turned off auto taxes.
Hi, So I've matched some bank feeds with transaction, but had to change something so i deleted the payment. How come I don't see the transaction in unrecognized again? I dont want to redelete the whole bank... or can i?
I have used QB since 1999 and use payroll. There has been a struggle for a long time over who is the primary user on the account. (I am the ONLY user.) When I went to opt-out of something recently, I couldn't, because "You don't have permission. Contact the primary..." So after yet another hour with chat/support, they're telling me to change the Intuit ID setting and I am the "primary," just can't do "primary" things. I can't afford to lose 22 years' of QB, so I thought maybe someone here knew if this was a dangerous thing or a normal thing. (I'm not a QB expert. I just know how to use it.) Does anyone know if changing the "realm ID" is a dangerous thing?
I have one customer that has 45 day payment terms and the due date in QB is the same date as the invoice date. This makes is a little difficult to assess finance charges if necessary. I have attached a screenshot. This is the only customer I have that has 45 day payment terms. All other customers that have 30 or 60, the due date is correct. Any idea what could be the fix here? Thanks!
I recently took over the job as treasurer for a small club and they've been doing everything via an tedious excel spreadsheet. We're 3 months into the fiscal year. Rather than using this excel spreadsheet for the next 9 months, I'd like to use QB. I was able to create a chart of accounts from the last income statement and general ledger. I can enter beginning balances (effective end of period 3) into some of my accounts, but cannot get a 'balance brought forward' entry into the income or the expense lines.Can someone provide me guidance on how to do this? I'd like to avoid re-entering 3 months of journal entries if at all possible, and just roll all the balances from the manual excel spreadsheet forward into QB and then start period 4's entries if at all possible.
When I email an estimate it emails with "DUE" and the date, it should say "Expires on" and the date I have chosen. My customers are getting very confused, how do I fix this?
When I run the Open Purchase Orders by Item report, I see a large amount of POs with due dates BEFORE the date the PO was created, some of which are YEARS prior. When I look at the target POs, these assigned Due Dates are nowhere to be seen. I do not suspect the Purchaser is entering these dates incorrectly. Instead, these appear to be generated by the system.I've looked over all the affected POs and they are from various Vendors and Items, along with various differences in the date difference.How can I find this gremlin in the system?
We were testing out how to set up the purchase order system and incorrectly received in a open purchase order. After realizing our mistake we attempted to reverse this action and have been struggling to do so. Any help would be appreciated.
The most recent updates to QuickBooks sem to have created a bug. When I go to change ort update the Class field, it will wipe out my shipping line on Sales Orders. The way that it works now, a customer places an order on my website, the order downloads via a connector and creates a Sales Order in QuickBooks. Once the orders are downloaded, we go in and update the Class. When we do that, it zeroes out the amount field in the shipping line. Does anyone know how I can get it to stop doing that?
I am processing my Federal reports and running the 940. In the interview section of the 940, it says Quickbooks has determined $00___ in exempt payments and then shows the exemptions Classifications : Fringe, Group term life insurance, Retirement/Pension, Dependent Care and other. So I have 2 questions regarding this: 1. How do I know what items are included in the "FRINGE BENEFITS"? If I look at my payroll items, I only have 1 items listed under Tax Tracking for "Fringe Benefits", but the amount listed on the interview form is way more than what shows on my payroll report. I am looking at calendar year, so I know my dates are correct. Any ideas how the interview form came up with this number? I don't want to override it, if it is correct and I'm missing something. 2. The retirement benefit includes both 401K and ROTH 401K employer match, but according to the IRS Roth 401K employer matches are not exempt.
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?
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.
