QuickBooks Q&A
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Can I download QB Checking Statements in a CSV or QBO format? It looks like only pdf's are available. If not, is there any other way to get 2022 QB Checking data back into QB Online? It appears to have been deleted.
When I view a check ( or bill pay check) I do not see ON THE CHECK (not the register) that it was cleared.In other versions of QB I see a check mark (ON THE CHECK not the register) and some with the date it was reconciled.How do I change this preference?
Is there a way to note collection efforts on reports and to have those notes printed on the report? We leave notes on the customers accounts in the note section, but are needing a way to leave them on the report. I leave comments on the report, but those comments do not print when printing the report.
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Quickbooks desktop won't let me delete the account because it says it has a balance or it is used in at least one transaction, in an item, or in your payroll setup. It has a huge balance and tons of transactions in it, about a years worth. Somehow the bank feed was going into both accounts and I just noticed it, and added all the transactions, then wished I hadn't. Is there a way to undo my "adding of all those transactions" all at once? Thanks for any help you can give!
Working on a cleanup project for a client. They set up a bank feed for a credit card (CC#1) and loaded FY2023 transactions for the entire year. Then they disconnected the feed and connected it to another credit card account (CC#2), again loading the entire year. So we're sitting on $122K of duplicated transactions. What I want to do is set CC#1 as inactive and delete all 2023 transactions. I've already done the due diligence of confirming everything in CC#1 is a duplicate from Jan 1 2023 forward. Is there a straightforward way to delete these 500+ transaction lines as a group, not one by one?
I am having an issue with spreadsheet sync and being able to sort a column a-z when editing records for the chart of accounts. 1. I am signed in to the spread sheet with my QBO account and have synced the data.2. I am able to change the information in the cells and sync it back to QBO. This is for editing chart of accounts. What I am needing to do is sort the chart of accounts by account number as I have several that need to be made into sub accounts and some modifications to account type. When I click the little gray triangle to bring up the dropbox and tell it to sort A-->Z I get a message stating "The cell or chart you're trying to change is on a protected sheet. To make a change, unprotect the sheet. You might be requested to enter a password." I have followed instructions on other forums by going to Review--> Unprotect sheet and it has a password box pop up. However, my QBO password will not unlock the sheet. I have tried my computer password, office 365 passw
Employee does not pay any portion of their insurance premiums. The check was received in Sept 2023 but lost and not found until Jan 2024. Check has been deposited and will go through. What accounts and how would you enter the pending check? We are on accrual basis.
I have QB desktop, wanted to file and pay Wisconsin UI so I printed a Payroll Item Detail as usual, there are no wages under UI. Why would that happen? (we have one employee)
My S Corp pays my healthcare premiums. My CPA says this amount needs to be included in Box 1 of my W2. I don't receive a paycheck every month. Just 3-4 times a year. At the end of the year, is there any way my premium total for the year can be added to Box 1 of the W2? The help articles don't seem to help, and I can't understand the customer service rep on the phone. The chat help insists it goes in Box 14. My CPA doesn't agree. HELP! How do I simply correct my W2 at the end of the year? Box 1 only! Thanks in advance!
Is there a way to record a "sales" person involved in the generation of the invoice? We have some invoices that are sold as "sponsorships" and we pay a commission on those sales, so it would be nice to have a way to have the system track who the sales person was so we could sort a report by a sales field and save a little time. I've looked on the invoice screen and I don't see any sales field, and I haven't found anything in preferences.
I purchased the product years ago but have since retired from administrative duties. I would like to transfer administrative duties to someone else. How do I do that?
I have the solopreneur checking for my business and there have been charges made that were refunded or canceled and have been sitting in pending for over 2 months. There’s no way to dispute it and the original sellers have all canceled the charges on their end. I’m getting very frustrated and would like my money. Please help!!
I am at my wits end with Quickbooks and their "support." I signed up for Live Bookkeeping and was told this process would be easy.I had a bookkeeper assigned to my account but never got a chance to have that initial call to set everything up. Ive tried to schedule a call but I keep getting an error. Ive tried on multiple computers and on different browsers to no avail. Even had a support member "Bob" try to trouble shoot through screen sharing using "smart look" and he couldnt help. Ive spoken to over 6 different "support" agents all saying they are "escalating" and to expect a call and email. I have not received not one call or email. To make matters worse, "Teresa H," the bookkeeper that was assigned to my account has not responded to ANY of the messages I've sent her. I am so incredibly frustrated and disappointed with Quickbooks and their inability to provide the basic service they promised & I paid for. At this point, Ive even asked to cancel my live account but
Hi Everyone, A vendor gave us a credit towards our bill that we owe to them. How should we create the credit in QB Enterprise 21？Should we create a journal entry to set the credit? or to write a check Thank you for your help!
Hi- How do you replace a stale payroll check from a prior year in quickbooks desktop?
Some of my 1099 forms are not summing correctly. When I click on the amount on the summary report, it has one number, but the detail lists more lines that are not factoring into the total despite the fact that they are showing on the list are all say 1099-NEC.
I overpaid a 1099 contractor, they paid me back and I put it towards their account. However, when filing a W9 it only shows the actual amount I paid and does not take into account they paid me back. I know that I entered the whole transaction wrong but have no clue how to go back and fix it correctly and have the W9 show the lesser amount.
For the past three days I keep getting this error. Any solution?
When I try closing books, an error message states that some products have a negative quantity, which stops the process. Some of the listed products had a negative starting value and some others had a negative quantity on hand (both quantities were negative in some cases). I brought them all to 0, as Rasa-LilaM wrote in this post: https://quickbooks.intuit.com/learn-support/en-us/other-questions/error-message-about-quantities-when-closing-books/00/1434519. I did the same with deleted products that match the ones in question. The same error message pops up even after these adjustments. I have no idea what the issue might be. Any help would be very much appreciated ! Sorry if my wording is not impeccable, for I set up QBO in French. I suppose terms may differ from a language to another.
I am using qb desktop and have e filed federal payroll forms 941 for the 4th quarter 2023 and 2023 form 940 a few days ago. in quickbooks e file window it still indicates status "submitted to intuit". When can I expect the processing to be completed ?
