QuickBooks Q&A
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I can create and have different names for many unpaid time off policies. But the names of the unpaid time off policies are not a choice on the T sheet app. I want the employee to be able to request time off by the name of the unique unpaid off time policy that I created,. but it seems the only choice the employee can sees is the generic unpaid time off, and not any of the unique unpaid policies that I created. I want the employee to be able to request unpaid timeoff by the name of the unpaid off time policy.Thank you,LDO
My client's company makes deposits into their bank account from their cash register that. The sales from the cash is already accounted for. What type of account would I set up for these deposits and how would I classify these transactions. I am using QBO.
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how do I upload a font, BONK, that I have on my computer? Itis available in word, excel, and so on, but not available on QB Desktop Enterprise
Hello! I am wondering if there is a way for Quickbooks to notify me of upcoming expiration dates.We have products that are subject to expiration, and instead of me pulling the Inventory Expiration status report, it would be nice if there were some feature that could notify me. Thanks! Lindsay
Every time I write a credit to write off a balance on some customer invoice, the system says there is an invoice present and asks me if I want to apply the credit to the invoice: I respond yes. Then, very quickly, the system responds with "Another user has made changes to ....." and the credit is NOT applied to the invoice. I need to log back in and manually apply the credit to the invoice. Is there some obscure setting that our system has that causes this, or is it just a design flaw in the program that the crack design team is going to fix some decade in the future?
I have read through the community chats regarding the inability to utilize paper checks with our Quickbooks Checking accounts. Has this issue been resolved yet? I saw in fall of 2024 one of the responses was that is was being looked into something of that nature.
I currently have an RDS server deployed running Windows Server 2022 with QuickBooks Enterprise 2024 installed. I have about 10 users who RDP into the server daily to use QuickBooks. We have about 10 different company files stored on a local drive on the server. Everything has been working great up until recently, when users began notifying me of a message that pops up when opening the QuickBooks program prompting for Windows Administrator credentials. If they hit cancel, it does not allow them to open any company files. I need to either remote in and provide the admin credentials, or restart the server. Both of those options seems to 'fix' it temporarily for about a week before the message comes back. It gets tedious having to do that frequently and halts our accounting department until I fix it, and I am not always near a computer to fix it remotely if I'm not on site. I have scoured other forums and tried many different solutions that worked for other people but none have worked for
Can someone please walk me through how to create year end donation statements by customer? I've read several blogs/feedback and it appears that if you are using Quickbooks desktop non profit there is no standard feature. The reason our church selected this product because they stated they had this feature. If this feature is not available, we will have to use another product.
How to record a transaction where a tenant uses their security deposit as the last month's rent? The tenant needs a paid receipt for the final month's rent.
Anyone have a quick fix from keeping employees SSN from showing through the return address window? I am using the preprinted forms with envelopes ordered from intuit. SSN box is at the top of the form and shows through the return address window. I tried raising it to tape/staple it in place - but there is so much extra white space at the top of the form each one will have to be trimmed. I also tried putting a post a note over the SSN - but it was still visible, at least through the standard yellow post-it.
Hello,What is the process in QBO when a customer pays you by credit card with the processing fee that credit card companies charge? With how do you make the invoice to the customer with the fee and payments and anything else that goes with it? What is the step by step to make sure I am doing it correctly in QBO. TIA
I have a paypal account and a paypal credit card in which I accrue rewards. I cash those rewards in and they go as a deposit into my paypal account. I'm not sure how to log this. Any help? Regards,Joe
My company recognizes revenue when it is cleared, deposited at the bank. At the end of the year we have one payment received, showing up correctly as undeposited funds as it was not deposited until this year. The issue is our sales are overstated for the prior year and understated for the current year, according to our revenue recognition. Before closing the prior year should we make an adjustment entry to debit sales and credit deferred revenue on the last day of the previous year and another on the 1st day of the current year debiting deferred revenue and crediting sales? Thank you.
Hi, Our Amex has given us credits in seemingly random amounts when we use the card to pay for shipping. So I entered them in QB as credit card credits to match the transactions that came in the feed. I thought all was well until I went to reconcile. There they are showing the amts twice - once as charges & once payments. Why aren't they just listed as payments? I deleted the charge transactions thinking they were extraneous - because they aren't checked & my balance reconciles to zero. But after deleting them then everything went haywire. If I just leave them there unchecked I will be see them every month in the future when I go to reconcile. Advice? Thanks!
Has anyone else been experiencing the discrepancy between time activity in Quickbooks and the respective job costs (labor) in respective projects? It's been happening since May to where those labor costs are artificially low because the time activity isn't pulling over. Any help?! Anytime I call Quickbooks, no one has the slightest idea how to help or even get me to the right staffing to address this. Thanks!
for state of Iowa
How do I adjust Payroll Tax Liabilities so that they match what the State is showing due? At some point there has been an over payment of my clients account and now I'm simply trying to make their current payments match what should be paid actually paid. I have corrected the tax rate in the QuickBooks on line file but we are still showing as off and I need to adjust everything to match.
Trying to better understand QBO automatic matching. Bank feeds matches to receipts? What about expenses and bills? What is the process that people undergo. Do you upload all your receipts in expenses and bills and then match the bank feed and delete anything that is unmatched or do you download the bank transactions and upload the receipts after and match the receipts to the bank feeds?
I'm getting a mismatch with importing my employees hours. From the attached image you can see that the hours in the excel file is 5.31 but 5.32 was imported. I have checked the Excel file to confirm that the value is exactly 5.31 to rule out a rounding error. This is happening with approx 10% of the hours I import. Any insight would be greatly appreciated!
Ive put in several feedback requests for this over many years but nothing has been done. Does anyone know of a way to display more than 10 receipts on the receipts tab at a time. I have a bunch of receipts to go through. Curious if there is a url option I can add to the url that would allow this or something
QBO changed the 1099 processing and it has really caused a mess for their clients that have to send in the Employers "State Copy 1" to their state. I was told that it is not possible to get anymore and to just go buy the forms and print each one. The headache this will cause my clients is unacceptable. For my clients that can upload a pdf of the State Copy 1 to their state, will now have to print off each one and then scan to combine them so it can be uploaded as one file to their state. My clients already paid for the online processing of the 1099's. It is shocking that this is where we are after all the price hikes. This is unbelievable! How can we get the State Copy 1 for the states that require them?
while attempting to fix this, I made this account ineligible to connect, is there a way to change that?
I'm using QBO Advanced and the company has a DBA. When invoicing, I'd like some of my customers to see the legal name and for other customers I'd like them to see the DBA name. Is this possible?
