QuickBooks Q&A
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Hello I am in need of some assistance. For the first time I have attempted to add physical cash to my QuickBooks Checking Debit Card. I went by my local Walgreens store although they did have an Allpoint ATM I couldn't deposit cash so I went to the register and the employee was able to do a cash deposit at the register there was a $4.95 fee, I did get a receipt that the deposit was successful however the deposit has yet to show up in my account. Since this is my first time, I don't know if it's an instant deposit, if it takes 3 to 5 business days. If anyone has any advice I would greatly appreciate it. Thank you.
I have created a new company file and saved my old one. So starting Jan 1 2025 in the new company. We are in Canada so the condense data method did not work here and I had to start from scratch to set up my Chart of Accounts. I have that now. Now I need to bring in a Journal Entry from the old. So I printed the Balance sheet and the Profit + Loss reports in the old. It seems to me since there are amounts in Accounts Payable and Accounts Receivable that I may need to make a few journal entries as both AP and AR require to be on the first line in a Journal Entry. I am second guessing which entry has to be made so I have all my right amounts for the start of the year. Can I get some help in walking me through how to proceed?Thanks!Pat
I've seen posts to set up a location setting to assist with this but can't find on my version QB Desktop Premier Plus 2024. Anyone know if possible? Thanks.
How or where do I add my CCB number to my estimates and invoice templates? I can’t find an area to include this on my forms.
How do I add my CCB number to my company information? I can’t find a field to add this important bit of info. I’m required to include my CCB number to all estimates and invoices. QBO doesn’t have a field in customizing the templates. I can’t find a field to enter a company registration number either.
QuickBooks Support Team,I am an existing subscriber to the QuickBooks Self-Employed app, which I use to track my miles, expenses, and other financial data. I have a full-year subscription, and the service is essential for my business operations.Recently, I attempted to log in to the app, but it no longer allows me to do so. Instead, It has a message stating that the Self-Employed app is no longer accepting new sign-ups but that existing users can continue using it. Unfortunately, the app does not provide an option to enter my login credentials or access my account.Considering the subscription cost and my reliance on the app, this is highly disappointing. To make matters worse, there seems to be no way to contact customer service directly, leaving me with no other option than to reach out through this channel.I kindly request your assistance in resolving this issue promptly, as I need the app to function as advertised. Please let me know how I can regain access to my account and resume
Hello all, Has anybody figured out a workaround for QBO late fees assessed on invoices posted to a closed period? Right now, the automated late fees feature won't post if you've closed a period in which the invoice sits in. So, unless you keep the period open, you are unable to record the late fee. But to ensure data integrity, it's SOP to close a period after you close the books. It seems you have to manually review your invoices for late payment and then create an invoice for each late unpaid invoice but that's not efficient especially as the company grows.
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I need to zero out an employee advance that will not be paid back to the company. The Advances are already in the Employee Advances asset account. What account do I use to offset the Employee Advance Asset account? Can someone tell me how to do this?
I am trying to import invoices into Quickbooks 2018 pro desktop. I have found several examples of the iif file, but none of them have worked. I finally stumbled on another format in the Intuit website that seems to be getting closer. The problem I am facing now is it complains that the sales tax cannot be left out. I have tried adding the taxcode field TRNS record. I have also tried adding a tax code line to the spl area. That throws an error that the Sales Tax Payable account cannot be referenced. Does anyone know how to set the tax in an invoice. Also, does each line item have to be set in advance in the items list? Here is my test file!TRNS TRNSID TRNSTYPE DATE ACCNT NAME CLASS AMOUNT DOCNUM MEMO CLEAR TOPRINT NAMEISTAXABLE ADDR1 ADDR3 TERMS SHIPVIA SHIPDATE TAXCODE!SPL SPLID TRNSTYPE DATE ACCNT NAME CLASS AMOUNT DOCNUM MEMO CLEAR QNTY PRICE INVITEM TAXABLE OTHER2 YEARTODATE WAGEBASE!ENDTRNSTRNS 120001 INVOICE 7/18/98 Accounts Receivable SpeedShore 40.00 1903 N Y N 12/31/2
How do I manually print selected 1099 forms? I only want to print a handful and not all of them, but all of them show up in print preview even though the screen only shows the few I selected.
If I select to e-file using QB, will physical forms be mailed to recipients? Last year, that was the case, but this year I do not see that included in e-file option. Only states that it is included if you sign up for monthly payroll services which I do not need.
While trying to learn the online version of Quickbooks I accidentally deleted a check from the bank register that was returned for Nonsufficient funds. How do I restore this check to the bank register?Thanks for the help!
From one of our vendors, some of the bills are eligible for a percentage discount. What is the correct way of entering this discount. On the bill? At time of payment? Does this get marked as an Income account or Expense Account ?Thank you.
This is not an easy one! I was wondering if anyone out there has paid for your Medicare/supplemental insurance for your Corporate offficers, and able to put it on their W 2 forms. They both are Medicare recipients. Is it legitimate write off?
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.
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?
