QuickBooks Q&A
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Hi Community, I'm looking for ways to integrate our Shopify/Shopee/Lazada/Affirm/Visa and other payment/e-commerce platforms with QuickBooks without incurring developer costs. I'm open to basic solutions, like exporting data to Excel and reformatting it for QuickBooks upload. Any ideas? Regards,Ethan
For one of my contract laborers, the amount on the 1099NEC is shown as only his first payment rather than the total for the entire year. I had listed every payment to him as 'Contract Labor' and all the payments show up in the list of 'Contract Labor' on the P&L Statement, so why wouldn't the 1099NEC show the total?
I do a month's bookkeeping for a company at the end of the month. Usually I enter in this company's vendor's bills and then match the bank feeds against them. But occasionally I just match a bill/invoice directly in the bank feeds. I'm taking a course at the moment and it's talking about the diff b/w a bill and an expense. It says the diff is a bill is one where a vendor sends you an invoice to pay at a later time while an expense happens right then. That's fine. But what happens in the case I described above, where the bill is being entered into QBO and the payment is being recognized on the same day. Is it getting recorded as a bill or an expense?
I have properly linked my Chase business account and quickbooks online. The checking account updates properly, but the credit card info will not. Even when I try to manually update, quickbooks will not allow me to accept the data.
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How do I print an invoice and packing slip that the item has zero price? When we ship sample items to our customer with zero cost, we want to be able to print an invoice and packing slip for shipping. However, because the amount is zero, QB considered it paid. When we print the packing slip and invoice, the line item is not printed on the report. What is the procedure so we can generate proper packing slip
I have a client that uses QBO but has never reconciled their linked bank accounts or linked credit card accounts since they started using QBO. Without having to go back to 2017 and reconcile from the beginning, what is the best way to get them caught up and accurate moving forward? The QBO balance on the transaction page is not accurate. It appears to have payments from years back that have posted recently again. I don't know what the client touched, but I want to make this as easy as possible so I don't have to spend hours getting it resolved. Any suggestions would be greatly appreciated. I'm a new user to QBO and am still learning too.
how does the employee establish a login if the invitation is not being sent to the employee?
When I run the 940 report, I have a minor difference in the wages subject to tax and the wages actually taxed. I have tried to determine the difference but without luck so far. So now that I am getting ready for a new year, I would like some help in identifying the Payroll Item List entries correctly. How do I define an income account as to whether or not the Federal Unemployment Tax will apply ... whether or not this income account is subject to the FUTA tax calculation? Thanks in advance. I will appreciate any responses at your earliest convenience.
I have the latest payroll release 22501, however the 2025 retirement contribution limit is still at the 2024 amount.
I’ve made some test transactions on the QBSE app, to experiment and learn how to use it. I would like to delete these transactions now to keep the place organised and tidy. These were scanned receipts. There doesn’t seem to be an option to delete the transactions, only to exclude them. They’re just nonsense transactions so I don’t want them sitting around on my profile even if they are excluded. Is there anyway to permanently remove them. Again, not excluded, I’d like them totally gone. many thanks, Mike
I have been on QB Pro 2012 for years and finally decided to upgrade (?) to QB Pro Desktop 2021 (nonsubscription). I am on Windows 10. Office 2013. I do not subscribe to Payroll b/c I have one employee, a spouse, and she is exempt from almost everything to my CPA says he only wants and needs the excel form.I did not overwrite the 2012 program or data. I installed QB 2021, put it in the default directory, and COPIED the 2012 datafile to a new 2021 data directory. I am able to open the file and generate most reports (that I have tried) and even some EXCEL reports. However, the EXCEL report I use the most is the Tax Forms worksheets from QB to Excel. These work fine in QB2012 even after doing the upgrade. However, when I try to do the export in 2021 I get an error message. When I select the Tax Forms worksheets in QB2021 it seems to load QB_Taxform_Link1.xlt and, if marcros are enabled, it loads the menu that lets
We have QuickBooks Desktop and are wanting to process a sales receipt and process a payment using a credit card terminal. How do we get a terminal and how to use/setup with desktop sales receipt. We would like to use the swiped rate on a credit card sale not keyed.
Hello,would gladly appreciate any help with a Journal entry for purchase of new Vehicle.Old vehicle Price: 104,199.28Fully depreciated at time of trade intrade in allowance: 51,000Old loan balance: 59,374.07 New Vehicle Price:49,193.85 New Loan: 49,[removed].07(old loan) = 57,567.92 Thanks!
Hello, Our church needs to track multiple funds within one bank account. I can see multiple ways to do this, and I'd like some advice on which way is best. The funds we're tracking include money held in reserve for an employee that will be paid at a later date. Another fund is money earmarked by our Board to give to people who request help with travel costs to attend events and services. Both these funds decrease periodically as money is paid out. They increase annually when the Board earmarks more money for the travel fund, and monthly in the case of the employee fund. So one way to track this would be to create liability accounts for each fund. I like the way this shows up as a liability line on the Balance Sheet. This is better than where it's been showing up as a sub-account of the Bank account under Assets. My question about this is if it's legit to take the opening balance for this fund from an equity account. We report all previous years net income and our o
I have been trying and failing to send my PO through quickbooks to a vendor the last couple days. I get the "Quickbooks is unable to send emails due to network connection failure." error message. I have updated windows on my server, I have updated quickbooks, I have deleted my email address from the send forms tab in preferences and re-inputted my email, I have switched from the quickbooks emails and clicked ok - just to go back to the regular email, I verified the file, rebuilt the file and none of this has worked. The vendor I was trying to send the PO to has two different names, separated by a semi-colon, in the "To:" box. As a last ditch attempt to do something, I deleted one of the names from the box. It worked. Can someone help me as to why this is happening all of a sudden?
Hi, I was creating an invoice and accidentally swiped on the trackpad and it caused the browser to back into previous page. My invoice was lost. Is there a way to restore it or avoid this happening in the future?
I messed up in the training session for entering payments into Undeposited Funds. How can I reset the training module to its original settings?
I am going to start ordering Kits, which have multiple items and multiple serial numbers. What is the best way to track and account for the multiple serial numbers?
Hello,I think that I messed up when setting up the Owners payroll deduction for his health insurance and dental insurance. I was told that his insurance is taxable, and I needed to set it up an item in the payroll Called Health Insurance Taxable and in doing so under the tax tracking type there is a drop-down list of different items. I chose the "SCorp Pd Med Premium" so when I went to print the W-2's he has a negative amount under Line 14. Which is the exact amount of the Dental and Health insurance that was taken out of his paycheck. So, this is a two-part question1) What should it have been if not the "SCorp Pd Med Premium"2) How do I fix this issue since the last paycheck was already issued. I can't seem to move on with the reporting of the W-2's with a negative.
I know how to create a change order that shows up in an original estimate. Is there any way to send/email that change order to a client for approval before work is commenced? This for a construction company. Trying to avoid having to use a different platform, ie. google docs, Excell to perform this so I can keep it all under one program.
The new mileage tracking is horrible. I cannot adjust mileage after entry, I cannot delete erroneously entered entries, and I cannot sort the list to see the most recent on top so I don't have to search through the list to find entries. This is unacceptable. Is there any other way to track mileage, or do I have to resort to an excel spreadsheet? Quick books 2017 was way better at this.
I go into bank feed set up and try use the link to enroll but it just shows a blank screen once selected. I have never connected this bank account to QB so it needs to be enrolled with no way to do so.
