QuickBooks Q&A

Original commenter did not share additional details

does anyone have issues connecting to Bank of Hawaii? It did not refresh for 21 days and I cannot connect to the bank, even when I try to link the bank account again

My client added two new credit cards to her Chase parent account.  I added the sub accounts in QBO and asked her to link the account.When she attempted to link, she received an error message showing that all of the credit cards are connected (she sent me a screen shot which shows all accounts with the last 4 of their cards).I'm not getting any transactions from either of the two new cards - there are a few showing on the statement.How should I proceed?Thanks!

Hello Support and community,I am using quickbooks online I recently took over bookkeeping for a client who has had 3 other bookkeepers since 2021 (the start of her business).. I have found that over half of the entries during that time were improperly categorized. In late 2021 my client purchased a home on 5 acres with the desire to turn the home into rental duplex and land into an orchard.  The rental remodel took until early 23 to be ready for tenants.  The previous bookkeepers classified large quantities of Capital Improvements as expenses. (hundreds of thousand of dollars).   Large farm equipment was "expensed" rather than put into assets Year end 2021 and 2022 JEs were made moving Owner's Investment into Retained Earnings (there were no earnings at all) There are many other issues - however I main question is -- Can I make journal entries to previous years and date them as last day of the year in each of the years? So they wil

I receive mateirlas from one company, let's call it Company A. Company A does not ship my mateirlas to me, instead, I have Company B handle the freight, and they go to Company A, pick it up, and then bring it back to me. So for one order of my materials, I have two bills, one from Company A and one from Company B. Is there a way to create one singular bill on Quickbooks Desktop to show the costs associated for the materials from Company A, while inclduing the freight costs from Company B? both companies are paid separetly, but I feel like this would better reflect my true cost of goods sold.

We received a loan last year and I need to edit the Short Term and Long Term amounts to reflect the new year balances. How would that journal entry look?

Is there a way to inactivate customers and/or inventory items in Quickbooks Enterprise without doing them one by one?  Our business generates a large number of one-time inventory items and do not have many repeat customers.  This creates a lot of customers and inventory items that will not be used again.  We are looking for an easier way to inactivate the customers and items when the customer job is complete.

I made a credit card payment four months ago from my checking account. The transaction appears in both account bank registers in QBO (same date, bank, amount, correct to/from accounts, and marked as credit card payments). It appeared and has been categorized in QBO's feed for the checking account, but it is nowhere to be found in the feed for the card account. I've checked for it under for review, categorized and excluded, to no avail. The checking register shows the payment marked as cleared and manually added from bank feeds; these fields are blank in the card register. I've followed steps from articles I found here re: locating missing transactions, but nothing's working. How can I get this transaction to appear in the card account feed so it can be categorized? I've been carrying the error differential for months and need to get it cleared. Thanks!

FED UP! I have had multiple issues depositing checks into my Quickbooks Checking account via the mobile deposit option. I have traditionally deposited checks this way and now, the option on the app is no longer there. I called Quickbooks to rectify, however, after connecting me with GreenDot and then getting turned over to several different departments, the BEST resolution (after 45 minutes on the phone) was that they'd open up an "investigation" and get back to me. This is not an isolated incident. I have had issues with mobile check deposit several times within a year with the same outcome.   Why is there only ONE way to deposit checks? And when this option isn't available, why am I provided zero recourse to get around the issue? I run a small business that is reliant on depositing incoming checks on time. It's infuriating that I am not treated with priority and options to circumvent a QUICKBOOKS issue. I am left with making the decision on whether or not I need t

I'm a novice to Quickbooks Desktop so apologies if I'm asking dumb questions.  I'm using Desktop on a Mac so I have to use Rightworks in order to access Desktop and download any files for importing into Desktop.  It seems to be a very archaic system.  My end of month process includes downloading and importing all transactions from the bank and downloading and importing all transactions from Gusto (I'm not using Quickbooks for payroll processing).  Once the import has been completed, there are duplicate credits showing.  There is an entry from the bank and an entry from Gusto.   Can anyone tell me if 1) I should be importing from both the bank and Gusto, and 2) if I should simply delete the duplicate entry?

I would like to have a bank account (mine) which is linked to more than one QBO subscription...is that possible?I'm not asking about linking multiple bank accounts to one subscription; I'm asking about linking one bank account to multiple subscriptions... is that possible?The QBO subscriptions are a basic subscription and my QB Accountant Online practiceThanks in advance!Jen 

I receive payment of $900. How do I reconcile my invoice of $1000, with a $900 payment?  Month end bank reconciliation, I have a reconciling item of $100.  Should I post a journal entry?  I do plan on submitting a statement to the client to collect the $100.

Why can't I update the Wage base for state unemployment?  I have read that this is a QB matter with updates.  Anyway our desktop is all updated along with payroll.  Do I have to contact Intuit directly to get this fixed?

How can unrestricted retained earnings be eliminated from a report? Is a journal entry required? 

I use QBO payroll. Our business pays for Colonial Life Dental/Vision for all employees & the 3 owners. We are a partnership that files as an S-Corp. Every year my CPA says to add the total of the premiums to the owner's W2s. Every year, I goof this up and they end up having to create an additional W2 for the owners with the premiums on them. Please tell me how to add this info to the W2s myself! My CPA would be so proud if I didn't goof this up again, LOL.  Thanks!  Also, I have a QBO Accountant account if I need to do it through that.

how to change UI Contribution Rate and ETT?

I purchase materials from Company A. Company B, handles the freight, and picks up my order from Company A, and brings them to me. When the materials arrive at my store, I have two bills for the one purchase order, one bill for the materials from Company A and one bill for the freight of mateirlas handeled by Company B. is there a way to record a bill in Quickbooks Desktop that combines the costs of my materials from Company A along with the cost of freight from Company B spread throughout my materials. I currently am recorded this as two separate bills, but feel like if I could do this as one bill it would better reflect my COGS. 

Does anyone have experience with the new "Account Manager" program? It seems like a great idea that I was excited about (one point of contact, cohesion with support,etc) but we have been re-assigned to 4 different managers in 4 months and our most recent manager will not respond to us. Is the program already closing down? If not, does anyone know how to request a new account manager so we can be assigned to one that will respond to us? We're working on some long-term issues that regular support has been unable to reliably fix and having someone to assist at a higher level would be so helpful

Expenses are showing as deposits

Is it possible to set up a recurring custom report period in QuickBooks? For example, I'd like the report to automatically update to show data for the last 14 days, or a specific recurring time frame not in the defaults without having to manually adjust the date range each time. My use case here is that we run payroll every two weeks.  I'd like to generate a report that is automatically sent to management that has the sales, payroll by class, and payroll's percentage of revenue for the payroll period.  I'd also like to set up an annual report that shows in separate columns what the payroll percentage was for each period.  

I am trying to combine two employee profiles. The original profile has one check issues in 2023, and the most recent profile has a check issued in August of 2024. Both were direct deposit.  I know I cannot combine them and need to delete one. I am just wondering the best route to go about making sure all the transactions are listed on the remaining employee profile.  Is it best to use the profile with the most recent paycheck and copy the 2023 check forward? What is the process for recording the check from 2023 in the new employee profile since the DD had already cleared? Or what is the most efficient process to adding the 2024 paycheck to the original employee profile since it is DD? Any help or guidance is greatly appreciated. 

I am trying to combine two employee profiles. The original profile has one check issued in 2023 and the most recent profile has a check issued in August of 2024. Both paychecks are direct deposit.  I know I cannot combine them and need to delete one. I am just wondering the best route to go about making sure all the transactions are listed on the remaining employee profile.  Is it best to use the profile with the most recent paycheck and copy the 2023 check forward? What is the process for recording the check from 2023 in the new employee profile since the DD had already cleared? Or what is the most efficient process to adding the 2024 paycheck to the original employee profile since it is DD? Any help or guidance is greatly appreciated. 

I have a credit for unemployment taxes for an over payment from years ago and need to figure out how to post the credit in quick books desktop. So that I can use the credit over time instead of paying the tax

Hello: I am trying to map my 1099 accounts and they are showing a weird "A" symbol with an accent mark over the A.  This is the only issue I see that is preventing my 1099 summary/detail reports to be blank and not show any payment activity. Has anyone experienced this? Thanks, Cindi

I'm seeing in several desktop versions that since the last update, the mapping for the 1099 accounts has dissapeared.  By running the 1099 detail report for this year, I have to change the toggle field to "all allowed accounts" to get any data.  The Chart of accounts filter for 1099 accounts is blank in every account when ran from the Chart of Accounts Listing.  Does this mean we are going to need to map our accounts again?  This is rediculous since we just had to do it when the new form 1099-NEC came out.