QuickBooks Q&A
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A business credit card was used by mistake to make a personal purchase. I paid the amount to the credit card from a personal checking account not tracked in QB. How do I record this transaction since the personal checking account it not a bank account in QB? Thanks.
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I am unable to email or save pdf files from QB. I receive the above notice and a statement: "Review instructions for downloading and installing the required component. I'm not sure how to correct this. can someone please help me?
We sent an invoice for $1665.00 to a customer 1/9/23. The invoice was paid on 2/26/23. The customer disputed the payment & they won the dispute. The funds were withdrawn from our account automatically on 3/30/23. In our Invoice section, the account is showing with a Red ! as Disputed. I've been trying to clear this out. I've entered a Refund Receipt to the customer and matched the 3/30/23 Withdrawal to that refund receipt. The original payment is matched to the original invoice. Customer shows 0 balance. But Red! is still showing. I tried to unmatch the original payment from the original invoice - that cleared the Red!, but then the payment did come through & was just hanging there. How do I resolve this and clear the dispute properly through the system?
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Hello - Any recommendations for carrying over an ending balance for classes into the subsequent fiscal year as starting cash? We run simple P&L reports for users to see where they are during the fiscal year - if we do not include their carry over these will show negative balances (they are not numbers people) but I also do not want this to show as income for the year, because it is not. Some may even have negative balances caried over, which we would also want to show. Any suggestions??
So basically I have a shipstation expense already imported with webgility. How do i match up expense with fedex? Fedex bill is a bit more. Do I enter the fedex bill or manually change the amount? I also have some outside business charges that's included with fedex. How can I expense those? Also I have a customer who I make labels for because my rates are low. But the company is also originally the investor. How can I not income and expense and take out it out of the equity balance?
Now that the Secure 2.0 Act allows for higher contribution limits to SIMPLE IRA in 2024 for employers with fewer than 26 employees, how do you adjust the default maximum contribuiton/deduction limit that is locked in on quickbooks online. For our small company, we need to change to a max annual deduction of $17,600 and a max of $21,450 for simple ira with catchup. Please help.
An employee gave me the wrong banking information on one of her accounts. It was rejected but the other direct deposit went through. We issued her a check and for the rejected bank and used the DD offset to get the correct amount. I spoke with QB support and he deleted the entire direct deposit, so we created another check for the $700 that went through as a direct deposit. The employee's summary page is correct with the right numbers. Her 2024 W2 is not correct due to the $700.00. How do I fix this?
I have their routing number and account number to their HSA but how do I sent the funds to their account after deducting from their paychecks?
Our company did not run payroll for a month yet. I still had taxes taken out both IRS and state… Do you know why this is or how I can get the money back?
Hi,When I open Reports > Profit and Loss Detail < it opens and on the bottom right is a list of options of what to view. The list includes: Type, Date, Name, Clear, Split, Debit, Balance, etc.How do I permanently change this list? This list that automatically opens does not show "Amount". It as categories thatI don't need or want to view. Each time I open it I have to customize the list and get rid of most of what is there and add what I need.Is there a way to customize this list so that I don't need to mess with this every time I open it? This list changed after I renewed my Mac Desktop subscription.Thanks for your help!
My beginning balance in December is $1M off from what it should be. When i click unreconcile to look at November beginning balance, this is off but by a different amount-$1.1M. I called QB. First, the people that answer the phones know nothing; they are messaging techs who then play telephone game to relay info - I cannot actually talk to a tech. Then i ask for supervisor, thinking as a supervisor they would have more knowledge but nope - they just takes feedback.Their solution - do a Journal entry to force balance to be correct!!! WHAT?!?!?! Any accountant knows that is against GAAP and that it will not help to do a JE if the bank recons are wrong for months at a time; i need to know WHY they are wrong and fix it and watch for it in the future. At least the near futuree becuase we are DUMPING QB ASAP!So i pulled audit report and those shows 2 items totally $2K so no help there. Is there an acutal accoutant or somepne with k
Hello all, I'm using the Shopify Channel Connector in quickbooks online and I'm having trouble with PayPal transactions/payouts via shopify. Not all Shopify orders paid via PayPal are being recorded in the Payouts data imported into quickbooks (Commerce - Payouts) and thusly not recorded in my sales income for shopify. Some Shopify PayPal transactions are, and some are not. At first I thought it was international transactions that were not recording, but it's actually US orders all in USD - some record some do not. Is anyone else experiencing this? Is this a know bug? How do I get this fixed? When I call quickbooks support, I feel like I'm teaching the support agent how to use the software hahaha - actually quite frustrated. Regards,Jon
Need to be able to send same invoice (annual fee) to 2000 customers. QB Online Advanced Cannot find a simple process that handles this process without in effect having to individually select each customer or batch feed the invoices which apparently is limited to 150 per .csv input file. This cannot be that unusual .... Thanks
I got a new client inquiry from supposedly a movie production company, asking if I can train 4 actresses on how to create an invoice and how to create recurring invoices, and then day two how to train these actresses on how to create a 1099. Day one 2 hrs they will pay me $4000 and Day 2 2 hrs they will pay me $4000 , so $8000 total.Seems like a scam. then he asks me to send him a QBO invoice. Which I was wondering how they might complete the scam to get my money... If I force them to pay with credit card then they don't have much recourse.Then scam number two same person sends me email asking if i can do AP work and send 5-10 checks a day using my check paper. I guess writing out real checks and sending through the post office. Don't know how that one scam will play out since I would never do that over an email with a brand new client... crazy... Just wondering if anybody has come across this scam or is it legit?
I have used QB's for years but this week has been the worse. Bank feeds won't download transactions, I have spent hours per day with 6 different agents with no results. Truliant Federal Credit Union per them have NO ISSUES, QB can't seem to find the issue? I even went to a level 2 agent who after awhile just disconnected and didn't call back even though he had my number. What is the issue and how to get this resolve is beyond me.
Happy New Year! Welcome back to another Year End Top 5. Are you wondering how your employee can go about accessing their paystubs, how you can add historical payroll information within QuickBooks Online, or how to record a loan made to an employee? If so then you’ll want to keep reading as I will be covering a few of the most asked questions on the topic of payroll! So let’s get started and walk through these together! 1. How does my employee access their paystubs? Great question! Let me show you how to identify which email should be used so that your employee can view their pay stubs in QuickBooks. First, you’ll want to check and see that the email your employee would use to access their pay stubs is correct within their personal information in QuickBooks. You can verify that by following these steps: Go to the Payroll or Workers menu, and select Employees. Select the employee’s name, then click Edit ✎ next to Pay. Verify the email if it's the
I have an employee who has a legal ability to have a 401(k) limit of withholding of $34,750. I just spoke to a QB Online payroll expert who indicated that QuickBooks Online only allows a limit of $31,000. Does anyone know how to get around this so he can contribute the maximum of $34,750?
I spent a good hour on the phone yesterday with Quickbooks for them to tell me it can't be done with the limitations of quickbooks online. I refuse to accept that as an answer. I am sure there is a way it can be done. I see where you can add a reimbursement on payroll settings but by default is that reimbursement amount taxable? QSERHA is non taxable for the employee so that shouldn't be anywhere associated with their check stub correct? It's also a deduction for the company so how should that be setup? Stipend reimbursements are taxable so I am sure that can be included in the payroll section but how do you distinguish and make that amount taxable (assuming reimbursements are not taxed) I also see where you can give a recurring amount each month in reimbursements but this benefit is only paid out if the employee actually makes a claim (we are using a 3rd party to approve the reimbursements) Any help would be appreciated.
For the last several days we have been experiencing this large white empty space to the side when putting in PO's. Not sure if anyone else has experienced this or has any idea how to remove it. Any help would be appreciated.
Are there any users working from Spain to share start-up experiences? ¿Hay algún usuario que trabaje desde España para compartir experiencias en la puesta en marcha?
How to customize a customer statement?
