QuickBooks Q&A
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When I first connected the account it was working great, now for over a month it will not update and keeps givign me a Error code (105). I contacted Merrill and they said everything is working on their end and the fix is on QB's end. How can I go about fixing this? I've tried all of the troubleshooting fixes and none of them work
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We sent a check in December that didn't get cashed until January. We want to book this check in December. What is the best way to do so in QB Online? Thx!
I'm surprised I'm asking this because I have always been an advocate of limiting control accounts (AR & AP) to "only one". But I now am in an organization with 3 checking accounts for different parts of the organization, and each could likely have and AR and AP account specifically for that part. Right now, there is one AR and AP account, and since I will be restructuring the GL I am wondering about creating a "global" AR and AP, each with sub-accounts for transactions specifically for that part of the organization. As sub-accounts, the totals would roll-up into the grand total, but allow for visibility into each unit (part) of the total organization. So here is a question: in Customer Center, if I choose Create Invoices, am I able to direct which AR account the invoice total should go to? I don't see an option (like when doing checks we can select which bank account we want to use) to select a AR account. There is a selection option in AP, but not in AR. Does anyone els
HOW DO I PRINT AN INVOICE IN SPANISH
I can see that PNC chose to do a work around and forced me to set up a different account to my online banking portal to make it easier (instead of upgrading their technology). The work around is called account view. After going through the whole process on PNC's end, I try to link my new business card on Quickbooks. linking up an account through Account View (aka PNC's frugal work around) and it is an option on quickbooks to select Account View. However the log in for account view is not being accepted but it is accepting the PNC online banking log in. this tells me that Quickbooks code needs to be updated and needs to point to the actual Account view log in and not the PNC online banking log in. Who in quickbooks is listening and can get this bug fixed!!! I hate working with companies that cannot keep up with technology. I can't wait for AI to take over these inept organizations.
I have connected Square to QBO and all my transactions are being imported into QBO as Undeposited Funds. When I check the COA and run a report for these Undeposited Funds, it brings up the following Transaction Types: Sales Receipts, Deposits and Refunds. If I click a specific Deposit, it shows the Payments that are associated with the Deposit. Is there a reason why this Deposit is still showing as an Undeposited Fund and also why it is showing as Uncleared?
I am closing down my business but would like to maintain all of my Quickbook records, without maintaining my on-line Quickbooks account. What is the best process to be able to back my company for the past 10 years, and have access to the entirety of the file? Can I save them locally or export them?
Hello, I'm setting up my template for invoices, and my company font is different than the rest of the page - what is causing this and how can I correct it?? See attachment.[Removed attachment]
How can I stop this popup from coming up every time my users make a change on an order? We just pgraded to Desktop Enterprise 21.0.
Hey there, I have been trying to learn how to handle end-of-year closing. For context, my QB account settings have the following settings: first month of year: Jan first month of income tax year: Same as fiscal year Accounting method: cash Close the books: 12/31/2024 I also fully reconciled my accounts through Dec 31, 2024. According to this page, QB will automatically add adjusting entries for Retained Earnings at the beginning of the new fiscal year. When I look at the balance sheet reports, my Dec 31, 2024, report has the same number for net income that my Jan 1, 2025 report has for retained earnings. However, I see no adjusting entries for retained earnings anywhere. I looked in the quick report for retained earnings account as per the procedure in the previously linked page. I don't see anything on that report. Where do these supposed automatic entries get entered? Where should I see them?
Hello,I have recently purchased a business that has been using QBDesktop for several years. I am trying to compile a report that shows the dollar amount of open sales orders on any given day.Daily, I use the Open Sales Order report to see how many $ of sales are currently in the queue. I would like to be able to compare this number to the same time period in the past. For example, using the Open Sales Order report, I can see that I have $90K in open sales as of 01/01/2023. How would I find what the dollar amount of my open sales were for the same day in 2022? Or, what were my total Open Sales Orders as of 01/01/2022? Is there a way to generate this information? It would most certainly be helpful in establishing trends and forecasting cash flow etc.
I don’t know about you, but I’ve been getting messages from leads from my pro advisor page for Quickbooks and the frequency seems to be getting more... At 12/2024... They’re saying they need Provisor training help for new employees and are inquiring about my rates and when I usually respond with questions they never answer...
I have a single-member LLC which is a disregarded entity for tax purposes. I paid a business over $1000 this past year for professional services. Do I (the LLC) need to send them a 1099?
I have more than 5000 old receipts in the QBO receipts tab. How do I easily delete these. The page display is only 10 at a time at 5000 I would be here for weeks deleting. Do these show up under attachments? At least attachments has a page size of over 300.
I have contacted support several times regarding my license, and every time they very quickly disconnect after "not verifying ownership." If we had full ownership, we wouldn't have contacted you! My organization is a nonprofit and has had a lot of turnover. Our QB Desktop Pro license has Enhanced Payroll built into it. A few months ago I began to takeover handling the bookkeeping in-house. Previously we were paying an accounting firm, and prior to that we had gone through several (unreliable) bookkeepers in-house. When I try to access the payroll center it lists a variety of names that are censored, and when I click it then asks for login information. Obviously we are not going to have ANY of that. It is OUR license that THIS organization paid for IN FULL. So I contacted QB Support and they were absolutely no help, eventually they told me to try reaching out to our accounting firm because it may have been delegated to them. So I did. Our accounting firm told us that they
I had this charge on my bank account, TAX DEBIT PAYCYCLE INC. I don't know what it's for, I pay for the online and the simple payroll and pay those charges separately. I can't find anything online and when I search the charge thru the intuit/quickbooks link nothing comes up. Does anyone know what this is from?? It's a weird amount too $77.64. We don't take online payments either so it's not from that. Thanks for any help.
The 1099 vendor is checked and they are over the threshold. All accounts is clicked in the drop box.
I am trying to set up the ability to put in specific part numbers that are unique to my vendors so i can form a PO and buy products from them without going through the hassle of emailing/calling them to place an order. I already have my own part numbers put into the quickbooks inventory tab.
We are looking for a report that will show cost adjustments to inventory
How can I easily see a report that adds up all of the credit charges from each card in a particular year? I'm guessing this should be simply but so far - I can't figure out how to do it!
Can someone please tell me why I have things checked as taxable and it's like qbo thinks it knows better than I do as to what is taxable. And then if it's going to only tax certain amounts on my invoice why doesn't my report at least reflect these numbers. We use POs and mark ups. Hopefully the screen shots appear....here is the way the invoice was put in...Everything has the green check by it saying it's taxable. The sales tax rate is 8.975 (4.225 + 1.375 + 3.25 + 0.125). So based on the boxes I checked as taxable it should be $492.56. However based on the tax that is calculated the only things that are being tax is the $2375 & the 1598.40 (the markup isn't taxed and neither is the shipping/markup). However if you look at the report it is showing taxable amount is $4649.33 (which would include the products plus the markup...only the shipping is showing as exempt). Please tell me how to fix this or why is it doing it like this?
Recently my e-payments for Department of Revenue are not clearing even though successfully processed through QB E-pay, having a confirmation that it was submitted to agency and angency accepted it. These 2 past months have not cleared my bank. But the past payments always cleared that month. Maybe I can go in somehow and double check the routing number and account number associated with out az taxes payments for withholding? But I dont know how.
