QuickBooks Q&A
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Hello! We have several categories set up for payroll withholdings that share the same vendor (i.e. our 401k has pre-tax, pre-tax over 50, Roth, Roth over 50, company contribution) - before the update in December of 2023, when I went to pay from the liabilities screen, it would combine these into one payment in QB. Now it creates several separate entries in QB. How can I get this to go back to doing 1 entry?
The existing GL has one Equity account ... I am used to having more than one, essentially one account for "Current Year Change in Equity" (the one to which the net income (excess) or loss (deficit) is closed into) and what appears as a separate line on the year end Operating Statement above the other Equity Account (the one that carries the Net Equity (for YTD before the current year change is JE'd into it) the YTD Net Equity. Big Red recently told me that some of the account types are not changeable, so I'm wondering ... since this was set up long ago, am I able to add an account for Current Year Change in Equity and have the year-end net from operations close into that account, or am I left with the year-end close being one that I can't change? Is the lone equity account one of those I can't change in where the closing entries are made? If the latter is true and I can't add a new closing Equity, then I'm thinking that I could rename / renumber the existing Equity account, t
The old invoice layout did not show the Products and Services column. In our settings, the Show Products and Services default is turned off but it still shows on invoices for customers to see. We want this column to be hidden on the customer view.
We've been unable to receive updates from our Merrill Lynch account for the past week. Despite trying all available methods, we continue to encounter the following message: 'The Merrill site is down for maintenance, so we can’t connect to it right now. Check back in a few hours. (105).' However, we are able to log into our account directly on Merrill Lynch's website.We tried loh into OBO in private window and also tried to edit ML login information but alll failed, the error persists.
To all how can we do this? Please read the example.I buy parts from another distributor, and because I am not registered with them as a contractor, I need to pay tax on the parts. Let's say part costs $15, and the tax paid is 1.42Then, I installed this part for a customer, and I wanted to charge him $30 for the parts plus tax. So I need to charge the customer sales tax on only $15 profit not $30 and I fi need to add this in inventory how can we do it please advise
I need to void a few checks in prior months (checks have been lost). How do I do this without affecting the prior months financial statements. What journal entries need to be made? Also, what if an invoice and check in a prior month need to be deleted. How can that be done? Would appreciate any help. Thank you.
My quickbooks online has a state that I do not pay taxes to in it. How can I delete this state from my account?
The PIN number for the Third party designee does not print in the squares provided on the forms.Is there a fix?
When a deposit has multiple line items, the donor or vendor name does not display in the "Name" column on the Statement of Activity report. I have confirmed that the "Received From" field is filled for every row on the Deposit screen. However, if a deposit only has one line item, then the name successfully displays on the report. I've seen posts with similar issues on other reports. Is this a known bug?
After a routine Microsoft system update, my QuickBooks will not open, and even my other intuit products will not open. Thoughts?
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Is there any kind of bug or anything going on with the reports? My net revenue is not matching and when I click on the amount from my balance sheet it takes me to a different date from the P&L. I’m trying to do October 2023-September 2024 and this is exactly what I selected, but when I click on the amount to see where is coming from the date changes to January-September 2024.
Bill Entry pages, journals, registers - just about everything I open in QB online shows the full parent and child account name displayed. It gets so long, I have to constantly choose "edit" just to see the final child account name. I know in desktop I can go to preferences and "turn this off", but I can't figure out how to do it for the online version. Thanks.
How do I download my bank transactions into Quickbooks desktop from a QIF file?
I made several journal entries booking HELOC interest expenses and I gave them names of the vendors or payees (banks). I can't search them. I can't find them. i can't filter for them. They're still there but they are unobservable. Observability is not great in this system.
Ever since QB "upgraded" their invoice system, invoices no longer show employee names associated with time charges -- just commas where the names should be. Clearly, a bug -- anyone know how to fix?
is there a way to enter a sales receipt for an employee being linked to the same person?(not creating a new customer with another letter etc.)
New year so finally surrending to moving to the online version. When trying to checkout I get this error message:You can't add QuickBooks Online Simple Start to XXX L.L.C. with your existing subscription. Try another company or contact customer supportfor help.I clicked on add another company and it just gives me a payment form.I don't want to pay unless I know what that actually means. I really dont want to get stuck with more than one account. Of course it is sunday so they are closed This kind of Intuit customer unfriendliness is why I am still using 2018 desktop - every year I look at online and just get annoyed. I seriously wish I had bought a newer desktop before they killed it. I used to just buy a new version when support ran out as our business is pretty simple. I ahve been on Quickbooks since 2000 and am seriously wondering how they can continue with these unhelpful support at error message explation options
On QB self employed auto mileage tracking for 2025 it is not correct for new rate
Where to find my account number
I received a check from a customer. The invoice was marked paid and the check went into Undeposited Funds. When I went to make the deposit, the check was refused by the bank. It did not get deposited and bounce, they just didn't accept it. From the customer's perspective, I want to treat this like a bounced check (i.e. they get a new invoice showing a check bounced and have to pay it again). But since the money never actually got deposited, how to do I get it out of Undeposited Funds? Deleting the payment would reopen the original invoice (and not acknowledge that the customer attempted to pay). Since I've already sent him a receipt saying he paid, it feels like he should get a new invoice with the refused check instead of reopening the original invoice.
My Bank/CC reconciliation reports have suddenly truncated the detail column as you can see in the example below. The same thing occurred in the detail report but it that case I elected options which showed all the possible headings and selecting source name returned the correct result.
As a self-employed business owner (my wife and I run the business as a 50/50 partnership), I was paying for our health insurance from our personal bank account for the first 4 months of 2024. My tax preparer told me in April that I need to pay it through our business in order to avoid paying a penalty. I need to know how to make the entry for the months of January through April to show that I paid through the business, even though I paid with my personal account. Do I need to create a journal entry for those months? What account should that money come from? Owners draw? Or do I need to create a payment to the business checking account from a personal check? I have already reconciled the account for the year. I need specific instructions, not a link to a QuickBooks article please. Thank you.
