QuickBooks Q&A
Recently active
I need to change the email that prints out on the W3 submittal form. Where do I do that?
Normally when using the Reminders List, "used" items are removed from the list until their next date. Now, for whatever reason they aren't. In order to get them removed from the list, you have to select them and choose "skip" even though you aren't really skipping them. Does anyone else have this issue or know how to fix it? It's making things VERY confusing at the end of the month when you have to go back and verify all of them have been entered.
SIMPLE IRA contributions/deductions are done pre-tax for the employee's check (right?). We did one for one of our employees - paid her an amount of which most of it was for a SIMPLE IRA withholding. The amount calculated and withheld by QBO for taxes used the entire (wages + SIMPLE contrib) amount to calculate and withhold local taxes. Thus, too much was withheld. I thought QBO PR treated SIMPLE contributions as pre-tax so that the withholding tax for local (as well as fed and state) should only be on the wages part. Can anyone explain....am I wrong? Or tell me how to fix it (for next year) Thanks.
Original commenter did not share additional details
Hi I'm having trouble setting up a bank feed to process a credit card payment from our customer. Every time I try, it just doesn't seem to work. Could you please assist me in troubleshooting this issue?Thank you for your help!
What does it mean when it says "RECON" in the Ref # field in QB Payments?
I'm having this issue where I can import a QBO file, but when I categorize the transactions and try to add to register, I am unable to add to register. Instead, I get the error message, "You don't have the permission to perform this action. You need to contact your primary admin for access." I am the primary admin and I was able to import a QBO file and add transactions to the register from the bank feeds center for last month's activity. Only thing that has changed since is that I updated the company file. How can I solve this? Getting this for multiple company files now post-updating.
Reconciling for checks I wrote that were returned, then run again. The bank statement has the check processed, then deposited and then rerun. When doing the reconcile it is off from the check being run again. Is the best way to just skip the original processed line and then the deposit line, just reconcile against the reprocessed date?
Not sure if there is a solution to this problem. QB support has declined to the point that it feels actually useless. I set up QB Workforce. Sent two test invites out to one employee and myself (payroll administrator). Employee 1 accepted and was able to set up account. Me, I accepted the invite, followed the link to set up account, the nightmare started here. There was an endless circle round and round until it timed out. This went on for two days, no success. I tried to use my secondary email address, same result. QB support was useless, as they didn't understand my question, kept stating the obvious, saying I need to set up my account after accepting the invitation, um, yes, but it's timing out and not successful. How do I set up my Workforce account after my first and second invitation has been ruined. Workforce can't recover my account because it says its in use, but there's no way it could be in use as I never successful
Using QB desktop pro 2022 and payroll services, I made 941 payments through QBs. The IRS came back and said that we didn't pay enough in several quarters. I made payments through the IRS website rather than quickbooks. How do I enter these additional 941 payments in Quickbooks?
In late 2024, the IRS sent me statements that I underwithheld 941 payments in specific quarters of years 2022 and 2023. I have since paid these by autodraft from our only checking account. I have not put entries into Quickbooks. I use the 2024 desktop version of Quickbooks. I don't know how to enter the credits and debits for these payments. QB payroll automatically adjusts these accounts so I don't know what all accounts are affected. What accounts should I credit and debit to account for these payments "additional" 941 payments? I'm sure I have to create a liability to generate the demand for the IRS payments and I have to post these payments to some expense account. Do these accts already exist or do I need to create them? Should this be general ledger entries? I'm sure this doesn't affect the taxes for 2024 but it does impact cash flow, which needs to be captured. Any assistance is greatly appreciated.
Anyone getting this when trying to access their QB reports? We're sorry, we can't find the page you requested.You may have incorrectly typed the address (URL) or clicked on an outdated link.
When will QBO be updated to allow for Post-Tax contributions to a SIMPLE plan?
I followed all the instructions for setting up employees and taxes for MA but I keep getting an error that there is no MA Emploment Medical Asisstance Contribution Rate defined. Where and how do I edit that?
Like many others, I use a third-party tool to calculate sales tax for clients. When an invoice is generated from the other system (Connectwise PSA) we can see it correctly sends all info to QBO except the sales tax. Even if I simplify a customer to using a single tax code, it still doesn't work. When I open the invoice, I can see that it's being calculated based on location. If I manually set the client in QBO to use a specific tax amount it will still default to the "based on location" option. Clearly, there's some issue with the QBO integration side that's overriding both the integration data and the Customer tax setting to use "based on location" instead. I've seen the other tickets suggesting that the agency be marked inactive. That doesn't solve the issue. I've triple-checked the mappings. If "Based on location" sales tax isn't something that can be disabled, then how do we configure QBO to accept third-party tax info? Again, I'm able to show it's sending to QBO so
I have an employee that was given a non-cash gift. I've tried following the instructions found here: https://quickbooks.intuit.com/learn-support/en-us/help-article/taxation/create-zero-net-paycheck/L2cNLCiTe_US_en_USbut when I try to edit the check, I don't have the option to edit the deduction amount. I've also tried to change the deduction amount to the gift amount, but it's still now showing. I'm not sure what I'm doing wrong
I'm trying to change the company-wide default sales tax rate in Quickbooks Online. The instructions I find (see attachment) are not helpful. When I go to the Sales Tax menu, I do not find a "Related Tasks" section or an option to "Edit sales tax settings". I only find a "Sales tax settings" option where I can add or edit the custom rates. I do not find any option to select a rate from "Default sales tax" dropdown. Can anyone help me?
I need to renew my subscription but I have to use two credit cards as the limit on my card is too small to process on one card.
I've used QB desktop and now QB online, but have never had issues printing "payroll summary by Employee Reports" until now. The "printer friendly" QB Online report gives me a cropped off version of my full report despite manipulation of the printer settings, (I've had others attempt it as well). Is there a trick to this I've missed? Landscape printing does not fix it, neither does changing printers.
