QuickBooks Q&A
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I am trying to get my mileage deduction to reflect in my profit and loss statement. I have entered all the miles by uploading it from Mile IQ and I can see the miles in QB categorized as "Business". I have also registered my car and estimated my miles. But none of it transfers to my P&L and or my schedule C. I know this must something simple missing ... please advise as I have tried everything.Thanks
Currently, I have a quickbooks online for book keeping under one email and a quickbooks payroll under another email. Doing book keeping has been tedious as I have to manually reconcile the payroll entries. Doing an import never works correctly (i.e. employer middle name differences, etc). How can I just move my quickbooks payroll account to my quickbooks online account?
Hi there all you nonprofit QBO Plus users.... I am new to QB and have a question about the Chart of Accounts. I understood that when you set the organization to nonprofit and the tax form to 990, that the Chart of Accounts would change to use terms like Income instead of Revenue for the Type. Mine hasn't. Suggestions? Thanks.
Can I find categorized transactions that have no tags?
I have quickbooks desktop 2021.I want to generate a report that has customers that are 30-60 and 60-90, but I do not want on the report 1-30 and current. How can I do that? Thank you
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.
Can I add a tag after categorized a transaction?
My husband uses Quickbooks for his business. I am also self employed but do not use Quickbooks. Is it possible to import my Schedule C from my self employment to the income taxes he is filing as we file jointly? Thanks
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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? 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? I'm sure this doesn't affect the taxes for 2024 but it does impact cash flow, which needs to be captured. Also, please note that this is the last entry for this company, as it closing down. Any assistance is greatly appreciated.
I wrote a payroll to my employee for $1,000.64, however, when the bank cashed it, they did it for $1,000. They caught it after the fact and subsequently withdrew the .64 as a separate transaction. So now, I have the payroll check unable to match it correctly due to thier error. Please help me. I have 2 transactions, one is $1,000 and the other is.64. I can not categorize or match them.
I am trying to import a number of expenses defined in a csv file. These should go into a specific QB account. No matter what I try, it does not work. I tried two approaches: New->Batch Transactions, Select entity type=Expenses; Import CSV/ExcelTransactions->Bank Transactions->Upload from file->Drag an drop or select files.For the first approach, no matter what I try, the import process rejects my "Expense" or "Expenditure" values in my .csv/.xlsx file for the required Type field. For the 2nd approach, I am unable to assign expenses to one of my budget line items. I have spent a couple hours trying to get this to work.
I have been trying to deposit a check through mobile deposit since 12/30/24 and I keep receiving a red exclamation mark that says, "Whoops, something needs to be fixed." Followed by "Hmm, that didn't work. Try again." We have deposited many checks via mobile deposit in the past with no issue. When I contacted QB on Monday about it they said, "they are working on it". This is a HUGE inconvenience to the end user. It's been 3 days and I am still unable to deposit this check.
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How can I estimate project overall expenses without a project estimate? we cannot seem to create a project estimate by API only a normal estimate so we are trying to figure out how to tag estimated expenses on the project? Our sales tool provides all that info and we want to automate pulling that into QBO.
I have QB Desktop top Pro 2024. I have updated to the latest release R11_43. Actually, I did the full monty by RESET UPDATE in the update window and downloaded the complete update, exited QB, and restarted my computer and it still will only print 1099 NEC's one up on 3 part paper. If I go to FILE>PRINTER SETUP {FORM NAME} 1099s/1096 and click on PREVIEW, the preview is correct in it shows it is printing on 3 part but in the actual PRINT/E-FILE 1099s module under VENDORS, it only actually prints one up and in the preview window it only shows one up. I used the QB Tool Hub and ran the QB File Doctor with no issues. I have went to FILE>UTILITIES>VERIFY DATA and no issues with my data file. What am I doing wrong and what else should I try?
I have QB Desktop top Pro 2024. I have updated to the latest release R11_43. Actually, I did the full monty by RESET UPDATE in the update window and downloaded the complete update, exited QB, and restarted my computer and it still will only print 1099 NEC's one up on 3 part paper. If I go to FILE>PRINTER SETUP {FORM NAME} 1099s/1096 and click on PREVIEW, the preview is correct in it shows it is printing on 3 part but in the actual PRINT/E-FILE 1099s module under VENDORS, it only actually prints one up and in the preview window it only shows one up. I used the QB Tool Hub and ran the QB File Doctor with no issues. I have went to FILE>UTILITIES>VERIFY DATA and no issues with my data file. What am I doing wrong and what else should I try? P.S> I have the latest PR update installed as well
I have QB Desktop Pro Plus 2024 and have updated to the latest release R11-43. I can create 1099 NEC's but they will only print 1 up on the latest IRS 1099 NEC 3-part form. I have gone to FILE>PRINTER SETUP> {FORM NAME} 1099s/1096 then ALIGN and PREVIEW and the PREVIEW shows it printing 3 up on the 3 part form but when I actually print on multiple printers here or even to a .pdf, it will only do 1 up. To ensure I have the latest release I have checked the RESET UPDATE box and reinstalled the R11_43 update. I have also used the QB Tools Hub and RUN THE QB FILE DOCTOR as well as FILE>UTILITIES> VERIFY DATA and all seems to be OK. What am I doing wrong? What do I try next?
I have been using it for a year, but needed to perform a re-install and cannot find the download under the settings section.
When I use bank feeds (Chase), it is giving me a message that IE 11 will no longer be supported. How do I change the browser to Chrome within QB Desktop Pro 2018?
I would like to help my dad setup a QBO for his woodworking business that he owns and operates independently. He has never used a bookkeeping software or service. He also does not have a history of cleanly maintaining an online record of business transactions and financial statements. I am considering to purchase live expert help to construct historical financials for his business and to establish a baseline for bookkeeping moving forward. Is this something a QuickBooks advisor can help with? What is the minimum documentation (e.g., tax returns, bank statements) that QuickBooks advisors need to provide this requested support? Do advisors have experience working with business owners who do not have a history of maintaining online bookkeeping records?
Let me share the opportunities as a new QuickBooks Payroll Certified person to get started. As I learned that everyone required certified and experienced expert to do complete the individual and corporate payroll.Your guidelines will be highly appreciated.
Okay - I know there have been plenty of questions and posts on this. I understand a JE is really the only way to get these other balances back to zero. However - I can't figure out what the journal entry should be and what should be entered each month when reconciling. Here is a screen grab. The parent account matches what the bank balance says. But the two sub accounts are way off. Any insight/help is appreciated.
