QuickBooks Q&A
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I am using QB Desktop Pro 2021 (not online) and want to VOID an old invoice that I know will never get paid. Any help would be appreciated. Thanks.
Our carrier lost package. I have already replaced items to customer. Where do I post carrier reimbursement of replacement cost of lost items? Im using quickbooks premier plus desktop
Hello, I have never reconciled prior years of using QuickBooks and this is throwing off my current "in QuickBooks balance". I have reconciled 2024 and need help to clear out old years from my current numbers.
In QBO ADV, you cannot directly control the order of appearance of custom fields from the "Manage Custom Fields" section because QBO ADV automatically determines the order based on how the fields were added and currently does not provide a feature to explicitly rearrange them; you can only choose which forms the custom fields appear on and not their exact placement within the form layout. In short, "Not drag-and-drop functionality" and "Field creation order matters" from the "Manage Custom Fields" section. Any thoughts about it?Thanks!Mario L.
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I often require a % down to start a job. How do I send my client an invoice that has two payment options? one for final payment and one for the initial deposit
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I am changing the account to be used as the Undeposited Funds account for receipts, and I thought I saw a place in Preferences where the account number to be used was entered ... but I've looked through all and can't seem to find it. Can someone please slap me upside my head and let me know where I need to update this info? Thanks .....
We have always paper filed our client1099s due to the cost of efiling through QB. It is my understanding that depending on the number of 1099s it starts at 2.90 per 1099. However, as you are probably aware, IRS is requiring efiling if there is an aggregate of forms for one taxpayer in excess of 10. Does anyone have any suggestions about efiling outside of QB? Software that perhaps plugs in to QB? I have looked at the new IRS portal system (IRIS) and the upload of csv files. I called Intuit to see if there would be a way to export 1099 (NEC and MISC) to a csv file so we can upload. The rep had no idea what the IRS portal system is. Is there a way to export 1099 data? Any suggestions would be greatly appreciated. Thanks,Lisa
I am trying to set up payroll. Everything is done with the exception of payroll history. When I try to go in and add it, I get a message that says "Somethings Wrong" check back later. I have been dealing with this for a week and noone can figure it out. Anyone have this problem?
Each time I open Quickbooks Desktop 2022 it prompts to activate and won't activate. It's in an activation loop but never completes. Not able to use.
When I try to sort by payee (they show up in the drop down menu) , I don't have the option to hit apply and then sort.
I have an accounting background but am newer to QuickBooks. I didn't set up our organizations existing chart of accounts and financial statements. For the new year, I'd like to start fresh - set up a new chart of accounts and reformat/set up new financial statements. I'd like to do this but still have access to, leave intact the existing and prior year financial statements and chart of accounts. Any assistance is appreciated.
The QB app keeps logging me out after not using it for a few days, resulting in it not tracking mileage. This is a major problem as now I'm having to go back through and check all my milage... Any way to fix this? From the app logging me out? Or if it does, how it can keep tracking my mileage?
The Quickbooks Bot told me PandaDoc, HelloSign, and SignNow were all apps that would allow me to add an e-signature to paychecks. None of those pop up when I search for them in the app store. Can anyone recommend a third party app that will allow me to add an e-sig to paychecks that is currently available to connect to Quickbooks?
We need to apply monthly statement finance charges to our Online data! Where can we do this in mass to all statements like the desktop versions?
I went up to search and in the spy glass type in attachments. Under there I uploaded a bunch of pdf's. WIll quickbooks online bank feeds match to these?
The newest version of Invoicing does not all an existing invoice to be edited and add expenses. I have reviewed the previous troubleshooting items including clearing caches, running QBOnline in a private browser and attempting the changes on multiple computers. I used to be able to create an invoice at the start of the project. Gradually collect the expenses and add them progressively.The only solution I can find is to delete the invoice, then create a new invoice. With a larger project this is a huge undertaking. From a new invoice I can pick the expenses and add them with no issues. Then, when I save the invoice and the option to add expenses disappears I am unable to link additional expenses.THIS IS SO FRUSTRATING AND SUCH A WASTE OF TIME. THIS WORKED LAST MONTH AND NOW WILL NOT WORK!
Somewhere I thought I read that the GL # field was 20 characters, but when I tried to enter 10010.01 I was only able to enter 10010.0!!! So I entered 1001001 (without the period) and I was able to enter it, but the system only displayed "10010 Name of the account" ... no reference to the trailing two digits. What gives here? What I was trying to do was to create a sub-account under 10010 so that I would have 10010.01, 10010.02, etc. I am restructuring the COA to reorganize things and implement classes to simplify the size of the COA. The former COA used 4 digits, so one solution is NOT to change my base account to 4 digits instead of 5. I have a document "Character limitations for fields in QuickBooks" and it says Account Numbers is maximum 20 characters. Why was I stopped at 7 characters? And why do only 5 of them display in the "Account" field (Supposedly account Number + Name)? Is it limited because of some obscure choice made somewhere in Preferences? HE
Has anyone had their employee pay features turned off--- and when you call to get help told that I now have to pay for support and I hadn't paid it yet???? I am currently hosted by Rightnetwork....... So I pay rightnetwork, payroll service fee, and monthly license and included support for years............. Not being told it is an extra charge???? Anyone else can share what they are paying for Enterprise for 2 users? Was also told I had a problem that needed fixing....... which I know they turned it off so I would have to call and I told him so!!! I watched him navigate my system as he ask to do a screen share.............I want to know who else this is happening to!!!
I have my quarterly reports sent automatically. However 2nd and 3rd quarter was not sent and now I have a letter from the EDD. I do I resend these reports?
How do I Upgrade my QuickBooks Desktop Pro to the 2024 version?
