QuickBooks Q&A
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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?
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I am currently using Intuit Online Payroll. I'd like to migrate all of my employee profiles (personal information, wages, tax info, etc) into Quickbooks Desktop Enterprise. How can I export the data from Online Payroll into Quickbooks Desktop? I have exported it into an Excel file, but I'm not able to import it into Quickbooks Desktop.
Is there a way to customize the "profit and loss by class report" so that the classes are listed vertically down the first column instead of each class being a different column across the top? I see that some reports have a pivot option, but this report doesn't. If not, can a custom report be created that achieves the same end?
Does Quickbooks offer templates to create a bill of sale for equipment?
Since being moved to the new invoice template Iam encountering a couple of significant issues that are affecting my workflow. I'm hoping someone here might have a solution or could share if they're experiencing the same problems. Bundling Problems: In the new version, I am unable to drag items into a bundle, nor can I remove items from a bundle once they're added. This limitation is particularly problematic when trying to organize billable transactions into specific invoices. Previously there had been the six dots on each line within a bundle, now those are gone and to remove something from a bundle it has to be deleted, but there is no way to move it back in. Viewing Transaction Details: Previously, when adding transactions to an invoice, I could see suggested transactions with detailed descriptions. Now, it only shows "billable expense" and the amount, without any description. This makes it impossible to know if the expense is relevant to the invoice without first adding it
My bookkeeper sent a check to a company we work with two times on accident, I told her to void one of the checks so we don't make the payment two times. Later in the week I went to our check register to make sure everything was done and there was a stop sign symbol next to the check number that should be going to the bank, then to the company. She later informed me that the stop sign symbol was there before she voided it and after calling the bank and quickbooks help line no one seemed to know what it meant. I am just looking for some clarification if anyone knows what this means or what I should do if anything. I attached a screen shot of what I am talking about, check number 7926 was voided and 7927 should be getting sent out. Thank you for the help and your time!
Keeps giving the error "whoops, something needs to be fixed"
trying to do paychecksingle employeepay by Qwhen I go to create paycheck it hsa ) tax info and saysUPDATE LATEST TAX TABLEwhich I have donethis happened last Qwhat is problem??
Looking for some easy but clear and accurate way to handle cash bonus payments in the payroll system. Let's say employee A did something that warranted a bonus payment and management chose to pay in cash for the impact that cold hard cash gives more than a paper check. So A gets a $100 bill for a reward/bonus. Now we know that this $100 is taxable, so we need to get something on payroll that will calculate tax on this $100 ... but we don't want to give A another $100, so we need to back out the $100 but this "backing out" must be non-taxable because we wanted to record the tax on the $100 and we don't want to cancel out the tax on the $100. I remember that Paychex had a simple way of this "in and out" payment, but I don't see anything in QB to handle this, so I'm looking for some suggestions & comments. I guess we'd need to create an income type account for "Cash Bonus" that is subject to tax, and then a "Bonus Reverse" deduction that is non-taxable to include
Client has old QBs Enterprise file with issues. It was decided to make a fresh QBE file with the new year. Lists have been exported successfully, accountant consulted on COA and opening balances on balance sheet items.Issue:Entering opening balances for customers. The thought was to enter an invoices dated 12/31/24 with balances for each customer. Payments recevied after the new year 1/01/25 will be applied to this invoice until previous balance is paid off. Question:If a new invoice is created, what "item" should be used? Should a special item be created called "Previous balance? If so, should it be called an non-inventory item or service. Suggestions will be appreciated using this method or an alternative. Thanks!
Web Mail stopped working; so I found I should make sure I'm updated. I went ahead and did upgrade to Desktop Pro Plus 2024. Still nothing! It was working fine but now a box pops up that says "We were unable to connect to the email server for your email provider". I've verified ports etc., made sure settings are okay on xfinity / comcast site. Can find no help anywhere and need this fixed asap!!!! Also, tried to use outlook, but of course that is not an option in the my "send Forms" preferences. Please someone help. I don't understand why it just stopped working when it had worked years!!!!
Our company owns life insurance policies on the company's three managing partners. These are permanent policies that build cash value. The cash value is an asset of the company against which we could borrow if necessary. Or we could surrender the policies in which case the corporation would receive a (potentially taxable) check for the current cash surrender value. We've had these policies for many years, but they have never been reported/tracked in QB. How do we enter the cash value as a company asset in the chart of accounts? How do we maintain the balance as it increases or decreases every year?
I can't no longer export approved time from quickbooks time to quickbook online to do payroll. Please advise.
I have Quickbooks Self-Employed connected to my business PayPal account. All of my purchases made with the account are showing up in Quickbooks as ”Debitcard Transaction” instead of the company name. ALL of them. Why would this suddenly happen and how do I fix it?
I need the Retirement Box on my W-2 to show as unchecked this year. I tried going through the W-2 annual filings which allows you to make the retirement plan "Inactive" but it still shows up on the W-2 even with inactive checked. Then I tried to update my 401k plan in the Payroll Setup area, but when I try to turn off my 401k, it tells me my "401(k) plan is managed by Guideline" and I have to edit it on Guideline's website. BUT, I don't use Guideline. All of my retirement is handled by me on Fidelity. Further, I wrote to Guideline to ask them if they have an account with me and they don't. So, my question is - how do I get that 401k box to show unchecked on my W-2 this year? Also, tried editing payroll items under "Lists" making the 401k inactive - and that didn't affect the change on my W-2 either. I have not taken a 401k deduction this year so that would not be the reason it is showing up, either. Is this a glitch? Or is there some way to get it to hav
I'm very new and had an expense that I mistakenly put as a transfer (so I can't now associate it with an expense). The second one I did, I made an expense right away, and now it shows correctly. Details:- We needed to pay business expenses before our business bank account was funded- We used personal bank account to pay those- Now transferring money from our business bank account to the personal account- I was trying to transfer each expense separate, so that it would show up as an expense and I could attach the receipt to it.- I accidentally accepted an auto categorization that made one of these a transfer- Now I can't change the transfer to an expense so that I can categorize it correctly.How do I convert from a transfer to an expense after the fact? Is there any other way to address the above situation? (Maybe I'm trying to shortcut too much.)Thanks for the help.
where is the add company?
I added a new bank account but only the last quarter was imported. I need the whole year. How do I expand the date of import to capture the whole year
I just checked the option in Preferences to activate Class Tracking, and it then presented me with 3 options on what to track: Account, Item, Names. So now I'm confused. Here's our environment: We are a Chamber that puts on a number of "events" ... activities to draw people into our community and raise funds for the Chamber while encouraging people to stay and explore and have fun in our town. Each event will have several different types of expenses ... advertising, printing, food, performers, insurance, etc., and we want to assign a class to each event so that we can track the cost and the income for each event to help us better budget and plan, and to know which events are worthwhile. So the plan was to assign a class to each event, and capture the aggregate cost of all the various expenses associated with each event (class). I'm not assigning a class to each account, if this means GL account. "Advertising" is a GL account, but each event might have several Advertisin
