QuickBooks Q&A
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Every month we receive a large deposit from our state government to hold for our customers - it's part of a heating oil delivery energy assistance program. The customers will eventually call into us and request a delivery using that energy assistance money. How can I go about turning that large deposit that will come in as a bank transaction into a credit labeled as "Energy Assistance" on every customer's account. Is there any way I can then view that available credit amount when looking at the customer's page?Thank you!
I just got a new computer and now my clients that use 2024 QBDT Enterprise do not have the reporting agent option for me to e-file their quarterly reports. I am not using the accountant's copy, I am using a live quickbooks file and logging in with my Enterprise Accountant 24.0 software. I have tried to updated the program, update payroll, run a verify, run a rebuild and nothing has helped. I can open the company file on another computer in our office with Enterprise Accountant 24.0 software and the reporting agent options are there. I still have reporting agent options for my clients using QBDT 2024 (not Enterprise). Is there some sort of option I've overlooked?
I am creating a new QuickBooks Desktop company file for an existing business at start of their new fiscal year. Do I have to re-enter all open invoices at the end of their fiscal year or can I enter a balance only for each customer?
QuickBooks Desktop Pro Plus 2024When I clock on send report to excel - first 3 options are unavailable. They are greyed out.I have always had this function before.How do I get it back? Thank you
I have been using Accountant version of the payroll software since it was PayCycle prior to Intuit's acquisition. This product has helped me grow a payroll arm of my practice. However, with Intuit's price increases and never ending changes, it has become more and more difficult. As of this morning, we went to process payroll for a client only to learn that we no longer have the option to print payroll checks on blank check stock. We either have to purchase pre-printed checks or establish a 3rd party provider to print. No communication, no notice, nothing. What is everyone else doing? I am so angry right now!
Employee changed email addresses and I cannot get workforce to send a new invitation
How do you get Quickbooks online to allow you to change an employee's email address?
If an employee changes from salary to hourly or vice versa, I'm curious if there is an easy way to reorganize the entries in the Earnings section: it would be really nice if there was a way to "Move Up" or "Move Down", but it seems like the only way is to completely re-enter the info on a blank line and then delete the line above. If there is an easy and quick way to reorganize this area, please let me know. (I am assuming that I need to leave the former line(s) in the Earnings area for the entire current year in order for it to show up in the totals when doing payroll ... true???) Thanks in advance for any feedback.
Do all banks provide check images when transactions are downloaded?
I love the new feature that allows you to automatically send a link to a customer's phone number when invoicing in QBO. My question is why the link is not available when sending invoice reminders?? For clients who do not check their email regularly, having it also go as a text to their phone is really helpful. If nothing else, it says "Hey, Buddy! Check your email and pay that overdue invoice!!"
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Hi everyone, I am trying to transfer a credit issued to one customer to another customer's outstanding balance. I found a really clear explanation of how to do this on QB as per the below link. My issue is it is not working for me. https://quickbooks.intuit.com/learn-support/en-us/help-article/manage-customers/transfer-credit-one-customer-another/L4vT5bz8K_US_en_US When I set up the 2nd line in the journal entry, I follow the instruction to "On the second line item, select Accounts Receivable" However when I do that & set up the 2nd part of the journal entry I get an error message saying I cannot use AR twice on the journal entry. That is exactly what the QB explanation says to do. What am I doing wrong? How do I fix this? I need to move the credit from one customer to pay another customer's outstanding invoice. Thank you for any help anyone can offer in advance!
I need to export check information to map to my bank as a positive pay file. I cannot see where I can choose the filed "name to print on checks".
Does anybody know when the new account limits/caps on payments get lifted? I have BP Premium. I'm supposed to get 40 ACH included plus $0.50 for each additional. I ran my first few and only 10 went through, this was over a week ago (and multiple hours on the phone with support). It seems that new accounts are capped. I did a bunch of work to transfer all my vendors over to payments, only to find it won't process the dang bills. Nobody at QBO/Payments can help me. They all say the same thing that it will eventually reset and the caps will be removed. And they don't have any way of removing the cap. Does anybody know how long it typically takes to have the payments cap removed? (And Intuit -- consider this a formal complaint - you marketed payments to me constantly. I finally sign up only to have the system fail and force me to spend loads of time on support.) Thanks for your help!
did my subscription run out?
When do we submit direct deposit payroll when the pay date is January 3, 2025?
With the end of the year approaching, it's crucial to ensure your financial records are in order for a smooth tax season, and QuickBooks Solopreneur can help you navigate these tasks seamlessly. To help you feel organized and prepared, we've compiled a handy year-end checklist to guide you through each step of the process. For a detailed breakdown of how to complete each step on this list, review the QuickBooks Self-Employed Annual Tax Guide. This list is meant to serve as a reminder of some of the common tasks that apply to most businesses, but it is not comprehensive. So be sure to check for additional small business actions and deadlines that may apply to you.
Understanding timing for your W-2s
Bulk Inventory Adjustments to show previous inventory and adjust new quantities?
Hi,Our company has these active subscriptions in QBO:* Quickbooks Advanced* Quickbooks Bill Pay EliteWe need to know precisely what the limits are for how much we can send using "Quicbooks Bill Pay Elite".Specifically:1. Does QBO set a daily limit on the total number of payments we can make?2. If yes, does QBO apply this limit to the day that we schedule the payment to go out on or the day that we actually enter the payment into QBO? 3. Does QBO set a daily volume limit on the sum of all of the dollars of all of the payments made that day?4. If yes, is this daily volume limit for the day that we schedule the payments to go out on or the day that we actually enter the payments into QBO?5. We believe that the dollar limit of any individual payment that we make is $450,000. Is that correct?6. Does QBO set a monthly limit on the total number of payments we can make?7. If yes, does QBO apply this limit to the monthly that we schedule the payment to go out or the month that we act
Hello! The companies I am working with is considering shifting from QB Online to QB Enterprise. With this in mind, I have the following questions: 1) How elaborate is QB Enterprise's User Access Feature? Say we have a sales team, can we allow them to ONLY make estimates and invoices but NOT EDIT? Can the management also restrict their access to financial statements? 2) How can we transfer our files from QB Online to QB Enterprise? What data can we transfer seamlessly and what data in QB Online that cannot be transferred? 3) I am currently working for 2 companies, both of which are using QB. If we were to buy the licenese key for QB Enterprise, can both companies use them or only 1 license key will work for one company? 4) In QB Online, only the sales invoice and the estimate can be customized via importing a style from MS Word. Can QB Enterprise do this as well? If so, can it also import custom styles for sales receipt? In QB Online, it doesn't have that featu
Hi,My client is operating restaurant and the company has just started its operation in 2024. The company has $43,000.00 net profit in 2024. Besides its fixed asset value is $37,000.00 like oven, fridge, machinery etc.Can we deduct all of this fixed asset value from the net profit?
I am new user of Quickbooks desktop. After I added the new vendor, and willing to add a new transactions of Purchase order with selected vendor, there is a box shown " Vendor Not Found" and buttons Quick Add/Set Up/ Cancel. I cannot input any purchase order, bills or payment for any vendor added. What should i do? Thanks
I'm adding an entire month of expenses and deposits. When I search by date for what I have added so far they do not show up. The only way I can view them is in, Chart of Accounts, but not in my checkbook register or transactions. What am I doing wrong?
