QuickBooks Q&A
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The Federal and State 941 forms for 2024 2nd quarter are not showing up in the action needed section. Is anyone else having this issue?
I need to have a template update on our invoices. At the bottom, we want to have the optional credit card fee to calculate. We do not want to add it to the invoice until they pay with credit card. Anyone have a template for this or that can help me make a template? I have been in the customization already and I am unable to add a formula for it to calculate.
I want to upgrade Quickbooks Desktop for Mac 2019 to current Quickbooks Desktop for Mac (2023 or 2024).I'm able to download a new .dmg file, but it does not show as a purchase and then give me a new License and Product code so I can properly do it. Where do I pay for the new upgrade and get what I need to get started w/ the upgraded product?
I don't use online banking, I do manually download transactions and import. But Intuit has programed QuickBooks 2019 to purposely block that feature to extort money out of people. How do I remove the restrictions and allow import (not using online services), no way am I buying an online version of the program.
additional 10% on top of the existing limits
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Hey everyone, welcome back to another Top 5! Are you curious about how to handle month-end closing, fix beginning balance issues, or unreconcile a monthly statement that has already been reconciled? If so, then you're in the right place! I'll be covering some of the most commonly asked questions on Reporting & Closing the Books. Let's dive right in! 1. How do I perform a month-end close? Thanks for asking, let me go ahead and walk you through it! Here's how to close the books: Choose the Gear icon and select Company Settings. Choose Advanced. In the Accounting section, click the Edit icon. Check the box labeled Close the books. Enter a closing date. Transactions dated on or before the closing date cannot be changed without warning. Decide what you want users to see if they try to save a transaction that is dated prior to the closing date: Choose Allow changes after viewing a warning to make a warning message appear. Choose Allow changes after v
Hello.I have an invoice that is marked as paid. That might have been my mistake. I need to mark it as unpaid so that I can resend to my client to pay it. How do I do this?I am finding it impossible to access a human agent at QB and seems much more difficult than in the recent past.Thanks
Does anyone know how to process bulk Project invoicing in QuickBooks Online where the software generates an invoice for any Project with time and/or expenses charged to it? The current "Batch" invoicing in QuickBooks Online lacks the capability to generate bulk invoices. Having to manually generate an invoice for each Project is inefficient and poor software design!
QB Desktop not calculating FUTA correct for corporate officer exempt for SUI
I realized when looking at my credit card register that it was not right. I am not sure how it has happened but the payments I have made on a credit card are showing up duplicated and reconciled. I use the bank feeds for my checking account as well as my credit card transactions. I went to delete them and they are saying that they are reconciled so I did not do that. I also tried doing one of the suggestions I read on here and went to custom report, filter-cleared -NO and selected the account. When it listed them and I clicked on all of them they all showed cleared. I tried that multiple times and same thing so it did not work for me. This is very frustrating and I need to get this fixed. I need to figure out also how to keep it from happening again.Thanks
Hello! My boss decided to A. not without taxes from our end of year employee bonuses so the number is "more impressive" and B. not file them through quickbooks because handing someone a check is "more personal." (This is our first year using any direct deposit service for payroll. How do I tell quickbooks about these payments so they properly show up on the W-2s?
Hello All!We are trying to change our bank accounts and it needs a verification code in order to do that... the phone number that is sending or calling is no longer active. I've tried calling customer support for three days now, they answer and I sit on the phone with them for threes hours and then all they can do is send me a link but they never send me a link. My employees are not getting paid due to quick books not giving me any help trying to change my account contact.. Help Please!!!
Hi! We have set up PTO using accrual - for every hour worked, they get ,025 up to a max of either 40 or 80 or 120 hours. We have found that even though they have accrued the 40 or 80 or 120 fpr the year, QB is still accruing .025 for every hour! How do we fix this so it stops accruing for the year when the max is reached?
I understand that under cash basis accounting, and unpaid bill at the end of an accounting period will not affect expense accounts. However, it appears that the billed amount shows up in account 2000 on the balance sheet. Does this not cause the balance sheet to be out-of-balance if tied to the profit/loss from the income statement?
I'm struggling with the updated version of QB Online that seems to have been pushed to us in the last month. There's two things in particular that are slowing down invoicing and wondering if anyone has any idea what I'm doing wrong: 1. Sometimes I need to rearrange the rows in the invoice - including multiple rows at a time. I used to do this by using the Command button (on a Mac/Control on a PC), selecting multiple rows, and then drag/drop that selected group of multiple rows to a new section of the invoice. Now when I use the Command button, though it will select multiple cells in the invoice, but when I big to drag the rows, everything is deselected and I can only move one row at a time (which is a lot when dealing with invoices with 100 rows to start!) 2. There seems to be a new keystroke shortcut that exits invoices. I keep accidentally hitting this keystroke shortcut and exiting invoices which I am working on without saving them
When I run a Sales by Item report, I get all the columns I need, but I cannot get it to show a column that displays the Manufactuer's Part Number. I need to see that column as well. Any tricks to display that? Thank you
I have recently been asked to handle the accounting department for a friend who just purchased a convenience store. I am fairly new at this and have been researching nonstop but seem to never find what I need to do. Long story short, we have QBO and I enter all our daily sales onto a spreadsheet. It shows the breakdown of the total sales of each account. (groceries, beer, wine, tobacco, etc) It shows how much money was brought in and such as well. I need to put those amounts into QBO each month. I do have the bank account connected to QBO so everything that goes through the account comes into QBO. I have a journal entry template set up but I am feeling though I am doing it wrong.I have Debited the following CashChecksLocal Charge Pay In (when they pay on their account) Then I credited these Local Charge Account (when they charge to account)COGS-GroceriesCOGS- tobaccoCOGS- Alcohol We also sell scratch off lottery tickets, I am not su
hello, the previous bookkeeper incorrectly put our credit card payment into qb as a credit rather than a payment. It was showing up as income. The payment was made; what is the easiest method to fix this? Do I need to unreconcile the cc for the past few months to correct then redo the reconciling? That seems like a lot of effort.
