QuickBooks Q&A
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I received Accountant's copy from a couple of clients and have discovered that they have made payments to folks that should be receiving 1099s. These people were entered as "other names" rather than vendors. Is there a way I can print out a list that would have the Others along with any payments received? Or, do I have to go through each one individually to see if any payments were made to them during the year.Thank you.Lynda
The screen shot below is from the Project Reports tab of a customer project in one of my client's QBO. The first three selections produce reports for just the particular project in questions. The selection below that under the "Report for all projects" heading gives a comprehensive report for all of my client's projects. This section does not appear in my own QBO Project Reports tab. Does anyone know why? I'm assuming there's a switch somewhere I need to flip to turn this on. Any help would be appreciated. Thanks.
I am having some trouble with invoicing in this newly pushed version of Quickbooks Online. Can you please help? 1. Moving rows: I often have to arrange multiple rows in my invoices. I used to be able to select multiple rows with the Command button and then drag and drop them as a group to a different section of the invoice (Control button on a PC). Now, though I can select multiple cells (but not rows) with the Command button, when I try to drag them, it deselects to only one row at a time which can be moved. How do I move multiple rows at a time? 2. Accidentally exiting invoices: It appears there's a new short cut where a two finger swipe left on a mouse will exit the invoice screen and go to the previous invoice screen. How do I disable this? Its too easy to accidentally make this key stroke, exiting an invoice while I am still editing and not saved forcing me to re-do work over and over. Thanks!
I am having issues generating a custom report in Spreadsheet Sync. I get the message "Something went wrong. Try Again" Has this happened to anyone else and how did you fix. Also was it fixed right away.
Right now, Square shows a deposit from each day as a batch of all transactions. I'm manually entering each individual transaction as a sales receipt. This is causing my books to be doubled up. Any idea on how to match the Square batch deposit to individual sales receipts? I tried the Square app integration but it required a ton of extra work matching clients and products, and didn't seem to work when trying to match the Square input transactions with the batch Square deposits, so I ended up disconnecting from the app. Right now the only thing I can think to do is to delete the Square batch deposit that's being transferred from my bank but I don't want to mess it up too badly. Any help would be appreciated!
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It’s makes no sense that the job; name, po number and job number are hidden on invoices by default. I can’t think of a single client that doesn’t want to have access to this information. In fact, all of my clients won’t pay me unless this info is on the invoice. Why does QB continue to default back to this with every frikin’ upgrade? SMH.
Hi, First time posting. Apologies if I do this wrong. Please bear with me here.I started working for the company I'm with in 23', and I noticed something while doing some Aging Detail Reports and have been investigating a little bit to clean things up. I know that there was a major file crash a few years ago, and I imagine that this could be a result of the crash. We have a customer who is showing up with a negative credit memo history balance. On the aging detail report, this customer is showing up with with a "credit". I'm not really sure how this happened, but the Credit Memo amount is: $3,500. They have $4,005.70 applied to their invoices. I have absolutely no idea how QuickBooks even allowed this, and I'm not entirely sure what exactly how knowledgeable the previous workers were. I've spent some time trying to investigate forum searches to see if this is something I find, and it's time I quit that search and just ask directly for help. Thank you for any an
In one of the videos it showed how to set up Workflows under the Company menu. However, I don't see that as an option. I want to limit a user in what they can do and approve the results. Could you please point me in the right direction? Thank you.
Hello all, I am having trouble figuring out how to properly categorize a transfer made from a business account to a personal savings account. Thank you in advance for your responses!
Quickbook frozen won’t stop spinning can’t shut it off
I have already created a journal entry for the wages (COGS) and salaries. I now have a CC charge coming thru for the net taken out of the bank account. What is the correct account to use for these charges when they come thru the bank so they don't impact my balance sheet?
I recently purchased Quickbooks Accountant Desktop Plus 2024. We are transferring our old accountants books to our Quickbooks. After importing his data, it has also imported his enhanced payroll service information. How do I take off his payroll service off our Quickbooks so I can purchase our own?
I am trying to create bonus only paychecks for our employees. After I click the arrow on "Run Payroll" and click "Bonus Only," it has a place where I can check "Add pay period." What does this do? This is outside of our regular paychecks, if that makes a difference.
Let's say I have a client that pre-pays $10,000 paid by check for pre-paid IT consulting service at the beginning of each year. So I create a Sales Receipt for $10,000 for the customer.Since this is a pre-paid credit to be applied later, then I create a Credit Memo for the $10,000.For the next 10 months, I Invoice the customer $1,000 monthly for my IT consulting service and then apply Payment for the Invoice from the Credit Memo balance. Throughout the year there will be other invoices for other sales and services to the customer with separate payments by check and credit card. I'm using QBO. I need a Monthly report to send to the customer that shows:The $10,000 sales receipt paid by check at the beginning of the yearThe $10,000 initial credit memoThe invoices for which ONLY credit was appliedThe applied credit memo payments for the invoicesThe remaining credit memo balance *** I don't want to show any other invoices or payments that are not related to the credit memo!&n
In my payroll item list I just want to make sure I have the correct items when starting 401k next year. I have: 401k Emp.Roth 401k Emp.401k Co. Match As an employer we are offering both so when I set them up (payroll item list) on the employee's paycheck I will use either401K or Roth 401K and both of them using 401k co match?
How do I record a partial credit for an inventory item? For example, a customer purchases an inventory item for $500. The sale has been completed, money has been deposited. They get home and notice damage and I need to enter a credit to their account. I cannot return the item because it is not returning to my inventory. How do I create an account to track this accurately (including any applicable sales tax)? This is not a service, but a tangible product.
I have an order that has been cancelled. How do I put the sales receipt/ upfront deposit from the cancelled order, and apply it as a payment to another order with an outstanding balance from the same customer? Ive used the drop down on the project and marked it as cancelled. Im not sure if that has cleared the sales receipt/ upfront deposit from the upfront deposit (liability) acccount ? the sales receipt/ upfront deposit has been reconciled , so i cannot make any direct changes. thank you
We have the DESKTOP version and I want a report that shows what our profit margin is by date combined with BY CUSTOMER. How do I find this report?
We have a customer that is a government entity that we had to assess late fees on a number of past due invoices in order to get them to pay. We have decided to forgive the late fees but are not sure how to remove them without affecting the P&L. They were assessed back in June and we need to remove them before the end of the year. QB desktop 2018.
Currently using QBO essentials with QB-PayRoll. Our main bank account is synch'ed to QBO. I want to disable this, but am wondering if that will disconnect QB's access to auto-withdrawal payroll taxes on paydays? I appreciate (in advance) any help I can get on this
As the year draws to a close, now is the perfect time to ensure your financial records are in top shape. Whether you're a seasoned user of QuickBooks Online or new to the platform, understanding how to effectively close your books and manage year-end payroll is crucial for a seamless transition into 2025. In our latest episode of The Answer Room, we delve into essential steps for using QuickBooks Online to close your books and navigate the year-end payroll processes with ease. We also highlight important dates you won't want to miss in 2025. Check out the video below to learn more about how you can tackle year-end like a pro and set the stage for financial success in the new year! To stay up to date on all of our live events, or to connect with our social support channels, find us on social via the links below. Instagram Facebook X Threads
