QuickBooks Q&A
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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
We are using QuickBooks Enterprise Desktop 24. For 2025 we are making many changes to our chart of accounts. After the new accounts are entered, we will need to go in and update all of the items COGs accounts and Income accounts. Is there a quicker way for this process than editing the items one by one?
I have an existing vendor, City of Madison Wisconsin. Now I have done work for it but can not create an invoice since your system says the Name is already in Use. How can I bill the City??
I use the desktop version of QB and with the upgrade to 2021 I am no unable to drill down on P&L statements to get to the detail of the balances. It used to open a general ledger. Is there some setting that I changed causing this problem?
I am using QBO Advanced and have completed several online backups with no issue. I now want to do a local backup and that seems to fail. I am an admin, I linked my google account, scheduled a local backup, 'next run' filled in correctly but later in the day, both 'last run' and 'next run' were empty implying no backup. If the backup did execute where would it place the csv file on my google drive? What am I missing, insights appreciated?
I am reviewing the transactions by vendors list. If the expense is paid by credit card, the expense shows up as a postive number. If the expense is paid by checking account, it shows up as a negative number. How do I fix this? A snapshot is attached. Thanks.
