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The company I am apart of has 3 different quickbooks files for each company under us. We have a program that interacts with Quickbooks desktop through the quickbooks web-connector. Currently, for the program to sync with quickbooks, we need to have the quickbooks file open for the company we are wishing to sync with the program. This can be brutal having to switch in and out of company files in order to use the web-connector. We also run into a problem when the company we wish to sync is not the primary file logged in. The base question I have:1. Is there a way run a web connector and have it access a quickbooks file without the file being open on the desktop? I know this situation might be unique and my description may not be very good so ask me any questions if you need any clarification of how we are using the web-connector.
My credit card processor went and deducted my credit card processing fees ($1225.01) from one of my daily deposits ($6093.44) & I don't know how to post this deposit correctly net de&
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After mailing a check for the Simple IRA contributions for November, I was notified by our financial advisor that one of our employees had closed his account. The check was returned, I voided it and issued a new check, omitting the amount of the contribution for that employee. What is the proper way to return his contribution to him and get it out of (past due) payroll liabilities?
How can I lock the books after each month end close is completed?
I understand how to update Vendor details in QBO. I want to preserve the previous address on older transactions. I only want the new address to apply to future transactions.
Unable to change contribution rate in my account for 2025 for payroll
We upgraded this year to gain access to the revenue recognition feature as rev rec was a cumbersome task to manage with recurring transactions. Things were working fine when we created our SKUs and created the schedule within the product/services section (for reference, here's a video on youtube showing that process https://youtu.be/FgIZDgCJuFU). I cannot recall receiving notice for this change from Intuit, but sometime around April/May of 2024 the process was changed and now rev rec is handled in a dedicated screen underneath Advanced Accounting in the menu. We caught this change when attempting to setup a new SKU on May 22, 2024. We identified the account mappings for income and deferred revenue were missing in the "Assign product/service" screen. So, we set the account mappings and continued on with the year. Now, we're reviewing our transactions and have identified that every transaction is posting only to the income account twice as a debit an
Hi. We are trying to conserve cash for teh end of the year, so the CEO does not want to be paid his commision payment for November. I need to record his commision payment as “money owed to him.” Can someone please confirm how I can record this in QBO. Thanks,
Can you operate a copy of QB desktop from a company file located in Dropbox? In other words, if I keep my QB company file in Dropbox, I could access and make changes to it from the road with a laptop with internet access and when I return to the office and access the same file from my desktop the changes would be there. Wouldn't this essentially turn QB desktop into QB online? Any reason this would not work?
We have experienced difficulty with trying to share QB Desktop client company files utilizing OneDrive. It seems as though the company file does not refresh with proper updates and/or the refresh takes added time so that the file, as saved on OneDrive, may very well not reflect the most recent updates. It seems as though this is a known issue when I google this issue as relating to the nature of the QB file. Has anyone else experienced this or is anyone else managing the sharing of QB Desktop company files by utilizing OneDrive without any issues? We are otherwise considering a cloud-hosted or remote in solution, but would like to be able to save money by utilizing OneDrive to manage the sharing needs of this file. Thanks for any insight/advice!
Hello QuickBooks Community, This is my first time posting here so please bear with me if I made any mistakes. I took and passed my QuickBooks ProAdvisor Certification and Advanced Certification in the Company I am working right now. I want to establish my own Company and created a new QuickBooks account. Here is the question, do I need to take the Exam to get certified again or is there a way to use my certification in my Company. I am working as a part timer.
We use Square as our credit card processing provider and Quickbooks to invoice. Quickbooks invoicing has an easy integration with their own credit card processing service, but no option to allow Square, or any other processing company, to seamlessly work with invoices. To compound the problem, there are cumbersome workarounds outlined in the support forum to make Square "work" with invoicing, but this isn't practical for numerous transactions. Has Quickbooks come up with an easier way to allow Invoices and Square to be matched without manually digging into each transaction to prevent payment double counting and adding processing fees?
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When I try to Sign in from QB Desktop 2020, it fails with a "Login Failed!!" dialog.I know the login is correct because I can login to my account on the Intuit website (which is required to post something here). Any ideas?
After digging deep I found in my profit loss my sales and services where very close. Than realized that deposits that I marked down on invoices went into sales when categorized from business bank account
I NEED TO DELETE A PREVIOUS BANK RECON
I have my chase bank account connected and Quickbooks shows my balances but at the same time it has a box telling me "Looks like we no longer have access to your accounts. Let's make sure your bank is connected to QuickBooks." I have hit the update now multiple times and Chase assures me it is connected but QuickBooks seems unable to see it.
I am in high risk
Hello,I was hired to do a freelance job and my client had me sign up for payment through Quickbooks. The agreement was half payment now, the other half upon completion.I set up my account and received the email asking to verify my bank account via those two small deposits. I see the two deposits, but when I go to enter in the amounts I get a ‘An error has occurred while verifying bank deposits. Try again.’ error in red with no other solutions provided.Any idea on how to proceed on to the next steps so I can receive my payments?Thank you,Danny
