QuickBooks Q&A
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Hello! Can someone reliably give an honest answer when (actually if ever) QBO will have a feature for Inventory in multiple locations? For example it is highly common to have a retail shop/shop front with goods and a store/warehouse/back of shop with more of the same stock that is kept until it is needed. Therefore you would have 'Total Stock/Inventory', 'Shop stock', 'Store stock' and some kind of functionality to shift goods between the two. I think this is a pretty basic need for many QBO users. I've seen requests and complaints about this on the forums for some time now (actually some posts are years old - response has been 'they are working on it') but it seems to have fallen on deaf ears. It is ridiculous that this feature can only be found when subscribing to an add-on that is 2/3 times more expensive than a pro subscription of QBO. Is this a tactic to get us to spend more cash? I wonder.
Is anyone else having an issue with scanning receipts and it giving an error message to try again but when you go to your receipt review it has duplicated? I scan a lot of receipts for a general contractor that needs them scanned, matched and separated by job. This is causing a lot of extra hours that I cannot bill the client for to clean up. I worked for free this weekend cleaning up these mistakes and on top of that receipts that didn't match even though it should have so I had to do a manual search for a lot of them! Side note: Intuit QuickBooks is crazy if they think they are going to make money charging for AI services. Is Intuit QuickBooks going to pay for the actual person that has to fix the mistakes???
Has anyone worked out managing a Chase credit card with subaccounts in QBO? My new client's 2 subaccounts are linked to the bank; the parent account is not. Payments are recorded against the parent account. (Is that how it should be done?) The subaccounts never have a balance that is anything near correct, so the balance sheet can't be right. One subaccount is always in the negative, the other has a balance that just continues to increase and never decreases. What are you doing that works?? In addition to all of this, it looks like through the years (back to 2018) journal entries were made to try to correct the balance. ($7k journal entry against Reconciliation Discrepancies!). So in addition to a correct process flow, how would we make adjustments to get the balance(s) where they should be? Thanks for any insight you can offer!
This has literally been ongoing for years, I have emailed, called, spent countless hours on the phone with customer service, and ben assured multiple times this issue will be resolved, and it never has been. I've reached my breaking point. As soon as I send off W2's his years I am canceling Quickbooks and switching to a new service. I suspect no one will care, nor will anyone reach out after I post this.
All of our employees permissions are set to "track time" and yet no one can see an option to clock-in in the Workforce App.
I'm new to quickbooks and have been using it to keep up with the accounting and inventory of vintage items we purchase. With vintage items, we typically only have 1 of the item. However, we have an issue where quickbooks is doubling our inventory. This is how I input the items:I scan in an invoice that is already paid which creates an receiptThen I seperate the shipping, fees, and other COGS besides the items themselves in Categories.Select the bank account which the money was taken out of and create a vendor or select one I haveNext I list each item in the item details. I put the cost of the product under Cost of Goods Sold and number on hand as 1.Save and then it creates an expenseThen it syncs to Woocommerce via MyWorksNext thing I know Quickbooks has doubled the inventory to 2 and in a few cases it was 12 and now 24. This is all being pushed out to Woocommerce, ebay, and etsy causing issues on our channel. I need to understand the corr
Last week I was going through my transactions and had an error message when I got to my First National Bank of Omaha Credit Card. It stayed there for multiple days so I started going through the help articles and a chat. Through those it was determined my next step was to disconnect the account and then relink it. But when I go to link account, and select the bank, it has me enter my bank id and password and then it gives me an error that they couldn't find the right account type to connect to. I'll attach a screen shot of it. I called support last Thursday and spoke with Asha who went through all the same steps as online had me try to manually connect and when that wouldn't work she said she was reaching out to see if there was an ongoing issue. Supposedly she said there was and they were aware and hoped to have a fix by end of day. Well its now Tuesday and still isn't working. Anyone else having these issues?
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A customer paid via ACH via our link. The customer name is the same name we have in Quickbooks Desktop. However, it will not match. Why? Then the error says "Please record your merchant payments manually." How? Thank you
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I have been trying to use the QB Tool Hub. Every part of the program is working except the "QB Program Diagnostic Tool." When I click on that, I get an error message saying "The contents of this file cannot be unpacked. The executable you are attempting to run has been corrupted. Please obtain another copy of the file and try again.I have downloaded the latest version (1.6.0.8) 6 separate times from the Intuit webpage, completely removing the old file from my computer first, but am still getting the error message. Every other part of the program is working fine. I last used the "Diagnostic Tool" about a month ago with no problems so this is a new issue.Does anyone have an idea why this is happening?
I am trying to run a year-end annual reimbursement from my S-Corp to myself (I am 100% shareholder) for my healthcare premiums. It's around $19K. What from I've read, this $19K should be included in wages, which I expect, but exempt from Social Security/Medicare, FUTA, etc. When I create my fringe benefit check and choose the "S-Corp Owners Health Insurance" pay type (as instructed), it's adding not only Federal and State Income Tax (as expected), but also Social Security and Medicare. It's not adding FUTU or GA SUI, but I think that's just because i've already capped that. What am I doing wrong?
I have a bill that I entered for a vendor on 3/14/24 and coded that Bill to our inventory asset account. at the end of every month i adj our inventory asset to match our warehouse system. I finished updating all of the months through November 2024 and then suddenly I found that my inventory balance was off by $24,032.25. The exact amount of the bill. I ran the transaction journal for the Inventory Asset account an pinpointed that my adjustment was off by $24,032.25 in March. So I adjusted the adjustment and then it happened again. The bill went missing from the inventory asset transaction list even through the bill is properly dated and enter to the inventory asset account. About 15% of the time the bill shows up and then when i refresh the details, it disappears again.
Hello, I'm new QB user less than 6 months experience. May I please request expert opinion for bank transaction matching. Previously we have "A" bank that we used to make payment to all the vendor. Whenever we schedule payment to vendor, after the payment schedule date is over, the QB - bank transaction - under the bank account number - For review tab - the transaction automatically pop-up and under "Assigned to" - suggested bill payment automatically appear and I could do the matching. But this month, we used "B" bank, which is already linked in QB. Under that "B" bank, no bill payment automatically pop-up. Thus I choose "Match" features, search by "From, To, Filtered by and Search by Vendor name". I couldn't find my bills although I have created all the bill with right context & data. How could I sort this issue out? I really appreciate all the expert kind assistance and guidance on this matter. Thank you and warm regards,Grace
These clients have already been invoiced for the time and they have already paid. The time is recorded in QB time/TSheets. Anyone else have an issue with converted time showing as Open (or non-converted)?
Hi Tea, We have a use case of exporting invoices, sales data from QBO to FTP Server.We want a customize form in Quickbooks online to connect to a FTP server and transfer the sales invoices data to the FTP server. Do we have that custom form option in QUickbooks online? Or we need to create our own app with all custom logic
I am in need of an expert. Someone who knows how to really solve a problem.I've spent literally 20 hours working with Quick via chat, on the phone, via the uploads for support - and no progress on our account. Our master admin died and we don't have the password for our desktop 2020 version. So I tried (5 times) to get the admin rights changed to my name. But now I"m told the company name does not match. This is incredibly frustrating. The old password was buried with our deceased Master admin. We have no idea how our license is not in the right company name. So, how can this be fixed? I need a human to help me. A MANAGER. With authority. I'm getting close to taking my complaint to twitter and the BBB. Pls adviseThanksTodd
I went through the api documentation of quickbooks. I want to create an invoice to a specific project. I am using sandbox for testing. Is there any documentation for the same.
