QuickBooks Q&A
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I have confirmed that neither tags or attachments propagate. Demonstrated this to QBO. They concurred. Then asked me to help troubleshoot it by using another browser. The problem is in Safari and it is irrelevant if it works in another browser. QBO then said if I wouldn't troubleshoot it for them then it wasn't a reputable problem..
Normally when I purchase a product for resale, my vendors do not add tax. I then add my markup and applicable taxes for the resold amount before invoicing the client. I recently purchased a product that I intend to resell but my supplier withheld taxes on the COGS amount. Once I add my markup and figure the taxes on the full sale amount, I need to decrement the taxes due by the amount that I paid my vendor. The only way I can figure to do that is to have two line items on the invoice. The first is the COGS amount with no taxes applied and the second is my markup with tax applied. But then I give my client visibility into my margins. Is there another way to do this without giving the client that visibility?
I am suddenly unable to add new inventory. Also on the Add Products and Services page the Tax editing option has disappeared.
Hey there,I have an expense for some items I bought for my business. I paid for the items and want to reimburse myself eventually. So, I scanned in my receipt. The receipt was read properly. I then went to review the receipt. I split the transaction across the relevant categories. Then I chose my owner's investments equity account for the payment account. Now I cannot save and close the receipt.I have found a workaround that annoys me to no end. I have changed the Payment Account to my bank account and added a split for a negative line item to the equity. Now, I have a $0.00 transaction in my bank account journal. Even more annoyingly, I have to deal these zero'd out transactions at reconcile time. This seems like a very bad UI. Is there a better way to setup my owner's investment account so that I can directly post payments to that account? I would still like to take advantage of scanning in my receipts and having the transactions created from the information on the receipt. Or m
We use Quickbooks Enterprise Solutions: Manufacturing & Wholesale We noticed that a few of our Purchase Orders reflect inaccurate information. For example, we received 45,000 units of an item but the Purchase Order shows 90,000 units were received. We should show a backorder quantity of 78,000 units but the Purchase Order reflects only 33,000 units. The Inventory Item Quick Report sorted by Transaction Type "Item Receipt" reflects the correct receiving information. Please see the attached example. We need to understand what is causing this to happen and how to fix it. Fyi, we seem to have issues because our purchase orders are blanket and we can be receiving goods 1 or more years later after creating the purchase order. There is some kind of database thing happening here.
Our Chase bank account has been compromised and Chase has deactivated those accounts. Need to get set back up so we can send invoices and accept deposits
Is there a way to generate a report to show all invoices for all customers that have a partial payment on them, with the original amount and the amount paid on that report? Thank you
We do mostly Time and Material projects for customers in QBO. These projects might take weeks or months. We might have hundreds of expenses ranging from a couple of dollars to hundreds of thousands of dollars. These could be fuel purchases, hotel charges, supply purchases, and some flow through Purchase Orders and many do not. We use Projects inside QBO and we mark all expenses and purchases as billable and assign them to their respective Project. So far so good. When we invoice the customer, we use only a few line items to capture all of these costs into categories such as Parts & Equipment, Consumables, Rentals, Travel Expenses, Contract Labor, etc. We do NOT list every individual expense on the invoice which would result in dozens of pages for each billing. That would be insane and our customers do not want that, nor do we. Currently, we run reports for all expenses related to a project, then add these totals to the line items on the invoice manually. Unfortunately, th
I am considering integrating ServiceTrade and Quickbooks and wondering how best to map customers from ServiceTrade to Quickbooks
I used to use bundles to hide the expenses, but with the new layout, I am unable to add existing expenses to the bundles. Is there a way to get back the old layout? Hide the line expenses in the printed invoices? or add existing expenses to the bundles?
I often need to print post dated checks to repay a loan. I have to print all checks, like 50 checks to get the loan. starting todays date then weekly. for now I copy check and paste 50 times, then change each date to the appropriate date. is there an automated way to do it to save time and error? if I memorize transaction it will only post when date occurs. I need to print it now. Thanks for all
I have two classes set up in Quickbooks Desktop: 148 and ARPA, the latter being restricted federal funds. I just learned that about $5000 of one employee's payroll costs from the past year needs to be changed from Class 148 to Class ARPA. I could do this by going into the individual journal entries for payroll and splitting out pieces of her wages into the separate classes, but this would be very time consuming. I'd rather make a journal entry (or so some other magic) to change the class on $5000 of her wages for the year. The expense account of course needs to remain unchanged. Any way to do this? Thanks in advance.
According to the QBO resources, there used to be a simple way to record refunds and then link an unapplied payment to the transaction. That seems to be long gone. Let's say the customer paid $3000 by credit card over a month ago as an unapplied credit. That amount needs to be refunded. Creating a Refund Receipt creates a CREDIT on the account. So now the customer records show $6000 credit. Where is the simple transaction that will create a DEBIT that can offset the original credit leaving the customer with a $0 balance?
Issue: When I attempt to edit an existing saved invoice or estimate by clicking the "SAVE" button at the bottom of the screen, the button grays out and says "Saving..." but does not save. This issue just started today. We are not new to Quickbooks online and we have never had this issue before.We've made edits on existing estimates/quotes thousands of times on QBO. This issue started today. I do believe Microsoft had an overnight update. We are using Quickbooks desktop app on Chrome newest version (updated).- I've cleared the cache/browser history.- I've attempted to use a different browser.- I've attempted it via the web based app.- I've attempted this on a different computer on a different network.Nothing works to allow me to save an edit on an existing quote/invoice. We've tried it on multiple different quotes with the same result on different browsers and different computers on a completely different network which leads me to believe that this is an issue
Went live 10/1/24 to Online Plus from desktop. Was using Chrome to log in originally. First time reconciling I could barely see the check boxes etc. unless pointer was on the field. Fiddled with Chrome & Mac settings to no avail. Switched to using Safari when accessing and voila I could actually see the checkboxes and the print appeared a lot darker. One would think that an online vendor pages would appear the same depending on whatever browser you use, but apparently not. Hope this helps someone
Series of events: Invoice amount was $240.00 Received paper check for $240.00 In 'Receive Payments' screen, entered payment amount as $280.00 and saved. This made the 'Balance Total' column in the 'Customer Center' show as -$40,00 I attempted to correct this by reopening the 'Receive Payments' box, selecting payment, and editing to say $240.00, and saved The total payment in the 'Receive Payments' box is now $240.00, but the 'Balance Total' column in the 'Customer Center' still shows as -$40,00 Questions: Does it matter that the 'Balance Total' column shows negative? Will this be corrected when I run the next batch of invoices? Is there a step I missed that would result in the 'Balance Total' column being zero, which it would be if I had entered the payment correctly in the first place Is it as easy as un-applying the payment in the 'Receive Payments' screen, and then entering and receiving the correct amount, as if nothing had ever happened?? Thank y
My Quickbook account shows a deposit of 38,097. This was an error so the bank took $10,000 to correct it. This is two separate transactions, and the deposit connects to three separate checks. How do I do all of this together in Quickbooks?
Why did I stop seeing a complete list of invoices for one specific customer when I go to New/Receive Payment in QBO? The filter for Outstanding Transactions says "All", so I do not think it has anything to do with the filter.
Dear Colleagues: We currently have QB Journal entries set to whereby QB automatically adds a number to the previous journal entry. This is not working well for an audit trail as we have 4 employees entering in journal entries manually not counting Fish Bowl which makes journal entries late at night when the rest of us are at home in bed, and we import payroll journal entries from our payroll service directly into QB. My question is if we change the QB default to not automatically enter in a journal entry number, how will the interface work with numbering Fishbowl journal entry posting at night all by itself and the QB payroll journal entry loads? Any suggestion from anyone would be welcome especially those with Fishbowl and/or with an audit background and/or working in a fast-paced furniture manufacturing environment. Sincerely, Bob W
Hi QB Team, Well, I’ve made a lot of progress towards creating my first invoice. At the “all sales” page in QB Essentials, I have created about 55 time charges and 2 invoices. It looks like QB will scoop up all of the time charges and add them to a new invoice. I assume that it will leave the 2 existing invoices alone? My concern is that it took a lot of time to do all of that data entry and I don’t want to hit the wrong button and lose everything or have it stored in the wrong place and I can’t reverse it. Is my data backed up?Can I roll it back to a previous state?Can I add my time charges one-by-one to an existing invoice so that I can see what is happening step-by-step? Thanks, tclark47988
