QuickBooks Q&A
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I have been using projects to get a better sense of profit margin on projects. When entering a bill from a contractor, I use the ITEMS and add individual products/services and associate with a project, which is working. However, we have a separate payroll provider (gusto) for our employees. Because they are paid from Gusto and only a total number is pushed over to QBO, there is no tracking of employee hours in QBO. Thus, the profit margin is not accurate. Any ideas how to approach this? Is there a way to enter hours each month from our employees without entering a bill or an amount owed since they are paid a salary?
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This message is showing up when I Try to connect my VB routine to Quick books, Exception: The Quick books company Data file is currently open in a mode other than the one specified by your application.My databases is already working multi-user mode
When I ask lists, like a bank register, to sort in ascending or descending it automatically takes me to the bottom transaction. If I ask for ascending it takes me to the bottom or the screen where January is. So to ascend it wants me to go from the bottom (January) to the top where it has December. Likewise, when I ask a list to be sorted in descending order it takes me to the bottom of the screen where it has December. So to go in descending order it wants me to start at the bottom. Does anyone else have a problem or is it just my QBO? Is there a setting that I need to switch? Come on Community. Help me out!
How can I see all transactions associated to a payee? Bills, expenses, journal entries all of them.
I'm trying to get everything set up to start having our guys track time on their phones, but when I do in to set permissions, most of our employees don't show up to choose from. Is there a setting somewhere I'm not aware of to turn on time tracking for each employee? I did a test myself and was able to clock in and then it showed up in QBO, but I don't know if it's automatic when they install and sign up for Workforce. HELP!!!
Emailed invoices seem to go out normally from my computer but not from the app.
I no longer have a create invoice plus sign on my dashboard any longer; How do I create invoices now?
No communication at atm?
I want to collect only cash payment option, but I want to also send the customers an invoice. I'm able to remove the credit card option, but it doesnt seem like I can remove the BANK payment option. How can this be removed from showing up in the invoice?
I am a municipality and we have a person that does taxable work as an employee and also is an election worker which doesn't have FICA withheld unless I expect them to make more than $2,000/year in election wages (I don't expect that to happen) How can I have FICA withheld from one job duty but not the other?
My client has two Chase Visa credit cards that are on a combined bank statement. In QBO, the two credit cards were set up as individual COA accounts and individual bank feeds. Credit Card #1 is where all the payments and interest come through on the bank feed and has a lot of historical transactions. Credit Card #2 only has actual CC transactions ... no payments nor interest. Credit Card #1 is reconciled though 5/14/2019. Credit Card #2 had its first charge on the next statement. Credit Card #2 also has a large opening balance which I think is incorrect since nothing had been charged on the card. When I look at the Audit History of the opening balance transaction for Credit Card #2, it is a Credit Card Credit and added by Online Banking Administration on July 8, 2019. Is this something that happened when someone connected the bank feed? My main question is how do I reconcile these accounts from the combined statements from 5/14 onwards without messing up all the historical transactions
I am running Quickbooks Desktop Pro Plus 2024 on Windows 11 (as a VM under Parallels on a MacBook Pro). I am having trouble downloading my AMEX credit card charges. Specifically:I press the "Bank Feeds" button in the menu ribbon. This opens a Window that says "Sit tight, we're fetching your data"It then shows the "Account Information" screen where it shows my current AMEX balance (after it connects with AMEX) and a message that says "21 transactions are waiting to be added to QuickBooks". When I press the blue "Transaction List" button, the screen changes to the one that would normally list all of the pending transactions. It shows a status message of "Please wait... We are working on your Transaction(s)".Then QB crashes with an Unrecoverable Error. The code is1407144908 17340. I explain what I was trying to do, provide my email address and press "Send". In the Report.xml file that it uploads with the error report, I see the following in the <ExceptionInfo>
Have previously used the reminder function. Would start by clicking edit and create, make any changes needed for the billing period, then save. If I recall correctly, this is the point at which the payment would be processed and a 'Transaction Processed' hyperlink would appear below the payment account details. When I started this quarter's process on Thursday 10/19, that 'Processed' link did not appear, but when I checked the client account, the sales receipt was showing as paid. Given that Quickbooks has made other changes to sales form templates, I thought that maybe this change was part of those updates. I continued working through the reminders Friday and today and finally decided to check our merchant services account today to find that nothing has processed. I spoke with Merchant Services support who confirmed that there was a system issue and suggested changing Quickbooks Payments - Bank, which is what we have always used, to Check. That did not work. Also have the same problem
I have converted to the new invoice template, however I can not figure out how to add times sales. previously there was an arrow in the upper right hand corner that could expand to show link expenses. The new template lists linked transactions but does not have my timed sales that was there before the conversion. How do I revert to old template or find my timed sales?
I'm looking for a way to pull a report that allows me whether a customer is assigned or it is blank for transactions within an account. Is there a way to do this in QB Desktop? If not an option in Desktop, is it an option in QB Online? I don't see a way to do this in the Transaction Detail by Account report or the Transaction List by Customer report. I've also struck out with the Custom Transaction Detail report. Any help would be greatly appreciated.
Total invoice: $11,162.29Payment(s): $8,300.00Current balance: $2,862.29 We had a customer cancel a contract with us so we have refunded their initial deposit of $8,300.00 via check on 12/6. What is the best way to record this in QB to close out the invoice? Would I process a refund receipt (for the refund which is already cleared and in bank feed) and a credit memo (to zero out the rest of the balance showing)?
Can anyone answer the above?
I loaned an employee money to repair her vehicle. How do I record that loan in Q/B online?
Actually in the subject of the post lies the main problem. For days now I've been trying to transfer money from Quickbooks Checking to my bank account, but it keeps giving me an error. I tried 3 different bank accounts, but nothing helps. Screenshot of the error attached.
I have a "due from member" amount on my QB that is showing as a "loan to member" on my balance sheet. My CPA did this due to a Covid-19 EIDL loan that inflated the business funds and resulted in the LLC paying out more than it took in as revenue. If the LLC "forgives" the loan it will trigger a taxable event. I have contributed/loaned money to the LLC through the years when there was extra available. Is there some way to offset the "loan" or "due from member" amount with these contributions?Mud
She's not able to set up a bank account on her own.
Hi. Our server went down. After the restore, I am seeing payments in the undeposited account but when I try to bank them they do not appear. They are not listed in the bank account or in the deposit detail report. However when I try to delete them, the message says to delete the deposit first. How can I get these deposits from undeposited to the bank account?
I had a customer make an 18k payment to me via Quickbooks Payments (first mistake right there).Quickbooks payments "withholds" the funds. I call in and they tell me I can reverse the payment and have the customer pay a different way.Guess what? Reversing the payments means that Quickbooks Payments TOOK another 18k straight from my bank account to send to the customer while holding on to the the original 18k!I have no idea how to get this resolved. Support is useless. Stealing 18k can cripple a small business. Absolutely criminal.Oh, and the Quickbooks Payments portal looks like it came out of 2005 and is barely usable.AVOID ALL INTUIT SERVICES THEY TRY TO SIGN YOU UP FOR.
