QuickBooks Q&A
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Hi, I have to provide a report to my cpa that shows a summary of customer name, sales for the year and state they reside in. Can someone help, I can't figure it out.
Hi,I've been using QB''s desktop for Mac for decades. Every since I updated my Mac desktop a few months ago - when I got to online banking and start putting each registry expenditure of "Downloaded Transactions" into the right category - even though I have ""Show Matched", as soon as I match a line up it disappears from my registry. Every single "Downloaded Transaction" that I've saved for years is now gone. This is a big problem for me as I like to go back and recheck my registries. I want to see every downloaded expense. But I no longer can. How do I fix this? HELP! Thank you in advance!!
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We don't want the sales tax line showing on our invoices. How do we remove it?
How to add Customer's PO number, Ship Date, Shipping Method, Terms in QuickBooks Online's SALES ORDER?
We have several companies in our QB Enterprise Desktop where we bulk-loaded the vendor information. We now need to add a beginning balance for these vendors. Is there a way to add the balances for all of the vendors at once. Copy-paste from a spreadsheet does not work as the balance field does not allow data to be copied into it. Thanks.
Preview your W-2s
FYI, I export my time from TeamWork.com (TW) to QuickBooks Online (QBO). The time comes in as decimal portions of an hour and shows a varying number of significant digits, which looks awful. For example, one hour shows as "1" whereas an hour and a half shows as "1.5" and an hour and 20 minutes shows as something like "1.3333" I would much prefer 1:00, 1:30, and 1:20. If that's not an option, uniform significant digits would be OK (e.g., 1.00, 1.50, and 1.33)
I plan to use QBO's Export Overview screen to export my data to QBE. \My question is: After the export, will I still be able to use my QBO file, as before?
Is there a way to pull my W2 from my Quickbooks On-line account?
Hello, is there a way to view and print bank reconciliations from a few months ago? I am using QB Desktop Pro 2024. I can only see how to print the previous month's reconciliation. Thank you!
QuickBooks Online sells itself as being the answer for Nonprofits, but doesn't allow NP's to create End-of-Year Donation Letters/Statements for Donors (Customers), which is one of the most important ways to cultivate and appreciate donors - and is required by the IRS. Does anyone know of how to create end-of-year statements for donors? I've scoured the web and the QBO Community but to no avail. Thank you anyone for the needed help. Jeff
Hello, when trying to pull a custom transaction detail report for last year, totals by customer to account for all donation received my report is not pulling all donations. I have tried to check this by having the report select from all accounts and one where I individually selected all donation income accounts. Neither showed all. I know there are other donation amounts logged in QB from doing a quick deposit report. For instance for one customer it only lists them with $25 in donations and yet they also donated $500 in the same calendar year. Any help would be appreciated. Thanks, Endy
Reconciling your books is a crucial task all year long, but even more so as we approach year-end. Join Kiala in an interactive experience to learn all about the reconciling process, as well as some of the top troubleshooting tips you should know. Prepare to Reconcile How to Reconcile Correcting the Opening Balance Incorrect Ending Balance Prepare to Reconcile How to Reconcile Correcting the Opening Balance Incorrect Ending Balance
Hello Community. I need to file & pay for Q3 2023 CA WH/UI DE9 & DE9C. I have enrolled into EDD e-services and see what is owed due to not filing. I understand I can file for adjusting a Return or Wage report and I need to do both for months of Sept & October in 2023. I see what was processed in Nov for payments and have no idea where those numbers come from. May I get some specific information on where to find the numbers? I am new to Quickbooks and to this organization which needs to file. Kind of your payroll for dummies instructions if you please. I appreciate any help comes my way. Thank you in advance.
Hello!I am currently using QuickBooks but unfortunately, PKO Bank Polski is not yet listed among the supported banks for synchronization. As a result, I have been manually entering statements from my accounts in EUR, PLN, and USD.However, I am facing an issue where, after categorizing all transactions for these accounts, the final balances do not reflect the actual bank balances. For each of the accounts, the bank balance shows exactly 0, while QuickBooks shows random numbers.Could you please assist me with this issue and help me understand how to resolve it? I would appreciate any guidance on what could be causing this discrepancy.
We have a grant we need to track individually. We may either track it via class or project. I'm trying to see if we can export the transactions from QB Online, match the transaction to either class or project, and then import the matching result back in.
Hello,With the Quickbook updates I don't seem to be able to update the email addresses used for an invoice without resending the invoice. Anyone have an idea on how I can save the email addresses used without resending the invoice?Thanks for your help!
It shows a maximum contribution of $19,500, but the employee is over 50, so it should be $26,000 (extra $6,500)
Hi, this may seem like a simple question, but just what exactly is the "Paid on" date on my paystub? Is that the date I was supposed to have received my paycheck?
Hello, I have one employee that received the invite to access their pay stubs but is getting an error when trying to sign in. They do have an account to file their taxes under the same email? Is it one account? Thanks, CK18
I have connected my square account to my Quickbooks account since my business uses square for processing transactions. Why in the world does Adding a transaction from the app transactions page and then matching with the bank transactions tool work differently than adding the transaction from the bank transactions and then matching from the square app transactions? Doing it the wrong way completely screws up the journal entry for my bank account. Also, why does the connect to square app not have any method for syncing product and customer names? The documentation for doing it manually isn't very helpful either. I am quite disappointed in the experience I am having with Square/QBO integration.
Not able to add catch up contribution of $ 7500 : Here is the error "you cannot select Regular & Catchup deductions of the same type".
