QuickBooks Q&A
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Does anyone know where to get the Quick Books standalone?
Hi, looking for some help. We had the following issue regarding payments:1. We issue multiple invoices at once and receive payment for all invoices at via one ACH transfer. Let's call the first invoice run #1 at $100 total for 5 invoices, 5 different clients. $20 each. Let's call one of those invoice A. 2. When the ACH deposit transfer came through to my checking account for invoice run #1, it came through for $100. 3. Next, I downloaded the transactions from my bank and did a multiple match in QBO for the $100 to the 5 invoices, including invoice A. All reconciled, great!4. Then, we came around to the next invoice run, let's call this run #2. And let's say that one was for $200 for 5 invoices at $40 each. 5. Unfortunately, when we downloaded the transaction from the bank, the total amount of the ACH transfer was only $180 instead of the expected $200. So I checked with our ACH transfer ser
I have passed an Inventory Qty Adjust entry but later found out it to be incorrect. so i deleted that entry. but not the value of the deleted transaction is visible in the relevant report.if i try to edit the same it show as "The Transaction you are trying to edit has been deleted."
It suppose to be deposited by 10/12/2024 now it’s showing 11/12/2024 I’m wondering why
I had it under my QBO accountant but switched billing and then he breached so I clised the client but the books are still there? I put it back on my plan and want to completely delete everything. He won’t pay me so his new accountant can start over
We recently received an email from Intuit telling us to remove and re-add our Amazon Business app sync account to QBO as Amazon changed their TOS. We went ahead and did as such. Everything was working fine until I went to categorize and add some transactions that the app sync pulled from my Amazon account. All "For Review" transactions that have the option "Add" under the "Action" column work just fine. However, if the action says "Review" QBO requires me to "Confirm the account in QuickBooks you use to track American Express (...XXXX" I went ahead and confirmed the credit card, and then tried to add the transaction and QBO gives me this error: "We couldn't Add the transaction(s) due to missing ledger account. Try again later." The account in which I select is most certainly an active account, is 100% operational, and syncs with American Express. It seems like when I select the card in which I use to track my American Express the setting does
Does anyone have a report format they'd be willing to share that would provide a history of vacation / PTO / sick hours for "X" number of pay periods? This would be very helpful in instances where we are trying to go back and confirm hours taken when employee and/or supervisor disagree with the total shown on the employees check. Ideally the report would be filtered for a specific employee, and then filtered for a date range, and would show only the changes (+ or -) to vacation, sick, or PTO. Any suggestions welcome and appreciated. Thanks in advance.
Hi - When removing pending status to close a build assembly, how can I have QuickBooks automatically have the build date default to today's date? This would be an extremely helpful feature because it would help us avoid accidentally closing a build on a past date. If a build is closed on a past date, that will cause parts to be removed from stock that were needed to close the build. As a result, that could unintentionally cause other closed builds to revert back to pending status and perhaps re-open some shipped Sales Orders. For example: Let's say today (12/3/24) you accidentally closed Build Assembly M on 09/01/24 and Build Assembly M required you to use 4 screws. Let's say you only had a total of 4 screws in stock in Sept. You had closed a similar build, Build Assembly H, on 09/15/24 that also needed those 4 screws. So, since you accidentally closed Build Assembly M on 09/01/24 before Build Assembly H was closed on 09/15/24, i
We've been receiving about 5 phone calls this week named Toll Free Call. I finally called back today. A man answered stating his name was David (he had a Indian accent to him) working for QuickBooks tech support. Stating that our current automatic payment didn't go through. That we need to update the payment and that we can do it with him. He also stated that the software also needed a update. That all I had to do was go to QuickBooks and press F2 or F1. When I explained to him I didn't know how to that he got frustrated and told me that in order to process everything we need to pay $3000 for the updated software and plus the missed payment. When I told if we could do it later he asked exactly at what time and stated to call him back at [Removed]. To ask for david and david only. I knew it was a scam/fraud call because when I went to go check if my payment had gone through it did, and since when do support techs ask you to press F2 or F1. Didn't make sense. Just found it od
Our bank connection is not updating since last week.I tried the help article to re-connect, however , our bank account shows up but as a new chart of accounts , I concerned if I added it , it will mess-up the current bank transactions. ( the bank account is there , just no updating) It's Bank of Hawaii and I am not sure what is the problem
In reference to: https://quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/export-convert-quickbooks-online-data-quickbooks/L0tKtLwhn_US_en_USAnd: https://quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/quickbooks-desktop-migration-tool-faqs/L9u3Tyv6p_US_en_US Will this migration process also move transactions regarding payroll, such as the payroll summary and payroll tax liability history?
Has anyone encountered the restriction on the number of "bill pays" you can schedule a day? I just started with a new company and was activating "bill pay" and could not process many. I contacted QuickBooks support this morning to find out there have a limitation of how many you can process, which was 5. If you are using it, is there a work around the limitation; my company pays about 3oo invoices a month.
This isn't a rant. Just an attempt to get someone who may have access to anyone at management level to pass on some information. I see in the help forum that under, "how to import data from QBO to Turbotax Business' there is a very long thread of people like me wondering why this isn't fixed. I just bought QBO only to learn that this doesn't work. So I too, like so many on that thread, will no longer use Intuit products as they are deliberately misleading customers as they claim that TT and QB are seamless. No clarity that only QBDT actually does that. So I'm out the money and that is why Intuit has lost one more customer. If anyone cares, they might want to pen a letter to anyone they think might care and see if anything can be changed. Otherwise, I guess TaxAct will keep getting their business. Rightfully so. It's a shame as I really liked Turbotax, but now that I have to go input all my QB data manually, I don't like em so
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What is the current fee for bank transfers? It used to be 1% of the transaction with a maximum of $15.00 that would appear on my end as an Intuit fee for US users but now I'm seeing $20.00 charges instead. Is this new? Has it changed to $20.00??
I currently do not accept credit card payment due to the cost but have moved many clients over to 1% ACH option. I'd like to know what fee they'll be charged before I turn off the 1% ACH option.
I am trying to resolve why there are missing bank transactions in bank feeds that are on the bank statements. i set up the new account with bank of america in July and no problems everything reconciles and suddenly about mid September there are random missing transactions both credits and debts. For example purposes - the bank statement lists 3 deposits on the 23rd but only 1 is in QB Bank Feed, 5 deposits on the 27th and only 1 in QB Bank Feed and so on. Same thing for debt transactions. Customer service called me back and told me to do direct feed and upload manually. All that makes sense if there is a definitive date when it stopped working or if bank feed returned errors etc. But like I said these are random transactions not missing days of transactions. I have not got an error message either. help
I forgot to change the payment information for Quickbooks billing because we needed to close the credit card. I need to change the payment information to have the funds come out of the checking account. The email notification of payment not going through says I can change the method of payment but Quickbooks is not allowing me to make that change. HELP!!
First Horizon started transmitting the transaction description instead of transaction detail into QBO, which is zero help at all (so all that comes over to QBO are ACH CREDIT RECEIVED, MISCELLANEOUS DEBIT, ACH CREDIT RECEIVED.). Is there any way to correct this to show the transaction details, which has all the info that normally comes across in a bank feed?
I have refreshed my connections with bank, account balance is reflected properly but not all my deposits are pulling into my self-employed - all my debits are though
A client paid us, and the check bounced. In my bank account, this is what that looked like:11/4/24: deposited check for $25211/7/24: return deposited check, -$25211/13/24: deposit new check for $252 I followed the instructions here: https://quickbooks.intuit.com/learn-support/en-us/help-article/receive-payments/record-returned-bounced-check-using-expense/L4O144llZ_US_en_US three times through. Each time, my Profit & Loss report now shows a $0 balance for Unapplied Cash Payment Revenue.11/7 Expense, -$25211/4 Payment, $252Cancelling each other out and equaling $0 I think this happened because of Step 2 in the instructions, where you take the initial payment (11/4), un-match it from the original invoice, and rematch it to the new Expense (11/7) you created in Step 1. How do I get the Unapplied Cash Payment Revenue to go away? Did I do something wrong? Or is this just standard?
I recently started working for a foundation that gives grants to local nonprofits. When we award a grant, we set up an A/P account for the grantee and also create them as a vendor in Quickbooks Online. We then do a journal entry that credits the A/P account and debits an expense to the vendor, like this: Journal EntryGrants Payable: FA24-27 An Awesome Agency Account: Credit 10,000Grants Expense: FA24-27 An Awesome Agency Vendor: Debit: 10,000When we issue checks to the Grantees, we've been categorizing the payment under the AP account. This clears the A/P account so that it shows a zero balance. However, it leaves the Vendor with an unpaid bill. I've found the simple solution to this is to apply the check payment to the open bills created through the journal entry while I'm writing checks. I will do that going forward.Now I'm wondering about how to go back and clear out the years and years of unpaid bills that have accumulated up to this point
As a Manager, how do I manage the Workforce Application tied to my payroll system?
