QuickBooks Q&A

We recently upgraded from Enterprise 2023 to 2024.  When I try to go into Fixed Asset Manger I am getting a message saying Admin must grant access to Company.  I am already signed into the company so I don't know why I would be getting that error.  QB is wanting to charge up $2800 saying our files are corrupt and need to be repaired.  Everything was working fine in 2023.  I can't get anyone on the phone with QB that has any knowledge of FAM.  Any suggestions? 

I am new to reconciling in QB (yes, I know, next year I'll do it more frequently). My question is this - I went in to reconcile and it says my beginning balance has a $114k difference (my question isn't directly about that). I clicked on the link next to that that says "We can help you fix it" and another screen popped up called the Reconciliation Discrepancy Report. All of the transactions listed here are listed as "deleted" under "Change type". I picked a few as examples and was able to find them both in my categorized transactions and on the bank register. So why is QB saying these are part of my reconciliation problem? Does "deleted" mean something different in QB vs physically deleted 100% out of my QB??

Hello, I have a QB business account and a part time job that uses Workforce. I am not able to get into Workforce to see my paystubs from the job as it has the same email address as my business. Please let me know how to set this up. Thank you.

I am unable to download bank feeds.  Error message says, "You do not have the access to perform this action.  To complete this, request access from your primary admin.".  I am the only admin and I am signed in properly.  However, F2 continues to show me signed out even though I am in fact signed in.  I've verified my credentials, reset intuit ID setting many times, rebuilt my file, updated my file, and many other troubleshooting suggestions.  After 2 months troubleshooting with QB helpline, I've learned that it may have something to do with my windows user.  I created a new windows user with admin access and there I am able to access bank feeds again.  This seems to confirm the windows user as being the problem.  My QB file is stored locally on my computer and I made sure my windows user's security had full control permissions.  I am at a loss and growing more desperate to find someone who can help resolve the issue.  I've phoned i

 I have years using Workforce and never had an issue. Now my employees cant access their paystub online (they get a message reading "Looks like you don't have Workforce") when nothing has changed and they had been able to access their info previously. In addition, we just added a new employee 2 weeks ago and he has not even received the invite to join (and yes, he checked spam, etc, etc). We even tried with a different email and nothing. I tried with my email and nothing. Please advise what to do. Manual process of emailing each employee a pdf copy of paystub is NOT a workaround.. I am way too busy to spend my time doing that and payroll module is way too expensive for it not to work properly. Many thanks.

I was using an older version of Quickbooks Desktop and was able to successfully import my employee time entries successfully by importing an IIF. But now I've moved to QB2024 and I am getting errors when I am trying to import I get the error: There is already another entity in Quickbooks by this name [11314]; Invalid employee name [15179] But I want to import the time to an EXISTING employee. If I rename the employee in Quickbooks to another name and then try to import, then it imports fine, but it creates a new employee and has that time imported to the new employee. But I do NOT want to import a new employee. I want to import to an existing employee.There is something clearly wrong with the software as it no longer allows imports to existing entities/employees. Can you help with this?

I need a Sales by Customer Summary report that also list the Sales Rep as a column. I know we can filter by rep, but I want a report with all Sales Reps listed, or there be a blank if a Sales Rep was not assigned. 

Hello. We use QBO Advanced and are interested in using the Revenue Recognition Tool.  I can find a clear answer to the following: Can we start the revenue recognition schedule prior to the client invoice? We have a few projects where we recognize the revenue as milestones are reached, but we don't invoice the client until later based on other factors. How would you suggest accomplishing this? Does the rev rec schedule have to be set up with an invoice? If so, can we date the invoice in the future and start the rev rec schedule now? Thank you for any insight into this tool.

Attempting to add employee direct deposit information and get this error.

Hi, I am trying to figure out how to create a report showing the sub-items for a build assembly. Lets say the Build Assembly is Item A.Item A is composed of Items B and C, both also assembliesItem B is composed of Items D and EItem C is composed of Items F and G I want the report on Item A to show a list with B,C,D,E,F and G.  I can filter out B & C if needed. Thanks

I linked my bank account to QuickBooks and a couple of months are missing from the transaction record. They show in my bank account. In QuickBooks it shows June and then skips to September? Everything from September until now is there. I tried relinking and same thing. If i have to Ill enter them manually but was trying to avoid that

is there a way to show already billed amounts on a progressive invoice?

I have some budget amounts in the report but not all of them.

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The first time I sent a batch of invoices in Quickbooks, I did not have a business Venmo account.  Some customers paid by Venmo, and it worked beautifully!  The payments were auto recorded and deposited to the checking account along with all other invoice payments (credit card, ACH, Apple Pay, etc.) through Quickbooks Payments. Then I started a business Venmo account to accept payments for other things (not invoices).  I sent a second batch of invoices, and this time when customers paid by Venmo, the payments were not auto recorded in Quickbooks and were not included in the deposits with the other invoice payments in Quickbooks Payments.  Instead I received a notification from Venmo that the funds were in the business account.  I manually recorded the invoice payments and initiated the deposit from Venmo which is fine but not as easy and simple as last time I invoiced. The first way of receiving Venmo payments for invoices is preferred since it's more

When I try to edit the tax agency, it won't let me change from January. My sales tax period runs July-June.

.iif import to Quickbooks. I tried to import 23 employes' hours into QB. Half of them went in and the other half didn't. The error message is "The....<name> of the list elements is already in use".  I checked those names and they match with what are in QBs. I tried to see if there are any blanks in the names but couldn't find anything Can someone help me to know what the problems are and how we can solve it? Thanks a lot

As of a couple of months ago, when I pull a 1099 report (summary or detail) so that I can review prior to printing 1099s is now blank. I know all applicable vendors have their eligible for 1099 boxes checked. I think this has something to do with the new 1099-NEC form and I have read numerous discussions about this issue but have not found a solution. PLEASE HELP!

When we buy an item from a vendor we mark the "customer" field in the bill with our customer's name. Doing so checks the box next to it saying "Billable." We didn't know what this meant, but it was automatic so we didn't think much of it. 3 years later and I have over $1,000,000 in "unbilled expense".  I know I can turn this feature off now since we don't need it, but how do I get rid of all of these unbilled expenses? Apart from clicking through every old bill and unchecking the billable box I don't know how to fix this.The closest thread I could find is here https://community.intuit.com/questions/776246-every-bill-is-not-a-billable-expenseIn it someone suggests creating an invoice for all unbilled expenses and then deleting it. Would that be okay? Would it work when the expenses are all under several hundred different customer names?Does anyone know of a way to remove these unbilled expenses? Thank you for reading!I am running QuickBooks: Premier Mfg + Wholes

I am looking on some guidance on how to match my books. I use a factoring company for my invoices. Once a week I send them my invoices, and they pay me the next day for the total of the invoices minus a percentage for factoring fee, and an ACH fee. My business checking is Quickbooks Checking so it automatically records the deposit from the factoring company. The issue I have is when I use that deposit to mark my invoices paid there is not enough to cover the total of the invoices because of the factoring fees and it make is look like the customer underpaid. Thanks in advance for any guidance

One of my companies only had payroll for a partial year, Jan - early May 2023 using Desktop with a payroll subscription.   No luck utilizing Quickbooks Online for 2023 W-2s.  Question - in QB Desktop, which payroll report needs to be exported to Excel in .xls , .xlxs , or .csv so I can upload to another W-2, W-3 tax service?

Good Morning~ I am a user of Enterprise desktop.  When receiving a payment I inadvertently transferred the payment to the deferred funds area before it was complete (I have a list of invoices for this payment)  and want to revert it out of there and make the correct payment.   Thank you!

Suppose you have an old, prior year invoice with a credit balance. If you delete the invoice today, will dollars on the invoice which have posted to the financial statements of prior years be pulled out, i.e., be deleted?

Under customers if you email an invoice it shows you when it was sent.  I would like to know if  an invoice was ever printed.  Is that possible?

I am getting page unresponsive in transactions for Expenses and have cleared cache frequently and do not accept I have to enter my transaction through Incognito, that is just ridiculous as I have been using QB Online for years and this issue has recently started