QuickBooks Q&A
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I imported a lot of transactions into my register, but I didn't have rules on them. So I would need to manually redo the categories. Is there a way for me to run the rules that would normally be on a bankfeed once it was imported into the register? Thank you
I have always been able to double click a transaction within a report and it open the actual transaction, so I can look at it. My file is not allowing me to do this. I don't know if it is a setting, but I am rather annoyed because I have used this all the time in the past. Now I've got added steps involved to drill into the transaction for the info I need.
I am using QuickBooks Enterprise and need to set up a pre-tax contribution to an employee's 529 college savings plan. I am not seeing this as an option when I try to set up the new payroll item. Help please!
What role do I need to assign--or what settings do I need to check when creating a custom role--to allow my department managers to access Project reports (profitability, project time, estimates vs actuals)--WITHOUT allowing full Admin access to sensitive financial company information? I have a role created with full access to Sales, full access to Reports: Projects, but still users with this role can't access Project Profitability and other reports . . .
I am the treasurer of our high schools athletic boosters. We have two bank accounts. One, the main account, that is used for non-sport team specific expenses like insurance, membership, online payments and concession sales. And one bank account, the sports account, that is made up of all the money each individual team has fundraised. When I started using quickbooks, i set each team up as an "other liability", as I needed a starting balance for each team. Now, however, when money is transfered from the main account to the sports account, I can't then move the money into the right sport "sub account". I tried using a journal entry but it records the income twice. I'm thinking that maybe i need to change the type of account the sports teams are set up as but I'm stuck as to what that would be. Again, the individual sports team balance make up the total balance of one bank account. Each sports team has a starting
owner's equity distribution and journal entry
I want to ensure all appropriate expense transactions have a tag. Can I add Tag as a column in an expense report or P&L so I can double check without having to review each transaction?
How do I set my clients whose employes works different hourly rate? I need to do this in bulk as employees are around hundred each. (Using QB Advanced/ Bureau)
The main payment screen states can not process payments at this time
I cannot issue a payroll paper check to this employee who is listed as "Active" in payroll but as "deleted" in the QuickBooks system.
Our last paychecks covered the period 10/1/24-10/31/24. When I set up a monthly schedule with the 25th as the ending date QB shows the next pay period to be 10/26/24-11/25/24 which overlaps the last pay period.
how do i view past journal entries?
In my bank register, I 'unmatched" a received payment transaction. The transaction is older than 180 days. QBO will NOT re-match the transaction. Now the transaction shows up as needing to be "reviewed" and I have the option to "add" the transaction. I know the transaction is entered and exists in my QBO entries so I can't add it. I have searched the community for solutions and none of them have worked. It appears I may have to use the "exclude" function to keep the transaction from showing up as an unmatched transaction. It was mentioned to use the exclude option with caution so I am nervous about going that route. I would prefer to have the ability to manually "match" the transaction just the same as you can manually 'reconcile' a transaction. How do I "re-match" the transaction so it doesn't show up as having to be reviewed? Hope this made sense.
When my funds will be available in my bank account?
