QuickBooks Q&A
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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.
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When my funds will be available in my bank account?
Need to create 3 invoice templates that will be under 3 different company names in one QBO File. Company does DBA's inside one QBO File. Can you create 3 templates with different names if so can it be done in essentials or do you have to upgrade?
My QBs account is connected to Clover, my POS system. Clover automatically downloads the daily sales information. Part of this entry is putting the amount sold into 'Sales'. QB is also connected to my bank. When the monies are deposited, whether from the CC processor or a physical deposit to the bank, it's coding it to 'Sales'. This is causing my sales to appear duplicate. Where should those deposits from the bank be coded to? I don't see anything coding to A/R.
Release R10_19 worked fine. Like a fool, I "updated" one machine to November 24 version (F4 Not working in this release) and I can no longer generate invoices from my 3rd party app. Also, there is a long LAG when trying to do anything, especially access the FILE menu just to sign out or close company. Should have known better. It is still working fine on the older version. Tried to run repair from control panel add/remove. It completed successfully after 30 MINUTES, but still, the merge from 3rd party app does not work. RESET UPDATE FAILS. How can I revert, it is the end of month and need to get the invoices out! System Restore? We'll see....
I have a $2000 transfer or move of money from a QB Online managed checking accounts to savings account. However, I also want to show in the checking account what expense account (i.e. designated giving for mission project abc) this money came out of and I also want to show in the savings account what income account I want the transfer to show against. Can anyone help with this? I cannot select those accounts on the transfer entry. It only allows to me to select the bank account (checking or savings).
This happens when I try to process a customer's card. I have tried multiple times.
I had a few thousand dollars in a quickbooks account, and they gave it to the state without me knowing. How do I get it back?
How does my client on QB Desktop for PC create a portable file to me on QB Desktop for Mac? I am a CPA that uses a Mac. I need to purchase the right Mac Product to review
How can I change the address to.my business that shows on the invoice? Do I need to.amend address with my states dept of state and records or can I just change the address that shows on the invoice without logging and linking the new address to the company through my states business logs and records ?
Similar to QB Desktop, I want to add a "Markup" column to my estimate template in QBO. I want the ability to manipulate markup on each item from the estimate page. Can that be done?
Good day, I was hoping to run a report that would display what credits are open for Vendors and or Customers. I found an article on QB in the link below. However, this appears to be how much was paid, not what is available. We are running Enterprise 2019 Manufacturing and Wholesale. Any assistance is appreciated. Perhaps I am over thinking this but I am not seeing anything in the stock reports. https://community.intuit.com/questions/1198961-a-report-of-open-credits-for-customers-and-vendors-with-a-total-2014-and-older-versions
A couple weeks ago we moved our books from a server QBD host platform to QBO. There are quite a few mystery vendor credits that keep auto-populating my vendor payment credit fields when I'm paying bills, and I can't find where they're from (I inherited the books from a non-bookkeeper). How do I find a vendor credit in QBO that wasn't entered as a credit? I'm assuming it was an overpayment or a payment made outside of bill-pay, but this particular vendor has hundreds of bills entered over the last 13 years and I'm not sure how to comb through and find the discrepancy.
1) I had the details of the invoice appear in the body of the email. Now it's gone and I can't get it back. 2) I was trying to get the sub customer name to display on the email page. Still can't get this because I screwed up in #1 above.
Importing vendor data from a QB-exported spreadsheet from years ago...but it all matches up after some massaging of column names, etc. but will not import. I've reduced the number to 10 lines and still the same.
I was going to use the money that they paid for the work that was done and pay the subscription fee but I don't know if they have a way to pay it now with the account being inactive or what I need to do to get my money from them so I can pay the subscription fee
Has anyone had issue with receipt match giving error message "Something's not quite right" "An error occurred while processing your request. Please try again later. If you repeatedly see this error, then please try creating the expense/bill from Expenses page.
I rebuild the file, ran the tool repairs. What else can I do to fix this? Happens on 2 completely different company files. Thank you!
I have a couple of suggestions I would like to submit as feature requests, but I don't know where the best place would be to submit them.
Hello, in need of some help. I work with a countertop fabrication shop, and when running a P & L report my COGS is currently negative. The main issue I believe is my bills, like mentioned we work with countertops, so we consistently purchase full size slabs of Quartz, Granite etc. and use it for jobs. We don't necessarily use the whole slab for every job therefore I can't put the actual product (i.e. slab) on the customers invoice because it will count for the whole slab and that is not the case for most jobs. I currently categorize vendors bills for slabs under COGS-Supplies and Materials. I also make each new slab/color/material into an inventory item which I believe is where I'm making a mistake. I just need to know how I should be categorizing the slabs, should I be doing 'Material" instead of COGS? Can anyone please give some insight? I know I'm all over the place so please let me know if you need further information.
Currently, we use the US version of QB online which shows how we write date in the US (Month/Date/Year). It is possible to change the dates to show either DD/MM/YYYY or just spelled out like November 25, 2020 or 25 November, 2020? We have operations in parts of Asia and this gets very confusing.
