QuickBooks Q&A
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I've noticed that in my yearly P&L, the taxes taken out of my employee paychecks are recorded as well as taxes paid to the IRS & state. The section with taxes taken out of the paychecks is automatically recorded, and the other section that has the monthly taxes paid to the IRS and state are added through the bank feed. How do I fix this?
Last week, I ran a Sales by Product/Service Summary report for last month on an accrual basis. This week I ran it again and it produced different amounts. Can someone please explain this? I also noticed that a product is not in the new report which was included in the previous report.
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I pay sales tax every month, sometimes I start them and finish them on different days. I can run a report on QB today and the numbers are different then they were yesterday for a month that ended a week ago. I have it set to cash not accrual. Any ideas what I'm doing wrong? Thanks for any advice.
When I create a purchase order I can see the part numbers on the PO in the first column followed by the description, Qty, Rate, Amount. When I email the PO to the vendor or create a PDF it removes the first column that contains the part numbers. Originally I was told by QB it was their end and they resolved it, but it's still happening. Any one else experience this and were you able to get it resolved? Thank you.
Bills are entered into QuickBooks Online when received and a check is written to the vendor. Once the check clears the bank I have the option to match the bill to said check, but it does not show up in the profit and loss report under the correct expense account when I click match. It instead post to account payable. How can I get this to match the bill but also correctly post to the expense account. Thanks.
IRS uses the correct name, and because of QB, EFTPS uses the wrong name.
buenos dias Pregunta cuando entro al plan de cuentas y observo las columnas donde dice incremento o dismunución, esto lo puedo visualizar como una "T" donde lado izquierdo (sombreado en verde) lo interpreto como el Debe y de lado derecho (sombreado de rojo) lo interpreto como el haber? Es correcto mi interpretacion, muestro imagen de lo expuesto anteriormente.
This would facilitate getting receipts that are needed as documentation.
I have a strange situation where the open balance in QuickBooks desktop doesn't match the amount that is being requested online in the payment network. The customer has an invoice with an open balance of $3707.03 but when you check the online balance it's $15,906.71? We applied a few credits to this bill to reduce the balance, but I can't for the life of me figure out why the payment network balance is so far off? Any input would be much appreciated.
how to exclude inactive accounts from the P&L reports? or how can I delete the inactive accounts?
Hello. My customers pay me online. I have a customer who sometimes only applies partial payments. When I try to match to an existing transaction in bank feeds, it doesn't let me because the partial payment is not the same as the invoice amount. I have attached a screenshot showing the error and the two payments I am trying to apply. I'm not sure how to do this. Thanks so much!
The recent software change in payroll is creating havoc for me. Employees track time in t-sheets at a class level for billing purposes, however all payroll needs to be recorded to a single class. The new software is allocating payroll across all classes.
I have a cash-basis construction business. Our customers will hold a retainage amount from progress payments, to be paid to us upon completion of the job. (*Not to be confused with a prepaid retainer that a customer pays before work begins.) I set up an Other Current Asset account called "Retainage Receivables" along with an Item, "RetRcv" (Retainage Receivables) that links to the "Retainage Receivables" current asset account. When I bill a customer for a progress payment, I then use a negative number for the Retainage Amount. For example: Customer's charges are $10,000, retainage is shown as line item RetRcv for -$1,000. Net invoice amount = $9,000. The $1,000 retainage shows up on my Balance Sheet as a Current Asset (Retainage Receivables), since it is owed to us at a later date. Customer pays the net invoice amount of $9,000. However, my P&L shows Sales Income of $10,000, not the $9,000 that was actually paid. I do
This is for QB Desktop Premier Nonprofit Edition 2019 Release R17P.When I enter a deposit, if the line is for a check, I put the check number in the CHK NO. column. If I print the deposit, these check numbers show up as expected. But if I run a Deposit Detail report, from either the right click menu or the Reports menu, there's a column headed by Num but no check numbers.If the line is for a payment received, that check number shows up as expected. I must be missing a trick here, for what good is a Detail Report that doesn't show the details that were entered into the transaction? If I have to run two reports and merge them manually outside QB, that would be acceptable (for my very small organization, anyway.)
One of my savings accounts is pulling transactions from my checking account and not being recorded on my checking account. Does anyone know how to fix this?
So, I only communicate with my customers, including sending invoices, using my company's email - which has a specific domain name. I only see two options for sending invoices using QuickBooks Online. The default is an intuit email account. The alternative option is listed to a gmail account. Is it possible to adjust, configure, or set QuickBooks Online such that invoices are sent using my company email (which isn't a gmail or intuit email account)?
How can I make the lines not split at each line break?
When a customer pays via Square, the Square app in QB brings the payments in as a Sales Receipt. How do I either:A) apply this Sales Receipt to an invoice?orB) have the Square app apply these payments to invoices and not record them as Sales Receipts?
We have a sub-customer that is under the wrong parent company. When we try and change this it says "You cannot change who this customer bills with because there are invoices for the parent that include charges for this customer, or there are payments from the parent that pay off invoices for this customer. Delete all payments or invoices to this customer's parent which link to this customer." How can I find the linked invoice or payment? Is there an easy way to do that, we have hundreds of transactions to go through. Or is there a different workaround to get the sub-customer under a different parent company? Thank you
Hi - We've recently opened a second location and will have to use multi-user quickbooks in order to operate efficiently. We've installed the program but it is incredibly slow anytime anyone is in multi-user mode. We've switched back to single user and have to rotate using the program - it is incredibly frustrating, but the multi-user is so slow (five minutes at least every time you click). We're at a loss for what could be causing the slow load times. Is it related to CPUs, internet, etc.? Any insight would be greatly appreciated.
I am trying to make wall signs to tag our inventory bins. I need to put the barcode on the label but it won't let me copy the barcode. I tried using excel but I cant seem to get it to scan from there. Is there a work around for this that I am missing. Or how do I do it.
The PayPal sync stopped working completely. Support had me try the PayPal app but that was super glitchy and awful. The next step they had me do was to completely remove the PayPal link from the Bank Transactions page and start a new link. This has caused lots of issues. First, many of the payee and category fields are wrong. Second, anytime I try to edit individual fields it applies it to other entries. Now, any new updates that come in cause the payee and category field to be the same as the previous entry. My other banking feeds are working very well.I spent 4 ½ hrs. with support on the phone and still no resolution so I thought I would try the online community. Thanks in advance.
