QuickBooks Q&A
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When can we access the 2025 desktop software? Our Pro Advisor site only shows the 2024.
I have spent countless hours with QB Online Advanced Help and still spinning my wheels. We are undergoing a large reporting project where I need to be able to export all of my projects information for a time period into Excel so then I can slice and dice it how I want. We use the Project Name as the unique identifier so then we can tie everything together in Excel. I can pull all Invoice and Payment information and the Project Name will tie to it appropriately. However, the expenses/checks will not. I've tried multiple support agents and they all end up back at the same conclusion - QB can't export or tie that data together in a report. This is bananas to me because I know the system ties it together because I can pull a Project Profitability Summary report that ties everything together, the Projects functionality itself is built on the fact you can tie expenses and income together under a project. I am praying one of you QB ninjas will be able
I am working with my bank to connect my QuickBooks into my banks billpay platform. I currently have the connection setup for my transaction info. When submitting payments I am being prompted by QuickBooks to enter an SSN but my business uses a TIN and it is being rejected. Is there a way for me to do this with a TIN or does it only work with a business operating under a SSN? I have to think a lot of business have TINs and would want to do this. I've read some threads about using 3rd party apps for this payments but I don't really want to do that.Please help!
IE. a customer finances their invoice with the bank for a no-interest financing plan and the dealer (our company) gets charged a dealer fee (discount rate) by the bank to offer that plan to the consumer. We in turn get deducted that fee upon receiving payment from the bank and only receive a portion of the amount originally invoiced. Right now, I am entering it as a discount on the customer 'sales receipt'. However, I do not like that because it shows up as a 'discount given' on the P
Error 324. Main American Express credit card syncs but additional cards create an error message. All worked /an updated until 6/7/2024.
I need help with setting up the correct flow for child support payments. We are a new company. The employee's child support is deducted via payroll and is currently going to:Child Support (Account Type: Other Current Liabilities Detail Type: Payroll Tax Payable) To submit the withheld money to the state child support agency, what is the correct process, so that the account where the child support is withheld is correctly offset? For the first week, I created an expense account ("Expenses for child support Account Type: Expenses Detail Type: Payroll Expenses"), and then cut a check hitting that expense account. I'm assuming that to be the wrong thing to do, because the "Child Support/Other Current Liabilities" account balance has not been offset by the amount of the check payment submitted to the state already. Please give me detailed steps on what the correct process would be AND please explain how I should
We don't use QBs for processing customer payments. And we don't use bank feeds, either.We use Venmo. Of course, Venmo charges processing fees if you use a Venmo Business account, they charge 1.9% plus 10 Cents per transaction. This is a LOT!We do pass some of the expense on to the customers. Most customers are okay with this, knowing it costs money to operate a business. However, we all would be much happier if we didn't have to pay such high processing fees, or any fees at all to process customer payments.Could I get some suggestions on what you are using to process payments received, please? (Other than QBs).Thanks very much.
Hi there-I'm needing assistance with managing users. It's a little complicated, but hoping you can all help iron this out for me 🙂 1. Our accounting firm has a client whose books we've been doing for years on Quickbooks Desktop. The client then needed us to transfer their QB file to QuickBooks Online, which we did.2. The client is using Quickbooks Online Simple Start - this only allows for 1 "Billable" user and 2 "non-billable" accountant firm users. (what does billable mean in this context? That the billable user is the one who pays for the Simple Start subscription?)3. I've logged into our firm's CAMPS (qbo.intuit.com....) page, which lists this client's company file (ya with me so far? 🙂 4. Right now, it lists our firm as the Primary Admin and the Client as the Company Admin (and ALSO lists us in the Accounting Firms tab).5. Our goal is to add her personal CPA/bookkeeper to the Users. We can't seem to add anyone else in the Use
How do you get the scheduled bills to pull into your cashflow planner? I have the filter set correctly but they still do not show up. Any help would be great, thanks.
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We had a couple of checks that were not cashed when Melio was the payment source. We requested a refund and we were given that refund. How do we categorize that refund? I would like it to go back directly to the customer account but it doesn't seem that is a simple transaction to categorize.
One thing that bothers me about QBO is that we cannot print a reconciliation report reflecting what we need as accountants. I'm glad that it has "hide additional information", however, doing so also hides outstanding items. If there is a back reconciliation that has any outstanding checks, I have to also include transactions after the month end. For example, Bank statement ending date: 9/30/2024Period ending date: 9/30/2024 Statement beginning balance 125,000.00Service charge -529.59Checks and payments cleared (57) -834,515.60Deposits and other credits cleared (325) 835,045.19Statement ending balance 125,000.00 Uncleared transactions as of 09/30/2024 -7,378.23Register balance as of 09/30/2024 117,621.77Cleared transactions after 09/30/2024 0.00Uncleared transactions after 09/30/2024 1,084,887.36Register balance as of 11/03/20
I'm having a major issue with importing IFF files, for the last two payrolls I keep on getting error, I fixt it an then I'm , getting "We weren't able t o import right now... Try again later " Please help!!!
If I cancel Quickbooks Online Payroll Core, will I still have access to all the historical data?
The sale journal entry was recorded at 12/31 and balance now in AR
I just spent an hour and a half with a very nice support person, HOWEVER Be aware that your MN Sick time does NOT stop at 48 hours if an employee has used some of the Sick hours. I have an employee that is at 50+hours because he used 16 hours. The accrual is ONLY looking at what is available. Should be a simple IF Available + Used is >= to 48 STOP ACCRUING. The programmers are supposed to be looking into this. I have over 100 employees that I now need to watch each payroll if they go over the 48 hours.Let's hope they can fix this quickly. If they don't they are going to be a lot of MN people calling support.
Hello My name is Andrea Barboza and I have this question, I registered payment bill and selected the invoices i paid but why I'm looking the payment and the invoices in vendor report yet? I need to do something else to go away this items from vendor account? Thank you Andrea
Is there a way to change the designation "deleted" for vendors and general ledger accounts to "inactive.
This incorrect number is my fault. I was trying to assemble a budget versus actual for consecutive years and managed to change the actual bank account number.
when we upgraded to Enterprise 2024, all our items that we assigned landing costs have been deleted, only when I enter bills and assign landing cost in this year do they show. Has anyone else have this issue, we have gone thru the hoops with support trying to figure this out and no help
New user for QB Online Plus, I would like to record payment for prior year Invoice recorded in the peachtreeThanks
I have both a business and a personal account in one bank. I got behind in my bank recs due to an illness. I just discovered that two customer payments were put into my personal account in error in November of 2019. Now here I am in April of 2020 and I have to transfer these balances from my personal account to my business account. How do I deal with this in QB?
MN Safe and Sick law is in effect Jan 1 to provide employees with 1 hour per every 30 hours worked , how do I set this up in my payroll system?
