QuickBooks Q&A
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Hi All! One of our customers has us listed as their credit reference. I can use the "company snapshot" to answer some of the questions, but the others I do manually. Some of the questions i had to do manually are High balance and average balance. It's not too hard to come up with these, but it would be pretty cool if QB had these figures somewhere. Or maybe there is a quick credit reference that I could easily send to people when they request credit reference info. Any help would be greatly appreciated! Thanks!
We bought Intuit QuickBooks Online Clean-up service in April 2024 to organize our books from 2023 and 2024 until June and the Live Bookkeeping service to keep up with our account after the cleanup was completed. The Clean-up documents were delivered July 25, 2024. The live bookkeeper assigned to us said that she was unable to maintain our books because of errors in the Clean-Up that prevented her from being able to reconcile our account. We had to cancel our monthly bookkeeping service so that we would be allowed to reach the level of customer service that deals with clean up. After weeks of back and forth and conflicting information on customer service, we were told in a phone call Oct 25, that they were going to fix the clean-up errors. This was also reiterated in the chat on Oct 28. Then, we were told on a phone call Nov 8 that they could not help us with clean-up, that our books were too complicated. Our 990 is due in days, and we have wasted count
I have the category details but I don’t have item details how do I get item details On my purchase of order screen?
We need someone to provide the proper method for documenting returned OWNER payments in QBO. The returned payment was ours; it was not a Customer or Vendor's payment. Our Vendor auto-drafted their monthly payment from our CLOSED bank account, then issued a return payment and return penalty a few days later. Therefore, how do we record a returned payment for this bill and the penalty fee in QuickBooks? Here is the timeline: 2/17/23: We closed our bank account ("Account 1234") and opened a new account ("Account 5678") the same day2/17/23: Issue is, one of our Vendor's autopay was not cancelled (SoCalGas)3/7/23: SoCalGas drafted their payment of $26.74 from the CLOSED Account 12343/13/23: SoCalGas returned the payment due to "Bank Closed"; now past due $26.743/13/23: SoCalGas added a Return Payment Fee of $7.50 to the bill5/8/23: We paid all the past due bills from NEW Account 5678, including the past due balance of $26.74 and return fee $7.50FYI:
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I processed payroll for an hourly employee who has direct deposit. It is normal to see the work check on payroll reports after processing payroll for this employee? Will his check be direct deposited? Looking for confirmation.
We just started using bill pay in qbo. We have multiple bank accounts linked to It to pay the invoices. These bank accounts are linked to specific GL bank accounts in QB. On our last check run, the invoices were arch’s out of the correct physical bank but was posted to the wrong QB GL bank account. QB will not allow you to edit the payment and correct the bank account in QB. We called tech support and no one is helping us. How do we fix this error and prevent it from happening again? (Already checked the links)
Hi Quickbooks Community Experts! I have a QuickBooks Desktop file which I am trying to condense it. But I am facing an issue with doing that. I have attached a screenshot where you can see I can remove all transactions but cannot remove the audit trial. I don't want to remove the transactions. I need help to get this option turn on or what are possible reason the first option is disable and how we can turn on. Thanks
Hello, wanted to ask about the mileage tracker. Has anyone used it? Do you like this feature? Also, does it only work while the app is running or how can I get it to stop tracking at the end of the workday? Is there a rule that lets me put it for specific times in the day like from 7am to 6pm?? Or are there any other apps that are compatible with QB online that works as well? Or if anyone has any suggestions on how to better track mileage, please share them. Thank you.
Buen diaMi pregunta es si se puede colocar en automatico que en el invoice aparezca es la direccion del proyecto en la parte donde dice Bill to y la direccion del customer en donde dice ship to, tal como la imagen lo presenta:
In order to direct deposit, I have to "give" their money back once it is deducted as a pre-tax HSA contribution and this seems to be the only way that is possible. The biggest issue is that employee gross wages now look artificially high on their paystubs.
The "In Quickbooks" Balance has been correct (+/- the latest transactions) consistently, but the "Bank Balance" won't update.
I am needing a "statement" type form I can either send via email or print for customers to show how much they have paid this year. Just the total amount for their taxes. We use QB as our accounting system for a before and after school daycare program. I can find income by customer summary but that gives the total for individual as well as whole. I am not able to find a "statement type" report I can have for each customer. Thanks ahead of time for your help. Last year I wrote them out and I really think I'm able to do it on here just not sure how.
I have begun receiving fake invoice cam emails. However these are coming from a actual intuit email address, according to google; see attached. I cannot block simply emails from intuit.com. Note: the 'to' email address is not mine here either. What action is intuit taking to stop these?
We have used QBO for a couple of years to send our Purchase Orders to vendors and have a default cc email send to our orders department. This is useful for orders department to keep track of who to follow up with at the vendor and it also prompts the vendor to respond to the correct department in our company. Around 3 weeks ago, the default email address is being 'ignored' by QuickBooks software and it is sending the cc copy to another email address in our company. I have opened 2 tickets since and have had automated responses that my case is resolved each time when it is not. I am not sure the care team at QuickBooks even understands the issue. Does this make sense to anyone? Perhaps I am not explaining the issue very well. I don't want to have to switch software as it integrates quite well with our CRM until recently, but I am disappointed with the support at QBO.
I've been trying to reconcile an account for months, but every time I upload transactions, they come through as duplicates. When I try to reconcile and delete the extras, it throws off the reconciliation balance. So, I decided to delete all transactions and manually upload them as a CSV. Even with a zero bank balance and entering the opening balance, the system still shows that the account is reconciled through May in the reconciliation history, despite my efforts to unreconcile all transactions. There's no option to batch unreconcile, and my bank register doesn't display any unreconciled transactions. This is preventing me from completing the reconciliation, as the beginning bank balance is shown as zero, but there's a discrepancy that needs to be addressed. Additionally, the account still appears reconciled through May, even after I manually unreconciled it in the bank register.
I currently cannot pay an employee due to an error message, "missing pay rate". I think I am getting this error due to having changed their pay type from salary to hourly mid-week. I have tried to "finish setup" as prompted to no avail. Have also tried using a different browser. Please help?
I have reconciled and cannot find the discrepancy
Trying to reconcile my account and it's saying I have an uncleared(that was previously cleared) transaction from 4 years ago. I have tried manually clearing it in the register but it is not changing anything. Do I have to unreconcile back 4 years?
I want to upgrade my QuickBooks Pro 2016 version as I have now switched computers, and the print function no longer works despite trying all sorts of workarounds. Does anyone have any advice on an affordable way to do this? Thanks so muchJay
