QuickBooks Q&A

Any help figuring this out would be helpful.  The snap shot would usually update after ever invoice creation and reconciliation.

This has actually been happening off and on for the past week.

I have been with QuickBooks for about 3 years or so. I have never had an issue receiving my money from an ACH invoice, until recently. I had several invoices pay over the weekend, between 11/1 and 11/5, Fri- Tue. The invoice that paid Monday posted to my account Monday but did not show deposited for $13,000 in QuickBooks. While a $20,000 invoice that paid Saturday has still not hit my account and is showing as deposited by QuickBooks. I have been given a trace id that chase can not find, I have spoken with 5 reps and 2 supervisors. I even got Chase and QuickBooks on the phone and they got into an argument with each other with chase telling the QuickBooks rep that no deposit was found nor could they search a trace ID. Today is 5 days since the invoice was paid, still no money, and neither institution can explain what's going on, is my next step to see an attorney? How can I get this resolved. 

I'm trying to set up new employees in QB.  I add them and then invite them to Workforce.  About half of them are getting this error message and can't add time.  The error message tells them to contact your admin - but I don't know what I'm doing wrong.

QBO Payroll is down for maintenance for quite a while.  It says a few minutes and try again.   It has been over a hour. What's going on there.

Outlook freezes when sending an email containing .pdf attachments while using QuickBooks Enterprise inside the VM. We have already tried reinstalling O365 apps, installing the 32-bit O365 apps, and reinstalling Adobe Acrobat, but the issue keeps reoccurring. We also ran diagnostics using the QuickBooks Tools Hub, but the problem persists. The temporary fix we are using is restarting the VM. Any ideas other ideas? Thank you so much!

В программе «1С: Бухгалтерия для малого бизнеса» или других версиях 1С, для установки резерва товаров необходимо выполнить несколько шагов, которые помогут вам управлять товарными запасами, бронированием товаров и расчетами с клиентами.Вот пошаговое руководство:1. Настройка учета резервовУбедитесь, что в программе активированы функции учета резервов и остатков. Для этого перейдите в раздел «Администрирование» → «Настройки учета» и проверьте, включена ли возможность резервирования товаров.2. Создание заказа покупателяДля резервирования товаров обычно создают «Заказ покупателя». Перейдите в раздел «Продажи» и выберите «Создать заказ покупателя».Заполните все необходимые поля в заказе: выберите покупателя, укажите товар, количество и дату.После этого сохраните заказ, и программа автоматически зарезервирует указанный товар на складе.3. Установка резервов на товар вручнуюЕсли вам нужно зарезервировать товар на определенном складе без оформления заказа, перейдите в раздел «Склад» → «Резервы»

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Sale rep

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