QuickBooks Q&A
Recently active
I received a payment that was deposited on 10/18/2024 and it is stuck in "Pending" status. Can someone suggest how to resolve it.Checked with the bank and there are no issues from their end.
Original commenter did not share additional details
Last week this started , will not show any trips, no settings have changed
Is there a way to have the invoice number appear on screen when creating an invoice, but not be able to change the auto generated number?I'm having an issue with a client's employees consistently changing the auto generated invoice number to something like "Deposit" or " Final" etc, which creates a ton of duplicate invoice numbers. They don't pay attention to any message that says the number has been used because they have always done it this way. But it's too difficult to search for invoice numbers using names like this that have been used for hundreds of invoices. I want them to never be able to change the Quickbooks generated invoice number, but I do want the ability to see the auto generated number when creating the invoice. Is this possible? They use Enterprise.
I can see the dashboard but the navigation to the left and across the top are no longer visible. Using QB Online. Anyone having this issue?
I have entered all WA SOC (Occ Code) codes in the Payroll setup for each employee. When I open the WA UI report several of the employees Occ codes do not appear, but most of the others do. I have gone back to the Employee Payroll Setup and checked to see if the code was actually there and it was. I tried changing the Occ code to see if it would populate on the UI report. It did not. I've changed the code back to the correct code for that employee. I have downloaded the newest update for QBDT Accountant, closed all copies of QBDT, and restarted my computer. The several employees that were not populating the Occ Code before, still are not populating the Occ Code on the WA UI report. And I have one employee that is displaying the wrong Occ Code. I've check the Employee Payroll Setup and it is correct there. I hope that someone knows how to fix this. Thanks.
I created a bill for a supplier with the details provided and the payment was issued. I was given the wrong account information, and the payment I attempted was reversed. Now the money has returned to our bank account, and it's showing in my bank feeds. How should I record the returned payment expecting that i have to pay the same amount when they get back to me with the correct information? Please help me to how to record the over payment from bank feeds and also process the payment without creating another bill. Thanks in advance:)
I must send hardcopy invoices to my customers but I also would like to have a recurring feature or at least clone the past month invoice.
I am creating an invoice for a client and the total charge for services is $10,000. I need to break that total out into two classes (for each partners at $5,000 a piece), but I only want the total $10,000 to show on the invoice. Not two service charges of $5,000 each. Can I do that?
Hi All,We are a very small dairy farm. 75% of our sales are through farmers markets, we may do 5 or more markets in a weekend. Our point-of-sale app is WooCommerce. After a typical weekend WooCommerce will make a deposit to our QBO linked bank account. But that deposit is not for the total amount of sales, only credit cards. The cash sales either turn up as cash in the cash boxes, or tokens. Tokens can be redeemed by ACH payment to the linked bank account, check(s) indicating the weeks the tokens were received, and/or cash. This means our income is split along several payment lines that don't correspond well to given invoices. I made the HUGE mistake of marking the invoices as paid by receive payment without associating a deposit, ACH payment, check deposit, or cash income. Consequently, QBO shows our income as grossly overstated because deposits are not associated with an invoice. So, as I'm writing this, I realize I have two
I would like the option to print grid lines or use alternating colors on line items when creating estimates and invoices. Is there a way to do this. I want it to print with the alternating colors, the same way it looks on the screen.
can anyone assist me?
Hi I'm analyzing a vendor report and i exported to excel but there are new registers and I don't want to export again all the report only a need to add new register in my sheet in excel how can i select this cells from my vendor report from quickbooks copy them and after paste in my sheet in excel. Before i managed SAP and click on ctrl+y and i did it but in quickbooks i don't know if that is possible could you help me please because this function is good tool for my job Thank you Andrea [removed] [email address removed]
If I have a 1099-INT that reports on my personal SSN, can I claim the interest on my LLC 1065 Tax return that has it's own EIN instead of my personal return?
I use desktop payroll and when adding an email in the payroll cloud services feature to invite someone to make their workforce account, I searched up the person's name and added the email, then sent the invite. The employee then told it linked them to someone else's account entirely. I am unsure how this happened, as I had searched the specific person's name and entered the email. I am assuming a glitch, because it linked him to the first person on my employee list. Is there any way to unlink an account so I can link the employee to HIS account? Help!
Need some help on how to capture my situation in QB. Here are the facts: I created a liability account at $200k. (an interest free loan someone gave me years ago)Payback method for our donor is applying credit towards other purchases (e.g membership fees)He wants credit for $50k (first time I am applying credit towards something)I need to create a receipt of payment for the 50k (ofcourse I'm physically not collecting)I need to debit his original loan amount (so the balance now shows $150k)I need to actually pay the $50k from the bank account So my question is how do I # 4,5 and 6 in QB? Please let me know if any clarity needed. TIA,Ali
Hello All. Hoping someone can help. I am currently using QuickBooks Online Essentials. I have my banking sync turned on, and I manually accept/apply these transactions to my register one at a time. I noticed QuickBooks is automatically creating vendors for me with the sync, even prior to me accepting/applying the transactions. Is there a way to stop QuickBooks from auto creating vendors and adding to my vendor list? I would like to keep the bank sync on if possible. Thank you in advance for your attention.
I know that I will either pay directly out of the Escrow account or transfer the funds to Operating and pay from there but what I'm unsure of is how do I reduce the escrow liability account, recognize the expense and have this show on the clients account. Thank you for your help.
On my QB Desktop I have about 6 months worth of deposits that are missing on my bank report . However they show up on my A/R and I also found them under Chart of Account's 'Undeposited Funds'. When I click on one of the missing deposits I am taken to Customer Payment. After specifying the account and amount I click on the Save & Close I get the message "You need to delete this payment from the deposit before you can edit its name or amount. Discard changes and continue?" I am not attempting to edit anything just make the deposit. Can anyone help?
