QuickBooks Q&A
Recently active
We have 648 recurring transactions, invoices, with customers and have a customized template. The new QB automatically changed to the Modern template, which I am not able to adjust, and I need the shipping address on the invoices.
Hello, I have an issue that I cannot figure out for the life of me, and i don't even know where to being. I am a very small business, and when I pay sales tax, on the Liability report it shows;"Total sales, non-taxable sales, taxable sales, tax rate, tax collected, and tax payable." (cash basis)for the entire use of quick books, the sales tax collected, matched the sales tax payable.something happened last quarter that it now shows the tax collected and double or triple the tax payable.and when i go back and run previous reports the numbers are different. IE: my 1st quarter tax printout (thank god i print them) says 1002.77 collected and 1002.77 payable, printed in April of 24.when I run that SAME REPORT today, it says 1002.77 collected and 2989.54 payable for that time period, for a 2886.77 difference that wasn't there in the first quarter and the payable number just keeps changing every quarter since. Apparently this started the 2nd quarter of this year and i must have
In the never ending saga of "how did this get worse" with QBO - Bank Transactions used to only show an unclassified transaction 'indicator' (with the number of transactions to classify) on an account when there were transactions to classify. After some recent update - this now shows an indicator and '0' under every synced account. This is a degradation in user experience requiring you to now look at that number on every account to be sure there are no transactions to classify. Is this a bug or just a sloppy implementation? Please make it make sense.
Original commenter did not share additional details
Editing a statement form
I have my labor service set to services income account but it still is not showing on my P&L under services
We use QuickBooks Enterprise Solutions Desktop - Contractor 21.0 Does anyone know of a good AP workflow automation software that installs locally and stores invoice images locally? I have looked at Bill.com, Centsoft, Stampli, MineralTree, AvidXChange, Beanworks and all have fallen short of what I am looking for. I am used to software like Sage Paperless and Timberline Paperless This is my preferred process (all performed inside AP software)Scan in batches of invoices into AP Software (one file)Go through & quickly separate the batch file into individual invoices (typically by just clicking the spacebar)Switch to coding screenCode invoices and then click submitThen various rules are automatically ran in background to assign approvers based on job #, vendor #, Invoice $$, etc.Invoice then routes through all levels of approvalsOnce highest level of approval has been completed, then invoice is ready for payment Below is a list of problems I ran into with the above
Is it possible to retrieve the information from my last payroll on 10/25/2024
In my client's bank and credit card reconciliations, the Register balances don't match with the amounts in the balance sheet of the same date. How do I fix this issue?Thanks 🙏
I've been informed by QBks that QBO won't allow reconciliations for balance sheet accounts that aren't bank accounts or credit cards. I have reconciled A/R and A/P and even Inventory accounts in Desktop versions for years. Now, I open the A/R register, see the "Reconcile" button VERY BRIEFLY before it disappears. I was given full admin access to our QBO account and still the reconcile button disappears after showing up for 1/2 a second. Why won't QBO allow reconciliations for these balance sheet accounts?Thanks,Shirley [Removed]
We upfit police vehicles with parts provided to us by suppliers such as Whelen and Progard. We are considering adding Katana for Inventory Management. Do you know of any users that can provide first hand insight on their experience with the Katana software and its integration with QBO??
I have two companines! Yes two not one! That have major errors with the payroll setup. A QB expert suggested we wait on these two companies to start our payroll until the 3rd quarter so we did. We had been using desktop payroll for years without any problems. She said it would make inputting the payroll data easier. One company was smaller so the information was merged and the other company we tried to merge but the information was so large that the data didn't go over correctly and QB kept telling us their team was working on it so we decided to just start from scartch and use the desktop file for history purchases and the new QBO as a fresh start. I inputed all of the employess from Jan-Sept 30. in company 1. The conversation with the QB person was we would handle all of the 3Q filing and payments since we were waiting to start paying employees in October.Once the setup was complete I noticed that company 1 needed some adjusted with taxes on a couple of
Is there any way to set up a bonus check that takes the 401k contribution out? Our plan requires 401k payments for bonus checks as well, but quickbooks does not allow me to adjust for that.
It is not added into other counties, I have to add it manually for the total Florida State tax. I haven't noticed any other counties missing.
We are looking to include a long legal description on our invoices for our protection. Has anybody included the legal wording on an invoice so it prints properly with the legality?
Buen díaTengo una pregunta al revisar las conciliacion de mes de agosto en el plan de cuentas me aparece un monto distinto (imagen 1) al statement del banco, la diferencia es de $100.00 sin embargo en el summary (imagen 2) si coincide el monto.A pesar de esta diferencia no me afecta en las conciliaciones de septiembre ya que no presenta error y las conciliaciones estan al dia, solo es esa diferencia en el mes de agosto y es la pregunta porque esa diferencia que al final no afecta a las subsiguientes conciliaciones:A continuacion imagenes: Imagen #1: Imagen #2:
We are adding a couple of vendors to QBO that will be contractors. Since their first payments will be in November, they will not reach the $600.00 threshold to trigger a 1099 for 2024. Is it best to just leave them as vendors for 2024 and then change to contractors for 2025 or enter them now as vendor/contractors? As always, thanks for your answers~Holly Fruned
Hi,I am treasurer of a small nonprofit with 11 employees. We currently use Quickbooks Desktop Payroll Plus, but have subscribed to QBO Online Advanced, so we will move to QBO Payroll. I'm confident on the bookkeeping side, but am a bit nervous about payroll and making sure this goes smoothly. Might it be a good idea to initially subscribe to QBO Payroll Elite to take advantage of Intuit's offer to transition payroll for us and then downgrade to Payroll Core (all we need ultimately) after a few months when everything is set and running smoothly? Is that allowable? Or do I start with Payroll Core and maybe hire an expert to help? I just don't really want to take on the payroll portion by myself. Thanks for any advice.
asdf dsf df dsf sd sdfs sdfs ssf af s asdfsdf
