QuickBooks Q&A
Recently active
Original commenter did not share additional details
Context: I'm a long-time QB desktop (for-profit) user and a NEW QB Online Advanced user for a NON-PROFITFirst, I'm wondering if I've made a terrible mistake subscribing to QBO... but we'll leave that for the moment.I transitioning our church from fund accounting software to QBO (existing software has been used for years and is a hot mess, i.e. chart of accounts 12 pages long, and pass-thru accounts with huge negative balances.) I've been doing a ton of research on the best way to set it up, etc.. It looks like QBO is not optimized for non-profits who have to track designated or restricted funds. HOWEVER, I've come across a couple suggested ways to do it, but I'm not sure which one is best... Using CLASSES or using LOCATIONS (2 locations: 1 - with donor restrictions, 2 - without donor restrictions).So, I'm asking the hivemind for help!Our primary source of revenue is member donations. We rarely do fundraising campaigns or receive grants. 99.9% member do
I'm doing reconciliation. However, I'm confused and not sure where to categorize this. It is under "Deposits, Credits, and Interest" of the bank statement. ACCTVERIFY Bill.com ACH CREDIT 0.01.Can someone help me with this?
changing transaction from a bill payment to a standard loan payment. Bill was deleted and accountant does not want bills in the system. how can we correct prior years without affecting numbers? none of the payments are showing against the loan and it does not allow me to change it from a bill payment to just a standard check. I want to avoid having to re-add all the bills that were deleted.
I would like to set up a monthly direct debit (I have authorization) for all my customers where I have the flexibility to change the amount of lessons they used (their base rate will stay the same). I would process their account/routing number. What is the best way to go about htis?
Hello, When printing checks/ paystubs, in the "BENEFITS" section of the paystub, the "Accrued" and "Used" sections read 0 hours always. The "Available" section correctly reads what hours are available. Is there a setting I missed somewhere to make this work correctly? It seems that it it should be straightforward and logical, but it doesn't add up. I attached a picture of the affected area of the paystub. This is Payroll Online, not desktop. Thank you!
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.
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.
