QuickBooks Q&A
Recently active
Original commenter did not share additional details
in QBO, why isn't anything I enter today (10/08/24) showing up in 'search'?
Does anyone else find HIGHLY inappropriate that QB forces you to do an up after three passes? Better yet does it on the 1st of the month when you are trying to close out the previous month. SMH. Couldn't be at a worse time. and to force you to do it is ridicules.
I have run into a situation I am not sure how to handle and would appreciate some expert advice. I am not an accountant, just a small business owner, so please keep this as simple as possible.I am using Quickbooks Desktop 2019.I have a company who happens to be both a vendor and a customer. They are the vendor when I order my parts, but they are a customer when I turn in an invoice for warranty work. Yes, I have them named slightly different to be able to keep them separate. I did a warranty job for them, and ended up using a very expensive part that I had in stock, so I did not need to order the part. I billed them as a customer, but when I received the check I realized that they had cut me a little bit short, as the incorrect part number had gotten entered somewhere. Their reimbursement for the part was less than what I actually paid for it. I contacted the company, and we corrected the error. They said they were going to initiate a chargeback for the difference, but since there
QB Desktop user. My company booked an event earlier this year. We were given an invoice for the event and I entered the full amount of the bill, of which I paid a $700 retainer. The venue cancelled our event and refunded our $700. Meanwhile, I had the remaining outstanding bill amount sitting in my Pay Bills. I thought that voiding the bill would clear the outstanding amount in the Pay Bills section (it didn't). There's no way to undo a voided bill, so I thought I would try to "fix" this by going back to the original bill and re-enter the original amount due in an attempt to revert back to my original problem. Now I have two entries in my Pay Bills window: 1) the initial retainer payment amount for $700 and 2) a bill to the venue in the original amount due. Really unsure how to fix this.
Hello, We use the QTY column for the purpose of keeping track of weights. We sell goods with weight and also freight as a service. In the past, I was able to leave QTY as blank or as a zero when invoicing for freight. QBO now forces a "1". How can I disable QB from doing this? Note, if I place a zero it will zero out the dollar amount that we are charging the customer.
How should I categorize expenses in QuickBooks for Amazon and Uber gift cards purchased for customers who participated in my market research survey? These gift cards were given as incentives for completing the survey. Would these fall under “Marketing,” “Research Expenses,” or another category? Thank you for any guidance!
which account to debit, do it without debiting any account?
If I order more inventory and the price of the item has increased since my last purchase. How do I update to the new price. I do not want to create another item with different costs.
Hi, The system shows that I have partially matched the transaction. Therefore, I would like to ask how to find this partial match transaction and delete it. So that, I can remove the bank transaction. Thank you.
Any advice would be greatly appreciated!
Link for "Review and Pay" in generated invoice email does not support https - secure connection. Consequently, browsers will prevent access. The link format is:http://links.notification.intuit.com/ls/....Intuit needs to fix this!
I accidently set up an employee for Oregon in 2022. We do not report to Oregon as we are a Washington company. I have cleared the tax due but I want to remove Oregon from my payroll setup. Is that possible? I do have an employee that is in Oregon but we do not have to withhold for them so I have exempt them so we are no longer deducting. But I would really like to get OR out of my set up. Thanks,Robert
Has any one figured out a fix to the problem of Quickbooks software not opening because it needs Windows Explorer 6.0 ? I've been using QB Pro 2009 since... well... 2009. I have a lot of info I cannot access and I'd like to keep using it. Thank you for your help.
I created an estimate, I invoiced my client and now they want additional work. now I need to create a change order. Can someone please help?
Hi! I own a therapy center where due to the crazy high deductibles in the current healthcare industry, clients accrue rather high balances at the start of each year. Many of them need to make smaller payments over the course of the year to pay off these balances. They want to set up automatic charges to their credit cards to pay smaller amounts monthly. In QB desktop we were able to set up recurring payments that applied to the customers accounts as credits that we could go back and apply to invoices. However, in QB online the only way I can figure out to do automatic credit card changes is with recurring sales receipts. The problem with this is that then I have to go into each invoice and apply the credits from the sales receipts as discounts on the invoices. Which then shows the client and insurance companies (HSA etc) that they had a zero invoice once it's paid instead of a paid invoice. Anyone know how I can
QB begins to open, asks for my password, minimizes, and then freezes without opening. When I hover over the minimized icon, the screen pops up, but it is greyed out and will not remain when I move my cursor. Help?
My account manager indicates to me that my access to my QBonline Pro Advisor account was turned off because I do not have a subscription to QB desktop for the period beginning November 1, 2024. I understood that support would be discontinued after October 31. I also understood that the QBonline Pro Advisor account is free, but clients must pay for their subscriptions in order for this to be used to support them. Similarly, my Pro-Connect Tax was inactivated, as all had the same user name and contact information. Support at Pro-Connect and QBonline have spent some time on this, but cannot resolve it. I submitted a request for reactivation on Tuesday. I was informed that it was not escalated and still not acted on. Another request is submitted today, Thursday Oct 31, with the expectation that it will take two to three business days to resolve.
Hello,I am getting and error when I try to access payroll setup from QB Desktop. The error code is 05396-40000. I have tried rebuilding the data, verifying the data, and using the QuickBooks tool hub app. Nothing seems to be working. Thanks for any help in advance!
Hi, I'm interested in appearing for the 3 certification exams i.e Basic (Level 1), Advanced (Level 2) and Payroll certifications for ProAdvisor and have the following questions. I learned that QB has made updates to the exams so appreciate your responses to my question below in the same order. Thanks much in advance! 1) I heard that QBOA changed the certification exams I mentioned earlier so, did they make them tougher to pass?2) Did they update the training content for the 3 exams accordingly?3) Did they change any rules regarding how many attempts I can make before they ask me to wait 60 days to retake?4) I read on QBOA forum a few months back that many people were complaining that the training provided by QBOA is not good and the questions being asked on the exams are not within the training. Has QBOA rectified this issue with the updates they did?5) How long does it take approximately to pass the 3 exams? Please suggest a range based on doing it full-time vs part-time.6)
As a newcomer to managing a single-member LLC (sole proprietorship), I have a few more questions to ensure I’m categorizing and tracking expenses correctly:1. Recordkeeping for IRS: Do I need to keep all individual receipts and details for expenses, like these gift card purchases, to present to the IRS when filing taxes next April? How detailed does this record need to be?2. Impact on Filing: If I don’t list each expense in detail, how might that affect my tax filing? For instance, if I categorize all similar expenses under a broad category (e.g., “Marketing” or “Research”), is that sufficient, or do I need to break down each one?3. Audit Preparedness: For legitimate business expenses, what level of documentation is recommended to stay prepared in case of an IRS audit? Any insights on these points would be really helpful, especially on best practices for tracking these kinds of incentive expenses! Thank you again for your help!
