QuickBooks Q&A
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I am invoicing a set amount but quick books will not show the correct billing amount .
Up until September my square deposits into QBO were coming through fine, categorizing my state income tax collected, tips and fees. Since September it is no longer categorizing my NC sales tax collected or tips? Square fees are coming in fine. Come someone tell me why this is happening? I need to file my quarterly sales tax and don't have the correct data in QBO to file this appropriately.Sandra
Do I need to manually input these cash payment sales that show in Sales Orders, even though they are already on there? I cannot figure out if the sales are actually reporting on the P&L and how to show the cash received but not yet deposited, and then the deposit from on hand to the bank. Help!
does anyone have the template to upload bank statement activities since i did not link the bank on time and now it needs to be done either manually or hopefully uploaded
HiI'm looking for a Bin tag printer that would work with Quickbooks Desktop 24Currently, we have iDPRT Label Printer - 2022 Thermal Label Maker however, every time we send a print it will not print. We know the printer is working outside of QB but any print from QB it will not print. Any help would be great.
the action drop down menu doesn't offer deleting an invoice as an option anymore after update
Im looking for a pretty detailed solution to a simple situation. I have an employee that paid for a software subscriptoin for 1 month... can I get the steps to recording the entire thing including the reimbursement to the employee.. HOwever one question is how do we also make sure that the the expense is recorded under that vendor as well since I like to keep track of how much I spend with a vendor..Thanks
Not sure how to make this work...1. Client paid via ACH through QBO.2. Money was deposited to my account.3. Payment bounced.4. Money was taken by QCO out of my account.5. Client has paid via Stripe integration on my website. Usually I would Match the payment in QBO from Stripe to the invoice, however, the invoice in QCO shows paid already, so I can't match it. I want to match it though to the invoice so the "Returned Payment" part goes away on the invoice. What steps do I take to make this work?
We are a service company. I have set up billable time with Timesheets. I can see the hourly costs of each employee on each project, but why doesn't this show up as COGS Labor in my P & L?
Hello all, Our bank has been bought by another bank. How do I change our banks name in chart of accounts?or do I just stop using that bank and make a new one all together? not sure how this works for our tax stuff. Appreciate the help as we are new to this and are a small plumbing company who manages QB in house.
How to set location of sale address in invoices to default to our main address in QuickBooks online.[attached screenshot contains Personal Identifiable Information - removed]
Are there any options for Accountants to efile 1099s for multiple clients in Quickbooks dekstop? From what I read about Quickbooks Contractor, you have to setup a separate account for each business which would be too difficult. I need less than 50 forms and I'm tired of paying for Quick Employer Forms.
If there is a way to link a specific account to an invoice upon creation when no account is explicitly set, rather than using the default, please let me know.
We are adding a company match back in to our 401K - I am setting up a new employee's deductions for a Roth401K and it does not look the same as employees using regular 401K - I am able to put a percentage in for employee and also a percentage for employee match for the regular 401K employees but the ones with the Roth are not looking the same.....is there a reason why? Maybe it's different now?
I am the only person who gets on QB in our company. This morning I got this message:you do not have access rights to view this data I was not able to look at customers, invoice, or anything that I needed to. After about an hour, I tried again and was able to log on. WAs this a gliche or does anyone know why this happened to me? My CPA can log in and they were able to when I could not, but they had a weird
I have QuickBooks desktop Pro Plus 2024. I do my own payroll not the QB's subscription. My employees will be getting two separate paychecks this week. When I enter the second timesheet for the same time period it tells me the information on the timesheet will be overwrote but it will not affect the payroll. It appears all my taxes and payroll information did remain untouched and correct but only the new timesheet shows up. Does that affect anything else? I'm OK not showing both timesheets but it would have been nice to have both remain. Is there another way to enter two paychecks for the same employee on the same time period?
We recently migrated from Desktop to Online. How do I get rid of old Time entries that will never be Billed out? Some are close to 15 years old. I've got hundreds so I'm looking for a Batch process to get rid of the old time entries in QBO and inactivate the clients. I do not want to delete each individual entry. Thank you.
Hi there) In QB online we have service date and invoice date. Is it possible to run PL report, where only the service date will be showed in Revenue section, not the invoice date.Where I can find that settings?
Hi. We have a major sales tax liability issue. We have simple bookkeeping and accounting procedures. We operate on a cash basis. We create invoices and check each line item if it is taxable (90% of our services are taxable). For the first quarter of 2024, I ran our Sales Tax Liability Report. I have to reconcile these numbers to other reports. I ran the Sales by Customer Detail report for the same period and same accounting method. The total amount at the bottom of this report matches column one of my liability report, "Gross Total". On this same report, the difference between the "Total" and "Taxable Amount" is $1330.17. So, the "Non Taxable" column on the liability report should show this amount. It doesn't. It shows $8505.17. A difference of $7175. When I drill down on the non taxable items and spot check the invoices, they are marked as taxable!!! My question is...where is QBO drawing it's dat
Hey, I realized several of my inventory items are duplicated. When I try to make them inactive, it adjust my profit and loss sheet by messing with the COGS. How can I delete inventory items without affecting my books?
Hello, My company is transitioning to quickbooks, we're currently setting up the envrionment and will start using it next year.We already decided exactly which accounts we'll want to create in the chart of accounts and what to call them, basing our deicsion off the setup in the previous software. Unfortunatly quickbooks filled the chart of accounts upon first log-in, and it seems that the only way to get rid of them is to make them inactive. Is there a way to delete all the data in the chart of accounts and create them from scratch maually? Thanks
I have several customers with negative accounts receivable balances. I also have "Undeposited Funds" for some of these customers. How can I clear the two?
