QuickBooks Q&A
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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?
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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?
I'm using QB Mac desktop 2024 and have issues importing my QBO file from chase. It worked fine before and now it keeps giving the OL-222 error. This is sooooo frustrating because we literally just pay for the QBO importing feature and it doesn't work. I've read through every OL-222 post and couldn't find the solution.-I've disconnected and reconnected our chase bank.-I've rebuilt and verified the data. -I've opened and removed all "&" symbols from QBO file.-Theres no 2024 FILIST. I am using the latest version of QB 2024 as of today QuickBooks 23.1.4.668 R5Has QBO importing been disabled or something ?
Hi QB Community - My checks align perfectly except for one area the memo line. Is it possible to fine tune the alignment for that specific area. I don't want to adjust the rest of alignment as they are working properly. I thought I could possibly just add the memo to the voucher sections but I don't see a way to do that. Is my only solution to remove it altogether? Thanks for any advice. This one is a head scratcher, at least for me.Mike
I changed the bank account for payroll direct deposits back in 2018. The dollars come from the new account but the debit posted by my payroll service continues to go to the closed account. I just changed banks again and still going to the pre-2018 account. How do I update this entry? Thanks!
How can I print 3 paychecks per page for QBO payroll, like I can on Desktop? Like the "Standard" check version.
Our normal vendor checks print perfectly but when I tried to print a payroll check, things were all over the place. If I mess with the printer alignment, it will mess up the vendor checks alignment. Why would this happen? Do I need to purchase a few "blank checks" so it doesn't matter what the alignment is? I have been reading through to discussion groups and paycheck printing has been a problem for many years that has been totally ignored by QBO. By the way our checks were purchased from QuickBooks so that is not the problem. What can I do? What have all you others done to bypass this problem? I was hoping I could make a "paycheck" template but I don't see how to do this. Did I say how much I hate QBO but absolutely loved QB Desktop?
No payroll deposited. Just like 2 weeks ago
It would be a pain but it wouldn't be that big of a deal to re-connect every time, EXCEPT every time i do that, transactions are somehow lost in the process. The connections isn't smart enough to go back to the last one downloaded. This makes reconcilling my 4 orgs 10x more difficult. I've had support tickets and told its a known problem. But it is getting ridiculous. Chase bank, for reference.
Recently Quickbooks online has been sending out invoices and purchase orders by itself. This morning at about 8am it sent an incomplete purchase order to a vendor as well as an invoice that was being kept for internal purposes only (billing to this client is done through a pay application). I don't know how many others might have been sent. I have checked settings and recurring transactions are not enabled neither is automatic reminders. I cannot figure out how this happened or how to stop it from occurring. Can anyone help?
New account. Bank is linked.
When uploading a bill is there a way to change the amount if it comes over wrong? It is causing my bills to not match and attach the backup automatically. Really wish they would just give us the ability to scan directly into QB again. Every update just adds multiple steps and makes every single process more difficult.
