QuickBooks Q&A
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I am trying to add a 2nd company to quickbooks.The program says that I need to upgrade to be able to add the 2nd company?Is that correct?if so what desktop version supports multiple companies?
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My client turned on the Square automated savings for 2023, and I am having a hard time recording these transactions. My client has close to 90 transactions that are not recorded due to this automated savings. When I created a Savings account under Banks, it got recorded as a payment instead of deposit. I've undo what I did, and it's sitting there in the Bank Transactions screen waiting for me to add These transactions don't tie to sales receipts. I've already reconciled the income accounts for 2023. If I add these transactions under "income", it will overstate P&L. What is the proper procedure for recording automated savings and interest payment from Square? Please see attached file.
Every time I open an invoice to edit it, the columns revert back to different (random) sizes than what I set them at when I last saved the invoice. For example, the due date column reverts back to very wide (more than needed for a date) and the description column reverts back to very narrow making it difficult to read the contents. This happens EVERY time I reopen a previously saved invoice and I have to readjust ALL of the columns AGAIN so I can see the contents the way they should appear. I have 'Custom Invoice' checked in Customize, but the editing version of the invoice doesn't keep the column sizes I set or the way they are in the Custom Invoice template. The editing version even shows a Service Date column which is not on my template or needed for our invoices. How do I get the columns to stay at the size I put them at when creating and saving the invoice?
We have been using QODBC and Crystal Reports for several custom payroll reports for about 10years now. Recently, the reports have quit working. When I connect to the data under Crystal Reports, Excel or the QODBC Test Tool the data is not coming through like it used to. When looking at sp_report PayrollTransactionDetail the "PayrollItem" field is no longer popluating. What has changed and how do we correct it?
I am a former CPA and I understand accrual accounting, but I can't figure out why Quickbooks is counting my deferred revenue as sales. I am using a retainer model where the "item" on the invoice is linked to a liability account (and is appropriately flowing to the balance sheet as deferred revenue). However when I run any variation of the sales reports, the deferred revenue keeps showing up. How can I get these sales reports to exclude the deferred revenue?
I can not get the new update to invoices. When I click on "UPDATE LAYOUT" it goes to the new layout for a few seconds and then goes back to the old layout.
My Picking Sheet is set up with the Pick Date year as 2019 at the bottom of the sheet. How do I update it to the current year? Also I want to change the line Quote No. to OC No. on the top right of the sheet.
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Is anyone having issues with customers unable to do mobile depositing with checks created with Quickbooks? I am having customers say the reason is all of the asterisks in the amount line. Quickbooks says it is mandatory to have the asterisks and banks are saying it is not.
Where do I change the percent it is deducting the wrong amount on the FICA and SS???
I am trying to run a report showing where we are financially on specific jobs. I've run the Job Estimates Vs Actuals Detail which is basically all we're looking to see, however, I want it to include the committed costs. I ran the Unbilled Costs by Job report as well, but noticed that some of those unbilled costs are actually already accounted for in the Actuals report.Why would some of the unbilled be captured in that report, but others not? I need something to show the overview of the job, but very simply. Any ideas?
Is it possible to rearrange the order of the payroll items? LIke I have: Hourly-MOKS-Hourly High WindowsMO-Hourly High WindowsHourly-KS and I would like them to be in this order: Hourly-MOMO-Hourly High WindowsHourly-KSKS-Hourly High Windows it would help when I'm entering the hours for the employees.
I need a complete list of all customers, active and inactive.
I want to create a P&L report by month via Spreadsheet Sync. Once I selected Build A Report, I get to a canned report selection. There is no customization of the report column-wise. When I ran P&L, the year-to-date number showed up in one column (total). I can't break it down to by month. I also can't select the custom reports I created in quickbooks online via Spreadsheet Sync. Is Spreadsheet Sync only for canned reports?
What is the best way to address a customer payment that was deposited into the old company but the invoice was created in the new company? Company was changed from Sole Proprietor to LLC.
Hello,My company uses quickbooks online and we would like to have more than one PRIMARY admin. Is it possible to have more than one primary admin in QBO, or can you only have one?
With the new update, when we tab through invoice fields, instead of adding a new line (as it used to) it kicks the cursor out of invoice and down to the "Add lines" gab. This is a workflow disruptor. Anyone know if this can be changed?
