QuickBooks Q&A
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Can you sync just one job?
Hi! I have an unusual situation for payroll. For the majority of the year, we used our bank to do payroll for our academy and we used QB payroll-we pay our own taxes-to do the church staff paychecks. Since the beginning of June we have used QB for both the academy and church staff. When I looked at the w2's for the employees so far, the numbers are way off. How do I adjust the w-2's to include the pay they received using the other system? I'd like to fix it before the first of the year rolls around. Can you help?
I overpaid a payroll liability on my QB desktop while manually entering an amount. This generated an overpayment in the third quarter (3Q) in which it was done. When I attempted to submit my 3Q 941 it would not allow it until I adjusted the Schedule B to match the 941. I then submitted the 941 and it was accepted. Problem is, although I applied the overpayment amount to the fourth quarter, 4Q, it still shows payment due in the exact amount as the 3Q overpayment. When I enter the adjustment it generates a payroll liability due in the amount of the adjustment. Apparently, I am doing the adjustment incorrectly. Help!
QuickBooks version: QuickBooks Pro Desktop 2021, R8 (Updated on 11/01/2021). When I try to export my Quickbooks report (any report) to Excel, I get following warning: Excel allows 256 columns in a worksheetThis report contains 7 columns (3 row title columns + 4 data columns)Use "customize" to change the number of columns in this report. Nothing happens when click on "Ok" in that warning dialog. Why would I get that warning when # of columns in my report is less than what Excel will allow? I don't understand how to fix or get rid of this warning. Help, I can't export any of reports to Excel.
I downloaded a CSV file from the bank to upload into QB. However, there is only one date field to map in - I would like to show both the transaction date and the posted dates. Is there a way to do this? Thanks!
QB team was unable to verify if they needed my ID (admin) or my husbands ID (business owner). I opened multiple cases and sent in both. My account was flagged for fraud and they closed our application "indefinitely". Is it possible to reapply for a payroll/payment account?
How do I set it up so customers can pay online without my assistance, and is there a fee for this process?
I used to be able to see and enter time and now that option on the menu is missing and I receive the following error message when I attempt to search for it. We're sorry, we can't find the page you requested."You may have incorrectly typed the address (URL) or clicked on an outdated link."
I don't know what it means or how to fix it.
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This new function is a nightmare for those of us who have multiple vendors and many clients. A way to turn off payment button on estimates would relieve much work
I cannot get my vendors to pull up when I am creating a P.O. I have logged out, and logged back in. I have also cleared my cache for my computer. Any help would be appreciated.
My client emails invoices and automatic reminders to his customers. Every time QBO sends the invoices, it emails a copy to billing @ myclient.com. How do I turn this off? When I look in Accounts and Settings, Sales, Messages, the "Email me a copy at Billing @ Myclient.com" box is NOT checked and the Copy CC and the Blind Copy email boxes are both blank. These unwanted copies are clogging up my client's billing email account and interfering with his business. Thanks for your help!
Hello, I overpaid a vendor for an invoice. I pay invoices by entering them as bills and then making payments against the bills. The vendor wired me a refund for the overpayment. The wire deposit was $10 less than the refund presumably because of a wire fee incurred. These are the steps I have followed so far: 1. I fixed the vendor bill to reflect the correct amount.2. I created a bank deposit for the amount of the refund (less the $10)3. I marked the invoice as paid selecting my payment method and the bank deposit. I am left with a negative $10 against the vendor. I am not sure how to offset this with the bank fee. Thanks,Leslie
We have been using QB since 1999. We have been using the desk top version Enterprise Solutions for about 15 years. We have over 4000 inventory items and 500 customers, so the file gets large quickly. We have started over with new company files 3 time in the past and it is always a pain because of the number inventory items and customer. We need to start a few data file for 2025 since the current file is over 2.8g. We would like to make a copy of the current file, then erase all transactions in the new copy, leaving the info for each inventory item, customer and vendor. We would then simply just do a journal entry for opening balances. Is there a way to quickly delete all transaction from a QB file?
I'm trying to set up paycheck direct deposit on QB desktop for a non profit and it asks me for an OWNER - there IS no owner of the company since it's non profit- how do I get past that?
Can QBO issue 1099-NEC or 1099-Misc twice on the same transaction - one for the individual and one for the attorney? Basically, what was paid to the attorney, needs to be reported under the individual as well.See below:Treatment of Payments to Attorneys - IRC 6041 and 6045 state that when a payor makes a payment to an attorney for an award of attorney's fees in a settlement awarding a payment that is includable in the plaintiff income, the payor must report the attorney's fees on separate information returns with the attorney and the plaintiff as payees. Therefore, Forms 1099-MISC and Forms W-2, as appropriate, must be filed and furnished with the plaintiff and the attorney as payee when attorney's fees are paid pursuant to a settlement agreement that provides for payments includable in the claimant's income, even though only one check may be issued for the attorney's fees.
I'm trying to reconcile my most recent credit card statement, but when I got to the reconciliation screen it says "Your account isn't ready to reconcile" and the "Previous Balance" number is wrong. It doesn't match the beginning balance on my current cc statement, the end balance on my previous cc statement, or even the ending balance on the previous reconciliation report from quickbooks itself. Which of course all match and are the correct number. It also says "There's a discrepancy because at least one transaction was changed or deleted after it was reconciled." But I don't see any deleted transactions. This is a strange one. For some reason the "Previous Balance" number in the reconciliation window is just wrong. But it's right everywhere else. Any ideas?
I have been thrown out of QBO now 5 times. There used to be a way to annotate right in the transaction. This new way sure feels like a very expensive step backwards. Please bring back Melio!
sometime yesterday, Quickbooks Essentials updated and now I cannot see or access prior time entries via the user interface. I can see them if I run a report, but if I click the entry to edit it using the 'Time Entries' screen, I get the following error: This is a new feature we’re trying out, and it might not always work. Please try again later. I have opened a case with QB after an hour on the phone yesterday, but no resolution yet. Why are they rolling out BETA software to businesses that need to be FUNCTIONAL?
