QuickBooks Q&A
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I have two separate expense accounts that have been used in the past to record the same type of expense. I would like to merge the two into one.
I have a customer that has Home Depot as a vendor and not a CC. I need to reconcile the accounts but as a CC not a vendor. How do I move all the bills with the customer information in a batch rather than move one at a time? OR is it faster to "reconcile" the vendor? IF so, how would I do that?
Payment was made online
QB Online: Can I copy an existing check register item like a deposit or check and then use it to add a new registry item?
Hello, The certified payroll report is not pulling the data into the excel file. Help!
Our company recently upgraded from QuickBooks Desktop to QuickBooks Advanced + QuickBooks Online Payroll Elite. The payroll expert who handled our payroll setup appears to have mis-entered YTD information for Employee Taxes, Employer Taxes, and Company contributions across multiple employees. The payroll expert who performed the data entry is not responding to my messages, and had assured me multiple times before I had to run my first Payroll in QuickBooks Online that the YTD information she had entered was correct, based on checks and balances in place on her end. Now that I have run one Payroll in my QuickBooks Online account, it is unclear how to correct these multiple YTD payroll history variances between Desktop and Online that I am finding. I am reaching out to the community to see if anyone else has experienced this, and how they recommend to proceed in terms of working with the QuickBooks Payroll Elite support team to resolve this kind of issue. Based on what I a
Ran payroll and made error in hours for PTO. Need to pay employee for 13 hours PTO that were omitted
I am creating an invoice and I want billable time linked to the invoice. I don't want the line item on the invoice. I used to select the trash can and then select no. keep but it. It would stay linked to the invoice so that I could tell it was billed out. Now when I select no keep it and save. When I go back in it is not linked and looks like I need to bill for those hours again.
We are trying to run an item report that will show cost, average cost, and retail price. Most important is to have average cost. Currently the only report i can find is the inventory valuation summary, but this is sorted by category. Is there a way to find a part within this report using a find feature?
time for deposits
Hi I transferred a lumps amount from the business operating account to the business savings account. (we have just changed banks) The bank mixed up our personal savings account # with the business account #, so the funds were essentially taken out of the business. I transferred a portion of the funds back into the business savings account.I completed a journey entry showing the original transfer out of the operating account and 1 transfer into business savings and 1 personal investment.How can I reconcile with the bank transactions ?
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Yesterday we applied the update V34.od R9 to our desktops. We use Quickbooks Accountant Desktop 2024. With this update, the summarize balance sheet has drastically changed, and the fonts shift on the reports when drilling down or access the reports.did anyone else have this issue and how can it be resolved?Thanks
How do I remove the QR code from the invoices. It is generating the code on the invoice automatically which is something new that hasn't been there before.
Does the old QB 2.1 from the 90s have a storage limit?
How does your company handle an employee who constantly charges personal expenses on company AMX?
QuickBooks just launched a new training program for us ProAdvisor's and I am curious to know, why? The same day it happened I coincidentally also received a credential from "Credly" which was new. I know the new program is in its early stages, but compared to the previous training modules I feel like there's a lot less content now. The Payroll Training Module is not activated yet so no one can even get that certification right now. What were the reasons for the full overhaul, and when can we expect it to be done?
QuickBooks just launched a new training program for us ProAdvisor's and I am curious to know, why? The same day it happened I coincidentally also received a credential from "Credly" which was new. I know the new program is in its early stages, but compared to the previous training modules I feel like there's a lot less content now. Also, the Payroll Training Module is not even activated yet so no one can even get that certification right now. I can understand the desire to make it more mobile friendly (thank you for that) but why did we loose all that great content we had before? Was it TOO good? Mainly, I'd like to know when the training program is actually going to HAVE ALL THE TRAINING again. I'm working my way through some of the lessons that are available in these early stages and having mixed feelings about the experience. Some things are definitely an improvement like the mobile direction and ease of learning with small bites, yet navigation and other functions are a bit of a st
In the Refunds function of QuickBooks Desktop Enterprise, when we input the customer's name in the customer job field along with their PO number, the shipping address that appears in the sales report is different from the one associated with the PO. It's a pain in the neck to correct the shipping address manually. Could you please advise?
QuickBooks just launched a new training program for us ProAdvisor's and I am curious to know, why? The same day it happened I coincidentally also received a credential from "Credly" which was new. I know the new program is in its early stages, but compared to the previous training modules I feel like there's a lot less content now. Also, the Payroll Training Module is not even activated yet so no one can even get that certification right now. I can understand the desire to make it more mobile friendly (thank you for that) but why did we loose all that great content we had before? Was it TOO good? Mainly, I'd like to know when the training program is actually going to HAVE ALL THE TRAINING again. I'm working my way through some of the lessons that are available in these early stages and having mixed feelings about the experience. Some things are definitely an improvement like the mobile direction and ease of learning with more interactive features, yet navigation and other functions are
Hi, Does anyone know how to have a group of memorized transactions that have a bill date of the 1st of the month, have a due date of the last day of the month? Currently when entering a group of memorized transactions for bill date 8/1/22, its saying the due date is also 8/1/22 and we want it to be 8/31/22. I tried creating a terms list and applying it to all the customers, but that didn't work. If I manually enter the statement charge and enter a bill date of 8/1/22, it will only then automatically fill the due date with 8/31/22. Thanks,Amanda
I am looking for the best and cleanest way to track Campaign income & expenses for a nonprofit. Currently use Classes for our programs and can run good P&L's for that information, but there are times when I need to know what campaign asks funds are coming through. Ex: Did that $1,000 event sponsorship come through the Partnership Campaign or through the Annual Giving Day Campaign. Ultimately the funds are marked as Sponsorship income for a particular program, but with classes I can't use additional information to delineate it. Anyone with experience on whether custom fields or tags would provide better or more flexible reporting on this type of information? Thanks in advance for any help.
I just bought a new MacBook Pro. My Quick Book file will dot transfer to my new computer. When I open it on my new computer I am told I have 13 sessions left to register the trial program. I open quickbooks and it is not my data, it is the trial data. They want my registration number from 2016, and I can't find it.
Dear Team,In spite of several reminders your team not responding. We are facing lot of issues with new invoice layout. At the time of preparing invoice unable to view and add suggested transactions to Invoice. We have to add all the suggested transactions to Invoice and again we have delete what ever we required. Really this type of invoice process we have not seen any type of software. Without following the any standards for implemented the software development / Technical team without testing implemented the new invoice layout system. Please respond and keep old invoice layout immediately.
