QuickBooks Q&A
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We've had trouble getting Scheduled Reports to send; I've seen the many posts about UAC issues and incorrect compatibility settings for the Scheduled Task that gets created, but still running into a different issue. From the log file: Information 1 Scheduler WPF Software Acceleration has been enabled for QB. Yeyyyyy!Information 1 Scheduler Starting Scheduler instance.Information 1 Scheduler Starting initializing schedule data.Error 1 Scheduler XmlDataStore:GetAllSchedules()The type initializer for 'ScheduledReports.Engine.XmlDataStore' threw an exception.Information 1 Scheduler Exiting Scheduler instance. This is happening on 3 separate instances (one a fresh install), have tried using the QuickBooks Tool Hub to run repairs/fixes but still no dice. Latest updates installed. Support has already been contacted multiple times without any help or resolution. How do we get Scheduled Reports to actually work? Has anyone else seen this issue?
Is there any way to use Quickbooks to sort my personal income and expenses as well as my business income and expenses?
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It says an error has occurred, try in a few hours. My bank says you are now connected to Quickbooks but it doesn't show updated transactions in Quickbooks. I am afraid to to delete the connection because of the warnings about losing transaction categories, rules etc.
Hello,My question is this: Should I enter a vehicle payment or use an interest expense account? I don't have the beginning balance of the loan, nor the end balance for the client's vehicle loan(s) from year to year. On top of that, the loan was refinanced during the next few years. I have the bank statements for the company, and payments have been made toward the vehicle(s) to each vendor. I also would like to know if a journal entry is best vs write a check. Thanks for the advice!
Hi,Setting up a brand new brokerage office. The Real Estate agents will be 1099 and not Employees. We will receive the full commission checks and deposit them. Then issue agents commission checks minus any transaction related fees. We will also be billing agents monthly for associated monthly charges such as office space rental. Should the agents be both Vendors and Customers to accomplish this? When would they be setup as a Contractor. A little confused on how to differentiate of when to use each type for this scenario. (Customer vs Vendor vs Contractor)Thanks in advance for the advice.
TL;DR: I need to filter a report by customer/project that shows any expenses paid but not checked as "billable". I am running a report for a customer/project and I've determined that I have expenses that were paid and tagged to the customer/project and the option to check the "billable" option was missed. I have run transaction reports, P&Ls, balance sheets, etc. and cannot find a way to filter to expenses that did not get categorized as "billable" for a specific customer/project. Note: this is not found in the default "Unbilled charges" report.
As of mid September, all of the income from our customer invoices remains at the Customer level not the project level. Previously we were able to create a single customer invoice and combine billable expenses for various projects into one invoice. The income, as long as it was linked to a billable expense for the project would track back correctly to the Project. This was great and was easy to see estimates versus actuals for both costs and expenses. Around 9/18, this all changed. I can still create an invoice at the customer level using the billable expenses for the different projects, BUT the income NO LONGER tracks back to the project. This is making it a nightmare to track progress invoicing. My customers want a single invoice - not one for each project. Is anyone else seeing this same issue? Is there a solution I am missing so I can send my customers one invoice, but still keep visibility in Project Profitability?
QB premier construction desktop.......I created a template for a lien waiver under "invoices" with all the merge fields, etc. When I go to write a letter for the job or a customer letter, I cannot get to the "invoice" templates - it only shows me the customer/job templates. When I put the "invoice" template for lien waivers in the customer template area of my computer, you can select it however it says I have a bad string. How can I create a lien release under the invoice template and access it when I create an invoice to a customer??
This is the path that leading to nowhere with the payroll tax notice uploads. I'm in Google Chrome. Gonna try the above fix to see if that works.
We are a non-profit charity, only need one user, so what package would be the best for my organization? I need the ability to pull the required reports as a 501`c3 corporation.
We have about 15 custom reports that were created using the old report formats that we've been using for several years. These reports are emailed via the scheduled report function to various groups of people on the 9th of each month. I've been trying to convert these reports to the newer report format but I'm running into several issues that I hope can be addressed or workable options presented:1) I do not see how to group multiple new custom reports into a single group so those reports can be emailed with one email. This function has existed for a long time with the old reports but now I cannot edit the group options such as email recipients or schedule. (This edit option has been reported to QBO but so far no responses).2) I tried to add the new custom report to a Management Report so I could group them but the custom reports don't report any data, regardless of the timeframe I select. I can still add an old report and the data shows, just no data from a
How much will the renewal fee be for Desktop pro plus subscription in 2025?
Hi, I do a journal entry for payroll (we use Paychex) and I'm not sure that the retirement deferral is being entered correctly. It's been done this way for years, before I started here, but it seems odd to me that the deferred amount shows up as a negative under expenses when I run the P&L. I've attached a screenshot of how I was told to do the journal entries for payroll. Any help would be most appreciated.
I would simply like to process a paper check a customer wrote me into my QuickBooks Checking account via Quickbooks Online. It appears there is literally no way to do this? Selecting "check" as the method of payment on the invoice takes me to the ACH credit screen - I did not obtain an ACH waiver from this customer, I have a paper check. What am I missing?
I have a contractor that has been paid via check previously but we are switching to direct deposit. I am not finding a way to switch this contractor over to direct deposit. I have tried multiple different ways but it still doesn't give me the option to change it over.
On the "Review Your Sales Tax", at the bottom, it says + Add an adjustment and/or prepayment. When I click that it only adds the amount rather than subtracting. I paid less than what QB computed. So how can I show the correct paid amount to the State?
How do I run a sales report grouped by state? I don't see any filters that have the state as an option in Quickbooks Online?
Is it possible to show the Customer on the Estimate PDF?For instance, we have a customer like "Company Name:Location:Spring Install"It's set to bill back to "Company Name".When we create an estimate, it only says "Customer Name". Is there any way to have it say "Spring Install"?
Three pay periods ago my employer paid liabilities stopped tracking by class. I verified the class tracking and tried going back to see if they would be assigned but they still are not assigned a class.
Can I tell QBO Payroll (Core) which of my accounts to use for pay types and reimbursements?
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?
