QuickBooks Q&A
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I have Quickbooks Premier Plus Manufacturing and Wholesale Edition 2023 on my desktop. I was balancing my February bank statement and accidentally clicked on the Undo Last Reconciliation after I reconciled February. It didn't undo the reconciliation as far as I can tell since the February invoices are showing that they've been cleared on the checkbook, but if I click on Begin Reconciliation again, the beginning balance is incorrect. This is an account that doesn't get much use. We're going to be closing it so there's not much in there. The February beginning balance should be $30.23, ending <$61.25>. After I clicked on the Undo Last Reconciliation, it's now showing a beginning balance for the next reconciliation as <$975.10>. I have NO idea where that number came from because there aren't any reconciliations with that number. When I click on Locate Discrepancies, what pops up is a blank report with no numbers. I've clicked on GOTO, chose both amounts, b
I am trying to connect a Chase checking account to QBO, but I keep getting the error from Chase Bank: "It looks like this part of our site isn't working right now." I have several other accounts with Chase Bank connected to Quickbooks Online, and have received this error message with this account for several months. Has anyone else experienced this?
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My last name is the same as a ubiquitous department store - Macy's - so QB almost always categorizes a transaction vendor as being Macy's. It drives me crazy.
"Under Review"
I am looking for a way to enter and save more than just one credit card for customers.
When I create an invoice for a project, I have to zero out the cost of the material used because we only use QB for inventory purposes. Afterwards, maybe a few hours later or the next day, a manager will bring a Sales Order for items bought for said project, but it is just to replenish what was used. When added into our inventory they add the project number to the purchase order. Will this cause the customer to get billed double or will it show up as a loss?
They are coming through as an expense that I have to manually add and not a tax payment. If I try to match the tax payment does not show. Is anything else having this issue?
Invoice won’t open
A warning for QuickBooks Online Payroll Customers QBO Payroll has created two inaccurate transactions in my bank account’s chart of accounts, they do not match the actual bank withdrawals nor the payroll tax payments. In one case, the transaction was initially recorded correctly, and I matched it to the bank feed transaction. 10 days later, "System Administration" edited the transaction amount to an incorrect value. After spending hours with QBO Payroll support, they have refused to correct the issue and instead suggested I hire an accountant to make manual journal entries to reconcile the accounts. How can customers trust a system where transactions can be altered after the fact, making them inaccurate, with no process to review or correct them?
Hello - I am using Quickbooks Desktop 2020 Premier Non Profit and overall I have been happy with the product however in the last few weeks I am receiving a stream of advertising pop up messages from Intuit. There is no "close" option but only "try it" or "later". I have no interest in QuickBooks online and I don't want to try these new products, now or later. How do I disable them from constantly appearing each session? I have already gone to Edit--Preferences and disabled "Turn off pop-up messages for products and services" however this did not help and I find these very distracting and annoying. How do I permanently stop this from happening? I uploaded one for an example, I would have uploaded more but am limited to one.
I only see the option to change the account or the class. Am I missing something? Thank you
So the new prepayment for sales orders is a great feature, but cannot figure out for the life of me how to refund a cancelled order. Had a payment made 11/30 that has already cleared our bank. 12/18 cust cancelled since parts still not available. Not a big deal. Credited the customers card through our non QB terminal so they are all set. However, i cannot find how to refund the payment so both the payment and the refund are both in qb and reconcile with our bank statement. The only thing i can do is delete the entire payment. Then we would have a payment and refund in our bank that doesn't exist in qb. Payment cannot be edited, cannot unselect the S.O. so it leaves the balance with the "what would you like to do with this overpayment" like on a normal payment. The QB payment help link here Goes over everything BUT refunding. Even says that you can edit UNTIL applied to an invoice which also seems incorrect. You can edit a prepayment if you haven’t
My client made an ACH payment to my business from an Invoice. The payments were a draw from a construction project and were in a total sum of $136K. Currently the funds have been held for 14 days. Over the past several days following has been the outcome of our conversations with over 6 QB representatives. There was a hold on my account until I uploaded 6 months of bank statements and contracts for the transaction.Before going to that trouble I was told that they could return the funds to the client which I told them to do so and I would pick up arrange another payment. This was an apparent lie and could not be returned to my client.So then I proceeded to upload all documents for review. Contracts, Invoices, and Bank Statements.After review I received a call that stated they needed more bank accounts uploaded from other banks where i held money to substantiate a large payment. I told them I was not interested in uploading other account info
As a US company that is 100% owned by foreigners, I cannot provide the SSN of the business owner, so I consulted customer service, who told me that I could use the SSN of an employee registered on bank, such as the financial manager, so I used it, but it still showed that payment could not be turn on for me. Now I got paid from my customer but I can not deposit to my bank, is there any way to address this problem?
I'm interested in how other people set up Quick books Payroll when support is so horrible. I paid for Premium which says 24/7 support but when I click "Help" and put "Talk to Human" in the chatbot box, it tells me no one is available Sunday night. Now I have to wait until Tuesday to talk to someone because I don't have two hours to talk to someone on Monday to figure this out. Except for someone in a department called "Customer Success", which I cannot find again, I have had really bad support. Even the "experts" have to look up my question to give me an answer. I can't believe I spent $1700 on a product with such poor set-up support. I think this tool will eventually save me time (and maybe money) but getting someone I can understand and who is knowledgeable, to work with me is impossible. How is everyone else doing this? I have heard from others who are having support problems too, but is there a better way than going through the
Should I do a journal entry for a fraudulent check in order to reconcile?
