QuickBooks Q&A
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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
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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?
suspended online payroll
Hey there! I'm using the Quickbooks Online Connector for Power BI and I'm trying to connect to the Profit and Loss report, but I only see the basic tables like Account, Journal Entry, Bill, etc. Is there a way to pull the Profit and Loss data into Power BI report? I see that there's API connections to the Profit and Loss Report in the API Developer Docs:https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/profitandloss Otherwise, if I can't get access with the built in connector, does anyone know what basic Quickbooks tables make up the Profit and Loss Report? I'd be more than ok with rebuilding the report if need be. Thanks everyone!
When I import hours from time sheets into my invoice, quickbooks always add the name, hours and rate to the end of my description. Does anyone knows how to stop that? Thanks.
Find +New on quickbooks
My business has been winding down and I am mostly retired and servicing my old clients. I mostly need to access the data on Quick Books for questions about things like previous taxes. If I stop my QuickBooks Pro Plus (which now costs $999.00 this year and more the next), can I still leave the program on my computer and use it to access old data when needed? Thank you so much for your help!
I paid my employees last week, reported the information, and paid the IRS what it was owed. Now I found out I was supposed to give him a $1.00 per hour raise. Is there a way I can issue a check now for the that extra he should have received without it duplicating the hours already reported and the taxes paid? The total hours haven't changed, only the hourly amount. Thanks for any help!
. I have many Products or Service Templates set up with Full Descriptions in QuickBooks when I invoice clients. Today, while filling in a new invoice I selected my standard Product/Service and noticed that the DESCRIPTION BOX is not only showing two lines at a time. I can't even select all with my mouse to copy and paste the full description. The only way I can edit or even read what is in the description is my using my arrow keys on my keyboard. This is kind of a major issue for me for invoicing and constantly edit and revised these descriptions based on the project. Does anyone know of a way to make this work properly? I've already sent a Feedback Message to QuickBooks, and I spoke with a representative. Her advice was to just write the description in a Word or Text file and then past it into the DESCRIPTION BOX. As you can imagine, this is not ideal. Attached is a photo.
I want to reconcile my account, but only beginning January 1. The reconcile button is forcing me to go back to 2019. I don’t need to reconcile the previous six years. Only the past four months.
Hello -We recently realized that one of our employees hire date was incorrect, and when trying to update it noticed it is greyed out. Upon researching further, we realized that ALL employees Hire Date in their Employment Info tab is greyed out! We moved to a new QB Company file 10/01/2024 and don't recall this happening in the old company file. Is this a change? What if we enter the date incorrectly; how to we fix that?Please advise and thank you!Wendy
When we pull up an invoice it will only show a partial description, if there is two or more lines they don't show
You can not see the description of the item you are entering. I was told to create a new template? What? Why do they keep messing with things that are not broken? I have over 50 orders to enter today and can not see wth I'm doing. Anyone else having these issues?
the window view in the discription field of my estimates and invoices is only showing partial view. How do I chage it to full field view?
Hello, We switched to a Jan-Dec fiscal year. I closed the books (July - Dec 2024) today. I set the start month the January. This all appeared to work fine. However, when I look at the retained earnings acct in the chart (as of 12/31/2024), the balance is for 07/01/2024 and not 12/31/2024. How do I correct this? Thank you for your help. Debbie
