QuickBooks Q&A
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We are a wholesale distribution company with inventory and have been using QuickBooks Enterprise Desktop forever. Recently, we started to migrate over to QuickBooks Online and learned that there is not a sales order function. Has this been addressed and can we now add sales orders like we normally would in the desktop version
Can I create report of a GL account by vendor?Example below.Thank you. +--------------+----------------+------------+------------+| GL.Account...| Vendor.........| Jan.Spend..| Feb.Spend..|+--------------+----------------+------------+------------+| Software.....| Adobe..........| $2,000.00..| $2,000.00..|| Software.....| HubSpot........| $3,500.00..| $3,500.00..|| Events.......| Eventbrite.....| $1,200.00..| $0.00......|| Events.......| Zoom...........| $500.00....| $500.00....|| Events.......| AV.Solutions...| $3,000.00..| $0.00......|+--------------+----------------+------------+------------+| Total.Spend..|................| $10,200.00.| $6,000.00..|+--------------+----------------+------------+------------+
Our tax accountant is in a separate company from ours and prepares our 1099’s each tax year. They have requested that we provide them with a report of all vendors that we paid over $600.00 in that tax year. This would need to be a grand total of expenses over $600.00, and not individual expenses. They also requested that in the report of the grand totals there should also be columns for the EIN/SSN and address of the vendor. Can you please advise if there is a way to create this report? I have only found an expense report that lists all the transactions but then I have to calculate the grand total myself. Thank you so much. Example below: Vendors: Total paid in 2024TaxID: Paid for AddressExample vendor name$$$$EIN or SSNExample category (rent, supplies, etc) Example address Example vendor name$$$$EIN or SSNExample category (rent, supplies, etc) Example address Example vendor name$$$$EIN or SSNExample category (ren
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I am so mad! I need to do payroll and the tables will not update. Quickbook charges an arm and a leg and there is no customer support 24/7. Federal Withholding and FICA are not pulling up. I'm getting an error message that states that Payroll has not been updated for 39 days, so some payroll features have been temporarily disabled. When I try to get updates, it says I've received the latest payroll update and validated my subscription. I have to go on before 6/8/2024. Well it's 6/17/2024. I'm going out of town and need to finish this tonight
My numbers are duplicating Fieldedge work order numbers, so if I can have all my credit memos have a cm in front of the numbers this would keep this from happening. Can I set this up to automatically put cm on all new credit memos created?
Why does my invoice automatically say PAID immediately after it’s saved? I am emailing the invoice to a customer and it sends that way as well.
Hello, I need help setting up the connection between Shopify and Quickbooks Desktop (Manufacturing and Wholesale Edition). -Two-way connection to sync orders, stock and products. Thanks
Today I opened Quickbooks and I got a pop-up message saying "Quickbooks subscription has expired. You will lose access to Quickbooks within 7 days. Add billing information to complete the payment and renew your subscription". This is an error because last month I renewed my subscription. I currently have Quickbooks 2024 Desktop Pro Plus "annual subscription". After getting this pop-up I logged into CAMPs and verified my subscription and payment. My subscription is good until February 2026. After verifying that information I hit the cancel button on the pop-up which then let me log into Quickbooks. I then proceed to the Company Tab and selected My Company to verify the license #, product #, and active status which were all correct. I then manually updated Quickbooks and then also did a reset update. After reviewing other support forums other people were having the same issue with no help or solutions. I then called customer support which they did validate
Employee's current address is a different county than the county lived in on 1 January 25. QuickBooks is only offering the county of current residence. How do I get the correct county for withholding?
How do I set up the taxes and payroll withholding for a foreign business?
We have to download order and invoices lines in order to integrate data in our BI
Why is qbo offline? Why can I not contact their 24x7 help desk?
I have auto tracking on. I recently made a 400 mile trip and back. The whole past week hasn’t been recorded except one random trip today.
I have Desktop Pro Plus 2024 and have spent countless hours on the phone with QuickBooks, resulting in numerous bad check fees while trying to e-file my federal tax forms. We changed banks almost a year ago, but when I attempt to e-file, it still pulls from the old account. According to QuickBooks, everything has been updated, payroll is appearing fine, and the screen indicates that e-file is using the correct account; however, it is not. The last attempt by a QuickBooks representative was to re-enroll for e-file, but I immediately received a rejection letter from the IRS stating that I cannot enroll because I am already enrolled. I even called the IRS to resolve this issue, and they informed me that I must go through QuickBooks. I have spoken to about 4 to 5 representatives regarding this issue, and each one has assured me that it will now be pulled from the correct account. Yet, it continues to pull from the old account, resulting in late fees and bounced check fees. Please hel
The instructions say that the exams to become a ProAdvisor are "open book". Where is the book??
Phasing out tags on May 16 2025 is a major disruption to the way we've been using QBO for reporting.Using custom fields (at the time of writing) has following major limitations:1. Custom fields values cannot be assigned on the bank transaction categorization screen Impact: In order to assign custom fields to transactions you would have to open them again after categorization. This almost doubles the manual effort.2. Cannot run PnL report for custom fields the way you can run it for the tag groups. It goes without saying that removing existing functionality (tags) without offering comparable and workable replacement is extremely bad practice, though I don't think this is a concern for this rollout.Has anyone found a workable solution (something I could be missing) and also may Intuit does have a timeline for getting functional parity or possibly not hastily removing functionality mid year and postponing this arbitrarily set deadline.
I had to get a new computer and I need to get access to my quickbooks that have not been backed up
How do I install tool hub?
Hi there, We’re using QuickBooks Online and running into an issue with bulk importing invoices. Each of our customers has a default payment method set to ACH, but when we import invoices using a spreadsheet, the system overwrites the default payment method, and there doesn’t seem to be an option to include the payment method as a field in the import spreadsheet. This forces us to go into each customer profile manually to reset the payment method, which really undermines the efficiency of the bulk import process. Can anyone confirm:Is there any way to include payment method in the import spreadsheet?Are there any workarounds or third-party tools that would allow us to retain or assign payment methods during import? Thanks in advance for any insights!
