QuickBooks Q&A
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Hi Everyone. I do not recommend turning on the automatic tax payment feature in Intuit. They will withdraw funds from your account throughout the year even if they are not due till the end of the year. Example: Federal Unemployment 940. They will begin taking funds out each payroll and hold the funds until they are due and then pay them. If you earn interest in your operating payroll account, it would be better for you to earn the interest instead of intuit
We have offices in two states. The taxes for our single employee in NV were paid in UT. Help? How do I correct this error?
Our QB Desktop Plus subscription is due for renewal by February 1st, 2024. We sold the business and closed almost all of our transactions. About the only transaction to enter after renewal date will be to cut a check to the IRS in April 2024.Do I need to renew just for this, or can I enter entry and print a check without renewing?
I'm hoping there are some updated solutions to this long-standing issue. Here's the scenario: I create a purchase order for materials. The vendor ships a partial order, and I receive the partial shipment against the PO. I then receive an invoice for the partial, which is processed and paid. Later, the remaining materials arrive, and I receive them against the same PO. When the second invoice comes in and I attempt to match it to the item receipt, the system seems to show both receipts as if the first invoice was never entered or paid.What's causing this behavior, and how can I prevent it?Additionally, I have some vendors showing open items, but when I open the item list box, it's empty. What could be causing this?
About QuickBooks Self-Employed: If I have already recorded the income (marking it as business/income) from a company and then receive a 1099-NEC, when preparing my taxes with TurboTax (married filing jointly), should I still enter that form? Wouldn’t this add up and result in double income? How should I proceed?
In many cases we work for multiple individuals at the same company (customer). This requires us to send invoices to the individuals' attention for approval. Is there a way to utilize the Contacts tab within the customer record to allow for selection of the appropriate contact when creating an invoice?
Is there a way to create a report that has both the PO # listed and the Bill #? Thanks!
Hello, My inventory value isn't showing up correctly in reports. I'm running the inventory valuation summary and it's only showing for certain items. On top of that, it's only showing the value based on our COGS prices for each assembled final product, and I need it to reflect the wholesale value of what we have in stock to get a good snapshot for what value we've carried over in the beginning of the year. We sell B2B, and Ecommerce, but if I can at least get the wholesale projected value, I can extrapolate the ecommerce value based off of our speculated sales reports from that based on trends and 2023 sales figures. Can anyone help me with this? This report is totally f***ed up and I need it really bad. Thank you in advance for any help with this that you can offer. It is very much appreciated. 🙂
What happened to the automatic match selecting for sales receipts in my bank deposits? I used to be able to select a date range for my sales receipts that haven't been matched and it would automatically find them. Rarely I would have to manually match them. This is very cumbersome now that it's missing. It's gone away after recent updates to the match selection screen. Am I missing something?
I transferred funds from one account (PP) on 12/31 to (CK), but it didn't post there til 1/3. They are in two different QB files the first in the prior year and the second in the current year. How do I show this transaction in each file? Using QB Desktop 2020
I like how downloaded bank transactions are automatically categorized and/or matched, but when it comes to reconciling, the automated reconciliation is never accurate, and I need to go through it manually anyway. clearing all the checked transactions is simple enough, but if I start the reconciliation and then, for instance, remove the "statement ending balance" filter, then QBO once again automatically selects transactions to be reconciled, undoing the selections I just made.
I've been at this for the better part of this week and maintaining the connection with American Express is simply not happening. I can connect and download my transactions for certain, but the connection is lost immediately afterwards and therefore, I have to re-enter my login information every single time. I've contacted customer service on both ends, but nothing resolved yet or any solid ideas on how to fix this. Does anybody know what's going on, have a suggestion or guess at what I can try to maintain this connection as QB suggest can be done? Please let me know and thanks in advance.
Hi, I am needing to run a report that is showing Customer Sales by Class that also includes the Customer address on the same report. I've tried to customize multiple reports in Quickbooks online and can't seem to find one with both the customer address, sales and by Class.
We use QuickBooks Desktop Enterprise Premier Plus Edition 2024 Multi-userWe use Outlook to send forms - We DO NOT use Web MailWe send batch invoices to customers (send forms). How do I add an email to the drop-down menu for the "From" email address?The only instructions I can find are for Web Mail - Edit > Preferences > Send Forms > (and then there is only an option to add email address to the Web Mail e-mail client)We have three users. Our Accounts Receivable has to manually type her return email address every time she sends batch invoices. We see a drop-down list that only lists the email address for the owner of the Intuit account.
I recently started receiving emails saying I have a case that needs to be closed. The text is below. But I can't find anything in my online account or any direction as to how to fix this situation. Does anyone know what to do with this? This is a follow up to case number 15132764247 sent on 03/19/2025. As of this notification we have not received a response and this information is critical to supporting your account activity. Please respond by 04/18/2025 to avoid any adverse actions on your account.
You can buy checks that have 3 checks per page. Quickbooks software can handle the 1st page to be a single check left but I can't find a printer that can handle it. the ones I have tested can print the 1 check left on the page but it thinks something went wrong so it doesn't finish the printing or the other printer I tried jams every so often and you have to put the checks face down which is just annoying. Does anyone know a printer that can properly handle 1 check left on a page?
What happened to the trash can on the right side of the line items on invoices for deleting the line items ? Now there are three dots I have to click on to choose delete?
Cannot find any specifics
I exported my company file from QBO to Enterprise 24 recently and ever since while trying to reconcile accounts, it is including ALL transactions ever reconciled and zero'd out in the reconciliation process (which goes all the way back to 2009!) but now they all show up as zero'd out, no amount on the transactions, but as unreconciled. Why is it doing this and how can I make it stop including them on the reconciliations without having to go back and mark thousands of transactions as cleared? I don't have time for that!Thanks.
Qb Data is on a server and 4 users can login. The popup happens randomly and locks the user out if they try logging out and back in. The error message is "You need to download the latest File Doctor. This update includes new fixes for many errors that can stop your company file from opening"Quickbooks support had us run all updates, install File Doctor, repair data file using utilities, and rebuild data.Clean uninstalled and reinstalled QuickBooks 2022. A temporary fix is to log all users out of the database and log back in. Any solution to this?The issue started a week ago on 12/13/2024. The database size is 400mb.I really appreciate any help you can provide.William
I went to run my quarterly MI unemployment report and the balance owed was $0 which I knew was incorrect. I then noticed a new Payroll items account had been added on 2/20/25 with the title above. This had a small balance owed. After spending HOURS on the phone with QB payroll agents (with less than stellar results) and doing my own research I finally got my report printed correctly. What I found was that QB had installed this account on the recent update and apparently disabled my original UI account. So what happened was a small amount was going in to the new account and NOTHING into the original account. So my balances were all messed up. I contact my state UI agency and asked if I was supposed to be paying this "wage base increase" and was told NO. So I am very frustrated with QB right now for wasting almost 2 days trying to get this mess sorted out. I just want others to be aware - check your payroll liability balances! &n
