QuickBooks Q&A
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To split vendor invoice to expense creating departments
I'm wondering how to get a report that has all of the outstanding POs or the past POs for a certain Vendor? I'd also like to be able to sort that report by Item Name if possible.
Hi- I set up multiple recurring invoices to different clients to go out at on the 1st of the month. Will they all be labeled in sequential order? Thank you,Mayana-
My husband started a small business and made a few mistakes on the first invoices he completed. I will try to include an example below of the issues while adding taxes, etc. Subtotal: 180$GST (8%) : 14.04 (*Should be 14.40)PST (5%): 9.00Total: 203.04 (*Should be 203.40) Essentially he incorrectly wrote down 40 cents. I don't plan on chasing the customer down to get the extra 36 cents, however I am not sure how to adjust this in quickbooks. We need to pay 13% of what we received, which was 203.04. I can either adjust the invoice to match (reduce the 180$ to 179.68) but that forces me to adjust the paper copy to match. My other thought was to allow QuickBooks to calculate the tax properly for the invoice - to 203.40, and then immediately use a credit memo to remove the correct portion. (32 cents with HST@13% = 0.36$). I've shown my husband the error so he is aware and won't make it again, but in the meantime I am not sure how to do th
I am trying to use the online 1099 reporting service. I have my contractors set up as eligible for 1099s. When I pay these contractors I also deduct the cost of materials that I supply. Both the payment account and the materials account are COGS accounts. However, I only want to include the payment account on the 1099-NEC and not the materials account. When I try to use the Print/E-file 1099's service it picks up both accounts even though I pick to exclude the materials account. I have read several articles about how to modify my chart of accounts to prepare for running 1099's but can find no reference on how to set an account to be 1099 account or not.
Our company has 3 departments (divided into classes) and currently has to pull reports from t-sheets and do JE when an employee spends time working in another department. Is there a way to set up the systems to do this without the JE?
Hi- I created my first Invoice to begin at 1361 (where my old program left off). Once it was sent I created a "Recurring" Invoice hoping it would follow in sequential order (1362) but it began at 1001. How can get all invoices "Created" or "Recurring" to follow in sequential order with each other beginning at my original custom number? Thank youMayana-
Just need help completely removing Quickbooks time from my Quickbooks online acct.
I made an invoice for a customer and they paid it with their credit card using QBO. QBO tried depositing this amount into my bank but I guess I had incorrect banking information and they told me to update it so QBO can deposit the amount. I updated my info but QBO never submitted the funds again. So I have $350 just sitting in limbo and every time I open my "Sales" tab, QBO said that it "needs attention" in order to deposit these funds. I am not sure what to do in order to have QBO process this.
I want to print reports in a larger font. Canthis be done?
I have a pax a920 pro credit card terminal that uses the swipesimple POS app for processing. Is there a way to link my Quickbooks online account to the machine and swipesimple so that when I make a sales receipt in QBO and have someone pay with a card on the terminal it goes straight to QBO and it saves the sales receipt and processes the card transaction all at the same time so I'm not having to do extra at the end of the day
Not sure how long I should wait to see the transactions before assuming there is an error and I should try to disconnect and set up again.
example: in case of overdraft interest: what would be transaction type, supplier/ customer and tax?
I've exported hundreds of rules out of a client's books. Now I'm sorting them into categories into excel so I can make sense out of them to better utilize this function and to ensure there are no repeats or collisions occurring. I am then creating separate spreadsheets just for different categories and am ready to import them. What I am finding however, is that the rules will come in ready to be applied. I know how to disable rules within the rules section of Quickbooks online, but that's only to the rules that are already there. Is there a switch to stop rules from running period?
The QB instructions are unclear.
Are you ready for more year-end content? When we said we were giving you all the tools you need for year-end, we meant it… and our Top 5 series is no exception! Let’s get into our Top 5 year-end payroll questions: How do I modify scheduled pay periods? If you need to change how often your employees are paid, head over to the Payroll tab on the left menu and follow these steps: Make sure you’re in Accountant view. Select Employees from the Payroll Menu. Select the Employee Name. Select the Edit Pencil icon next to How often do you pay [employee name]?. Select a pay schedule from the dropdown, or choose Add new… to create a new frequency. If applicable, check Use this schedule for employees you add after [employee] box. Select Save. Close the Add employee window by hitting the X in the top-right corner. Here’s a great resource for pay schedules: Set up and manage payroll schedules. Are there reports I
I was very baffled by this today. I enter ALL of the banking for my compnay. When reviewing the accounts today, I saw several entries that I know I did not post as they have not happend yet!!! I took a look at the audit log and saw that the "system administrator" has made these entries. After a little more research, I found out that for some reason my recurring entries all got changed to scheduled and these entries were being automatically entered. I know from doing bank reconicliations that if there is a green square the entry was downloaded from the bank feeds. I did not see a green box for these entries so I knew something was wrong. Glad I figured it out and thought I would share in case someone else comes across this problem
I just connected Commerce Sync in Quickbooks. When I go into the Apps tab, beside the apps I have, the option that shows is “Launch”.does this mean I need to press this to activate them?
Downgrading from Canadian QB Essentials to QB Desktop 2016 Pro. How do I do that ?
