QuickBooks Q&A

I am looking to configure auto payment for my clients. Each and every invoice which is generated for client should be auto paid and it should use Quickbook payments. Also let me know what would be the charges for getting money through Quickbook Payment method.

This has only begun in the last couple of weeks. It has unreconciled many previously reconciled accounts,. What are my options to fix the problem?

My sales tax return for January - December 2020 disappeared upon beginning the new year.  How do I retrieve it to actually track it / prepare it?

WIP reporting

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We processed payroll, generating a paycheck for the employee and recording an amount of X in the bank balance. However, since we didn’t have physical checks, we split the X amount into two smaller transfers (due to the daily transfer limit) and sent them to the employee’s bank account. This resolved the payment, but now we have two separate bank transactions that we’re unable to link to the single payroll paycheck. I’ve tried multiple approaches, but each has resulted in unbalanced accounts.Intuit support suggested excluding these transactions, but that feels like sweeping the issue under the rug. Any help would be appreciated!

I've just started doing manual payroll through a Journal Entry and it's not showing up in my Profit Loss report.  I have changed my filters on the report to include "all", I have changed my report from Cash to Accrual and back again and that is not changing anything.   Any suggestions?

It has been over two weeks as they say the back end is working on it.  I can't seem to get any help on chat or phone.  What are my options?

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how do i add credit card expense

After Sage migration I had 3 company paid tax accounts; merged 2 into the QBO default "Tax" account.  Added a number & changed name to "Company-paid taxes."  When I go to payroll mapping section, I still see "Taxes" but when I click into it, it allows me to choose "7040 Company-paid taxes."  Which then disappears after I save and go to the higher level page.  I've tried closing QBO and going back in, doesn't help.  When payroll is run, a new "Taxes" account is created and that's where taxes go.

Billing

Hi! I realized I have entered in the lease payments for our truck for the past 2 years incorrectly. I have been added them as an expense the account that it was under was 'Fixed Asset' which I know is incorrect.  What do I do in this case to fix my books?  Do I just add the amount as a notes payable and then revert the last 2 years of the payments to that account.  Notes: the payments were made towards the Fixed Asset account which has now been increasing which is not good.  Please help!

I have updated, restarted, shut down etc and still dont have the CANCEL tab in Receive Payment section. Any ideas?

Not only does the feedback buttons do absolutely nothing, the search in QBOnline help doesn't search on any of my search terms. That's just one of the pieces of crappy functionality that  I want to leave feedback on. But no way to do that without wasting more of my precious time.

My bank accounts stopped updating on July 1 and I finally contacted BMO to help since I was unable to fix myself online. I was told they have had issues with the latest upgrades from quickbook online. The download created all new bank account with an entry on January 1 to opening equity for the opening bank account balances. I can reverse those entries with a bit of work and exclude all the transactions download for January to July. My bigger issue is that the download also set up the US accounts in Canadian dollars rather than US dollars. I am unsure how to fix that. I also have error messages for all my old accounts since is says they have not be updated since July 1.

The ending balance was entered as a positive amount and should have been entered as a negative amount.  Can you go back and fix an incorrect ending balance on an already reconciled account?

Using inventory, want inventory to automatically invoice out by percentage on sales invoice (ie: cost x 35%)

where do i find the expenses that i entered manually

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supplier identifies $77.19 as "other credits"

DataSwitcher was unable to deal with multi-currency

I'm not a corporation, I'm just me, I've sent them several ID's and letter explaining, but I keep getting a "do-not-respond" email.

I have a client that's a recycler, and they receive inventory from customers, bundle it, and send it on to other customers who pay for the bundles.  They want to inventory by the pound which would be simple except both entities are customers.  I can turn the commodity recyclers into contra-suppliers I suppose, but the customer still gives us the inventory.  Can QBO handle this?

I use the name column always when entering journal entries.   I need to see that column when I run Account QuickReport.  The column shows up in Account QuickReports ( it is checked as wanted in settings) but is blank in the report.