Reports and accounting
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My sales are nearly doubled each month because I think QBO is recording invoices as well as my Square deposits. I do not use invoices via QBO so I'm not sure why this is happening, or how to stop it.
I just noticed that the Deferred Comp Report (loads into Xcel spreadsheet) no longer includes a column for the 401K Matching amount. I did recently download my QB onto a new computer (old computer no longer in service) but I don't know why that would matter. I don't see a way to customize the report to re-add the Matching column. Any thoughts? Thanks
I want to automate the category for a specific vendor.
I use QuickBooks online through my desktop but mainly with my iphone
I have a independent contractor who we sent to two business meetings this year and paid for her travel and hotel. How do I add those expenses to her 1099?
When a bill or receipt comes into the wrong queue, there is an option to move it to the other. So, if a copy of a check comes in to Upload and Review Bills and I need it in Receipt Management there is an option to move it. But every time I've done this (I have tried moving items in both directions) the item gets stuck in processing and never gets in the queue where I can open it and enter the transaction. I've waited days, closed and opened QB and my software is updated. Does anyone know how to make this function work?
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How to call back a deleted chart of account? I inactivated one account but system deleted it.
In conversations with both Melio and Wells Fargo, Melio says "Wells Fargo contacted Melio in regards to a known technical issue;" but when contacting Wells Fargo, none of their representatives know of any technical issues with the bank's approval of transactions.
I just want to make sure that everything is written down and categorized properly. If payments to the previous year should not be categorized as expenses to the current year, I want to apply it correctly.
Hello. I have numerous items that need to be confirmed for my PayPal account. For some reason, I am unable to apply an account to any of them. It doesn't matter what I choose for the account. I keep getting an error message that says Something's not quite right. Please Select an account for this transaction. This isn't happening for every item. I was able to assign an account to some but am left with a handful of others that I cannot assign and confirm. I have tried multiple browsers, closing and coming back in, it doesn't matter. Given I was able to assign/confirm other PayPal items, as well as items in bank and credit card accounts, the issue may be corrupted entries or something. Does anybody have any advice on how to fix these?
My client has asked that I copy his bookkeeper on all invoices. I added the bookkeeper email address as a "cc" on the estimate. It does not automatically populate when I convert the estimate to an invoice. What's up? QBO is dropping it which is frustrating my client who has asked twice for the copy.
I am going live on QB effective 1/1/2024. There are unpaid accounts payable invoices from 2023 that I need enter into QB. The expenses for these invoices are already captured in my 2023 year-end balance for my AP general ledger account. I need to enter the 2023 invoices but need them to have no GL affect, or is there another way to enter these invoices? Any information would be greatly appreciated. Steve
I've tried this several ways with no luck. Help a frustrated guy out if you can!! Much appreciated.
Hi thereFor a few weeks now, I have not been able to change the group name for reports. No matter which browser I use, the system just hangs.Is there a glitch?thank you
i have a period in 2023 that i did not add contractor pay to quickbooks i need to add to do 1099 forms
Hi, I am running my 1099 vendor report and one of my consultants that I have marked as eligible for a 1099 is showing up, but only for the amount of the one bill that was paid by check. There are 4 payments to this vendor for identical amounts in identical expense accounts that were paid as bill payment-CCard which are not showing up. I went through the filters and made sure 'all payment methods' was selected, so I am not sure what the issue is. In addition, in a 'purchases by vendor' report, none of the items/expenses that were paid through bill payment-CCard are showing up. Any help is appreciated.
