Reports and accounting
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This is an issue with HOW the 3 part form is matching up to the boxes. This is NOT about using the internal QB's alignment feature. Please do not respond with that information. I understand this is happing to MANY. I can print the 3 part 1099 fine ---- BUT THE TOP ONE IS TOO LOW AND THE BOTTOM ONE IS TOO HIGH. ONLY THE MIDDLE ONE IS HITTING THE BOXES CORRECTLY. So you can see that moving it up or down will only make one better while making the other worse. So, QB's had a new form they needed to print to --- the new 3 party form. But QB's did such a crap job on preparing for the new form, that it doesn't print WITHIN the form itself. It's NOT an issue of not having the latest QB's update. It's NOT an issue with the computer having Windows 11. It is NOT an issue with the forms themselves. IS QB'S WORKING ON FIXING THIS AND IF SO WHEN? THE FORMS ARE
we are a nonprofit. Our members pay their dues in December for the next year. We also have a number of people that give donations as they pay their dues. Is there a way to link these donations and dues to the following year's budget? Right now, I only see the dues and donations impacting 2024 info. When I run the budget report for 2025 there is no income (dues and donations) being reported. Perhaps a new account for anticipated dues/donations that we credit and then when we get paid in December we reduce this account?
Hi, Thanks for reading and the help! I created a JE on 12.31.24. Having a hard time finding it. QB Desktop How do I find it? Thank you!
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When entering a vendor bill, expense or check the tab function stops working when you get to the Category field.
Hey all, I need to book some grouped closing costs that appear on my settlement statement. These transactions didn't occur from our bank account but rather from the Title company's escrow account. I've tried to manually create the fixed asset under Chart of Accounts and then make a general journal entry under the asset. The program asks me to enter both a matching debit and credit, resulting in a net zero account balance. How do I enter the off-bank-account transaction into this fixed asset class to it will appear on the balance sheet?
We initiated a new service in our business line in 2024, and initially thought this would be a one-off business and simply invoiced this under "Services" However, it has grown in 2024 and looks as though it will continue this trajectory going forward and become a viable business line. So, we would like to set up a sub-account under Services (Income) for Marketing & Logistics. No problem, except we would like to back date the account to 01-01-24, then go in manually to each invoice we have already issued (only about 15 so far, so no biggie) to fall under this new account. Unfortunately, when setting up the new account we are unable to locate a place that we can enter an "AS OF" date for the account, which just defaults to current date meaning we can't go back and change the invocies we have already done prior to today. We are cash accounting basis and have invoices outstanding at year end, so this really throws it off. Obviously should have done i
I'm trying to figure out which vendors I need to report with 1099-NEC, so I run a 1099 summary report. Under 1099 options I select ONLY 1099 VENDORS, ONLY 1099 ACCOUNTS, and USE THRESHOLDS. The resulting report includes numerous vendors who should NOT get 1099s.I've checked the the tax settings for each vendor, and verified that "Vendor eligible for 1099" is NOT checked. Why are they showing up in the report? This happens every year. My workaround is: I make note of which vendors in the report actually should get 1099s, then I customize the report using a filter on "Names" to include only the vendors I specify.What's the point of having an "Eligible for 1099" check-box in the vendor record if Quickbooks ignores it?
How do I account for several inventory items that we have purchased and entered into QB, but are now giving to a supplier to build a finished assembly item? We were doing the builds inhouse so I have an assembly item that pulls each of the inventory items out to create the build. Now we are having the assemblies built by a supplier and have some left over quantity of a few items that we will give to them. They will then credit us per piece for the inventory items we supplied. I need to move the quantity of items out of my inventory and account for their value when we receive the finished product back.
Can I change the date of a newly created account in chart of accounts to be active as of 01/01/2023, instead of todays date, the date created?
When I make a trial balance report for last quarter (1/10/2019 to 31/12/2019), instead the numbers showing up are the last six months. I only discovered this because the numbers seemed extremely high for a 3 month period.(Yes, I click on run report after setting the dates, I have tried setting dates to 'custom' and then the dates, I've tried the preset 'last quarter' etc., it doesn't make a difference.)So my workaround is now having to click on each line item separately, adjust the transaction report start dates (which are somehow set for 1/7/2019 instead of 1/10/2019) and then make my own excel version. It seems to be working fine for all other reports, just the trial balance is giving issues. Thanks for any advice on this!
Batch transaction frequently crashing when importing CSV files. Data will upload, but then the saving function gets stuck a screen that says "Hold Tight! Do not close your browser while we save your expense. Loading... Saving..."When creating the CSV my Excel file error checks the Accounts, Classes and Vendors. They are correct. The process works more frequently than not, but the crashes are inexplicable. Please no canned responses from the Intuit bots. Thanks.
I keep getting an error "Nothing to print. No Statements were created." I know there are invoices in this time frame and nothing is coming up.
invoices do not match my format
Hi Friends- I'm struggling. By example I'm going to try and explain the issue:I'm on accrual based accountingDr. A is a W2 employee - Set up in CLASS "DrA-EE" (Taxes withheld from payroll)On 12/31/24, I owe Dr. A $10KI set-up the accrualsPROBLEM: On 1/1/25, Dr. A becomes a K-1 (1099) partner - Set up in a different CLASS "DrA-PNR" (Taxes are not withheld and if I just post the adjustments to this class they won't be charged taxes on the $10K I pay them in January)I am looking for a solution whereby I don't have to issue a W-2 and a K-1 to this person in 2025. In other words, what entries do I have to make to be able to accrue the money in 2024 and show the salary in 2025.I hope that make some sense.Thanks for your help.
Is there a way to create a 1099-NEC for contractor not setup as a vendor in quickbooks? It’s only one vendor that requires the 1099. Thank you.
How do I create a vendor ledger report? I want to see all bills, bill payments, credit memos, etc. for a specific vendor. How do I do it in QB Online? In Quickbooks desktop there was a beautiful report called "vendor balance summary" and when clicking into one vendor, you could see everything from this vendor. Where can I find this in QB Online?
For instance, if I receive a PO for $1000 of services, and then I invoice for $100 of services provided, is there a place to see the PO balance of $900?
I need to run a report in which I can see all payments made for a specific date range (Example 02/17/2020 - 02/24/2020) for multiple accounts. I tried to run a sales by customer detail reports and a sales by item detail report but it only shows the payments made for the invoices dated 02/17/2020 - 02/24/2020. I need to be able to see payments that were made towards invoices even if they are outside the date range. This seems like it should be a very simple report but I can't figure it out for the life of me!
The old quickbooks had a P & L report by job you could customize to show each job expense % of income. Is there one on quickbooks on line?? If so how can I build one.
I send QB invoices to customers (usually clients that I record music for in my recording studio). When they pay me (usually via check or Paypal), I tell QB that they've paid to close out the invoice. At which point QB puts that money in A/R. I wish it didn't, I wish it could just corroborate with the bank/Paypal deposits.Worse still, these transactions are hidden in my A/R, as my P & L reports don't see them as income. So each time I mark them as paid, the amount goes into the abyss of A/R.How can I get these invoice transactions to show up as Income on my P& L like all my other non-invoice transactions? P.S. I use the cash method (I tried accrual but it seemed more problematic and unnecessary, I'm a sole proprietor).
I have a Quickbooks Online Advance Account for my healthcare practice. I am a sole-member PLLC presently still doing taxes as sole proprietorship. I don't have employees, I have contractors. Since my taxes are presently one-in-the-same as sole proprietorship, I have created a class called "Personal Itemized Deductions for Schedule A" and subclass from there as "Personal healthcare expenses", "Personal Mortgage Interest and Taxes", etc. However, when scanning in the documents/receipts, it asks for a "category". Do I label these items as "Personal Expenses"? This shows under "Owner Draws", however, the items were paid for under my personal account and not out of the business account. I want to be able to use my QB fully to represent and store my documents for tax purposes as well but I don't want the data to interfere with my business "books". Suggestions? I track all my documentation in QB for my accountant to help me keep up with for the year so when tax time comes, everything is neatl
