Reports and accounting
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I am unable to align the 1099-NEC form on QB desktop 2022. The alignment tab does not align the information to the form. QB 2021 works fine, but not 2022. I suspect there is a software issue, but it needs to be updated and corrected ASAP.
I am at the last step "pay and file" and keep getting this message:Anyone know what to do? There was an issue with e-filing your 1099s.Try re-filing. If your account was charged, you won’t be charged again when you re-file. We apologize for the inconvenience. If you have questions, we’re here to help.
how can i change the invoice reminder template message
I need to provide data for a work comp premium audit. I have a brewpub where employees earn tips, which are a pay type, but not applicable for worker comp premiums. I need a report that lists 2025 payroll with tips (pay types) broken out for current and terminated employees. I also need the work comp class displayed to isolate owner pay form the audit as well. I can manually deduct the one owner's comp if necessary. The "PayrollAggregatedReport" would work great, but there's no setting to include terminated employees. Other reports I found do not break out pay types, or present the data in a way that can be easily pivoted or summed for the year. Please, please, please provide me a solution so I don't have to waste an hour with QBO's useless support.
I want to export my active item list to excel. When I do export it also sends my inactive items. Is there a way to only export my active items?
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Is there a way to note collection efforts on reports and to have those notes printed on the report? We leave notes on the customers accounts in the note section, but are needing a way to leave them on the report. I leave comments on the report, but those comments do not print when printing the report.
When I try closing books, an error message states that some products have a negative quantity, which stops the process. Some of the listed products had a negative starting value and some others had a negative quantity on hand (both quantities were negative in some cases). I brought them all to 0, as Rasa-LilaM wrote in this post: https://quickbooks.intuit.com/learn-support/en-us/other-questions/error-message-about-quantities-when-closing-books/00/1434519. I did the same with deleted products that match the ones in question. The same error message pops up even after these adjustments. I have no idea what the issue might be. Any help would be very much appreciated ! Sorry if my wording is not impeccable, for I set up QBO in French. I suppose terms may differ from a language to another.
I can schedule a report to be emailed, but I can't find where I can modify (or delete) a scheduled report. Also, where can I find a list of scheduled Reports.I am running QuickBooks online Plus (which means I don't have access to workflows)
I've seen posts to set up a location setting to assist with this but can't find on my version QB Desktop Premier Plus 2024. Anyone know if possible? Thanks.
Hello all, Has anybody figured out a workaround for QBO late fees assessed on invoices posted to a closed period? Right now, the automated late fees feature won't post if you've closed a period in which the invoice sits in. So, unless you keep the period open, you are unable to record the late fee. But to ensure data integrity, it's SOP to close a period after you close the books. It seems you have to manually review your invoices for late payment and then create an invoice for each late unpaid invoice but that's not efficient especially as the company grows.
I need to zero out an employee advance that will not be paid back to the company. The Advances are already in the Employee Advances asset account. What account do I use to offset the Employee Advance Asset account? Can someone tell me how to do this?
From one of our vendors, some of the bills are eligible for a percentage discount. What is the correct way of entering this discount. On the bill? At time of payment? Does this get marked as an Income account or Expense Account ?Thank you.
I have a paypal account and a paypal credit card in which I accrue rewards. I cash those rewards in and they go as a deposit into my paypal account. I'm not sure how to log this. Any help? Regards,Joe
My company recognizes revenue when it is cleared, deposited at the bank. At the end of the year we have one payment received, showing up correctly as undeposited funds as it was not deposited until this year. The issue is our sales are overstated for the prior year and understated for the current year, according to our revenue recognition. Before closing the prior year should we make an adjustment entry to debit sales and credit deferred revenue on the last day of the previous year and another on the 1st day of the current year debiting deferred revenue and crediting sales? Thank you.
When my son in law started his LLC in February he didn't have a checking account. So he just used his personal credit card and the checks he was receiving as payment for services to pay for expenses. This was from February to August 2024. I manually entered the Invoices and Purchases into Quickbooks so that he could pay accurate Sales Tax. In September he opened a business checking account and linked it to Quickbooks. On the Balance Sheet and Income Statement (Profit and Loss) this Income that was used to keep his business going is showing as "Other Current Assets" as tho he still retains it, but he doesn't, its been used for expenses for the business. The months that have the checking account linked are showing up correctly. How do I reconcile this in Quickbooks correctly so I can close his books for 2024? Thank you in advance for you help.
Hi Community, I'm looking for ways to integrate our Shopify/Shopee/Lazada/Affirm/Visa and other payment/e-commerce platforms with QuickBooks without incurring developer costs. I'm open to basic solutions, like exporting data to Excel and reformatting it for QuickBooks upload. Any ideas? Regards,Ethan
How do I print an invoice and packing slip that the item has zero price? When we ship sample items to our customer with zero cost, we want to be able to print an invoice and packing slip for shipping. However, because the amount is zero, QB considered it paid. When we print the packing slip and invoice, the line item is not printed on the report. What is the procedure so we can generate proper packing slip
I have been on QB Pro 2012 for years and finally decided to upgrade (?) to QB Pro Desktop 2021 (nonsubscription). I am on Windows 10. Office 2013. I do not subscribe to Payroll b/c I have one employee, a spouse, and she is exempt from almost everything to my CPA says he only wants and needs the excel form.I did not overwrite the 2012 program or data. I installed QB 2021, put it in the default directory, and COPIED the 2012 datafile to a new 2021 data directory. I am able to open the file and generate most reports (that I have tried) and even some EXCEL reports. However, the EXCEL report I use the most is the Tax Forms worksheets from QB to Excel. These work fine in QB2012 even after doing the upgrade. However, when I try to do the export in 2021 I get an error message. When I select the Tax Forms worksheets in QB2021 it seems to load QB_Taxform_Link1.xlt and, if marcros are enabled, it loads the menu that lets
Hello,would gladly appreciate any help with a Journal entry for purchase of new Vehicle.Old vehicle Price: 104,199.28Fully depreciated at time of trade intrade in allowance: 51,000Old loan balance: 59,374.07 New Vehicle Price:49,193.85 New Loan: 49,[removed].07(old loan) = 57,567.92 Thanks!
Hi, I was creating an invoice and accidentally swiped on the trackpad and it caused the browser to back into previous page. My invoice was lost. Is there a way to restore it or avoid this happening in the future?
I am going to start ordering Kits, which have multiple items and multiple serial numbers. What is the best way to track and account for the multiple serial numbers?
