QuickBooks Q&A (US)

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I need to refund her money via ACH. How do I do that?

i want to compile a report of time off requests that were submitted in a timely manner so i want to compare submitted date to date requested

I hope someone can help.   Our company credit card has one account but 4 cards for different consultants under that one card.  When I set up quickbooks (and was a complete newbie to it) I needed to figure out how I could have the transactions be downloaded from the bank to reconcile.   A QB expert said the only way to do that was to set it up that all cards are shown but to have a separate account for all of them otherwise I would not be able to reconcile each account to the bank statement.  I have used this method ever since.  Trouble is that the profit and loss are of course showing ALL the transactions from the cards whether they are in the reconciliation or not so I have lots of duplications.  What can I do to rectify this and have my QB account be a true representation of the transactions and payments of my credit card?thanks!

Securitymetrics has been contacting me.

Can I have a user that is only on TIME?

Our time clock is based on 100ths.  But Quickbook time is based on 60 minutes.Is there a default to make the QB time Kiosk read 100ths of an hour as opposed to 60 minutes?ThanksLDO 

If I try to sign into Ask Community, the website will direct to sign into Quickbooks. If I sign into Quickbooks then try to sign into Ask Community, the website says Sorry, incorrect credentials. 

I've been searching on adding a retention payable and receivable account as we are about to go live with Procore and I was told I need to do this.  My question is this...based on what I'm seeing here, once I set these up, I would add a line item to my invoice that is just "retention" (or whatever I choose to name it).  However, right now, we enter it in as part of the invoice, for each service provided, and when payment is made, it just shows some payment (for us 10%) is still due.  If I add a retention due line item, it will not account for it properly as it's just a catch all and won't show up under each service provided, correct?  Unless I set up retention payable and receivable accounts for every service?  Which seems to be a bit much.  Am I overthinking this?

On Monday and employee forgot to clock out for lunch.   Here is Thurday and I just realized that he forgot to clock our for the lunch,  How do I deduct that 30 minutes.   I can see where he got here at 7:00 and left at 4pm.  but i do not see where i can insert the lunch time in between.  How do i insert the lunch in-between?ThanksLDO

I am considering switching to QBO from desktop. There is a QBO desktop app that makes QBO look more like the desktop version. I have read some of the help articles about it. Some articles say that it is free to download for ALL QBO users.  Other articles call it the QBO ADVANCED desktop app, which sounds like you need to subscribe to the advanced level to be able to use it.  Which is it? Has anyone here used the app? Does it make the transition to online easier?

When creating an invoice under QuickBooks Desktop, one was able to select a specific account receivable where the amount will be posted. How do you do this in QuickBooks Online? Or alternatively, when creating a customer account, is it possible to assign a specific account receivable to the customer? 

Ok we use QBE with Enhanced Inventory Receiving so the normal work flow looks like this... PO for 10 widgets - inventory is 0Bill for 10 widgets - inventory is still 0 (EIR does not receive inventory with bills)Item Receipt for 10 widgets - inventory is now 10Invoice for 10 widgets - inventory is now 0 So here is where it does not work... PO for 10 widgets - inventory is 0Bill for 10 widgets - inventory is still 0 (EIR does not receive inventory with bills)Item Receipt for 7 widgets - inventory is now 7 because the vendor only shipped 7Credit Memo for 3 widgets because the vendor billed for 10 - Inventory is now 4 (problem)Invoice for 7 widgets - inventory is now -3 (problem) So at first the solution seemed to be that Credit Memo's under EIR should be like bills and NOT effect inventory, but then I though about an product return and how that would work or not work... PO for 10 widgets - inventory is 0Bill for 10 widgets - inventory is still 0 (EIR does not rece

I email invoices and I would like to be able to run a weekly report that will confirm that the invoices weren't sent.

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I have a dozen or so individual GL accounts set up for Sales Tax Payable, each GL account is a separate county.  We perform work in many counties within the State so I want to separate how the tax posts to easily report it monthly.   For over a year and a half I have been creating invoices in both our separate job cost system and in QBO.  In the last month, I have used Erie County payable to post all invoices and QBO receipts tax amount to Erie County payable.  Instead of posting to that account now, the tax portion is posting to another county's GL account.  When I run the Balance Sheet the tax amounts are showing up (because they are posted there) in the wrong tax account making my reporting very difficult.  I have checked every aspect of both accounts and cannot see why the Erie County tax is posting to the Alleghany tax GL account.  Everything on the invoices and receipts show the correct tax account of Erie County and the correct rate. 

I don't like the modern view and get tired of having to change to classic view.

Is there a way to set a time period for how the system looks for duplicate items?  I currently have it popping up duplicate sales receipt but the "duplicate" is from 2011.  Same with checks and invoices.  Using QB Accountant Desktop Plus 2023

I have setup auto pay and direct deposit and it had been working flawlessly for years until I tried to look into changing my pay twice a month to every two weeks.  I couldn't make any changes because it said AutoPayroll had to be turned off before I could change anything.  I looked at it but decided not to modify it and keep it as is.  Now my DD doesn't go through but still looks like autopayroll is still working?  Had to print my paycheck and manually deposit it.  All my settings appear to be accurate: Payment Method: DD, Pay Schedule: twice a month....

How can I get in contact with someone from Quickbooks to upgrade my desktop version? 

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I have a workforce account with my employer to track time and pay stubs but my self employed account is blocking me from seeing my pay stubs on other account