QuickBooks Q&A (US)

I'm new to using QB Payroll. When I did the Onboarding process, my employees had already received a couple of paychecks. It had me enter that information and one of the localities was being deducted as of that time at 0.5% and the paychecks done on QB so far have kept the same rate. I've just found out that it's supposed to be 2% and can't find any way to fix it or change it. I talked to somebody on the phone who told me as long as I have the local EIN entered that the rate will be adjusted automatically. I don't know if that's the case with the local rate especially being that this is a small community with everything being done on paper. I just know now that this tax rate has been wrong for a long time and this employee always owes a significant amount of local taxes at the end of the year as a result. So, I guess my question is, will the local tax rate be automatically updated?

i like the feature to link purchase orders to sales orders. is it possible to link previous purchase orders to sales order that were created prior to this new feature?

Hello, community. Hope I can get some clarity on guidance for the next solution to my specific user case.  I run a professional services (civil engineering) firm and we are fully integrated with QOB (Timesheets, accounting, payroll). We are running our company under accrual settings in QBO but I have the following issue:  For some of our clients, our billing cycles include time from two months. When a invoice is created from the time imported from Tsheets) the invoice generated can and will include time activities for say July and August. QBO uses the invoice date to recognize all revenue, meaning all the time activities (spanning two months) are recorded say for August (if the invoice is created during that month) instead of identifying that some of the revenue/time activites within that invoice should be recognized across two months (July and August).  Currently, we are following the standard process and doing the journal entries to adjust the accounts a

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Our commercial customers used to receive the estimates and invoices sent from quickbooks. Now they are no longer receiving them and it is causing missed payments.

What was  your experience transferring all  the data to online version?

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I am trying to change my company address however it keeps giving an error message. How do i go about changing it

Our Maryland State Payroll Tax payments this month were rejected with the Issue listed as "FEIN and CRN combination does not match the account. We have not changed any account information so do not know what the problem would be.  We have occasionally had rejected payments which appeared to be a problem at with the State of Maryland.   We did "Void" the initial rejections and resubmitted the payments, only to have them rejected for the same reason again.  So is this a QuickBooks Payroll issue or a State of Maryland issue?   Neither one is easy to access for Customer Service.

dont want the new look, how do I get back the old view

I deleted an accountant, but I need to see their user activity. How can I find it?

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Necesito que me ayuden con eso muchas gracias

I have QuickBooks Desktop Pro 2021, MS Excel 2016 64-bit. Both applications are up-to-date, and work well independently.. When I run "Tax Form Worksheet" report (Reports -> Employee & Payroll -> More Payroll Reports in Excel -> Tax Form Worksheets), I get following error. I don't have QuickBooks Payroll subscription, but that is not required to run these reports in Excel.  I have reinstalled/repaired QuickBooks multiple times. Some discussions on internet (https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/excel-2019-compatibility-with-qb-desktop-pro-2019/00/289947) suggests the compatibility issue between QuickBooks Pro-2021 and 64-bit Excel. However, this article (https://quickbooks.intuit.com/learn-support/en-ca/manage-integrations/microsoft-office-2010-2013-2016-and- 365-faq/00/262207) suggests that 64-bit Excel 2016 is compatible with QuickBooks

I need proof that I a quickbook subscription in PDF format

I had an payment that came in via Playanywhere bank deposit. . When I tried to match the invoice to the bank deposit the invoice is missing. If I look at  pledges the transaction shows as Payanywhere. If I select the Payanywhere, I see the original customer's name and I separated the transaction into customer amount and Payanywhere fee. But if I select all sales and enter the customer's name I can not find the transaction. How am I going to know if the customer has paid if it is not obvious? 

I overpaid an employee on a paper check but was notified after liabilities were paid. I will be voiding and reissuing the check. How do I correct the payroll liabilities?

I have some prepaid expenses that keeps showing up on my management reports. These occurred in 2022 and all has been paid and reconciled.How do I get them off my 2024 management reports?These are in a inactive charts of accounts.   

Call back

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I am trying to integrate my QBO with ADP Payroll and Synergy Suites, both exports need to include accounts payable items such as payroll tax payable, tips payable, etc but we get an error message because the accounts payable does not have a vendor name. Both ADP and Synergy Suite has said there is no way for them to add the vendor name to the journal entry on their end so I am trying to find a way to make it work on my end.

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I want to track onsite billable hours for salaried employees as well as hourly. How do I get the billable/ cost rate per hour to autofill for the hours spent onsite? Thanks!

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I use QBO Accountant to manage my clients and I have been finding that I am being required to verify my identity every single time I want the bank connection to update. It no longer does it automatically. I then have to reach out to my clients who have not provided me direct access to their bank accounts and coordinate receipt of a verification code from them. It's extremely frustrating for both parties involved. It happens with multiple banks, so I think it's something with my computer's settings, or in QBOA settings. Can anyone help me correct this?!