We know you are busy, so we have collected all the articles and information you need to prepare your business for the end of the year. We will also be updating this post throughout the season to keep you up to date.
I just spent 1 hour and 5 minutes on the phone with intuit customer service rep. At one point I begged for a supervisor who basically came on the phone and told me the rep could help me reconcile January that it was a simple process. Unfortunately for me, the rep couldn't find where to type in the beginning balance and end date for the month of January. Apparently all the supervisors were in a meeting and people next to him were busy so he couldn't ask anyone for help. I am so fed up with customer service. And he told me alot of people called in sick today so less people to ask. Anyway, can someone send me the steps so I can begin the reconcile process in January? Most transactions ( for some reason not all) are already uploaded so I need to go month by month and double check/manually add missing ones. Thank you!
We don't want you to experience the kind of behavior with our Phone support team, pirraglia.
Rest assured, you have me to help you enter a beginning balance so you can proceed on reconciling your accounts. First, let's create a journal entry. I'll show you how:
Then, let's mark the journal entry as reconciled. Here's how:
Once everything's set, you can check this article on how to reconcile the account: Reconciliation in QuickBooks Online.
I'm always here if you still need help in reconciliation.
I am a new customer to quick books and I am very disappointed with the services. I went from using PayPal Instant pay for invoicing my customers and payment was almost instant. I switched to “QuickBooks” and it is taking over 8 days to receive my money from my customers and still have not received. The name should be changed to SlowBooks. When I called customer support during working business hours, I got a message saying they are closed and to leave a message. As a professional company I need to team up with a professional and reliable company who can process customer payments in time and help keep track up my books in a timely manner.
I plan on canceling my subscription to QuickBooks and do not recommend to anyone who owned a business.
Ps. If this post is not “approved” on the Quickbooks community posts, it will be posted on other forums and blogs. Ty
We don't want you to feel that way, NewCustomerBusinessOwner.
When you first take customer payments with QuickBooks, the first deposit takes longer than usual. This is to establish your merchant account. It usually takes 5 business days before you receive your first deposit. After that, it'll be processed within the regular deposit schedule. You can review the merchant service agreement and check section 18.
Here's an article for future reference: Common Questions about QuickBooks Payments Deposits.
If you wish to share more about your experience, I'm all ears. You can leave a reply below.
I just need a direct line to speak to someone about my payments accounts. have tried every number which all goes to the same message, waiting on hold forever. no one on the chat can help me and have asked for a call back. How do I speak to someone??
Welcome @jthouse and congrats on making your first Community post.
Let's get you in touch with the right support.
To contact our Merchant Services department, follow below:
1. Log into your QuickBooks account.
2. Select the Help icon.
3. At the bottom, press Contact Us.
4. Type in your question, then click Let's Talk.
5. Scroll down and then choose Get a Callback.
Afterwards, it will give you an estimated time on when you'll receive a callback.
If you have any other questions please comment below. Have a wonderful day!
Beware if you are generating 1099s in QB. You are not allowed to select an account (ie, prepaid expense) for more than one box, which means that if you select prepaid expense for a place for QB to look for vendor payments for box 7, you cannot select that account as a place to look for payments for rent in box 1. This is ludicrous!!! QB should be generating the 1099s based on the vendor you are paying and based on vendor payments in total, not based on what account you expensed it to!!!! You should be able to identify a vendor as a box 1 rent vendor, or a box 7 "Other compensation" vendor, and then when you finish your list of vendors, QB should just pull all payments to that vendor and that is what should appear on the 1099. You could even make it so you assign the box after the payments are generated. But the way the system is now, you must choose between having the boxes correct and the total payments wrong or the payments correct and the boxes wrong. Almost everyone has rent that hits prepaid expense first, then gets expensed to rent expense. Prepaid expense is used for many other vendors as well, to amortize the payment over the months to which it relates, however, if you have select the prepaid expense account to use for box 7 payments, you cannot select it for box 1. Same for attorney fees! This is a very bad system, and the rep just kept explaining to me that box 1 is for RENT, not prepaid expense. Duh! I don't even know what to say. Is anyone at QB an accountant?
Let me shed light on the 1099 feature in QuickBooks Online.
We only support Box 7 Non-employee compensation. Even if you check Box 1, only the Box 7 data will be reflected on the form. If you can notice on the (4) Review section when preparing 1099 forms, only the Box 7 (column) data is highlighted in there.
If you need to report for Box 1, I would suggest finding a third-party app that has this capability.
We're just right here if you have other questions about preparing 1099 forms.
I feel your pain. Customer service these days is pretty close to non-existant. Intuit being one of the worst. Unless your are an accountant and have QB experience you are pretty much doomed to understand this matrix of online accounting. I can not even figure out how to make a NEW post here in the forum to even ask the question I am so desperately needing an answer too. It is to be found nowhere online, no where in their help docs either.
HOW DO YOU MAKE A POST TO THIS FORUM. I Space hate to hi Jack a topic but this is the only way I can find to make a post.
Hi there, @HoustonBrown.
I appreciate you letting us know your experience and this isn't the impression I want you to have about our services. We strive to provide excellent customer service and deliver satisfaction at all times. Let me walk you through how to post a question in QuickBooks Community.
Once you posted a question, you'll get an email when someone replies to it, and a notification when you log in to your account. Simply click the Ring bell icon beside the Go to QuickBooks.com option.
The Community platform is a place where users and accountants share their knowledge and practices about the product. If you wish to contact our Support Team, we currently use a callback system to get in contact with them. You can visit the following article for the steps, as well as our support hours link: QBO Customer Care Support.
Let me know if there's anything else that I can help with. Just click the Reply button below to add a comment. Have a great weekend.
Your business means a lot to us, @daisydays22.
If you sign in to your QuickBooks Online account through one specific browser all the time, there can be files that can pile up and these are called cache. You can clear your cache to prevent loading error message and enhance browsing experience.
You can use this article as your reference in clearing it, also the different types of browsers you could use in clearing cookies as well: Clear cache and cookies to fix issues when using QuickBooks Online.
If the issue persists, please call our Customer Care Support. There they have the advanced tools to check your account and help you fix the issue.
To check the availability of our support, you can peek through this article: Support hours and types.
If you have more questions or concerns, I'm always a Reply away. Take care!