Ask Your QuickBooks Questions | Drop-In Session

How do I enter contributions if they were donations of items we usually sell? I looked at the instructions given, but the dropdowns/settings did not appear the same.

*I can't seem to join the convo

*never mind, I thought it was a zoom session. I guess I'm here!

I'm trying this again right now; it seems to be working. Not sure how to delete this question (for now!)

Will quickbooks make us change to the new tax center? IF so what is different in the two sales tax center?  

I'm a not for  profit business. How i set up my budget? 

When creating a new invoice, I received the following error message:

"Tax field cannot be left blank even for non taxable customers and sales which have no taxable items so non nontaxable sales will be correct for this district.

Note:  all of our customer's are taxable, not all of our services are taxable.

I went to the intuit community and i did rebuild and verify data.

help please

Good morning @sarah161 ! Thanks for joining, and great question! For now, the new sales tax center experience is simply a redesign, making information easier to see and navigate. However, there are some great updates under the hood that will make it possible for us to add new features in the near future. 

As of right now, using the new design is optional for anyone currently using the old one. We'll make sure to give you plenty of notice if the old sales tax center is set to retire. Let me know if you have any other questions! 

Hello.  I have run a report of one of my accounts.  When I look at the transactions in it, some of them should not be under that account. However, when I open that transaction, everything that labels the transaction is correct.  Why does it not show up under the correct account?  Thank you.

Good morning @FullFillery ! I'd love to help out with this. Would you mind sharing which version of QuickBooks you're using, so that I can provide the most relevant guidance? Many thanks!

Hello @Panthers22 .

Thanks for "dropping -in" today.  I'd be happy to help you get started with creating a budget. 

In QuickBooks Online Plus and Advanced, you can create budgets based on your accounting data. Once your budgets are in QuickBooks, you can review and adjust everything. Then run financial reports to compare your actual sales and expenses with your budget.

To create a budget, sign in to your QuickBooks Online, then:

1. Go to Settings ⚙ and select Budgeting.
2. Click Add Budget.
3. Select Edit.
4. Edit each account one month at a time.
5. To change the time period from month-to-month to quarterly or yearly, select the Gear ⚙ at the top of the budget. Then select Quarter or Year.
6. Select Save or Save and close.

You can also set up class tracking and set target budgets for those classes. 

For Charitable Contributions, I'm having trouble creating an item and then making a credit memo for it.

When I make a product for charitable contributions, there is no option for "I sell this product to my customers." I am also not able to delete it and try again, so I guess I'm supposed to just make it inactive and make a new one with a different name? The name of the category does show up in my list of categories.

I tried to create a credit memo anyway, but in the product/service column, only "Service" shows up. We don't offer any services so I don't know why that's there. If I try to add something new, it just takes me back to the start of making a new product/service. However, it tells me there's already something with that name. I'm very confused!

I'm using QuickBooks Online.

Hey there @CMP5330 

I'd love to help you get this figured out. Can you share a little more information with me, please?

• Which version of QuickBooks are you using?
• Are the transactions that should not be in the account the same type of transactions?
• Are the transactions from a specific date?
• What type of account is this? 

Hello.

• Which version of QuickBooks are you using?  I am using the online version of QB.
• Are the transactions that should not be in the account the same type of transactions?  Yes, they are the same type of transactions.
• Are the transactions from a specific date?  They are from different dates.
• What type of account is this?  This is a Revenue account.

These are invoices I make for our monthly before and after school child care for our 6 campuses.  Each campus has it's own main account.  When I make an invoice, I group it with the campus that student attend.  However, when I run the account for one campus, all of the invoices show up there.

Hi - we are a QB Premier 2019 user with the Manufacturing and Wholesale variant of the product. We are a complex user including a lot of inventory, nested BOM's, payroll, etc. As we look to the forced migration to 2022 what changes should we expect? Due to the complexity of our environment I would like to build a test environment - is there a way to get a trial license of QB 2022 Desktop Premier so that we can test the migration process and post-migration functionality before we begin our production migration? 

Thanks for the additional info @CMP5330 .

I see you mention each campus has a main account. Based on the behavior of the invoices it sounds like they've been marked as sub-accounts. Can we double-check that setting?

From the Sales tab, select Customers.

Click on one of the campuses that are showing up incorrectly.

Next, Edit, and see if the "Is a sub-customer" field is selected. If so, that's the issue.

If the sub-customer field isn't selected, let me know and I'll continue to dive in.

Thanks!

Hey there, @jscco.

Thanks for joining our drop-in event. It's great having you here with us. 

Totally understandable wanting to use a test environment before jumping right in. QuickBooks Desktop 2022 does have a 30-day free trial version available. You can access that download link below. 

• QuickBooks Desktop Enterprise 22.0

Please know that you won't need any codes (License or Product numbers) when using the trial version. You can see more details about our trial versions in Download a trail of QuickBooks Desktop Enterprise.

I also wanted to provide a few articles to keep handy that cover more info about using inventory and payroll, should you need it in the future. 

• Receive inventory
• Set up your product's Bill of Materials 
• Get started with QuickBooks Desktop Payroll

Please let me know if you have any questions or concerns. I'm happy to lend a hand!

Thanks for joining our drop-in, beatty1!

I think you would benefit from using the Non-taxable option for your items. If you already have your non-taxable code set up, you can mark an item as non-taxable by:

1. Go to the Lists menu, then select Item List.
2. On the Item List window, select Item then New (or Edit Item).
3. From the tax code drop-down, choose Non Taxable Sales (or Non Taxable Labor).

You can find out more about this and other tax options in your Desktop account here: Set up sales tax in QuickBooks Desktop

Feel free to reach back out if you have any other questions!

Hi Tori - thanks for the info. It looks like you sent me information on Enterprise. I'm looking for Premier. I can't seem to find a trial for Premier. (Is it called Premier Plus now?)

I do not see a drop down tax code box.

I am using Quickbooks Desktop Mac 2020

V. 19.0.11 R12

I have been working on this error for 5 days.

Please advise

How do I change the estimate/invoice templates?

Hi Tori - thanks for the info. It looks like you sent me information on Enterprise. I'm looking for Premier. I can't seem to find a trial for Premier. (Is it called Premier Plus now?)

Sorry about that mistake on my end, @jscco!

At this time, we don't have a trial version of the new Premier Plus edition. I understand this would be very beneficial for your business. I'll be sure to share this with our engineering team so that they are aware.

That said, for the time being, I recommend contacting our Technical Support Team directly due to the complex environment. This way, one of our tech support agents can work with you 1 on 1 for the best course of action. They will be able to take a deeper look at the specifics of your account and make sure you're set up a smooth transition. 

To connect with an agent: 

• QuickBooks Desktop Support 

Please let me know if there is anything else that I can do for you! 

Thanks for getting back to me, beatty1.

Just to double check, I'd like to verify that the Sales tax is set up and the taxable/non-taxable codes are set in your preferences. Here's how to check these details:

1. Go to the Edit menu, then select Preferences.
2. On the Preferences window, select Sales Tax then go to the Company Preferences tab.
3. Select Yes to turn on sales tax.
4. Set up the sales tax items or sales tax groups for each county, district, city, etc. where you collect sales tax. Click Add sales tax item to do this.

You'll also want to be sure that the location of the invoice matches up with one of the sales tax items. Let me know what you find and I'll be here if you need me.