New board topics in QuickBooks Community

Multilple payment source for a expense

mikelu9661 — Fri, 27 Mar 2020 22:18:52 GMT

Hello, I was wondering what payment account do I put inside expense if funds were taken off of 2 separate funding source, or i guess the question is how should i do/handle this.

importing a QB online company file to QB Desktop Pro

Benmont — Fri, 27 Mar 2020 22:14:07 GMT

Greetings,

I am switching from the online product to Desktop Pro. How do I import my online company file to the desktop version.

Thanks

I need help converting a quickbooks desktop file to my new online platform.

timhayniecustom — Fri, 27 Mar 2020 22:11:50 GMT

Sign on to Enhanced payroll with bank of america

adg2 — Fri, 27 Mar 2020 22:02:52 GMT

I would like to temporarily disconnect my bank account. How do I do this?

infinitegymnasti — Fri, 27 Mar 2020 22:02:49 GMT

utility refund

mforest — Fri, 27 Mar 2020 21:56:03 GMT

I received money back from a utility. How do I account for it?

Transfer funds between accounts

QuickBooksHelp — Fri, 27 Mar 2020 21:54:39 GMT

Learn how to record a funds transfer between two accounts. When recording a funds transfer between two accounts, the most common mistake to make is accidental duplication. If both accounts appear in your Chart of Accounts (they usually do), you must enter the transfer as one transaction that affects both accounts, rather than entering a cheque in one account and a deposit in the other. You can create a transfer between two accounts using any of the following: Transfer Cheque Imported Bank Transaction Journal Entry Using the Transfer feature is the easiest way to transfer funds, and the easiest to recognise in the bank register. However, if you used a cheque to transfer the funds, use the Cheque feature so you can record a cheque number. The following sections outline the steps involved in each method. Use Transfer Using Transfer is probably the easiest way to record a transfer of funds. To transfer money using the Transfer funds feature: Select + New. Under Other, select Transfer. From the Transfer Funds From drop down list, select the bank account that the funds are coming out of. From the Transfer Funds To drop down list, select the bank account the funds are being deposited into. In the Transfer Amount field, enter the amount being transferred. Edit the Date. (Optional) Ent...

Last week I was able to run an advanced search on custom fields that on my invoices. These fields are not in the drop down list today, any ideas? Thanks in advance!!

TMGAMMILL1 — Fri, 27 Mar 2020 21:49:46 GMT

I uploaded my QB to turbotax and then did something that erased my info. How do I reupload?

wedgekahr — Fri, 27 Mar 2020 21:46:32 GMT

Shortcuts from dropdown menus?

AmericanRV — Fri, 27 Mar 2020 21:45:06 GMT

The dropdown menus have a letter underlined, which normally means there's a shortcut. How do I use those? For example, in the checks window, I click on Edit and the V is underlined in Void check. How do I activate that shortcut

How do I record a sales refund which has been made as part of an expense - merchant credit card charge

ML693 — Fri, 27 Mar 2020 21:32:28 GMT

Mileage overage fees on an auto lease return

CCG — Fri, 27 Mar 2020 21:12:57 GMT

Does anyone know how to fully account for the mileage overage fees on a lease return? I'm not sure how to categorize it as an expense or if I need to do a ledger for.

Submitted W-2 for an employee with the wrong SSN and need to make a correction so employee can file taxes?

bimmy — Fri, 27 Mar 2020 21:09:39 GMT

Lost connection from bank to QB on one account

office147 — Fri, 27 Mar 2020 21:05:08 GMT

That's QB on-line

QuickBooks Payments FAQ

AmyBivin — Fri, 27 Mar 2020 21:13:44 GMT

Need help with QuickBooks Payments? Here is a list of articles that may help you with the most commonly asked questions.

Funding Status:

Find out when QuickBooks Payments deposits your money

Why are my funds on hold?

Manage Payments Account:

How to Reconcile an Account in QuickBooks Online

Request a rate review of QuickBooks Payments discount fees

Link your QuickBooks Payments account to QuickBooks Desktop

Link your merchant account (to QuickBooks Online)

Change password, security question, account email or user ID for the merchant service center

Change the email address you use to sign in

Receive important email messages from Intuit

Add an authorized contact to a Merchant Services account

Update your user ID, phone number, and contact information for Intuit

Card Reader:

Fix issues with the GoPayment and QuickBooks mobile app card reader

Order an Intuit Payment Solutions Magtek Card Reader

Install and use the USB Magtek card reader with a QuickBooks payments account

Order a GoPayment card reader

Set up your Bluetooth card reader in GoPayment

QB21 and QB31 Bluetooth card reader features and compatibility

Fix issues with the GoPayment and QuickBooks mobile app card reader

Payments Processing:

Why is my customer's card declined?

Process an eCheck or scan check payment (Desktop)

Void or refund transactions in QuickBooks Payments (MSC)

Process a credit card payment in QuickBooks Desktop

E-Invoice/Send Invoice:

Let your customers pay invoices online (QB Desktop)

How to let customers pay their invoices online (QBO)

Common questions about paying invoices online

Undelivered Invoices in QuickBooks Online

Refund Request:

Void or refund transactions in QuickBooks Payments (MSC)

Void or refund credit card payments in QuickBooks Desktop

Refund a customer's account balance or credit card sale

Refund a return to a gift card

Standard Subscription Cancellations:

Close a payments processing account

How do I enter historical payroll data in QuickBooks Online

info872 — Fri, 27 Mar 2020 20:56:48 GMT

How do I print an expense report by category for last year?

tom-henderson-b0 — Fri, 27 Mar 2020 20:55:54 GMT

How do I edit a sales receipt as a long term liability?

gdub — Fri, 27 Mar 2020 20:53:34 GMT

Setting up Online Office 365 with Quickbooks

JohnT3 — Fri, 27 Mar 2020 20:52:13 GMT

Hi Community,

Just setting up first invoices. I went to preferences / send forms and checked outlook. I had my Office 365 running. Tried to email an invoice. I got a message stating Quickbooks sent it to me emai application and the email applicartion will send it to the recepient.

Do I need to do another step?

Thanks

Trying to manage GST on receipts with gratuities...

camduke007 — Fri, 27 Mar 2020 20:51:05 GMT

Hi,

I'm finding the self-employed version isn't working for me in this regard. I have receipts for my business that I want to manage through my app/web. For my receipts I need them broken down by Total (inclusive of all taxes and gratuities) and GST (only applied to the subtotal NOT the Grand Total. I can't get Self-employed to do this as it with doesn't;t pull any tax if I leave it off OR if I select GST only is applies GST to the Grand Total.

Example....

Meal Receipt

Subtotal = $30.00

GST = $1.50

Gratuity = $5.00

GRAND TOTAL = $35.00

Right now the GST would pull $1.75 from the Grand Total including tax.

HELP as I can't use this app without this functionality. I can't be the only one here???

Thanks,

Cameron

How can I change a recon ending date from 3/31/2020 to 3/31/2019?

cindy48 — Fri, 27 Mar 2020 20:37:30 GMT

Meeting Up

MorganB — Fri, 27 Mar 2020 20:30:21 GMT

Greetings Community members. I hope this week has treated you all well. I just wanted to drop by the Business Discussions space and share some info I recently learned. I have a feeling many of you have found yourself transitioning to the work at home life. With that, I thought it might be a good opportunity to share a few different methods of ways you can still meet up with your colleagues to get your work done as a team. Here are a few options offered in an article by Android Authority:

1. Microsoft Teams
Microsoft recently replaced the popular Skype platform with Microsoft Teams. This resource combines video chatting and messaging into one. Teams offers the ability to schedule meetings and host up to 250 people, woah! Additionally, you can share your screen to give others a better look and record meetings so ones who aren't able to attend can catch up later.

2. Hangouts Meets
This option is brought to you by Google. In Hangouts you can also host up to 250 employees, but the exact number depends on the plan you choose. As part of the G Suite you get to decide the features you need. A couple of these features include Hangouts Chat for easy instant messaging and shared Google Drive storage space.

3. Zoho Meeting
As you may have guessed, Zoho offers video conferencing, but also provides a way to set up webinars. Although these plans are separate, this may make a great choice as a way to interact with your customers, rather than just coworkers. Similar to other choices, with Zoho you can share your screen, mute the mics of the participants, and record your group chats, among other things.

4. GoToMeeting
GoToMeeting packs a bit more of a punch with the ability to host up to 3,000 people (insert shocked face emoji). Another perk is that participants can join virtual meetings on there PC or mobile device.

5. Cisco Webex Meetings
Powered by Cisco, Webex Meetings is a great tool that offers features related to those mentioned above. This specific alternative is more focused on smaller businesses that tend to hold shorter meetings. With that comes a 40 minute meeting restriction, but that may be all the time you need.

I recommend checking out the article I linked above for other choices and plan details for each. I hope this info helps with your transition to working from home and makes it easier to connect with your coworkers, even from a distance. Take care!

How do you get rid of zero balance accounts or inactive accounts when running a balance sheet report?

jvares — Fri, 27 Mar 2020 20:23:22 GMT

Need to pay subcription payment

irma4 — Fri, 27 Mar 2020 20:17:30 GMT

How to track prepaid lessons and use time tracking for weekly lessons taught

bstreiss — Fri, 27 Mar 2020 20:07:31 GMT

Hi All,

I'm sure this has been asked before but I'm just confused enough I'm not finding the answers I need for Quickbooks Desktop.

A bit of background (if it helps)

Cash based sole-prop, with just the owner as employee
Selling a package which consists of prepaid lessons, a materials fee, and a service fee
I want to be able to use time tracking to track the weekly lessons.
If it matters, I pay myself at the end of the month for the services render.
Some accounting background, but not a tone.
Fairly comfortable with Quickbooks so I don't need step-by step directions more like general ones

And example of the level of directions I'm looking for is more like:

Create two new Other Current Asset accounts - lessons, and materials
Create a new Service item for lessons taught. Enter the amount, and use the XYZ account
Create a new Other Charge item. Enter the amount, and use the ABC account

If there are basic resources elsewhere that I'm missing (tutorials, videos, etc) that are targeted to QB Desktop I'm open to those. I did find on article talking about piano lessons, but that for QB Online, and I got all mixed up.

Thanks and I hope everyone out there is staying safe, healthy, and happy.

Is there a way to change the PO number generated in QBO to start at another number moving forward

jay38 — Fri, 27 Mar 2020 20:06:11 GMT

Is Members Equity the same as Owners Equity?

proutproservices — Fri, 27 Mar 2020 19:59:21 GMT

The TIAA banking accts won’t update the bank balance. The most recent update occurred on 3/25! QBO is useless for keeping track of these accts. How do I get it to update?

dougdeerfld — Fri, 27 Mar 2020 19:59:15 GMT

These 2 accts used to update the correct balances from TIAA. They no longer do. The TIAA Visa card acct does not transfer transactions but the bank acct does. TIAA says that there connection program supports Quicken but not QBO. How do I proceed?

How to reset your admin password

QuickBooksHelp — Fri, 27 Mar 2020 20:15:43 GMT

https://www.youtube.com/watch?v=axPb2NLy3S8

Has anyone connected bank feeds to Affinity Credit Union? I have to contact a client and just wondering if this bank is set up to do that

melinda-kleising — Fri, 27 Mar 2020 19:33:32 GMT

If i was using quickbook desktop and tried to changed to quickbook online does that mean i lost my version of desktop? will i be able to go back to desk top version?

tbyrge212 — Fri, 27 Mar 2020 19:22:29 GMT

Multiple purchase orders from one sales order

marketplacefoods — Fri, 27 Mar 2020 19:14:53 GMT

We get orders that will have items on them from multiple vendors. So if we create one sales order we would have to issue multiple POs for each vendor. What is the easiest way to do this? We've been going in and creating one purchase order at a time.

Thank you

What does the print icon look like? where can I find it?

susan-salzman — Fri, 27 Mar 2020 19:06:34 GMT

how do I print report outcomes

I cant pay my monthly fee

c-v-gardners — Fri, 27 Mar 2020 18:48:03 GMT

Has anyone else had issues setting up Core Payroll? Specifically with Payroll Items and tax tracking?

Carol100 — Fri, 27 Mar 2020 18:45:18 GMT

Is there a way to see how long an employee is at each stop using the satellite services?

Imagine — Fri, 27 Mar 2020 18:41:01 GMT

I have an employee who all of a sudden is getting a lot of overtime. I'd like to see how long she is at each stop and compare it with her route book. Is there a way to get greater detail on this?

My Barclays Business account disconnected a few months ago. I tried to reconnect and the message is "Sorry, your bank no longer supports working with QuickBooks (...)

elenamanfredi-he — Fri, 27 Mar 2020 18:36:09 GMT

We pay for our subscription with a paper check. how do i find a receipt?

linda86 — Fri, 27 Mar 2020 18:29:55 GMT

I need to correct a SSN on a W-2 for an employee and cannot find the correct forms to do so?

bimmy — Fri, 27 Mar 2020 18:26:14 GMT

Please cancel my subscription. Immediately

waynetrevisani — Fri, 27 Mar 2020 18:22:09 GMT

Is there a way to change how the invoice shows paid instead of the giant “Paid” that blocks out details on the invoice?

PlumberJay — Fri, 27 Mar 2020 18:12:33 GMT

Is there a way to see the email that went out with an invoice?

rmconsults2018 — Fri, 27 Mar 2020 18:06:51 GMT

How do I send a quote not an estimate?

info871 — Fri, 27 Mar 2020 18:01:53 GMT

When creating a P&L report for a certain event, it is not giving me the net income. It's totaling income & expenses-

finance81 — Fri, 27 Mar 2020 17:59:52 GMT

Paypal Fees not showing up in Banking Feed?

starbeads — Fri, 27 Mar 2020 17:58:55 GMT

System won't recognize name of vendor 2 group products together? I can enter products in an invoice but not purchase orders? Can't expand the product entry to enter cost?

jpjokela2965 — Fri, 27 Mar 2020 17:56:07 GMT

Estimates Reports in QBO

kwallace1968 — Fri, 27 Mar 2020 17:54:15 GMT

In QB Enterprise, we were able to run a report for Estimates vs Actual that listed line by line expenses that had been included on an Estimate and the Actual amount expensed for each of those expenses (using items). We can't locate a similar report in QBO. Does it exist? Or, are we spinning our wheels trying to find it?

How do I get my checks back in sequence

walderman2002200 — Fri, 27 Mar 2020 17:47:02 GMT

Can I have my subscription reopen for one monthn only, not for one year. I am trying to close my company and just need to clean up my account.

olivier-taupin — Fri, 27 Mar 2020 17:46:42 GMT

Trying to apply a Credit note to an unpaid invoice (bad debt) - for QB online but there doesnt appear to be anywhere to apply a specific credit note to a specific invoice

cc3 — Fri, 27 Mar 2020 17:45:31 GMT

I am using Quickbooks Desktop Pro 2018 and I cannot get the Ship to address to show on statements.

ASINM — Fri, 27 Mar 2020 17:45:16 GMT

I am using Quickbooks Desktop Pro 2018 and I cannot get the Ship to address to show on statements. Is there anyway to have both the Bill To and Ship To address on that statement for this version of QB?

How do I access my customer list?

markimbesi — Fri, 27 Mar 2020 17:35:10 GMT

How can I get a report of the Sales category by month for last year?

kathylorenzcst — Fri, 27 Mar 2020 17:23:06 GMT

I created a 1099 for a part time employee and she lost it . I am trying to find it in Quickbooks and Turbotax and can't seem to locate it?

melseck1961 — Fri, 27 Mar 2020 17:18:44 GMT

direct deposit for payroll

v.frey — Fri, 27 Mar 2020 17:13:50 GMT

can i submit my payroll direct deposit early and it post on the day as usual?

for example

i usually have to submit my payroll on a Thursday for it to be in the employees account for the Monday.

(2 federal days processing)

My next payroll for the employees is Monday april 6th and would have to submit that payroll on thursday April 2nd for it to be in their account for Monday april 6th.

my question is, can i submit it before Thursday April 2nd but it wouldnt post to the employees' account till Monday April 6th?

My account isn't ready to reconcile yet. beg bal is off by $53.31. We can help you fix it. HOW do I fix it. looks ok to me

sadieface — Fri, 27 Mar 2020 17:11:43 GMT

Error 324 "We can't find this account at your bank"

norwichdesigner — Fri, 27 Mar 2020 17:10:35 GMT

I received an email to update my banking feeds a few weeks ago, since doing this I can no longer access my credit card feed. I get error 324 "We can't find this account at your bank". I've tried following the advice at "Fix banking error 324 - Standard feeds" but there is no option to disconnect my accounts.

Trying to redo my migration

liw — Fri, 27 Mar 2020 17:10:10 GMT

Does anyone know how to pay staff through the government 80% scheme?

lynn27 — Fri, 27 Mar 2020 17:10:06 GMT

unable to match transaction due to currency exchange round off

fdryer — Fri, 27 Mar 2020 17:09:32 GMT

I transferred funds from my company's US bank account to its Canadian bank account.

I am trying to match the withdrawal and deposit in both of the bank account feeds but I am unable to do so because of the currency exchange round off. I can get to within 0.01$ by manipulating the exchange rate but that still isn't close enough for the transaction to match.

I also tried to manipulate the amounts and that allows either the US or Canadian transfer to be matched but not both.

How can I make this transfer match so I it can be removed from my unmatched bank account feeds?

When i try to print from the expense transactions page, the pop up window is blank. how can i see what's to be printed?

islandpacificaut — Fri, 27 Mar 2020 17:03:54 GMT

When can I run the payroll for April 2020?

rjwbailey — Fri, 27 Mar 2020 17:00:45 GMT

I'm setting up the payroll for next month, but QBOP won't let me do it for the new tax year. When is the earliest date I can post the payroll for April 2020? Do I literally have to wait until 6 April?

Why can I not view my PO's. You have no customer service

antspo2 — Fri, 27 Mar 2020 16:56:20 GMT

I have had issues with paying bill checks in groups. Once I choose to print it goes away and I have to go find under vender and print check induvidually. How can I fix?

lillian-torres — Fri, 27 Mar 2020 16:55:43 GMT

Saved window positions between 2 PCs

ThomaStudios — Fri, 27 Mar 2020 16:48:49 GMT

I am using QB 2016 Desktop, and I have been using it between two different computers lately. A desktop with a large monitor and a laptop. When I use it on the laptop and readjust the window positions they are now way off on the desktop monitor when I then reopen the company file there. Is there any way to save the window positions and keep them relative to both computers? Perhaps there is a settings file somewhere that holds this info, or is it saved directly into the company file?

J D Thomas

ThomaStudios

Paying the Amex bill via my bank's bill pay. however, it shows up in the Amex account as a transfer instead of a credit to the Amex account.

bls2 — Fri, 27 Mar 2020 16:46:58 GMT

Tsheets/QBO Integration of Fields

leanne9 — Fri, 27 Mar 2020 16:46:00 GMT

We are using the "LOCATION" field in QBO for all transactions (in addition to "CLASS"). We need LOCATION to show up in the time clock so team members can indicate which program (which is what we use LOCATION to track) they are working on so payroll expense is allocated correctly.

How can I get LOCATION to show up as a field in Tsheets?

I'm getting an NSIS Error when trying to install the QuickBooks Online desktop app on Windows - it says "Error Launching Installer" - how can I fix?

nurdevelopment — Fri, 27 Mar 2020 16:43:41 GMT

This error message displays redundantly: "Your session has expired. Sign out of the Intuit Data Protect and sign in again." Why?

steve143 — Fri, 27 Mar 2020 16:41:45 GMT

Can I link my online banking but chose the accounts i want connected with quickbooks?

RaissaKhoshbin — Fri, 27 Mar 2020 16:32:07 GMT

I would like to add my TD checking account and credit card BUT not include my line of credit. I do not want to hide it within the quickbooks, but rather not have it showing at all. Is it possible?

I have tried with MINT and canceled their subscription since they do not allow to do that.

How do I make a J/E with a CR to Owner's Draw and properly record it in COG Sold? I am using QBO Adv. I bought items with my personal money that were sold to clients.

GeorgeTheCat — Fri, 27 Mar 2020 16:28:05 GMT

Item List

Morgan1991 — Fri, 27 Mar 2020 16:20:53 GMT

is there a way to run a report showing what day items were added to the "item list" in qb desktop?

JE missing from accountants copy changes import

009 — Fri, 27 Mar 2020 16:20:09 GMT

Hi, so something strange has happened with a client who imported our accountants copy changes. The changes were missing a JE completely. It just didn't show up in their file. We double checked and it's in the file we had but doesn't show up on the accountants copy changes report in PDF either......It's 2020 Enterprise. The only thing I can think of is that I imported that JE in the first copy we received and it was edited in the 2nd copy we received. Could it be that importing a JE would cause the changes to that JE not to import to the client?

Partnership income- record in QBO as sales income or partner contribution?

JCSMCT — Fri, 27 Mar 2020 16:19:14 GMT

Hi,

We are a professional services Limited Liability Partnership, and each partner gets a distribution based income she generates via providing services to clients. In QBO, should we categorize this income as "sales income"- which it is, or as "partner contribution"- to properly track each partnership capital account?

Thank you in advance!

How do I furlough employees on quickbooks?

sales142 — Fri, 27 Mar 2020 16:13:55 GMT

My chart of accounts is not showing up when I enter a new bill transaction.

diane64 — Fri, 27 Mar 2020 16:13:20 GMT

Where can I download the Quickbooks Online manual? This help area is not helpful.

suzy-shaw — Fri, 27 Mar 2020 16:11:47 GMT

i have already filed and sent w2 but I need to add employer-sponsored health coverage on form. How can I fix this?

Tara45 — Fri, 27 Mar 2020 16:10:43 GMT

Employee-Paid Expenses and Reimbursements: Double-Counted

dmtrue — Fri, 27 Mar 2020 16:10:36 GMT

I'm trying to figure out how to stop double-counting my employee-paid expenses and the payroll reimbursement. Whenever I follow the recommended methods for employee reimbursement, I end up with the same problem.

1) I had several employee-paid business expenses to reimburse for office supplies, capital items, etc.

2) For each receipt, I selected the employee as the payee, designated the corporate bank account as the payment account (it's the only option available), and entered how the employee paid.

3) I entered each expense, properly categorized it (e.g. FFE, General Office Expenses, etc), and included the taxes paid.

4) I ran payroll for each employee, entering the amount due to each employee as the (non-taxable) amount to be paid.

Problem: Both the total amounts for the employee-paid expenses entered, as well as the payroll item for the paid reimbursements are both taken out from my QBO banking account balance.

How do I properly account for both items? Or, how to I properly reconcile my QBO bank account balance with the balance in QBO without losing any of the information concerning the items purchased and the payroll reimbursements? Every time I think I've come up with a solution, it doesn't work.

Suggestions - Training Files

jbowman1611 — Fri, 27 Mar 2020 16:10:35 GMT

Having a QBO account as a benefit for "our own books" is fine, but would really be great if there was access to a QBO account within the company for training purposes.

The "sample" files don't allow saving of transactions from instance to instance -- each "sample" opened is as it was before, so modeling transactions for "associates" is impossible.

Some of the parameters of this "training file":
- "belongs" to the "master" login -- cannot be exported/duplicated out of the master login/assigned associates.
- "hard" named (eg. Training Only)
- acts as "separate client" only associates given access can "see" it"
- version selectable (eg. Basic, Premier, etc) by master for each team member
- shows/restricts transactions to version

This would allow team members to see/train per "owner" specifics

Furlough Staff

WLS — Fri, 27 Mar 2020 16:08:38 GMT

How do you deal with furloughed staff under the Coronavirus Job Retention Scheme? How do you show staff as furloughed? should you amend payroll?

Search Invoices By Customer PO

Big Time Toys — Fri, 27 Mar 2020 16:08:25 GMT

I often use the advance search function to find an invoice by selecting "PO Number" under the search Invoices. Today when I was trying to search, I found that the "PO Number" choice is no longer available. Why was this removed? This is a necessary option for me.

How do I add account #'s to my existing accounts? Where do I find settings?

capnel — Fri, 27 Mar 2020 16:05:25 GMT

How are bank fees treated in Quickbooks online

Trevor1511 — Fri, 27 Mar 2020 16:05:06 GMT

I have come across a challenging issue regarding Account Servicing fees. I did a bank feed update, and the banks Account service fee although taken out was not included in the update. I tried to enter the fee as an expense however, it would not let me enter it .

I had set up a sub-account called Account service fees under the parent of Bank Charges and fees.

I then tried to enter the bank fee charged to my account as an expense, and still, it will not allow me to enter the transaction.

Should I wait until it shows up in the bank feed and then review. How would you enter it in so that is registers as an expense.

Any advice would be appreciated. I am still trying to learn Quickbooks while the government decide what they want me to do with my business during the Covid 19 crisis.

How to receive payment in to a client account

Sam De Pasquale — Fri, 27 Mar 2020 16:04:54 GMT

I have one main bank account

This has a sub account setup as a client account

I have received money from a client and cannot for the life of me figure out how to get this in to the client account without causing all sorts of problems.

The transaction shows up under the banking tab but whenever I add this transaction, it is showing up as a PAYMENT in the Client Account rather than a deposit.

If I change this by editing the transaction in the chart of accounts, it initially shows the account as my main one, changing this to the client account then registers BOTH the deposit and payment of £400 resulting in a net balance of £0.

Deleting the payment results in both transactions being deleted.

I am at a total loss here. Please can you help.

We have been trying to reach Brian Johnson unsuccessfully via several emails and telephone calls. Is there an email address that we can submit our queries to?

dennisbyronconsu — Fri, 27 Mar 2020 15:58:14 GMT

Modify payroll report

freundpriority1 — Fri, 27 Mar 2020 15:57:19 GMT

I am trying to modify a payroll report to include employee and employer contributions to a simple IRA plan, I run this report monthly. I have to run two separate reports, and can't seem to figure out how to combine. Any suggestions would be appreciated.

Thanks.

Would like to complete and email ROE directly to CRA and need help

rita11 — Fri, 27 Mar 2020 15:53:44 GMT

How do I upload csv bank transaction in UK Quicbooks but transactions are in USD?

christine9 — Fri, 27 Mar 2020 15:52:54 GMT

Is there a way to reverse a journal entry created by quickbooks online?

sbeaudoin — Fri, 27 Mar 2020 15:51:03 GMT

Is it possible to automatically attach a copy of our warranty policy to all invoices and have them send with emailed invoices (automatically)?

eric-hansen — Fri, 27 Mar 2020 15:49:03 GMT

How do I reset QuickBooks to open to the home page?

phyllis-repro — Fri, 27 Mar 2020 15:48:59 GMT

Is there a Customer detailed balance report that lists the VAT element in a separate column?

claire-mignot-on — Fri, 27 Mar 2020 15:42:06 GMT

Unexpected changes in old transactions

concordchris — Fri, 27 Mar 2020 15:41:18 GMT

Opening up quickbooks to do bank reconciliations today, I was shocked to find all my tranfer tranactions from 8/31/16 to 1/8/18 had somehow been changed. After 1/8/18, okay.

I have three accounts (paypal, venmo, savings) that we regularly transfer money into the checking and mark the transaction "transfer". All the transactions during the period mentioned were changed so that all transfers were marked as coming from savings. It was discovered when I started doing reconciliations for paypal and venmo. They had super high starting balances.

I have no idea how this occurred. Even if I wanted to, I believe the info from paypal and venmo is no longer available (or easily available) to correct it. While that period is over for reporting

QB Desktop Pro 2020 crashes when help is opened

RCM45 — Fri, 27 Mar 2020 15:32:39 GMT

I installed QB Desktop Pro 2020 with Payroll on my Windows 10 64 computer for the first time in November. It seemed to install correctly, but it crashes every time I press help or support. I am afraid to enter data now or use the program. I was on the phone a total of 5 hours with 2 different support people with 0 results. They said that they would turn it over to programmers and that an update would be coming. That was early December and still crashes. I have run all the updates and repair tools and have done at least 4 clean installs. My computer seems to work fine otherwise. Does anyone have a solution? Intuit doesn't.

How do i connect a bank for payroll in QBO?

calebrbush — Fri, 27 Mar 2020 15:32:17 GMT

Can Quickbooks Assisted Payroll (Desktop) produce a report for NY Construction Employment Payroll Limitation

gmccg — Fri, 27 Mar 2020 15:28:38 GMT

Printing information on payables check stubs

Select 5273 — Fri, 27 Mar 2020 15:27:23 GMT

If I pay multiple accounts for 1 vendor how do I get the each individual account number and $ amount to print on the check stub without entering each individual invoice?

How do I edit my Payment Methods that show up when I create an invoice? Examples are Credit Card, American Express, AMEX, bad debt, etc.

donnarandolph01 — Fri, 27 Mar 2020 15:25:13 GMT

How do I update/change my Payment Methods?

donnarandolph01 — Fri, 27 Mar 2020 15:20:00 GMT

My Payment Methods are: American Express, AMEX_Direct, Credit Card, etc. How do I edit these?