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Activity Feed for DavidSC
- Got Cheered for Re: How can i send a customer statement at the end of the month through online QuickBooks. yesterday
- Posted Re: QB Online Backups on Account management. yesterday
- Cheered Practical Penny Pinching for Small Business Owners for MorganB. yesterday
- Posted Re: How do I transfer funds between sub accounts, same bank account? on Banking. Thursday
- Posted Re: Pay Sales Tax window on Taxes. Thursday
- Posted Re: In NH I am not collecting sales tax but I am collecting a meals and rental tax, how do I turn... on Taxes. Thursday
- Posted Re: I printed my W2's for my employees and they don't include deductions for WA WC and WA PFML EE... on Employees and payroll. Thursday
- Posted Re: Accountant copy made in error how do I undo/cancel/clear it? on Reports and accounting. Thursday
- Posted Re: Automatic Late Fees on Reports and accounting. Wednesday
- Posted Re: Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does h... on Banking. Wednesday
- Posted Re: When paying payroll liablities the company side of medicare and soc sec not showing up, just ... on Employees and payroll. Wednesday
- Posted Re: Why is the QB browser app Add PayPal Account stuck at 'Before We Connect we need your permiss... on Install. Wednesday
- Got Cheered for What guidance would you give to a friend starting a business?. Wednesday
- Posted What guidance would you give to a friend starting a business? on Talk about your business. Tuesday
- Posted Re: If I received a tax refund from the state and IRS and it was deposited in my business checkin... on Banking. Monday
- Posted Re: Need to install quickbooks in another computer but i cant cause i need a validation code to i... on Install. Monday
- Posted Re: I am unable to implement the instructions to add a vendor to the 1099 return by designating t... on Employees and payroll. Monday
- Posted Re: How do I associate a photo to an item in QB Enterprise 18.0? I am not seeing the picture opti... on Reports and accounting. Monday
- Posted Re: How to reconcile after condensing company file? on Banking. Monday
- Posted Re: Where the hell are you on Employees and payroll. Monday
DavidSC
Content Leader
Member profile
I've been working with QuickBooks for several years and in a variety of roles, including here in the Community. It's been wonderful to see the collaboration that takes place and the resolutions that are created.
yesterday
Hello everyone.
Thank you all for sharing your feedback on this, and I have passed it along to my team. Also, I wanted to make everyone aware that you can find some great alternatives on the QuickBooks Online App Site.
As always, I'm just a few clicks away if you should have questions. I hope you have a wonderful weekend.
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Thursday
You've come to the right place, @sertomacv. I'd be happy to show you how to transfer the funds.
Here's how to transfer money between accounts in QuickBooks Online:
Select the + New button.
Choose Transfer.
Select the accounts for Transfer Funds From, Transfer Funds To.
Enter the rest of the information, such as Date and Amount.
Click Save and close.
For additional insight into this method and other ways to move funds, I recommend this article: Transfer funds between accounts.
Should you need any additional assistance, I'm just a few clicks away. Cheering you to a great rest of the day.
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Thursday
It's nice to have you in the Community, @dmtaxxman. I'd be happy to help with clearing that amount out.
One way to help track down the amount would be to hit Ctrl + F in QuickBooks to bring up the Find window and search for 58.80. This can help to determine where this figure is originating and why it's appearing in the Pay Sales Tax window.
Additionally, I recommend checking out the Warning: You must specify a vendor name for the sales tax account section of the following article: How to resolve common sales tax issues.
I've got your back and will be here should you need additional assistance. Take care.
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Thursday
Welcome to the thread, @cake-veganbakery. I'm here to lend a hand with sales tax.
To ensure that I'm on the same page, are you trying to enable sales tax on a specific item or in general? This will help to ensure that I provide the best resolution.
In the meantime, I'm including a helpful video on using sales tax in QuickBooks Online:
I'll be waiting on standby and look forward to getting it resolved. Have a good one.
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Thursday
Welcome to the Community, @jennifer40. I'm here to lend a hand with your W2s.
Just to clarify, is there a place that you expected to see these amounts on the form?
In the meantime, I'm including some resources related to this topic:
WA Paid Family Leave on W2 ?
Washington State Industrial Insurance shown on W-2 Misc Info: how report on tax return?
W2 form boxes explained
I'll be on the lookout for your response. Have a good one.
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Thursday
It's nice to have you in the Community, @jaye2. I can share information on Accountant Copies.
You can remove the restriction for the accountant's copy to void it. Here's how:
Navigate to the File menu.
Choose Send Company File.
Click Accountant's copy, then Client Activities.
Select Remove Restrictions.
Choose Yes, I want to remove the Accountant's Copy restrictions, then OK.
Please know that this process is irreversible. Additionally, you will need to send another Accountant Copy file. For further insight into this, I recommend the following article: Remove the accountant's copy restriction.
As always, I'm just a post away if you need additional assistance. I hope you have a great rest of the week.
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Wednesday
Thanks for reaching out to the Community, @dcycAdmin. I want to ensure that you get the assistance you need with the automatic fees.
Given the sensitive nature of payments and information related to sales tax, I recommend reaching out to the QuickBooks Online Customer Support team by phone or chat. They can pull up your account in a secure environment and assist in determining how the rates were calculated. Here's how to reach them:
Sign into your QuickBooks Online account.
Click the Help icon in the upper right of the screen.
Select Contact US on the pop-up.
Enter your question in the How can we help? field and choose Continue.
Click Get a callback or Start messaging.
Enter your contact information.
Select Call me or Send Message.
I'm also including an article with an overview of this feature: Setting up and applying automatic late fees.
Should you have questions or need anything, I'm just a comment away. Take care.
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Wednesday
It's nice to have you in the thread, @AllPureChris. I'm here to help with recording deposits.
The Auto-recall feature is primarily used to fill out information when entering a bill, writing a check or recording a credit card charge. It can also be used to select a Location automatically for an invoice or sales receipt. For further information on this, I recommend the following article: How to use auto-recall to pre-fill transactions.
Just to clarify, do you use the same bank account for every deposit? Additionally, it would be beneficial to know if the same account is automatically selected if you choose Save and new after creating a deposit.
I'll be waiting on standby and look forward to getting to the bottom of this. Wishing you well.
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Wednesday
Hi there, @jmccpa1. I'd be happy to help with paying the payroll liabilities.
To ensure that I'm on the same page, does the employer side of Social Security and Medicare appear when selecting the number in the Amount Due column next to Federal 941/944/943 on the Pay Liabilities screen?
Additionally, it would be helpful to know if the employer contributions to these taxes appear on reports, like a Payroll Summary. You can access this report in the Reports section of the Payroll Center.
In the meantime, I'm including an article on paying payroll taxes in the software: How to use QuickBooks to pay payroll taxes and other liabilities.
I'll be keeping an eye out for your response. Have a good one.
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Wednesday
Thanks for posting in the Community, @CarlKai. I'd be happy to lend a hand with connecting your PayPal account.
Since you're unable to link the account in the app, I recommend trying a web browser. I also suggest trying an incognito window (private browsing window), since stored internet settings, like cookies, can cause unexpected behavior. For additional information on this and other steps to resolve such issues, please see the following article: Troubleshooting browser problems.
Please let me know how it goes, as I want to ensure the account is linked. Take care.
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Tuesday
1 Cheer
Hi everyone!
January is synonymous with resolutions, from fitness to launching a business. For those with the latter goal, it can often be overwhelming to get a company off the drawing board.
With that in mind, what advice would you give to a friend who was starting a business?
The inspiration for this topic came from a recent conversation that I had with a good friend. They have decided that 2020 is the year for launching their business. Their dream is to turn their hobby into a successful company. It's as exciting as it is frightening for them.
Our conversation focused on the importance of being as prepared as possible before the launch. We agreed that any available free time should be utilized for research and laying the groundwork. It reminded me of an old college professor who would often say, "fail to prepare, prepare to fail."
If your friend asked you for guidance on starting a business, would the direction be the same? Perhaps, there are other lessons that you feel entrepreneurs should know. I look forward to hearing the Community's insights and thoughts on this question!
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Monday
Hi there, @aspirefitbody. I'm here to help with entering the deposit.
Generally, it's recommended for a corporation to select the liability or expense account associated with the payment. This helps to ensure accurate figures for the liability/expense account and reporting.
The entity type of the business will also play a role in determining the best process for recording the transaction. There was a similar question asked in the Community, and I recommend checking it out since there's some helpful information in the thread: How to record income tax returns refund in quick books?.
If you need anything, I'm just a post away. Cheering you to a fantastic year ahead!
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Monday
Welcome to the Community, @jirehconstructio. I can get you pointed in the right direction for getting it installed on the new computer.
To receive a validation code, you will need to reach out to QuickBooks Desktop Support by phone or chat. They can collect your information in a secure environment and assist with generating the code. Here's how you can reach them:
Visit the following link: Contact QuickBooks.
Choose your product.
Follow the on-screen prompts for What can we help you with?.
Click the desired contact method at the bottom.
Alternatively, you can request assistance from within QuickBooks. Please see the following article for information and steps: Contact the QuickBooks Desktop customer support team.
The Community always has your back, and assistance is just a post away. I hope you have a fantastic week.
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Monday
Thanks for joining the Community, @vm---an. I can lend a hand with setting up a vendor for a 1099.
It sounds like you're on Step 2: Categorize payments to contractors of the 1099 wizard. You can get to this page by selecting Prepare 1099s at the top of the Vendors screen. From here, you select which accounts will be tracked for a 1099 and which box to place the figure in. As an example, to include a check to Amy's Oil that used the expense account Fuel, it'll need to be selected in the necessary box.
I'm also including some additional resources for generating 1099s in QuickBooks Online (QBO):
Prepare and file Federal 1099s using QuickBooks Online
1099 Troubleshooting
Should you need further assistance with creating this form or any other topic related to QBO, you can find me here. Have a great rest of the day.
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Monday
Thanks for posting in the Community, @HotTubMan. I can provide clarification about attaching files in QuickBooks Enterprise.
An image, or another file type, can be attached to a transaction, but not to a product/service. One option would be to include the desired file on a sales transaction, like an invoice.
Additionally, there are other areas that a file can be attached, such as customers, fixed assets, and vendors. For additional insight into this process and the necessary steps, I suggest this link: QuickBooks Document Center: FAQs and common issues.
If you have questions on this or any other topic, please don't hesitate to let me know. Wishing you well.
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Monday
Hello again, @EL34.
Since the Condense Data utility converts transactions into a journal entry, the items from December will not appear in the Reconcile window. As my colleague mentioned earlier, you may want to consider restoring a back-up copy.
Alternatively, there's also the option of using a journal entry to make a reconcile adjustment for December. Should you be unsure about the creation of an adjustment, I recommend contacting your accountant for guidance.
I'm just a post away if I can be of additional assistance. Take care.
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Monday
Thanks for reaching out to the Community, @jjballard79. I'd be happy to lend a hand and get you pointed in the right direction.
Just to clarify, are you trying to reach the QuickBooks Online Customer Support team? If so, here's how you can contact them by phone or chat:
Sign into your QuickBooks Online account.
Click the Help icon in the upper right of the screen.
Select Contact US on the pop-up.
Enter your question in the How can we help? field and choose Continue.
Click Get a callback or Start messaging.
Enter your contact information.
Select Call me or Send Message.
Please also know that the Community is also happy to assist with questions.
Should you have meant something else, or need anything, I'm just a post away. Have a good one.
... View more
Monday
You're very welcome, @majonkata.
The column can be included in the All Sales view by selecting the small Gear icon above the Action column and placing a check-mark in the box next to the name of the custom field.
To help ensure that I'm on the same page, could you please provide additional insight into your first question of searching in the field. This will help me to give you the best information and resolution.
I'll be keeping an eye out for your response. Take care.
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Monday
It's nice to have you in the Community again, @majonkata. I'd be happy to assist with reference numbers.
One option would be to include this information in a custom field, which can be located using the Magnifying Glass tool. The following article has an overview of setting up these fields and using them: How to add custom fields to invoices. Additionally, you can select whether the customer will be able to see this information.
Please feel free to post an update on how it goes, as I want to ensure that you get the desired setup for your sales forms. I hope you have a wonderful day.
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Monday
Hi there, @jrreinbold. I can help with deactivating your payroll.
There are a few different ways of canceling Desktop Payroll. Here's how to do so from within QuickBooks:
Click Employees at the top.
Choose My Payroll Service then Account/Billing Info.
Log in with your Intuit Account login. This will prompt the Account Portal page to open.
Select Cancel Service on the top right.
Follow the on-screen prompts to complete the cancellation.
I recommend the following article for additional insight into this process and other ways to terminate the service: Cancel your QuickBooks Desktop Payroll Standard, Enhanced, or Basic service.
As always, I'm just a few clicks away if you should have questions or need anything. Wishing you well.
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Monday
Thanks for posting in the Community, @Dorcus Godfrey. I'm here to lend a hand with accessing your reports.
QuickBooks Desktop has a setting that will automatically prompt a user to modify a report before opening it. Here's how to disable this feature:
Choose Edit from the QuickBooks menu and choose Preferences.
Cick Reports & Graphs.
Choose My Preferences or Company Preferences tab.
Remove the check-mark in the box next to Prompt me to modify report options before opening a report.
Click Ok.
For additional information on this and other reporting settings, I recommend the following article: Set report preferences.
The Community is always here, so please don't hesitate to let me know if you need additional assistance. I hope you have a fantastic week ahead!
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a week ago
You're most welcome, @tpinali.
It's great to hear that it's resolved and the file is uploaded. Hopefully you can take the time that was saved and get an early start on the weekend :).
Should you ever need anything, the Community is just a post away. Have a good one.
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a week ago
Welcome to the Community, @tipinali. I'd be happy to help with importing the file.
To ensure that I'm on the same page, these are new items that you're bringing in and not an adjustment, correct? Additionally, if you're using Advanced Inventory and Multiple Inventory Sites, you will need to disable Multiple Inventory Sites before importing a spreadsheet with quantities and value.
I also recommend reviewing the spreadsheet to ensure that it's properly formatted. The following article has an overview of this process: Import or Export MS Excel files.
Also, if you're trying to import all 1700 at once, you may want to try a smaller file. A smaller spreadsheet will also make editing and troubleshooting easier.
It's my priority that you can import the inventory, so please feel free to post an update on how it goes. Take care.
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a week ago
Thanks for joining the thread, @ked546. I'd be happy to lend a hand with generating the 1099's.
Just to clarify, is the screen and/or a button not being responsive on the screen? If so, I recommend some browser troubleshooting since it can help to clear up unexpected behavior. You can locate additional information on this process in the following link: Troubleshooting browser problems.
Additionally, contractors will only appear if the expense account associated with their transactions is selected in Step 2: Categorize payments to contractors. So a check to Amy's Oil using the expense account Fuel will not be tracked for a 1099, unless the account is chosen.
I suggest double-checking that the expense accounts used to pay the vendor are selected in Step 2. For other steps, I recommend this resource: 1099 Troubleshooting.
Please let me know how it goes, as I want to ensure that the forms are generated for you. Wishing you well.
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a week ago
You've come to the right place, @carla13. I can lend a hand with the tax table.
Version 22022 is currently (as of 1/10/2020) the most recent payroll update. For information on what's included in the table, I recommend the following article: Latest payroll news and updates.
I'm also linking a guide on checking for updates and installing them: Get the latest payroll tax table update.
Please don't hesitate to comment below if you have questions or need further assistance. Hoping this response finds you with a smile.
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Membership stats
1603
Posts
51
Solutions
28
Cheers Given
146
Cheers Received
Member Since
12/27/2017