My bank made a deposit to my savings account labeled "e-statement credit" and another labeled "share dividend". It was small, but obviously changed my balance and I do not know how to record it. I was recording it as a deposit but when asked from what income/cogs/expense account it is coming from I have no idea what to use... ... View more

I own a Glass company and hold a resale certificate making my purchases of windshields etc. tax exempt. I recently bought a windshield for my personal vehicle, so bill from vendor let's say was $150 (no tax), I wrote a check to vendor but don't know how to set aside or account for the 5.5% tax so that I can pay use tax at end of quarter. I typically create invoice for customer with windshield and tax etc. then get paid for it and it easily accounts for sales tax but don't know how to handle personal items and personal use tax. Even if I created an invoice for myself, the only actual $ that would come out of my acct would be the $ for the windshield where the 5.5%use tax would be cumulatively paid at end of quarter. Thanks ... View more

I want to move $1,000 from my business checking acct into my business savings acct, already did actually, as a way of setting money aside for end of year/quarter tax payments I will owe. How do I account for this in Quickbooks desktop? I had set up an "other" expense acct labeled "preemptive tax payments", but there is no way to later access those funds in QB to move back into business acct to then take draw and make payment. I would just take it as a member draw and leave it in my savings acct but would later have to delete that transaction when I move it back to pay taxes. Somethings not right with my approach. Please help. Thanks! ... View more

After receiving a payment against a particular invoice, then going to "record deposits" and depositing it from "undeposited funds" (where it automatically goes) into my bank account, the payee and check number are not showing up when I click on my bank account and look at the transactions list. When I click "edit deposit" it clearly shows who the payment was from and the check number etc, but those two things are not showing up on the bank account summary list.  ... View more

I am trying to make it so that my customers are able to pay an invoice when I email them one. I believe I have found out how t do it, by "edit", "preferences", "company preferences" under the "payments" section. But when I try to select either credit card or bank account to allow for payment methods I get the notice I have attached. I exit Quickbooks and retry and get the same message. I have closed company etc and it is still coming up with this message. Someone please help!     ... View more

I have attached my E-mail to QB for emailing Invoices etc. How do I change the default "signature" area of the email that has already been originated by Quickbooks? ... View more

I have a Glass business and replace windshields as part of our services offered. We deal with Insurance companies and often times I will have a customer with a $200 deductible and a balance payment that the insurance company has to make. I am pretty much lost when it comes to dealing with the $200 "partial payment" or deductible and how to appropriately record this, as well as who to create as my customer for the invoice. The insurance company or the insured who's windshield I am replacing. i.e. Joe smith had his windshield replaced for $400. He has a $200 deductible and his insurance company Progressive owes the remaining $200. Can someone please explain how to handle this from start to finish, right down to which I should put down when I "create customer". Thank you very very much  ... View more