QuickBooks Q&A

  Hello QuickBooks users, and thanks for joining us. We want to ensure you feel confident and prepared this new year. These mini guides are designed to set you up for success. This month’s guide breaks down what reconciliation is, why it’s important, and how you can perform this crucial task within QuickBooks Online. Reconciliation isn’t just about organization, it’s about verifying accuracy. Now let’s dive in!    What is Reconciling in QuickBooks?  Reconciling is the process of comparing your QuickBooks records against an external "source of truth," like a bank or credit card statement. The goal is to verify that every dollar shown in QuickBooks matches what actually happened in the real world during that same time period. While some see reconciliation as a complex task for accountants, it is better to think of it as a vital quality control step. Even if you enter transactions daily, small errors can quietly slip in and distort your financial picture. Reconciling

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  Hello QuickBooks users, and thanks for joining us. We want to ensure you feel confident and prepared this new year. These mini guides are designed to set you up for success. This month’s guide breaks down what reconciliation is, why it’s important, and how you can perform this crucial task within QuickBooks Online. Reconciliation isn’t just about organization, it’s about verifying accuracy. Now let’s dive in!    What is Reconciling in QuickBooks?  Reconciling is the process of comparing your QuickBooks records against an external "source of truth," like a bank or credit card statement. The goal is to verify that every dollar shown in QuickBooks matches what actually happened in the real world during that same time period. While some see reconciliation as a complex task for accountants, it is better to think of it as a vital quality control step. Even if you enter transactions daily, small errors can quietly slip in and distort your financial picture. Reconciling

AfternoonNew to QBs so maybe missing the obvious but..I would like to export a list of supplier bills filtered by date and account that they have been processed against and then update the locations before importing back into QB.I've tried reclassifying but the volume is a little onerous.. Thank you

Looking for entry level bookkeeping positions to start my career  

I created a report last year and cannot remember what template I used.  the top of the report lists a journal account (Unapplied Cash) for period ending 8/25/25The columns are Date, Type, Ref No, Payee, Memo, Payment (USD), Deposit (USD), statusI have spent time with QB to try and duplicate this report and I cannot find the same columns to choose.  Can anyone point me in the right direction?

I want to change categories and/or delete them

Hi, I haven't seen anything in regards to the V26 for Quickbooks Desktop Enterprise. Is anyone able to let me know if we will be receiving this? We didn't get V25 last year. What is the update with V26?

My retirement plan manager said we need to make up a missed employer contribution for one employee for our 401k plan for last year. How do I enter the payment in Quickbooks, so that it will apply it to my employee correctly? The contribution is pre-tax if that makes a difference. 

I have one vehicle so it doesn't give me the option to mark no longer in use being it's considered the primary vehicle.

I have one vehicle so it doesn't give me the option to mark no longer in use being it's considered the primary vehicle.

My efile status in QBO is "sent" and I have not received an efile receipt.  According to the company information the status should be Not submitted or submitted.  Why does mine say "sent". I am on QBO Simple Start.  My credit card was charged for the 1099 service.   I see the list of 1099s in my 1099 dashboard. Is there something else I have to do? 

Hello, I would like to create a project and track my time towards it so I can bill the customer. However, I am the business owner and I don't take a salary so I am not set up as an "employee" How can I set myself up so I can track my time hourly for the project but not skew any reports or payroll things if I set myself up as an employee? 

he QB time tracking feature where employees have to toggle between projects and Internal is not working for us. We are trying to set it up where only the daily clock in / out integrates for payroll and all billable time to clients projects is excluded from payroll and is only used to track time in projects for invoicing. Does none have this problem can share your work around? Current if employees clock in and out for the day 8 hours, then log billable time 8 hours, when it submits to payroll I have to manually deduct the billable time from the total time worked. I don’t like doing this for several reasons but the most obvious is it may case a DOL audit issue. I have tried called QB online support, Qb time Support and Payroll support and all come back to the same conclusion of manually entering time for projects and then manually enter the internal time. We want to keep the gps tracking for mileage and expenses and when this time is adjusted or manual we lose the data. I am about ready

We want to start taking credit cards payments for customers that are in person at our counter. We are using QuickBooks Pro 2024 (maybe plus). My understanding is we would sign up for QB Payments, purchase and connect one of the two compatible card readers from Quickbooks (listed on this page:  https://quickbooks.intuit.com/learn-support/en-us/help-article/card-readers/qb21-qb31-bluetooth-card-reader-features/L1MZf0aD2_US_en_US?uid=mlh39k1o  titled "Card reader features and compatibility" )  The issue is the boss says a "QB Sr Partner Development Manager" that he is consulting says that there are no credit card readers that are compatible with QuickBooks Desktop. The machines on the page linked above are only compatible with QB Online and GoPayments. A

Payroll did not directly deposit my checks but wants me to print all of my employees paychecks

Product/service in QBO is in category Fruit. The product is Apple with variant of Frostbite. Item is Square is category Fruit. The item is Apple with variation of Frostbite. Cost and SKU are the same in QBO and Square. Product tracking in Connector is set to on. When the sale shows in Connector, Apple only is in the description. The best match is generally listed as Fruit after a few trial transactions. The Best Match never shows Frostbite, although it does show other product choices in the Fruit category. Any ideas or direction would be appreciated.

It seems like a new feature, but now when I open a PL reports the sheet is broken up into two columns. everytime i have to slide down and rearrange the screen bars so I can see the data on one page. Very annoying.

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Activity & Description are selected for the invoice template. BUT Activity is now missing in the invoice builder. The Activity Column flashes on screen for half a second then disappears.

We need to add a new farm loan to QBO. Funds will be used for operating cost and will not be tied to the purchase of a new asset. The net deposit is in bank feeds, but it does not reflect the loan and title fees. I do not want to duplicate the transaction if it is already in bank feeds by adding a journal entry from scratch. Please help! What is the best way to add loan amount without duplicating what is in bank feed transactions. Can I add loan fees to long term liability straight from bank feed without having to do a journal entry?(For example, say loan was $55k and loan and title fees were $5k. Net deposit in feeds is $50k). I have not used the matching feature before.

I need to create a report on a specific account. How do I do that?

Every time I take the pictures and it does the review it says "opps something went wrong"

Florida will begin accepting data from QuickBooks in 2026, and I am concerned as the data on the sales tax liability report is incorrect.When I print a Sales detail report for the previous month, the amount does not match any of the gross sales amounts on the liability report.  There are Tax Names on the report that I cannot modify, no idea where they came from or why they have sales amounts.The only accurate information on this report is the Taxable Amount and Tax Amount. Please explain where the Gross Total and Non-taxable amounts are coming from (and how to fix the data) and how to remove tax names that are not applicable.

Hello,How do I categorize personal weekly shopping money?Do I transfer or expence it, when it goes into an external personal bank not linked to the business? thanks