QuickBooks Q&A

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I work for a property mgmt co. and we're going to be managing a building that already has a bank account in place.  How do I add that bank account into a new company file?  Will my balance ever match theirs?

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When I go to add additional accounts, it shows all three are already connected so I can't connect to them again. I continue through the connection process, but after creating the connection, only one of the three displays. I don't see the other two anywhere.

I have been trying for months to get my P&L to give me a report in order.  My COA is clearly numbered and in order.  If I run the report in Classic View, I have no issues, but this new report is constantly out of order.  For example, Payroll taxes (6999) shows up before Salaries ((6901).  What am I doing wrong and when will this be fixed?

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Also, that same user pays people but instead of her getting the email, I get the emails saying she paid people.

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Does anyone else have issues with their QB Checking account statements being incorrect??? I don't see how I'm supposed to reconcile this account when the statements are wildly inaccurate. I do not understand how they can continue to get away with these shady practices. For example, the month I started the account the statement Account summary shows:Beginning Balance $0Credits +$2,347.70Debits -$1,288.54Ending Balance $1,059.16Calculate that & it comes out correct. However, the actual amounts are as follows:Beginning Balance $0Credits +$2,760.20Debits -$2,160.20Which does NOT come out to the ending balance. They don't show a running balance so there's no way to check the accuracy with that. How can an ACCOUNTING SOFTWARE COMPANY screw up something as simple as addition and subtraction???? Jump to the next month, the summary shows:Beginning Balance $1,059.16(which we've established was incorrect)Credits +$4,176.27Debits -$4,181.01Ending Balance $1,054.42The actual Credits are $6,688.

Is it recommended to create a specific account to categorize micro entries (ACH verify) in QBO? If so, what are the suggestions? Should we associate the vendor that originated the verification like 'Intuit' for Bill Pay or leave it? It bothers me that the expenditure (but not the credit) shows in the vendor transaction list when I assign a vendor to the micro entry. Thanks

Previous treasurer resigned.We removed him from our bank and added a new treasurer.We removed his name as primary in QB (1 user version) and added  the new Treasurer.The bank balances are no longer updating. 

I have taken over the books and there are some old mortgages on the Balance Sheet that have been paid in full.  It looks like only the payments have been posted so each account has a negative balance. None of the original loans were ever entered, just the payments. I don't know principal vs interest either.  These are all from 2013-2022. How can I clear them from the balance sheet?

Hello,One of my clients uses Quickbooks for Desktop and when they select to send an invoice by email the invoice is made into a PDF, Classic Outlook is launched if not running, a new mail message is created properly with the attachment, but Outlook is locked up and must be restarted.  This happens every time, but other applications that send attachments via connection to Outlook work fine.  What should I be checking to fix this issue? When I was on site this morning, we did try the New Outlook that Microsoft is driving customers towards and Quickbooks would not even launch it or create a new mail message so we concluded that whatever Quickbooks Desktop does, it doesn’t work with New Outlook. The client has a couple of desktop licenses, and we get the same results from two different machines.  The master Quickbooks database is stored on a NAS and has been there a few weeks.  The client cannot say definitely when this problem started, but believes it was pri

I was told it would be resolved by end of February, but it has not been resolved.

  Hi Community! Welcome back for another Top 5. If you’ve been wondering how to go about requesting a deposit on an invoice, scanning a receipt, and set up a custom invoice template, then you’ll want to keep on reading. I’m going to be focusing on the top Invoicing related questions asked directly from our community.    Let’s go through these together.  1. How do you request a deposit on an invoice? If you require a deposit from your customer, you can add a deposit field to their invoices. Once you enter a deposit on the invoice, it’ll reduce the total amount and calculate your customer’s balance due. Make sure you enter it correctly so you can see it in the deposit detail report. Step 1: Turn on deposits Here's how to add a deposit field to your invoices. 1. Go to Settings, then select Account and settings.   2. Go to Sales.   3. In the Sales form content section, select Edit ✎. 4. Turn on Deposit.  5. Select Save, then select Do

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This new IA assistant it a waste of my time. Is there a way to turn it off. never gets it even close to correct.

  Filing taxes as a small business can be overwhelming, but at what point should you seek the professional help of a tax service? In this video, we will provide some guiding questions to determine your needs along with some steps to finding the right tax service for your business this tax season.   Check out this blog for more details.

I've been next in line with chat or call for 2 days!!

I need a report budget vs actual o=for the month, ytd month end and annual budget

I can't match a deposit. It is always off. Even this website has kicked me off twice. What's happening!

I am new to Quickbooks.  I am filling out the vendor information. There is a field for "Vendor Name" and then there is also a field for "Company Name."What is the difference? Is there some sort of "best practice" as to what information to put in these fields?Thank you!

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