QuickBooks Q&A

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Why can I not customize my dashboard and permanently hide the Intuit intelligence side bar. I don't use it and I don't want to have to minimize it every time it pops up.

While preparing W2s and after reviewing all the information and printing copies for employees, I received a brief message about "W2's are sent" but I don't know what that actually means.  I had not started the e-file process, just the printing forms process.  I have checked the e-filings status and it does not show up as being submitted.  I have also not received any confirmation emails like I did last year.  I have searched to see what may have happened but cannot find any screen shot of this type of message.  I want to make sure I'm not in danger of submitting them twice.  

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I am trying to figure out when QuickBooks (Desktop) accesses Finance Charges, if it uses just the subtotal from the invoice or does it calculate the total invoice which includes the sales tax.  We charge 1.5% per month late fee.  I have everything set up (18% annually) but my numbers are off a little.  I have been researching to see if the late fee should include the sales tax or not.  I am in Ohio.

Hi everyone-I've never posted in here before, but I need your help. Context: I work for a nonprofit who started a fundraising initiative last year where there are to "buckets". In the first bucket, half of the donations raised go to the current year, and the other half are sent to a foundation to be invested. Donors are able to designate where they'd like to support within this initiative, for example different staff positions. So if a donor gives to the executive director position, half of that donation would go to support the exec director this year, and the other half would go to the investment account. The second bucket is all of the donations given go into the investment account for the future. I'm at my wits end trying to figure out how to keep track of things in QBO. I have a giant google sheet tracking individual donations and where they go and the payments that have been made to the investment account, but I don't know enough about QBO to make it work.  In QBO, I alr

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Hi there. I'm still a software desktop user, currently using 'Premier Accountant Edition 2012'!  I am desperately seeking an updated software disc in order to migrate my years of information to a newer PC. My older disc no longer works. And I really, really don't want to use QB online. I fear the time of my Windows 7 PC is running out and I need the software disc to move over to Windows 11. Please, is anyone willing to help me in this regard?   Thanks Cape Town South Africa

Hello, I processed a payroll check for a bonus, and accidentally chose check instead off direct deposit. I cancelled the payroll, and did it again with direct deposit. All seemed fine until I want to match deposits later on, now I continue to have these payroll adj transactions show up in the Match selection. It's not hurting anything other than being annoying that I have 4 transactions that I wish wouldn't be available. Any one know how to get rid of this?

Hi All,In 2025 we started contributing to our employees' SIMPLE IRA accounts; however, we did not set up QuickBooks Payroll to track the payroll item and now when I run W-2s for 2025 the Box 14 code S amount only shows the employee contribution.  I went in and set up a new Payroll Type to be a company contribution SIMPLE IRA but now I need help in making an edit/transaction for 2025 for our contribution to each employee's Simple IRA so the W-2 is correct. I know the amounts we contributed and thought I could just do a payroll liability adjustment by going to Employees->Payroll Taxes and Liabilities->Adjust Payroll Liabilities and make an entry dated 12/26/2025 to create a liability for the company contribution.   When I do this it does not show up on the W-2.  I read something about doing another payroll run that is just the data for the company contribution but I'd like to just fix it without sending out $0.00 paycheck notices to our employees (if possib

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Trying to resubscribe and it asked me to update my company info to continue. I did that. Then it says "unable to load address form, please try again." Its been saying that for days. How do I get around this?

How do I search for anything?

I am working all of my books for 2025. The rule only applied to 2026. How can I make it apply to everything that is still outstanding?

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I file with my personal name and SSN. This is how my taxes are filed with the IRS and ALL my Schedule C forms since inception. Now the IRS is rejecting efiled 1099 NEC with exact same information. Can i only use paper forms now as a pass-through LLC using their SSN.

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remove 2nd state tax

Each positive transaction is matched with a negative transaction. This creates a zero balance at the bottom of the report.

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Hello,I am hoping someone can shed some light into why Actuals Costs for my project are not displaying next to the 'Estimates' column. My vendor bill was entered into QBO with the same Product/Service as my Estimate Product/Service. My time entry also had the same Product/Service. It doesn't seem to me that the report 'works' if a user cannot see the Estimate to Cost of a single Product/Service. I have only purchased the QBO Advanced to get better reporting for my construction projects. I have an attachment with a screenshot of my report.Thank you in advance.

It's that time! Get ready for 2023 W-2s.We're queuing up your W-2s and getting them ready for 2023 year-end filing. Check back here no later than Jan 31, 2024 to catch a preview. Above is the message on my Payroll Filings screen for one of my companies. When I click on the W-2s they are marked as draft copies. Why is this? What is taking so long and when will they be ready?? I'm happy to go through the process manually to prepare the W-2s. but that doesn't seem to be an option.

The default margins for the reports appears to be .5" and most printers cut off the edges when they are printed. How do I adjust the right and left margins to expand them to a more standard 1" margin?