QuickBooks Q&A

I have two different companies each with its own checking account at Bank of America. However, I only have one login at BofA for both accounts. I previously was able to connect each of my QBO accounts to that BofA login and then choose the checking account I wanted to connect. Now however when one is connected, the other disconnects. How can I connect both at the same time?  I am also having the exact same issue with American Express. This began for both of them over the past few months, though I have had this set up for over 8 years with no issue.  Thank you so much for any help!!

There should be two different date boxes when entering bills to be paid.  A bill from a vendor could have a date of 12/1 but the service was really in Nov, so I want to post it in November, but the post date is driven by the "bill date", which is very frustrating.  Why can't there be an 'invoice date" and a "posting date", with a default to the invoice date unless something is entered?  This is a basic feature of any accounting system and would be very easy to fix!

My company bought 5 items that cost $50000, as my company did not have $50000 in cash at the bank, I used my own money and put from my personal account to the company account $30000, the company then paid for those items. I showed that as other current liability (That loan will be repaid in a few days). Those five items were added to inventory. However, my daughter wants 2 of those items and deposited $20000 into my personal account thinking that was where I had made the payment.I cannot get my head around how to record or even handle this.Any help please.

I'm reviewing our vendors for 1099 processing. I'm trying to figure out how to add an account for 1099-Misc for rent payments. I have been able to process these in years prior, but when I add the vendor (which is still properly set up for 1099 processing) no amount appears for this vendor. I need to add the account to the list for 1099 processing but can't find a prompt for this. Does anyone know how I can do this?

 

As much as I hate the new shipping manager and I cannot find anyone who can help me with it, I am doing my best to learn it on my own. I have accepted the fact that it is horrible compared to the old shipping manager and I have actually shipped two packages with it. The problem I am having now is it is putting the next days date on the shipping label instead of the date I am shipping it so not it looks like all the packages will arrive a day later than they are supposed to. As usual a call with tech support got me nowhere. 

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I am trying to e-file 1099's using Tax1099. I must say every year there is an issue using this third party service. The error message this year is "failed to receive information". I am so frustrated. I spent 5 hours with my IT guy Monday trying to get it corrected. My IT guy suggested contacting Tax1099 support which I did. They have been less than helpful. No phone number to call! Only emails back and forth with very little information on the solution. When they email a suggestion, it is something I have already tried. It has been a full day to get a response from them. I am running Enterprise Solutions and have a paid Payroll subscription that is up to date. I do not understand why we cannot get prompt support for them on an issue that is time sensitive. I plan to call QB Payroll support today to see if they can help. I am not hopeful. I typically use my IT guy for QB related issues, because he can fix it faster and easier than QB support. But this one even has him stumped. Is anyone

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can i add empty lines for spacing in invoices?

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This customer has paid via ach bank previously but this invoice is not allowing it. This invoice is much higher- is there a limit to ach bank transfer? I can't figure out how to get them to pay online.

I am in California and we are required to pay overtime on anything over 8 hours per day AND over 40 hours per week.  However, "qualified" overtime is only on that "half" time of the time and a half that is over 40 hours per week.  In order to pay proper overtime, I have to enter the total overtime hours in the overtime payroll item generated by QuickBooks.  The Qualified OT Tracking payroll item populated by QuickBooks is set up as a Company Contribution.  I can calculate the amount that is qualified, however, when I use the function provided by QuickBooks as Qualified Overtime Tracking, because it is set up as a company contribution, it puts the amount I enter there as a liability to be paid by the employer.  When I create the liability check, there it sits, never to be paid which creates a reconciliation problem down the road.  This solution Intuit has implemented doesn't seem to be ready for prime time, and I have payroll that has to be done by tomorrow

When I select Chat which says 0 wait, no contact is made. 

We are looking to include a long legal description on our invoices for our protection. Has anybody included the legal wording on an invoice so it prints properly with the legality?

I am considering filing 1099's online.  when I get to the final page it says "E-file and upgrade".  Upgrade?  What? Why? Upgrade to what?  Also, how do I do state filing?

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  NOTE: For more information on deductions, check out our blog article here. 

I need to find out how to include invoices AND sales receipts on the statements for customers. I've already used the "transactions report", but that doesn't show any information regarding a customer's open/remaining balance. We have customers that pay at time of service, as well as send payment afterward. We use both kinds of transactions, so we need the statement or report with both invoice & sales receipt as well as including any amount open/remaining.  

I am having trouble with the 1099 mapping window. It will not let me choose the correct box. See attached screen shots: one with my bug and one showing how it should look. I have installed all updates.  Anyone else having this issue?

I set up a bank subaccount to record the use of loan proceeds and reclassified the deposited funds to the subaccount. The initial transaction had already been reconciled, but I thought that wouldn't matter, since the subaccount is connected to the parent account.  It looks like I was wrong. The reclass threw my reconciliation off. How do I correct this, and can you tell me how to ensure that the subaccount will be tied to the parent account for future reconciliations?

I am so frustrated with this new shipping manager I dont know where to begin. I am willing to learn and try to figure it out and even shipped my first package with it today but it is still not working right. After over 3 hours with 2 calls to quickbooks support I got nowhere as usual. They dont have a clue about how it works. She even told me to call shipstation, which I tried to do today but you cant get any support from them unless you have an account, so I set up an account with them to try to get support and guess what, they dont have a clue about this integration either. I have been using the old shipping manager for over 25 years and can do a shipment in about 15 seconds. Can someone at quickbooks at least tell me why we dont have the option of using your old shipping manager. It worked just fine. If we are forced to use this new one at least please have some support help with it. I will live with the fact that I have to manually remove the dashes in the phone numbers. I will pro