QuickBooks Q&A

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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

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I do this every single day but today QB will not copy a sales invoice I have selected

For FIVE years: I have been my company's QB admin. Prior to that, someone else worked for me. For FIVE years, I have been calling QB Customer Service, trying to remove that former employee. EVERY time, for FIVE years, they have assured me that her name is removed and I am the admin. But her name constantly came up, which is why I kept calling QB customer service. HOWEVER, QB now wants me to update my credit card information. But I cannot, because the first screen it takes me to still shows the former employee's name. After FIVE years of trying to fix this. Now QB says I have until March 24, 2024 to update my credit card information or be locked out of my QB. Did I mention it's been FIVE years? 😉   Please, please help me.  Thanks in advance.

I just discovered that QB had not charged my customers county sales tax this year, just state tax.  I ended up having to pay the county tax out of my pocket.  When I try to add agency, there are NO Wisconsin counties in the drop down list.  Why?? I swear it calculated the taxes correctly in previous years.  Do I have to add every one manually??

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

The statements emphasize invoice numbers and the CPT service codes and dates-of-service are hard to decipher.

Hi there,We want to make our reports more concise by deleting existing Job Types from our Job Type List.However, we have information coded under the categories we want to delete. What happens to the data if you delete the Job Type? Is there a way to make inactive instead of deleting? Thank you,Jenna

URGENT HELP NEEDED: with Voided Transaction   I voided 2 quickbooks transactions in error, and it has triggered a refund to the client.  How do I intercept this, and correct it in the system.