QuickBooks Q&A

Good day, I have a question with QB and looking for some help. We received a partial delivery for an open purchase order we had from one of our suppliers. We received it into inventory with a bill the items that were received like we normally do, but noticed that the Purchase Order on QB was being shown as closed even though we still have missing items. On the Purchase Order page on QB, the items table shows a Received Column and a CLSD column. For this particular Purchase Order I am talking about, all the items have a checkmark on the CLSD but not all of them shown as received. I am looking for help trying to understand why the Purchase Order is being shown as closed even though there are still items that have not been received. Thanks!

I have an employee who has a legal ability to have a 401(k) limit of withholding of $34,750.  I just spoke to a QB Online payroll expert who indicated that QuickBooks Online only allows a limit of $31,000.  Does anyone know how to get around this so he can contribute the maximum of $34,750?

I've been struggling with the new Shipping Manager (ShipEngine?). There are so many things wrong with this feature that I continue to use the old experience. Now I see that as of Dec. 7th we will be forced onto the new interface. This is our busiest time of year. As a small business, time is money.  Using the new ShipEngine is a waste of time because I cannot do the tasks I need to ship my orders. Here are some examples:1. Package Dimensions - if I choose a FedEx OneRate Envelope from the ShipEngine pulldown menu, why do I need to enter the dimensions of the envelope?? Same is true for USPS packages. WASTE OF TIME.2. UI doesn't allow you to view/compare the cost of various services at one time. WASTE OF TIME.3. Why show Stamps.com USPS options differently than normal USPS options? You have my information when I open the UI, so only show me what I need.  WASTE OF TIME.I can go on, but I know it won't change anything. Prepare for disruption courtesy of Intuit.

I want to know how to delete a payment to an invoice?TIA

I received a promotion in my Quickbooks advising me that, on renewal, I will get 50 percent off, and the renewal fee would be $351.00. When I called them (a third world country and the person could hardly speak English) I advised that I wanted to pay early (to make sure I received my 50 percent discount). The person told me if I pay early the next renewal will bill on that same date and I will lose the remaining days left on my subscription so I should just wait until they auto bill me, so I did. Now they overdraw my account and take out $702.00 instead of the $351.00 that the promotion on my account under subscriptions had stated. This is a total scam! when I went back to look at the promotion because I wanted to take a photo of it for proof, it was gone, and it just shows the renewal was paid. Has this happened to anyone else? I would not have renewed it for $702.00, I would have found another company. 

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My new employees spaces out beside their names are blank

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I've tried everything from disconnecting and reconnecting, clearing my cache, changing browsers etc to no avail. Has anyone experienced this?

In desktop enterprise - I had downloaded transactions from banking and entered.   then mistakenly downloaded them again and they are in the bank feeds downloaded transactions - about 50 of them.  Is there an easier way to delete them from that feed?  Thanks

I made the horrible mistake of subscribing for state and federal compliance posters you hang in your office. They take your money and let's say you're supposed to get them before 2024 so you can hang them in your office. I've done this for two years now and I don't get them until the end of the year when they're no good and you need to re-order. It's a joke, and then, when you call somebody to ask what's going on you get routed from one person to the next person to the next person to the next person I've never seen nothing like it. Nobody knows about it no way to cancel it if anybody has had this problem before, please let me know. I really need help. Thank you.

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I’m using QuickBooks 2017 and in the middle of writing invoices it won’t let me send emails. It’s saying it can’t connect to the server. It let me send a few invoices and then it stopped working. Anybody experiencing this?

Hi all, I could have sworn QBO advance had a Combined reporting feature, but apparently I am wrong. What are you using to make this happen?  I am seeing, Just Consolidate and JoIIn so far. Let me know. Year end is approaching and want to have this done. Thanks in advance and if there is a thread about this topic, let me know. I searched but only found DT. 

We are a nonprofit organization that has used our current QBO subscription for approximately five years. The existing file contains valuable historical financial data that we may need to reference for IRS, audit, grant, or internal reporting purposes. We are considering starting a new QBO subscription rather than restructuring our existing file, due to the extent of cleanup required.

Small and mid-sized business owners often waste precious time and face costly errors due to manual payment processing and payroll management. Our goal is to transform this by streamlining your operations with QuickBooks Online. By integrating customer payments and payroll directly into QuickBooks, you can eliminate manual work, ensure accuracy, and significantly boost your cash flow.    In today's video, we will focus on three core areas to help you achieve this efficiency: accelerating customer payments, automating payroll compliance, and gaining instant cash flow visibility for smarter, data-driven decisions.     Helpful Resources: Receive and process Payments in QuickBooks Online Check out the QuickBooks Payments website  Create recurring invoices and other transactions in QuickBooks Online Recurring Payments in QuickBooks Online Getting Started with Quickbooks Online Payroll

  As the year comes to a close, it's time to focus on organizing your books and prepping for tax season with QuickBooks Online. To help you stay on top of these essential year-end processes, we've created a concise checklist to guide you through the necessary steps.    For a detailed breakdown of how to complete each step on this list, review the Year-end Guide for QuickBooks Online.     This list is meant to serve as a reminder of some of the common tasks that apply to most businesses, but it is not comprehensive. So be sure to check for additional small business actions and deadlines that may apply to you.

Because of the way Quickbooks Online changes the nature of the Customer name when setting up a project (e.g., Customer Name:Project Name), I am finding when invoicing w/in the project module, neither the company name, if an individual is also listed in the company profile, nor the tax exempt status of the company is autofilled.  Consequently, I must remember to manually enter the company name in the Bill To field, as well as the tax exempt status of the company. Are others having these same problems and/or found work arounds?  Feedback to QBO seems to fall into the blackhole of issues needinig to be addressed.

Need a part time Accounting Specialist to handle QBO entries for 501 C 3 companies that do housing.  Will work in conjunction with Board Members, CP

Is there a tutorial that would help make that transition easier and accurate?

 My employees have several Service Items to choose from. One of my employees has recently not been able to choose on certain Jobs. It doesn't happen for all of them or all the time, it's completely random. I've sent him a new invite hoping it will re-set. Any ideas?  

XXXXXXXXXXX,XXXXXXXXXXX,XXXXXXXXXXX,XXXXXXXXXXX  (Quickbooks case numbers)   Quickbooks support has called me multiple times (when I have asked them to), but they haven’t explained their actions or where over $12,000 in payroll taxes vanished from my bank account. They withdrew a total of over $15,000.   I’ve contacted the IRS, and they’ve recieved the necessary forms (940 and 941 series), but they haven’t received any funds. The state of California was paid, though.   Quickbooks has the money, but they can’t provide any information about its whereabouts. I’m at a loss for how to resolve this issue.   I can’t keep getting them to call me (you can’t call them), and I can’t start an email thread with a single person responsible for this project because every email they send is marked as “do not reply.”

I have received a notice that the IRS cannot locate the 941 quarterly form ending 6/30/2022.  Is it possible to print that form and send again.  The current version that comes up is for 2025

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