QuickBooks Q&A

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Another bank bank bought out the one I was using about a year ago. QBO helped me merge the checking accounts. During this process I had several transactions over the years that duplicated and now my bank won't reconcile.

We want to use Warehouse Manager in QuickBooks Desktop mobile however all of the supported devices from Zebra are either discontinued or at end of life. Is there an updated list of supported devices not including Android cell phones? Or can anyone make a recommendation of a type/model they are using?  

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Now I can only select a specific tax code for the whole invoice and it won't calculate tax for the shipping fee. Here is a screenshot that I got from somewhere else. How can I change my format to display like this?So I can select tax code for each item separately and also can select tax for the shipping fee.

Hello. Is there a way to delete the modern invoice template from QBO? Each month I upload more than hundred invoices and though the default setting for the invoice template is Standard, QBO uploads invoices to the Modern template, which is the worst template available. Thank you for your help. 

First, I am using QB Desktop.  I deleted an invoice and cash payment that was for the incorrect amount (I used an estimate) and then set up the payable and cash payment with the correct amount.  I should have just adjusted both and would not have an issue now.  While trying to reconcile the August bank statement, the cash payment is showing on the previous reconciliation discrepancy report and as an open item on my bank rec. How do I get rid of the previous reconciliation amount?  It truly is not a valid transaction.  When I look back at July's reconciliation detail, the amount is not there so I cannot do a mini reconciliation. Can I just reconcile since I know what it is?  What will QB do with that reconciling difference? Any help would be appreciated.

Curious on how to process the "Internet Payment" and Auto Pmt on the credit card processing. We have downloaded transactions from the bank and matched and cleared the charges and credits that appeared on the cards, but we aren't sure how to process and clear/apply these payments. In the past, we marked these to "Ignore", and then we did the Banking | Write Checks for the amounts and date to apply to the credit card liability account, but I'm assuming that since the payment transactions are downloaded with other transactions, there must be a way in the credit card processing to apply these. Probably really obvious and I'll feel like an idiot when I'm told what the process is, but ..... Be gentle .... thanks.

I’ve identified an issue with how journal entries are being recorded in QBO for commission-only employees who receive vacation payouts on every paycheque.While the paycheques and payments themselves are accurate, QBO is incorrectly recording the vacation payout as a liability instead of an expense. This misclassification creates a discrepancy: when T4s are prepared next year, the total wages paid will not align with the wages expense reported on the P&L.Unfortunately, QBO support was unable to escalate the issue or open a ticket, stating that this is how the system was designed, even though the representative created a payroll on her end and confirmed the same issue. Despite this, it presents a significant accounting concern that could affect year-end reporting and compliance.I noticed this error while reconciling our vacation liability account due to a change in our vacation policy. I’m confident this will cause issues for many companies once T4s are filed and they realize the wag

Since a very recent update, we are now unable to add time charges (from QuickBooks Time) to an open invoice. I called support and they said that feature was removed from the new QBO interface but could not explain why. They said to send two invoices instead. Why would QuickBooks remove this time-saving feature???

We are using a multi-user set up, and when we go to apply payments to invoices, we get a 3 minute lag per invoice. This only starts happening when after this error appears in windows event viewer:An unexpected error has occured in "Intuit QuickBooks Enterprise Solutions 24.0":Payments: Company Auth ID and RealmID are not matching The solutions we found basically involve clearing the local AuthID and resetting Intuit ID settings before unlinking and relinking the payments account. We are worried this will cause us to be unable to use the stored payment tokens on the intuit servers to continue billing our customers like normal

We are using Enterprise 24 in multi-user mode, and for a while it will function normally. Then, in the windows event log we get the error "An unexpected error has occured in "Intuit QuickBooks Enterprise Solutions 24.0":Payments: Company Auth ID and RealmID are not matching" After this error occurs, whenever we go to apply a payment to an invoice, we experience a 3 minute delay per invoice. So if we apply 1 payment to 3 invoices, it lags for 9 minutes, if we apply to 4 invoices it lags for 12, and etc. Some of the solutions we found said to basically clear our local AuthID, reset Intuit ID settings, and then unlink and re-link to our payments account. However, we currently have numerous customers on autopay, and our concern is losing our ability to collect from them, as we are unsure if this will prevent us from accessing the payment tokens stored on the intuit servers as we currently do. Has anybody else had and solved this issue?

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I am making an inventory adjustment for scrap incurred during production.  When selecting the adjustment account, "Inventory Adjustment" categorized as a Cost of Goods Sold account, I get the attached error message. What am I missing?

I want to know the simplest way to enter a refund from a vendor when there is no bill or inventory involved. I received a refund from a vendor for a supplies item I purchased. I received a refund after having to return the product. What is the most simple way to record the refund? In this case, let's say that it was an appointment book purchased from Target that was the wrong size (Office Supplies expense). I first purchased the item from Target, then returned it for a refund. Do I really need to make a deposit, enter a credit memo, then link them by Pay Bills-> Set Credits? If there's more than one way, what are the benefits to the different methods? Hoping to clarify so I can set a method to use moving forward.

this is a online quickbooks program

When I send a customer a statement where there is an overdue amount; the amount on their statement includes a finance charge - not the original charge amount. How do I create a statement that will include the finance charge as a separate item for their statement?

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We’ve called and been on hold 3 different times for about 10 hours total to try and get a hold off of literally one cent. Both times the rep told us it was taken away but it still appears on our account. It has been 5 total days. Because of that, we have been unable to do direct deposit for any of our employees or print checks because we have to order the paper. I am at my wits end and about to switch services unless we are able to speak with an expert who actually knows what they are doing .

When our accountant set up our CalSavers deductions in QB desktop, he included 2 employees that shouldn't have been included. As a result, they have had money erroneously deducted from their paycheck which we need to return. What is the best way to accomplish this so all my reports and accounts are accurate? I'm thinking I need to run it through payroll but I can't see how to make it for the correct amount. Thanks!

I have a deposit that matches an invoice but is not reconciled? How do I reconcile?

Hi, we are running latest version of QB Enterprise Desktop and trying to understand ACH payments.  We successfully sent a test payment but a couple of questions.  When payment was received by test vendor, it showed coming from Melio so that is confusing so can this be changed?  Also, is it free or is there a limit and to do more, will we need a Melio account and subscription?  Thanks

I am trying to record state sales tax payment. I am unable to enter tax adjustment for use tax as it is classified at COGS not an expense.