QuickBooks Q&A

Hi, I have entered my mileage as a receipt but it isn’t showing as an allowable expense Not sure what I am doing wrong

As a QuickBooks ProAdvisor, I rely on custom reports every month to prepare financial statements for multiple clients.I have spent time recreating my reporting workflow in Modern reports because Classic reports are being retired. Unfortunately, routine reporting now takes longer than it did in Classic.Some of the challenges I have encountered include:More clicks to complete routine tasks Report layouts that are less readable than Classic Customizations that do not always behave the same way as Classic reports Additional time spent verifying report settings before sending financial statements to clientsI am not opposed to improvements. If Modern reports truly become better than Classic, I will gladly use them. My concern is retiring Classic before Modern delivers the same efficiency, reliability, and ease of use that accounting professionals depend on every month.I would rather see Intuit continue supporting both options until Modern reports reach full feature parity and users choose to

.I'm trying to tie the 941 to the GL (transaction register), and since QBO payroll reports wages as net, I'm unable to reconcile them.Does anyone know of a shortcut to make them agree? Any recommendations would be appreciated.

No matter what I try

I've been informed by QBks that QBO won't allow reconciliations for balance sheet accounts that aren't bank accounts or credit cards.  I have reconciled A/R and A/P and even Inventory accounts in Desktop versions for years.  Now, I open the A/R register, see the "Reconcile" button VERY BRIEFLY before it disappears. I was given full admin access to our QBO account and still the reconcile button disappears after showing up for 1/2 a second. Why won't QBO allow reconciliations for these balance sheet accounts?Thanks,Shirley   [Removed]

My Company File is installed on a USB drive D..How can I move this to my Hard Drive? 

not updating in quickbooks

We have a number of vendors that we pay monthly and they have dozens of invoices & credits.  I need to send them remittance advice so they know which items to clear from our account.

I record payroll via ADP GL ledger download when its issued - ADP uses a clearing account during this process. Occasionally the owner cashes his or one of the other employees payroll check from cash funds that come from our POS sales, and than he will deposit the check to our bank so it shows as cleared. When I record our POS sales, I use a 'undeposited funds' account per QB setup recommendation. For some reason, this has me all confused on how to post the cashing of the check, as I know it needs to come out of the 'undeposited funds' account - but if I post it to checking, than it will be coming out of the checking 2x's - once as the payroll check issued and once as the cashed check.  But if I don't do anything, than my undeposited account is off by the deposited check amount. Can someone please walk me through how to handle this or at least help me be less confused? Thank you in advance  

how to send quarterly update

Ça m'indique:un problème est survenu de notre côté??

Management reporting is acting strangely the last 2 days.  SPecifically:  prior to this, I could add a report (standard or custom) to a Mgmt Report, and then NAME the report so that when it showed up in the Mgmt Report, it had a shorter more appropriate name than the underlying report.  Always worked great, now all of a sudden, when you run the Mgmt Report, i’m seeing the long original name of the report.  What is going on?  What changed?  Anyone else having this issue?

I’m entered bank deposits. As I’m typing in the data for Customer, Account, Etc. - Sometimes when I type in the first few letters (enough to match a unique existing Customer/Account/etc) and then hit “tab” it will automatically fill in the existing Customer from the drop down. Sometimes, with the exact same letters typed, into the exact same field, it will prompt to create new Customer (account/etc.). Slowing down ensures that the program picks up the existing Customer; but the necessary speed doesn’t seem to be entirely consistent.  I’m finding that I am having to slow my typing; watch the field for the drop down; and it’s adding time & frustration to my data entry. Does this happen to anyone else? If the customer exists, and my keystrokes are exactly the same, shouldn’t the resulting autofill be exactly the same too?

Desktop 2024 payroll, under pay employees the recent payrolls are missing, I have tried everything to fix this but still missing, renamed the tlg file, redid a paycheck, verified and rebuilt file still nothing WTF

We are configuring the native Lightspeed Restaurant to QuickBooks Online integration and have a question about customer sync behavior. In Lightspeed's Sales Feed, transactions are tied to either: - A generic "Visitor" customer (walk-in/anonymous sales), or - A named, linked guest profile (e.g., room/folio-billed guests) I want "Visitor" type transactions to sync into QuickBooks Online, and to exclude sales tied to named guest profiles from syncing. 1. Does the Lightspeed–QuickBooks Online integration support filtering or excluding customers by type/category during sync, either natively or via sync settings? 2. If not supported natively, is there a recommended workaround (e.g., posting all sales as summarized totals rather than per-customer, which would avoid named guest profiles appearing in QuickBooks at all)? 3. Is this something controlled from the QuickBooks Online side, or is it entirely governed by Lightspeed's sync configuration? Any guidance, documentation, or best-practice

I'm linking to a corporate card account at BofA, and the way they provide transactions to Quickbooks is:1. Master account that contains only interest and payments2. Sub account for each cardholder that contains only purchasesThis is true even if--like me--you only have one cardholder.  How do other people deal with this?  Seemingly impossible to reconcile without creating journal entries that transfer balances between the two accounts.  Not really that difficult for me when moving just one interest and card balance payment per month to the sub account, but if I were to have multiple sub accounts, I'd need to do this in reverse, instead, and that's not scalable.  Other thoughts?

When I select "review", the item level table usually contains a "tax" column, but for transactions that have no tax for any items, this column is disabled. Any way to work around this?

it's intrusive and I don't use it.

Quickbooks Online changed invoices so that now any invoice created from an estimate no longer has the text from the estimate included. Their little popup notice says, “We made changes to how Invoices look onscreen so you can focus on entering data. There’s no change to your PDF and email. To preview them, select Print or download or Review and send.” But the text still doesn’t show up on either of those options. I am concerned that my invoices are being sent to my customers without the text that they need, and I have an invoice that I need to make changes to, but I worry about doing that when the text is hidden.

Hot do I fix this?

Terrible setup, customer service, resolutions team! I need a MANAGER!!!!!!!

Hi everyone,When you're sending multiple invoices every week, what is your process for creating them quickly?Do you:Create everything manually? Reuse templates? Use an invoice generator? Build invoices directly inside QuickBooks?I'm looking for ideas that save time without making invoices look unprofessional.Would love to learn how everyone handles this.

How to customize a customer statement?