QuickBooks Q&A

I have PDF files, qb files, qbb files and files without an extension on a flash drive from my bookkeeper. I purchased QB online (the 19.95/ month version). Can I import her data into my startup quickbooks online account?

I am a solo consultant who does NOT bill by the hour. I have used QB desktop for Mac for 20 years for my basic accounting but the price is getting high and I'm trying to figure out which Online version makes sense for me. I have not tied my bank to QB and don't intend to. Also don't carry inventory and no payroll function needed. The main functions I use are: 1. Creating invoices (using a custom template... needs to look professional). I print to PDF and email clients... No more than 6-8 invoices per month, usually more like 4-5.2. Tracking outstanding invoices and recording payments against those invoices.3. Tracking expenses, including assigning some to clients/projects for profitability (although this is not really essential).4. Sales Tax tracking5. Reporting-P&L-Year over year comparisons- Open invoices- Revenue by Client6. An added bonus would be to assign cost of goods expenses to a client/project. I do this with QBDT Mac now, but rarely need to go back to use the data f

I work for a private school. The families need tax statements at the end of each tax year so they can deduct what they pay for child care off of their taxes. We are having a heck of a time finding a suitable statement to give our families out of QBO! Has anyone solved this issue and willing to share how you get this information out of QBO in a format suitable to give to families?

I am missing a step and need help, please.  I set up a "Reimbursement" Payroll item, so that I could make an "Employee Advance" that could be paid through the payroll system and not have taxes taken out, as Payroll Expenses (QBO automatically chose this).  I set up the deduction in his profile, which will hit the other current asset account.  Is there a way to code the payroll item so that it will tie directly in with the Employee advance, in the other current asset account, so that the original payment (on his paycheck) and the deductions (on each paycheck) will all hit this account? This way, I will not have to make any JE's and it all comes up on the report for employee advances. 

I AM IN ILLINOIS. MY EMPLOYEES 401 COMPANY CONTRIBUTION IS BEING ADDED TO THER I.D.E.S  FORM BUT NOT TO THE E PAYMENT SO THERE IS A DIFFERENCE IN THE EPAYMENT AND THE FORM SHOWING THEIR TOTAL WAGES.

How can I change COGS Account Number for parts we sell without QB changing the account number for retroactive transactions? We want the change to be effective going forward.

I already set up current account as company income .How to see previous w2 income?

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  This cheat sheet covers the fundamentals of QuickBooks Online, including choosing your subscription, key setup steps, and leveraging the new AI-powered tools.   1. Choosing Your Subscription When selecting Simple Start, Plus, orAdvanced, ask yourself: Do user limits matter? (How many people need access?) Do I need inventory or time tracking? (Required for Plus and Advanced).   Pro Tip: Use existing Intuit login credentials if you have them to keep all your subscriptions under one account. 2. Essential First Steps Once signed up, immediately check your settings before you start working.   A. Initial Setup Go to the Settings Gear Icon ⚙️. Select Account and Settings. Go line by line through the tabs (Company, Sales, Expenses, Advanced) to confirm: Your legal business info is correct. Your preferred accounting method (cash/accrual) and sales payment terms are set. Review your Chart of Accounts (also under the Gear Icon) to ensure your financial ac

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This is probably the wrong board, my apologies for that.  I just started a new business, not entirely new to QBO, but still learning the new UI changes but the new updated Square Integration app seemed to have been working okay. What I have noticed though is that there may be a potential bug(s) with the integration.   First thing, is there used to be a manual refresh option on the Square app I thought.  Is that no longer available or does it refresh when you manually trigger the bank refresh as well? The potential bug,  Normal invoicing done via Square works fine.  Send it to the customer, customer pays transactions pulled in.  I have noticed though when you send an invoice to a customer, but then you update the invoice prior to it being paid, resend that to the customer.  They have paid the updated invoice it does not seem that the integration pulls that in.  I have 3 payments I can't match up .  These invoices were paid, but

This is the message: Your subscription ends 04/10/2025. You can pay employees earlier or reactivate your subscription.

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Version: Quickbooks Enterprise Desktop for ManufacturingI am starting to get very frustrated. I can find a ton of videos by Hector Garcia explaining how to set up inventory items and assemblies, but I CANNOT FIND ANY INFORMATION ABOUT HOW TO USE QUICKBOOKS ONCE IT IS SET UP.What is the workflow?What do we do if we pre-pay for inventory with a credit card?What if the customer pays in advance for their order?If I want to use EIR, how does this impact inventory counts?How do people scan in items to up-count inventory once it's received?What is an inventory part is damaged and the shop has to pull another one? How do they do that? How do they mark the damaged part? What is the workflow for getting an order, ordering the parts we don't have in stock, building the finished goods, and sending them to the customer? What do we click and in which order?   

I run a manufacturing company that buys raw materials and produces finished goods for sale.  Each order/sale is done by a job number.  How do I account for internal jobs/orders?  For example, I bought and used raw materials to manufacture a desk that is being used by my company and is being depreciated as a fixed asset as it's furniture.  Is there a better way to account for the desk other than making a manual inventory adjustment and general journal entries?  I cannot make a job order as that's under customers as I cannot sell to myself.  I cannot touch the P&L.  I can only impact the BS by reducing inventory and increasing fixed assets.  Additionally, I need to account for labor costs (manufacturing the desk), installation costs, etc. which needs additional journal entries to properly value the desk in fixed assets.  I'm hoping there is a way to create a job in Quickbooks that will let me track all the job costs related to producing th

Hello!Our company has recently switched from Quickbooks Desktop to Quickbooks Online. We had items in our inventory that were assemblies. I know that Quickbooks Online does not currently offer the assembly option. I am trying to figure out how to move forward and have the right inventory pull when I invoice that item?Any suggestions? Do I go back to basics and pull each item individualy?

Say that the bill is $14 and they pay $15 and say "keep the change for next visit. How do I record that the $1 stays as a credit?

Starting today, March 1, 2024, the beginning quantity on hand is not appearing on my Inventory Valuation Detail report.  Yet all debits and credits on the report are correct and my quantity on hand on the Inventory Summary Report are correct.  Knowing my running balance of inventory is crucial.

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Hi everyone, I did Microsoft BackUp on my laptop and somehow lost the company file (.qbw), but still have the latest automatic backup (.qbb). When the QB asks where to save the restored compny file + after I chose the location, it starts all over from the 1st step at the opening window menue withthe list of companies. I cannot find my old .qbw file anywhere. Any advise? 

I do not find this useful and it only takes up space for me. Is there a way for me to make it not show?

Sometimes, when entering an invoice, the suggested transactions option pops up and sometimes it does not.  I've spent hours speaking with agents to ask how to open this when it does not pop up automatically, only to go through the exact same trouble shooting techniques (yes time is marked billable, yes the settings are correct) and they cannot figure it out either.  I've read the suggestions here to open an invoice, go to Manage and choose the suggestions dropdown option.  There is no suggestions dropdown option.  Only customization, payment options, design & scheduling.  I've been through every one of these multiple times. When it's happened before it usually resets either overnight or after multiple nights. I've cleared my cache/history/cookies, logged out and back, restarted my computer, watched the videos and have taken myself on a grand tour looking for anything that might help.  PLEASE HELP!!!

How do I connect with a real person to discuss a QBOL billing error?