QuickBooks Q&A

I've done all the suggested actions, still no reports.

Amazon credit, already reconciled the credit card statement, credit was included. Keeps asking question whether to apply credit toward the new expense.

What numbers should be excluded from Line 2, 5a and 5c on the 941 Quarterly payroll report

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I am paid hourly for my consulting time. If I do 3 hours on a client in a day I enter an invoice for that customer for 3 times my hourly. I want a way to see how much I have invoice for at the end of the week.

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Hello,We had QBD Pro and converted to QBO Essentials.  In QBD, we were able to "associate" certain expenses to a customer, but did not (and didn't want to) bill them.  The cost was built into the price of our services billed to the customer.  During the conversion to Essentials, those associated expenses now have been flagged as billable expenses to those old inactive customers from years ago.  Those customers have also been classified as active in the conversion. We want to remove the billable flag and make those customers inactive again.  In QBO Essentials, there is no check box to uncheck "billable".  I was also unable to find "add time and costs and hide" as listed in other solutions in the Community. I'm looking for a solution that will not mess up past bank reconciliations.  Thank you in advance for any solutions you can provide!   

Is there a report (or filter) that will allow me to quickly identify all payments with the status of "Unapplied" at once? I'm referring to payments that have been linked to a client's account but have not yet been linked to a specific invoice. The only method I've found thus far is to manually check each and every client account with an open balance. I'm seeking a quick method to routinely confirm that we have no payments floating around which haven't been properly allocated.  

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how to setup sales to avoid creating an invoice number that has already been used

is there a Fee for credit card invoice payment

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     How do I merge two employee accounts (same employee/SS# with 'elected' after their last name for the account that doesn't pay UC taxes) with active payroll for this year? QB will no longer allow me to have two separate accounts, which I set up because the UC was taxed on one but not the other(elected officials are not UC taxed). I just tried to follow QB directions for merging "change the first and last name fields to exactly match the employee you wish to keep," but I received the WARNING "Employees with payroll transactions cannot be merged. Please use another name."     Is my only recourse to make the one account inactive and RECREATE all the paychecks on the other account? That is so tedious at this point in the year!! HELP!

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After one of the latest updates, I believe it was last week or so, I'm now being asked to log in as an administrator.  I close out the request and that logs me into QB.  The issue is it should not be asking for admin privileges and want to stop this.  I am also now getting issues with another 3rd party software that syncs with QB because of this so I need to find out why and how to eliminate this.  

I am working with a client who is using QBO Advanced and has the Projects feature enabled. I need to schedule a report that contains each project and its status (Completed, In Progress, etc) as an actual field in the report, not just as a filter option on the report. According to this help article, there is a "Project status" report, but that (along with half of these reports) does not appear as an option when I follow the directions: https://quickbooks.intuit.com/learn-support/en-us/help-article/project-reports/use-project-reports-…  Is there a way to customize any existing reports with this column?

I have tried all sorts of measures like clearing the cache, opening QBO in incognito mode and using different browsers. Nothing seems to work.

I recently had a customer call me to refund a payment he made using his credit card incorrectly.The original transaction was for $6740.06 and the processing fee charged to me was $236.20 Based on customer request, I went in the original transaction and did a reversal to refund the money.Customer was refunded back the full amount of $6740.06 however I was charged a fee of $236.20 So now that transaction got fully reversed, the customer got back their full $6740.06 however I was left holding the bag with two charges of $236.40 so total amount I am out by is 472.40It has never happened with me when using other processors like PayPal. Why is QB merchant processing doing this? I have called customer service multiple times but to no avail.Very frustrating! Anybody else had similar experience? 

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Please tell me how to delete product items on my invoice template. And where can I find tutorials online? 

Where do I record membership dues?

I've done the integration of QuickBook Online with WooCommerce using "Integration for WooCommerce and QuickBooks" wordpress free plugin. In this plugin I've set the configuration for QuickBook Customer Feed and QuickBook Invoice Feed. Now, When any user done the payment for WooCommerce Order, new customer is created in QuickBook and also creates the transaction for the newly created customer. The issue is that the generated transaction status shows "Open" and Action shows "Receive Payment". I want to know the Invoice Feed settings so that transaction status will show "Paid" and Action shows "Print". Here I'm attaching the screenshot of my customer and invoice feed settings and how transaction is displayed in quickbook online.