QuickBooks Q&A

It seems like QB online does not have as much customization as QBDT, so I created a custom estimate template in quickbooks desktop and I would like to import it into quickbooks online. Is this possible and how do you do it? 

I have a home office where 100% of my income is earned in this home office. I’ve been splitting utilities such as the electric, gas, phone, ISP, and ADT Alarm by a percentage. The percentage I count toward my home office is the square footage of my home office divided by the square footage of my home (times 100). I don’t believe there’s an automatic way to do this in QuickBooks Online - but it doesn’t hurt to ask. At the moment I’m manually splitting every instance of all shared utilities associated with my home office. I use an Excel spreadsheet to calculate the dollar amount. As an example of how I’m splitting the cost of utilities goes like this: In bank transactions I select “Pending”I click on a given payment sent to a given utilityI click “split”Using the drop down I enter the categories (two categories)Using an Excel spreadsheet I enter the dollar amount. I programed an Excel to split the payments by percentage.I enter in each amount that Excel calculated for

I can't see how to easily switch between a report and other areas of Quickbooks as you can in the desktop version. Can someone please help me.

Hi there!My QBD file has 25 years of data on it and each year our company gets bigger and does more work. It is at the point where running reports takes forever! What can we do to speed things up?For context, our file exists on a desktop computer, not a server, that gets used by one of our employees. We have 7 people in the file daily, 128 employees on the payroll, and do 20 million dollars in work each year. Can someone please point me in a direction to help us save some time!Thanks!!

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Hi all!  We are remotely hosted on Right Networks. The last few years we bought QuickBooks each and every year. I was just wondering if maybe we could save some money this year and not have to pay for QuickBooks24. I thought I read that Quickbooks is supported on the remote hosting up to three years in the past. It seems like we are at a pretty good spot where quickbooks has everything(ish) we need, and the new updates for 2024 don't seem to have anything that is a game changer.  Sooo...... my question is Do we need to upgrade to QB24 with remote hosting or can we keep our remote hosting with QB23?

I don't want to buy a compliance product if I don't need to.

How do I delete my current auto-pay credit card for my account and enter a new card number?

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I have 3 related transactions that I am trying to figure out how best to account for. The first transaction is a sales receipt for an order from my website (the Wix platform) that was paid, matched to a deposit in my bank, and reconciled. That customer ultimately requested a refund, but the way it was issued by Wix is causing me problems. The proceeds from another sale in Wix was used to partially cover the refund of the first order and the difference was covered with a charge to my credit card. Now I have 3 transactions in Quickbooks:The original sales receipt that was paid, matched, and reconciled, but now needs a refund recorded in QuickbooksA sales receipt that is currently not matched to anything that was used to partially pay the refund in WixA credit card transaction that reflects the balance of the refund. I'm trying to figure out the best way to record this to make sure the refund is recorded correctly, that the sales receipt and credit card transaction that were use

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We are a 501C3 tax exempt organization. QBO is charging us tax on their invoice. How can I get that removed?

my Quickbooks Balance in my Chart of Accounts does not show up for each category. Some categories do show a balance or $0.00, but not all. When I click on view register or run report I am able to see the list, but the balance does not show in the Quickbooks Balance column.  I have confirmed in settings that Quickbook Balance is turned on.  For instance, I know that I have "insurance" category expenses entered, however there is not amount showing in the Quickbooks Balance column showing up.  If I click on the associated Run Report button, I can see the transactions.  I would like to be able to glance at my Quickbooks Balance column and see all balances.

Hello, I always have pre-saved special instructions listed on our purchase orders in the "Your message to vendor" field (we added them in purchase order settings) and none of our vendors are getting that field on our purchase orders. I checked settings and everything is still there and correct. The field still shows up while I'm creating a new purchase order but then drops off once printed or emailed.  I went back into settings to see if making some changes to the text would fix the issue. When I tried to type, all of the characters would work except for the spacebar (?). I tried clearing the cache and tried using a different browser with the same result. As a work around I typed some changes and copied and pasted the new info into the field - which it did let me do. However when I tried printing a test purchase order there was no change, the field still dropped off the page altogether.  Anyone else having this issue? Can I get some help please? Drew

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My new employee can't sign on to Intuit because he had an old phone number on another profile. How can he fix this?

I am reconciling my saving. Everything matches my bank statement. Why is it out of balance?

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We use mod med as our invoicing system

I am new to quickbooks.  I paid employee retirement like an invoice (enter bill, paid bill).  I realize now I should have gone through the payroll liabilities.  How can I correct this?  The check has already been mailed. 

It seems like geofencing only lets people clock in once they arrive. It also seems like in order to track commute distance, employees must clock in. Is there a way to do both?