QuickBooks Q&A

I had an payment that came in via Playanywhere bank deposit. . When I tried to match the invoice to the bank deposit the invoice is missing. If I look at  pledges the transaction shows as Payanywhere. If I select the Payanywhere, I see the original customer's name and I separated the transaction into customer amount and Payanywhere fee. But if I select all sales and enter the customer's name I can not find the transaction. How am I going to know if the customer has paid if it is not obvious? 

I overpaid an employee on a paper check but was notified after liabilities were paid. I will be voiding and reissuing the check. How do I correct the payroll liabilities?

I have some prepaid expenses that keeps showing up on my management reports. These occurred in 2022 and all has been paid and reconciled.How do I get them off my 2024 management reports?These are in a inactive charts of accounts.   

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I am trying to integrate my QBO with ADP Payroll and Synergy Suites, both exports need to include accounts payable items such as payroll tax payable, tips payable, etc but we get an error message because the accounts payable does not have a vendor name. Both ADP and Synergy Suite has said there is no way for them to add the vendor name to the journal entry on their end so I am trying to find a way to make it work on my end.

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I want to track onsite billable hours for salaried employees as well as hourly. How do I get the billable/ cost rate per hour to autofill for the hours spent onsite? Thanks!

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I use QBO Accountant to manage my clients and I have been finding that I am being required to verify my identity every single time I want the bank connection to update. It no longer does it automatically. I then have to reach out to my clients who have not provided me direct access to their bank accounts and coordinate receipt of a verification code from them. It's extremely frustrating for both parties involved. It happens with multiple banks, so I think it's something with my computer's settings, or in QBOA settings. Can anyone help me correct this?!

Shouldn't the cost rate update depending on the pay type you set up? When I pick OT pay rate that I set up for the employee, it still says the regular rate & I have to manually overrride it. Thanks!

Employees are sending in receipts to QB and getting an initial message saying that QB is not able to view attached files because of the format (even tho they are using the correct format). Then not long after they get an email saying that the email was successful & QB is processing the message. Why would the initial message be sending out then? Thanks!

Login not allowed for this account Your account does not have access to submit time directly. Please talk to your Admin or sign in to your QuickBooks Online account.

Is the garnishment field for payroll deductions out of service ?

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We are a cash basis company providing consulting. I receive retainers toward our services before work begins. We create a sales receipt when the retainer is received.  The amount shows in the liability section of the balance sheet. When the job is complete, we invoice, applying the retainer.  The trouble I am having is that our invoice is typically more than the retainer. When this happens, the cash-based P&L does not reflect the retainer amount that has been applied until the client pays the remaining balance.    This is not how it should work.  Once the retainer is applied, that amount should reflect in the cash-based P&L. Its driving me a bit bonkers.  By, the way, the accrual-based P&L is handling it correctly.  Is there a setting problem?  

I have a client account that needs to be changed to a sub-account of my trust account.

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The name of the credit card has changed,  how do I change the name of the account. It is the same account, only the name has changed.   

I have transactions that have been deleted since the last reconciliation. The only information I have is the $ amount and the expense id; therefore I do not know the date and cannot find the transaction on a bank statement. The transaction could go back several years. Can I find the expense id of other transactions? Do I need to search every reconciliation report? Any suggestions?

Qb Data is on a server and 4 users can login. The popup happens randomly and locks the user out if they try logging out and back in. The error message is "You need to download the latest File Doctor. This update includes new fixes for many errors that can stop your company file from opening"Quickbooks support had us run all updates, install File Doctor, repair data file using utilities, and rebuild data.Clean uninstalled and reinstalled QuickBooks 2022. A temporary fix is to log all users out of the database and log back in. Any solution to this?The issue started a week ago on 12/13/2024.  The database size is 400mb.I really appreciate any help you can provide.William

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can i reactivate my account with a purchased online subscription

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