QuickBooks Q&A

I routinely round up my total cash deposit so there isn't any change needed. I do this by manually adding a line as show in the attachment:Account: Cash in TillMemo: Round out cash depositPmt Method: CashAnd the amount. Today I went to do a deposit like I always do and QB won't add the cash in till to the total cash being deposited. I'm depositing several checks and $1,023.23 cash received from customers. But when I added in the $1.71 to round up to $1,025.00 it shows it in the itemized list on my deposit stub, but it doesn't add it to the total cash. This has never happened before, any ideas?

I purchased QuickBooks desktop pro plus 2024 and installed it in my old computer. It is for one user. However, my old computer did not function well and I bought a new computer last week. How can I transfer my QB from my old computer to the new one? It is for one user, am I allowed to install it in the new computer? Thanks.

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Recently reorganized Chart of Accounts to separate Cost of Goods Sold from general expenses.  Problem is that P & L does not add the CGS & Expenses together in a line at the end before net income and engineers and project managers would like to see those two types of expenses combined on the report because they are having to add them together individually to get this number.  I have searched the report preferences and customization to see if I could add a line that combines expenses.  Can anyone help with this? 

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I need to edit a category that I made a mistake on. How do I do that?

QB payroll Form 941 isn't showing the owner on Line #1 of Form 941. It only shows 1 employee but the owner takes a paycheck. His total from the paycheck is counted in the Schedule B of Form 941.

Hello! I recently received a $4,000 cash payment toward an outstanding invoice. I used $1,000 of this to pay a bill. Deposited the remaining $3,000 in the bank.Both the invoice and the bill are created in QBO and now the $3,000 deposit is showing up in Bank Transactions. How do I match that deposit to both an Invoice and a Bill?  Is that possible? If not, what are the mechanics of applying that deposit to the correct places. Thanks! 

I’ve looked around and cannot find a way to remove a vehicle from my self employed QB account. I added a personal vehicle to my account a couple years ago but have never used it for business purposes and never claimed any mileage deductions. Every year when I’m completing taxes there is a vehicle page where I have to mark 0 for everything, and I’d rather just remove the vehicle from the QB account entirely. Any help is appreciated! Thank you!

The bank shows a main account number with a subaccount, but everything should end up in the first one. QuickBooks created two different accounts for me. How do I create just one and have all the transactions link to the main one?

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I used to have a rule that would categorize the Gross donation, PayPal Fee and Net Donation appropriately. I cannot figure out how to do this without manually having to touch every donation.

Hi There!  Is anyone having issues with the log and its recordation of changes?  I have a staff member that it is recording as having made changes that the staff member says they did not.  Is this possible that it was recorded but didn't occur?  

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I am having trouble signing up for automatic sales tax. My addresses are in sync and everything else seems to be in order, but it always displays this screen. Any solutions would be appreciated.

I can't locate instructions regarding how to match QB Payments batches involving multiple payments. I see them in the Pending Transactions matching area in Bank Transactions, but I'm not sure how to manage them. I can match all other types of transactions except these batches. The only way I could find to get them into my bank register was to go to QB Merchant Center, look for the customers that paid in the batches, then go to Bank Deposits and click on the respective receipts. After doing this, I reconciled my bank statements. Even though the transactions landed in the bank register, they also remain in Pending Transactions (options to click are post, split, create rule, exclude). Any thoughts on how to get them out of Pending Transactions? Should I select exclude? Going forward, I'm not sure what the correct step-by-step procedure is for managing QB Payments batches.

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I have two service companies, both are based in Franklin County, Ohio. For one company, I am using QuickBooks Desktop 2024. For the other company, I am using QuickBooks Online with Automated Sales Tax. I have encountered a discrepancy between how these two different companies calculate sales tax for a service performed at a customer's location in Delaware County, Ohio.In each example, I have a taxable service item that is $100 and a taxable inventory item that is $100 and is a repair part sold at the service address in order to perform the service.In QuickBooks Online, the automated sales tax calculation applies the Delaware County tax rate of 7% to the service item and the Franklin County tax rate of 7.5% to the inventory item for a total of $14.50 sales tax.In QuickBooks Desktop, I have two tax groups set up, one at 7% for Delaware County and one at 7.5% for Franklin County. On the invoice, I can only pick one or the other. This results in having either $14.00 sales tax or $15.00 sal

Hi all, maybe a dumb question...but how do i find a button to create a budget for a project? or for the whole year? i cannot find it anywhere... thanks

After transactions are updated, all rules should be run automatically on new transactions.  This doesnt work and hasnt worked in years.  Every time, I have to manually go to rules, edit an auto-confirm rule, save it, then ALL of the rules get processed.  It doesnt matter which rule I choose, ie it can be the rule that didnt work or some other random rule created.  I have tried this in incognito mode to avoid any cache issues.  I also tried clearing cache etc.

before the update on QB, i was able to see an image of deposited checks. images no longer show up. how to i get them back to view?

Form 33H for Utah was filed and paid, but later I was notified that the Form 33H was rejected and to resubmit. How do I resubmit through QB?

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I used to go to Expenses and list my POs but now i cant see a list of POs