QuickBooks Q&A

Hey all, Referring to a KB article (https://quickbooks.intuit.com/learn-support/en-us/customer-topics/3-solutions-for-when-customers-aren-t-receiving-your-emails/01/185621) it references a list of IP addresses to whitelist for receiving email notices (invoices, receipts, etc). I know that QBO is using SendGrid, but it appears that the IP list in the KB article is stale, since I've seen emails from 167.89.82.160 recently which is not in that list. Is there an updated list of IPs to whitelist? I have a customer that can't just whitelist all of SendGrid's IPs and we're having issues getting invoices to them. Thanks!

I would like to see who in my company can view or see reminders or memorized transaction reminders.  I would like to be able to remove these features once i know whom and where to remove them from.

I have an old customer with a balance showing on my Aging Report due to a Journal Entry that is within a closed period. I am unable to receive anything against it in the Receive Payments table as it doesn't show up for me to receive against. It was initially entered to clear out a credit balance from 2020 but the entry was for more than the credit balance leaving a balance of 87.50 on the account. (-634.27 + 721.77 = 87.50) I can create another Journal Entry to offset the balance and zero out the customer's account, but as I said, I am unable to receive it against the balance so both entries are still showing on the Aging Report.

When I tried to send Intuit my payroll there was an error that said to try later, when I went back to try to send it I mistakenly clicked start scheduled payroll not realizing it was the NEXT pay period.  Now QB wants to send both payroll periods (nothing has been submitted yet).  If I just delete the paychecks for the next pay period will QB show that pay period again under create paychecks?

I am trying to reconcile our credit card statement, with several credit cards included. We have one card that has a credit balance. When we go to pay the credit card company in pay vendors, the credit doesn't show up. Why?  Thank you in advance!!!

No text available

1) I recorded a manual payment in the payroll taxes without first verifying the amount QB calculated was correct. The amount calculated was not correct and now I need to change the amount on the already recorded transaction so I can reconcile at the end of the month. How to do that?

I reissued an employee's lost paycheck from 2023 in 2024.I incorrectly voided the 2023 check rather than the 2024 one. That has resulted in QB creating new payroll liabilities in 2024 for amounts that were already submitted/paid in 2023.How do I reverse all of this and start again?Is it possible to restore/recreate the 2023 check?Thanks for any help. 

Hi, we're a small business (Company A) who bought the building our office is located in, but did so via a new LLC (Company B) we set up. We have several outgoing bank transactions that I need to match and assign as parts of a loan from Company A to Company B, and then be able to assign received payment transactions back from B to A as those come in. How can I do this?

I posted the transactions. How do I transfer to my register to reconcile?

Hello all!  I have searched and searched for a solution to an issue I am having with QBO.  I am a General Contractor and job cost each of my projects.  One of the continuing hurdles I face is when I return materials and given a refund (funds directly deposited into my bank account).  Just to be clear, not a vendor credit...but an actual refunds of dollars. So my example is this, I purchased $212.35 worth of material from Home Depot and booked this into QBO again Job Name = Hardy Remodel.  I then ended up returning $83.36 worth of material to Home Depot, and in the perfect world, I would like to reduce the expense of $212.35 by the $83.36. I just have no idea how to book this refund against the Hardy Remodel job.  I even tried to enter in a negative "Bill" but QBO does not allow me to do that.  Any ideas would be greatly appreciated!! Thanks!

how can i see a copy of my 941s filed in 2020?

I need to print all my open invoices using QB Desktop.  I am able to easily print statements but the only way I have to print an invoice is individually.  Is there a way to print all open invoices? 

 I am using the QuickBooks online test drive to try to export reports into a CSV file. I do not see an option to export the Profit an Lost report into a CSV file.  I am following these steps:ReportsOpen the report.Select the Excel drop-down at the top of the report.Select Create New Worksheet.On the Send Report to Excel window, select Create a comma separated values (.csv) file.Select Export.Assign a file name, then choose the location where you want to save the file.Locate, open, and edit the file as needed.Step 2 - there is an option to export to Excel or PDF, not CSV.  There is also not an option to create a worksheet.  How can export a report into a CSV file/format?  

I am wondering if I can go back and edit weekly timesheets (only the class portion) after I have run payroll using those timesheets.

No text available

Is there a way to widen entries in the Data drop-down in QB Reports?  The field that displays the selected time period is fine, but the width of the drop-down list is too narrow.  For example, there are 5 different items that all say "This Fiscal...", but until I select one, I don't know if I selected "This Fiscal Quarter", "This Fiscal Quarter-to-Date", "This Fiscal Year", "This Fiscal Year-to-Last Month", or "This Fiscal Year-to-date".  See attachment for an illustration.

The subscription is prepaid annually and mine expires in December. If I cancel now do I get a prorated refund? Just wasted 45 minutes on chat and call with horrendous QB support, 45 minutes that I will never get back. Call said cancel first and we will email you if a refund is due (I kid you not). Chat said it should be a prorated refund but "back-end team" will know for sure, but he can't contact them (!)

how can i put together payroll records

Greetings, I'm trying to assist someone in getting to their QB data.  They have brought me a computer with QuickBooks 17 Retail Edition installed on it (Desktop Enterprise Edition).  The company has been out of business for several years so their subscription has expired. is there any way to work around for this just to be able to access data? If not, what is the cheapest way to be able to license the product long enough to extract the required data. Thanks, Mike

No text available

No text available

No text available

I was told to install QBO mobile app on my superintendents phone to give them access to snap shot for coding and sending in receipts from jobsite but it now I was told they need company admin access which is not what they need. Has anyone had this issue and if so did you find a fix?

I've uninstalled and reinstalled the app, restarted my phone, but no change. Seems to be a recent issue, in the past two weeks