QuickBooks Q&A

My parts in Po are not received at the same time, When I copy to bill it closes all parts  but I do not want it close since I didn't receive all parts from that PO.. Do I copy to bill then go and change the quantity manually  to 0 in the bill for the parts I have not received)? This is an extra step I should not be taking.

When will a customers credit card payment deposit into my account?

It appears our online payment option isn't working. When customers open emails, they can't pay straight from the email the way they normally can clicking the "review and pay" button. That button has now been replaced with "print and save." Any feedback or suggestions on how to correct this is greatly appreciated. This is going to be a big problem for my company if we can't resolve quickly.

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After migrating from the desktop version and setting up my Capital One credit card to import transactions, I have an account that it automatically started using for a category / expense account. I would really love to have a different default account for the transactions that aren't matched by rules. How do I go about changing this default setting? Thanks in advance!

There seems to be flaws in the new "Inventory Turnover by Items" report. It uses the "Quantity on Hand" quantity to get the list from, however, it's not displayed in the column headings, so I had to add that column to the report, then I had to set the customized reports setting to only display items with a quantity greater than 0. The sort by default is the column Item, with the only other choices of Turnover ratio or Turnover Days. Neither of the Turnover types change the report, it's still sorted by the Item column. I want/need to see the other columns to be sorted: Qty Sold, Amount, and Turnover Ratio. I don't know how the Turnover days is calculated as we purchased CTL62 5/12/25, however, the report I see shows at 1,484 days. How can this be if we purchased it in May? I also see -147 turnover days for another unit. What does that number represent, bought, but not received? 

How do you enter income

I accidentally clicked to exclude a transaction, but I don't want to do that

I installed the Square Connector, but I made some mistakes or haven't figured out how to use it properly.  I uninstalled it, but it left three accounts with a few dollars in them that I'm not sure what the best practice is to remove. The accounts it left are Square Sales, Square Service Chg, and Square fees In Square Sales, it left 2 Sales Receipts of $30 each.  How do I remove those Receipts?  My client does not track individual customers.  I have been making entries based on the bank feed, and I split the entries into the appropriate categories: Direct Sales, Sales Tax Payable, and Merchant Service Fees. I need to back those entries out so the accounts will be zeroed out and I can make them inactive. ThanksElliot   

Hi there. Our company recently setup an ICS(insured cash sweep) account with our bank. ICS is a service offered by banks that allows customers to access FDIC insurance on deposits exceeding the $250K limit. Instead of keeping all funds in one bank, ICS distributes deposits into accounts at other FDIC-insured banks within the network, ensuring each portion is fully insured. We made this change by the direction of our board in mid-June. After the change was made, I can only see the bank balance and not the accessible balance on the QBO Dashboard. Is there a way that QB could pull the accessible balance from our bank instead? Our minimum balance after sweep is $10K, which is what shows on the QBO dashboard. Also, I have "transfers" that are showing they need to be matched to something now.  However, the money isn't really gone. It's still accessible, just sitting in ICS. Example: If we write a check for more than $10K, it just pulls from our accessible balance and doesn't overdraft.

When I view the screen of all journal entries that have been created, the column which includes the journal entry number cuts off the number (is not wide enough).  How do I permanently widen the column so I can view the entire journal entry number?  Presently I have to drill into the entry in order to see the full number.  Very frustrating!  I am using Premier Contractor Edition 2021 for desktops.

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We switched to Online from Desktop in January with the help from a consultant, so I had assumed everything was set up. Now I am finding out that I dont think Workers Comp was set up for each employee. Our L & I premiums were set up but Class Code, description and amount was not set up.  I went to do this and the first question QuickBooks asks is should I have it apply retroactively.  Before I do that what kind of a mess will it create or is it okay because we only pay it quarterly etc in Washington State?   Can someone please shed some light? Thank you!

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Can't send invoice

I ran my first payroll today and the L&I tax was calculated based on all hours. We had employees with sick, vacation and holiday pay (yes our holiday pay is it's own code). I need to know how to get this tax to only calculate on hours worked please.

I'm a non-finance person who was tasked with setting up QBO for a small nonprofit a few years ago. I kept things very simple, using "Sales Receipts" for income transactions like donations, membership dues, ticket sales, and "Expenditures" for all expense transactions. Now I'm getting ready to hand the job over to a new member with a CPA background and thought I'd try to move the budget report into QBO (we've been doing it manually with Excel). I just noticed that the Sales Receipts aren't being captured in a budget report (direct bank deposits and expenditures are being categorized but these manual sales entries are not). Attached screenshot of transactions shows one direct deposit categorized 4010 for membership dues, and the bottom 3 entries (check depand I'm wondering if I need to add categories to the screen where the sales transactions are entered. If that's the trick, how do I do it and can it be done retroactively? We will be starting a new FY on July 1, so going forward would b

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I've taken over helping reconciling a previously set up account.  They have two credit cards/users on the same account.  In Quickbooks it has them listed separately but they are included together on the monthly statements.  How do I fix this so I can properly reconcile the monthly statements since they aren't connected in Quickbooks?   

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The amount transferred from Jobber is less than invoice and there's nothing to match to. How do I categorize then? I don't want to have the income doubled up.

Using QBO my paychecks are horribly misaligned even though my normal checks are aligned fine. When I click "change print settings" in the paycheck list and then click "align my printer", I only get a white screen and cannot fix the alignment

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How does Quickbooks think it is okay to increase our subscription by 30%?!! I have been happy overall with Quickbooks but this now has me thinking I need to look elsewhere. No reply will help, just voicing a complaint on the only platform Quickbooks allows feedback.