QuickBooks Q&A

I need help with a workaround and keep books clear: I received (2) customer payments, applied to invoice and  deposited. Turns out they were for another vendor's invoices and I need to refund money. How do I properly credit so I can refund the customer the funds and back out payments on the invoice (full amount needs to show again as they will pay it later)? 

The QB date for payroll was wrong so I deleted the check and paid them manually. Where do I enter the information for the W-2 form?

We use PayPal to accept Cost-Share responsibilities from our clients.  We bill their credit / debit card weekly.  Every week, we "Receive Payments" from the client when we run their card for their Cost-Share responsibility creating "Unused Credits" to be used when the insurance EOB is received.  We submit our claims to the insurance companies every other month. Every 6 - months we will reconcile our insurance claims.  When we do this, if we were told the wrong cost-share amount by the insurance company and owe the client money, we will refund the client their money owed via PayPal. At the end of the year, we will deposit the PayPal money in one lump sum.  In the "Make Deposit" window, we account for the refund to reconcile the transaction. My question is, which "From Account" do we use in order to track that refund back to the customer's account so it does not show an "Unused Credits" to their account?  We use the client's name in the "

i just see a notice in my account that says its on hold.

I currently use a "Group" item in QuickBooks Desktop Manufacturing - Enterprise, with the do not print set, for quoting purposes. I'm trying to figure out if there is a way when I turn the estimate into a Sales Order that the lines previously not printing from the Group could be made to print on the Sales Order. For example I have a group set for quoting multiple items that go into making one part. When I print the Quote it only shows me a total for that Group on the Estimate, which is exactly what I want. When the customer places the order based on that Estimate I would like for the exact same items in the Group to show and print on the Sales Order so our works know what tasks are required to make that part. Is this possible? Thank you in advance for your help!

Has anyone noticed that "saved" CC/BCC email addresses on invoices have disappeared? Now I have to copy/paste email addresses for each invoice. I've done the recommended "clearing caches" and the account settings too. Finally got a case opened - QB says they are investigating the issue but who know long it will take to get it resolved. The changes they are making are frustrating and creating more work!

For example, each bank deposit shows a specific fund on the transaction, yet the Financial Position report places them all in the "not specified" column. "Class" is toggled on.

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If I am viewing my check register my "ending balance" shows the correct amount. However, if I view my "Chart of Accounts" my bank balance shows substantially more. I can not figure out what is wrong here. My banking number matches my bank register perfectly. But the second I click on Chart of Accounts it is completely different. I need help with this for Quickbooks Online!  

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Is there a way to consolidate multiple item receipts into a single bill? We receive a single monthly bill for multiple deliveries that occur during the month for products that are ordered on a VMI blanket Purchase order and need to find a way to consolidate all the item receipts entered into a single bill in order to enter the bill from the vendor.

He is set up as a vendor. I want him to use the same service items as the other employees so i cannot set a rate for the service item? If set a payrate in quickbooks time, will that vendor pay import with the hours and the rate to QB Desktop? If not how can i set it up without manually adding the rate for each pay period.

I've entered a project and estimate. I then entered an invoice against that project/estimate, which shows on the Projects screen, however when I run the "Estimates & Progress Invoicing Summary by Customer" report, it shows the estimate, but not the invoice. The invoiced amount column shows 0.00, but the invoice is clearly entered. How do I fix this? Thanks in advance.

Every time I try to apply for the term loan. I get an error message saying it can't verify my identity . Everything is correct and hasn't changed. Why am I getting this message and how to fix it ???

This could also be called the safe harbor contribution to the 401(k). It is paid once a year into employees 401(k) account.

Does anyone know how can I ship using my customers ups account number with the new Quickbooks shipping manager

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Typically, the live experts button lived in the left hand menu panel, it has since disappeared from last week.

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I’m trying to remove/delete a payment but QB won’t let me. I get a pop up that says “ You need to delete this payment from the deposit before you can delete the transaction itself, or edit its name or amount.” The customer balance is 0.00. This payment has not been deposited but it shows up in “A/R Aging Summary” as a -827.00 (negative 827.00) How can I remove this? Thank you.QB Desktop Pro Plus 2023, I think the Plus stands for plus problems.

how do i download my invoices to transfer

Recently, when I try to use the filter function from a Bank register, the PAYEE field does not work.  The drop down list is empty and when I type any letter it turns red and says "Please make a valid entry".  The filter function on PAYEE from the Expenses tab works fine.  This is Quickbooks Online. Screenshot from the Bank Register Screen, Checking account. 

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