QuickBooks Q&A

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We paid contractor and hotel/travel fees from our checking account. Now we are submitting those expenses to a third-party company for reimbursement. What is the best way to enter these transactions in QB Desktop so that our expenses show the third-party reimbursement on the PL or BS?  

Why issues after programmers updates. Seems like always happens when QB updated

I used to have the option of Single Time Entry, but now all I have is the option to enter time in the weekly view. What happened to Single Time Entry?

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Can come in where my fy GL is good and reconcile -can i wipe other previous (auto loaded bank transactions to get started) and go from here?

I would like to know the steps to record cash advances to employees.  I would also like to know the steps to either be repaid by the employee in cash or expense receipts.  

Hello! I use quickbooks time every day to clock into work, I got a new number and I am still able to login in via email. But I would like to add my new number for added security

Turn off customer reminders

The account was added by the employee themselves, but they said they haven't received the salary.

I need a profitability report of sorts, but we don't use jobs.  QBO.  I can link time to an invoice, but I can't run a report of revenue based on billable hour time rate vs. actual billed. Custom reports will show invoice data or time data, but not both in 1 report.  help!  

Running a CPA firm- we don't use projects or QBO payroll.  We enter time with billable hourly rates.  I want to see a write up or down report based on the billable rate and what we actually charged on the invoice.  I can't get the custom report to work because I can see time information or invoice information, but not both.  I've asked chatGPT for a solution... Due to the lag in invoicing, running multiple reports and comparing the data isn't reflecting accurate data.  I would like to be able to run it based on an invoice, customer, range of time, etc.  It's frustrating we can link time to an invoice, yet unable to get reporting associated with it.  I'm at my wits end!If no solution- is there any other software that would accomplish this and export the invoice to QBO? Not all of our clients have email and I've found some won't let you finalize the invoice unless it's emailed (Financial Cents, etc).  We've been using Mango, but it's been unreliabl

I cannot find the link drop down menu they tell me to use.

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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!

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.