QuickBooks Q&A

not functionig, cannot use payee search

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Will a bank holiday affect direct deposit payroll?

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I cannot seem to reprioritize transaction rules. Other users are also reporting this issue. There are at least two threads on the subject…neither of which has garnered much attention. Please, could someone at QB verify that reprioritizing rules is a problem and provide a workaround? I don’t think the priority list can be edited any other way. I do not see a field to change the priority number manually. I do not see another UI widget to accomplish a reprioritization. If there is no workaround, could someone at QB please acknowledge the issue is being addressed? Note that I have already cleared my cache, deleted cookies, gone incognito, logged in and out, used different browsers, posted replies to the other threads, and engaged in a screenshare session with online support. The issue persists unabated. Just an obvious fyi: The inability to reprioritize rules is a bit of a problem. This is because new rules, upon creation, are added to the bottom of the rules list and are, t

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Staff keeps getting clocked out when they check time on their cell app as they now have access not sure how because I did not want them to have it. How do I remove that?

Please help me understand this how to deal with my situation. You have been charged $100,000.00 legal expenses in 2024 and you paid $90,000.00 in 2024.The vendor applied to $10k toward General Corp, and the rest ($70k) to IP costs.  The remainder of $10k was kept in their trust account without applied.All was entered as Expense ($90k) in QBO and categorized as spread as IP and General Corp Expense account.  The year ended and now when you reconcile, I need to enter $10k of debit for the vendor, IP cost to enter in Asset account (since it is intangible asset?), and the unapplied $10k in order to correct the ledger.  Can you please explain if I am thinking wrong and if not, how do we do that?Too basic? Expense or Asset? Please help me understand this how to deal with my situation. You have been charged $100,000.00 legal expenses in 2024 and you paid $90,000.00 in 2024.The vendor applied to $10k toward General Corp, and the rest ($70k) to IP costs.  The

I am a small business owner using QuickBooks self-employed. I do not accept credit cards from my clients. However, I see that Intuit is charging me transaction fees. Why is this?

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Hello we are on the essentials plan and have two people doing sales and would prefer if each sales person gets their own estimate template with their phone number and email attached so the client contacts them directly. I tried setting custom forms for estimates, but it seems if I change one it changes both. Is this done through different users?

Please read the entire message before responding. It's very frustrating when you list what you have already tried and someone with an EMPL badge suggests you try the same thing. There are instructions for adding QBO as a third-party administrator for Massachusetts Unemployment here. That is not what I want to do. There are no such instructions for adding QBO as a TPA for Massachusetts withholding. The link for this in the help files goes to the same page as the link provided above. The question was asked here long ago and the answer was to select Add third party administrator in MassTaxConnect. There is no such option in MassTaxConnect. MassTaxConnect instructions clearly state that the third party must request access, which we then approve. So how do we get QuickBooks to request that access? Or is there a workaround? Surely someone has figured this out.  

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When googling this, it said go to "Manage Sales Tax" but I don't see that anywhere on the Sales Tax screen. How do others deal with this? The only work around I have is actually pay the SBOE for May and June, then post both months' payment in QB's. I shouldn't have to do this tho, so wondering if anyone has an actual fix?

I have several customers who are tax exempt, but when I am creating an invoice, Quickbooks Online defaults the line item as taxable (the tax box is checked).  If the customer is tax exempt, shouldn't the tax box on each line item of an invoice default to unchecked?   If so, how do I get this to work properly? Thank you. 

HOW TO ADD A MANUAL EXPENSE TO QB

Is there a way to have the bank register show more info 'at a glance' without having to click into it further? If we wanted to add GL # and if a charge is split between multiple payee accounts (or projects), it lists them all and their breakdowns without having to click into the charge that says 'split'? Thanks!

The employer & employee are in California.

 I work in office and at home. Is there a way to be able to sync employee hours from the QB timer to QB Desktop remotely? The web connector is installed on my laptop which is the same computer I take home to work on. I am only able to sync when I am in the office, which is causing issues.  

The company I am apart of has 3 different quickbooks files for each company under us. We have a program that interacts with Quickbooks desktop through the quickbooks web-connector. Currently, for the program to sync with quickbooks, we need to have the quickbooks file open for the company we are wishing to sync with the program. This can be brutal having to switch in and out of company files in order to use the web-connector. We also run into a problem when the company we wish to sync is not the primary file logged in. The base question I have:1. Is there a way run a web connector and have it access a quickbooks file without the file being open on the desktop? I know this situation might be unique and my description may not be very good so ask me any questions if you need any clarification of how we are using the web-connector.   

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.