QuickBooks Q&A

undeposited funds only lists my paypal payments.  They have been deposited and posted.  How do I clear undeposited funds so that it doesn't show on my balance sheet report?

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Trying to change the price of inventory item but the save tab is missin

I've read through the various threads regarding PDF printing issues within QuickBooks.  We're having issues printing or emailing invoices from QB.  We received the following message when we attempted to do either:When I was able to save it as a PDF, it was only the top left corner of the invoice form.  I started the QB Tool Hub and selected the PDF & Print Repair tool, which said it completed successfully.  I attempted to print/email again, which resulted in the same error.  I rebooted the machine, and now I can print successfully, but I still can't email the invoice.  I went through the other solutions:- Temp folder permissions; all users had Full Control already- Create a notepad test file and print to XPS; successful- Print Spooler Service; already set to Automatic.I'm at a loss to understand how a function that was working fine on Sunday suddenly doesn't work.  The laptop has not rebooted for three days, and no OS updates have been applie

My online Quickbooks keeps crashing. I'm using Chrome but it does the same thing in Microsoft Edge.

We received an IRS Federal Tax Levy for an employee. We set up the Federal Tax Levy payroll item, deducted the amount from the employee’s paycheck, and sent payment to the IRS. The IRS has now issued a Release of Levy and returned our payment check marked VOID. Now we need to pay the employee the withheld amount and reverse or clear the payroll liability created by the Federal Tax Levy payroll item. What is the correct way in QuickBooks Online Payroll to:1. Reverse the levy liability created by the payroll item?2. Refund the employee through payroll so the accounting remains clean? We are still in the same calendar year and quarter as the original withholding. Thank you for any step-by-step guidance!

Thanks for reading this. Can I invite someone to use to QB DESKTOP?! I know you can w/ QB online. I'm not seeing that as an option for QB desktop. Thanks.

I downloaded QBO files from the bank website and uploaded to the Bank Feed.  For anything that was not a check, I used the "Downloaded as" column to create rules and classify to the correct account.  I did not add the vendor because the info was in the Downloaded as column. Now that I finished mapping all the transactions to the correct account, I realized that the description in the "downloaded as" is not showing up in the transaction history.  Is there anyway to add this column so I can see the detail in the transaction history?

I've received this email, staying a customer paid me in QB but I don't believe I've ever given someone that option.  The email never mentions who the customer Is.  Is this legit or Is it a scheme to get me to sign up for receiving payments?  It doesn't appear to be a spoof email.  What makes me think it is marketing is the statement at the footer in the email. You have 48 hours to access funds your customers have paid you in QuickBooks.After that, we'll refund your customers and close down your QuickBooks payments account. Finish yourpayments setup to claim your funds, and continue to get paid online and in-person.Click to Finish my payments setup Here's the footer. This message was sent to MY NAMEas an Intuit customer, consistent with your email preferences, If you have chosen not to receive marketing messages, you will continue to receive business communications about your selected Intuit products), which may either attect your service or sottw

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I can't find a previous answer that actually works to get the number of miles driven in a year or any time frame. You can ask for a certain time frame but all it gives you is a total dollar amount Please help!

Folks, I know it won't matter, but I seriously need to raise a complaint about QBO's AI implementation. The business of our nonprofit is simple in many respects, but its financial reporting needs are custom and complex. Intuit is essentially ruining my QBO productivity (and therefore my precious customer experience) with its AI bs. My simple dashboard? Gone; now I have to wait for it to "intuit" and calculate all the dashboard nonsense that has nothing to do with my work. My trusty weekly expense reports? Unavailable. Inexplicably, I can no longer run a report of all open expenses since, for instance, last summer. These are the two most important (read: disruptive) issues. I'm sure I could find others.

We recently had an issue with our credit card payment. The card on file had been compromised and was de-activated.  The new card did not arrive before the monthly payment was attempted. The payment attempt was rejected.  The new card is now on file and the payment was successful. However, my payroll still says the subscription is still inactive even though I have verified everything.  No taxes or FICA are being deducted even though the monthly payment has been successfully made.  How can I get this taken care of.  Thanks.

Each year, our firm uses TurboTax Business to complete and file our company's taxes.  And each year, we are able to import all our company's financial data from Quickbooks into TurboTax Business, instead of having to manually enter it all. Up until this year, TurboTax prompts us to select the Quickbooks file we wish to import.This year, that option is not available in TurboTax Business.Instead, the two options that TurboTax Business offers are:"Yes.  Let's import from Quickbooks to save time." and"No thanks.  I'll enter my Quickbooks info manually." You would think that the option, "Yes.  Let's import from Quickbooks to save time" would be the option to select.However, when we select that option, and then click "Continue", we get the following screen:"Quickbooks Desktop Not Installed.", with the comments, "No Quickbooks Desktop files has been found" and "Continue Without Importing".  See the attached screenshot. Rest assured that Quickbooks Deskt

I had an ACH payment get returned due to a subcontractor providing incorrect ACH info. What do I create to match against the deposit for the returned ACH in the banking feed? Vendor credits do not appear to be matchable to the deposit of the returned ACH. I have already created a new bill and matched it against the sub's new payment with the correct ACH info, so we're reflecting double payment on the sub's 1099. Thanks in advance.

We're a freight brokerage that contracts trucking companies to transport our customer's freight. I have found a few different threads about how to record factored payments when the factoring company pays us, and our customer pays the factoring company. We have an added element here though. Our factoring company also pays our vendors directly, and we are only sent the margin less the fees and reserve. The factoring company holds back whatever payment is due to the vendor.    An example of a typical order would be like this: - We do an order for our customer for $1,000. - We contract a trucking company to transport the order for $800 ($200 margin) - The factoring company's fee is 1.5% of the overall total ($15 fee) - The factoring company's reserve is 3% ($30 reserve) - We receive $155 (margin less fees & reserve) from the initial sale of the invoice, and receive the $30 reserve once our customer has paid the factoring company.   I've found some informative threads, bu

The notification I see in QBSE reads, "We are having trouble with your bank connection."

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Hello! I've been booking draws by two C corp partners under their respective equity distribution accounts. They did not contribute, only withdrew. Need to know how to make a journal entry to close out the year in relation to retained earnings. Would it be DEBIT Retained Earnings, CREDIT Owner Distributions (main GL, not each partner's GL) for the total amount they withdrew in 2025?And it would need to be dated 12/31/2025, is that correct? Thank you!

  Hello QuickBooks users, and thanks for joining us. We want to ensure you feel confident and prepared this new year. These mini guides are designed to set you up for success. This month’s guide breaks down what reconciliation is, why it’s important, and how you can perform this crucial task within QuickBooks Online. Reconciliation isn’t just about organization, it’s about verifying accuracy. Now let’s dive in!    What is Reconciling in QuickBooks?  Reconciling is the process of comparing your QuickBooks records against an external "source of truth," like a bank or credit card statement. The goal is to verify that every dollar shown in QuickBooks matches what actually happened in the real world during that same time period. While some see reconciliation as a complex task for accountants, it is better to think of it as a vital quality control step. Even if you enter transactions daily, small errors can quietly slip in and distort your financial picture. Reconciling

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  Hello QuickBooks users, and thanks for joining us. We want to ensure you feel confident and prepared this new year. These mini guides are designed to set you up for success. This month’s guide breaks down what reconciliation is, why it’s important, and how you can perform this crucial task within QuickBooks Online. Reconciliation isn’t just about organization, it’s about verifying accuracy. Now let’s dive in!    What is Reconciling in QuickBooks?  Reconciling is the process of comparing your QuickBooks records against an external "source of truth," like a bank or credit card statement. The goal is to verify that every dollar shown in QuickBooks matches what actually happened in the real world during that same time period. While some see reconciliation as a complex task for accountants, it is better to think of it as a vital quality control step. Even if you enter transactions daily, small errors can quietly slip in and distort your financial picture. Reconciling

AfternoonNew to QBs so maybe missing the obvious but..I would like to export a list of supplier bills filtered by date and account that they have been processed against and then update the locations before importing back into QB.I've tried reclassifying but the volume is a little onerous.. Thank you

Looking for entry level bookkeeping positions to start my career  

I created a report last year and cannot remember what template I used.  the top of the report lists a journal account (Unapplied Cash) for period ending 8/25/25The columns are Date, Type, Ref No, Payee, Memo, Payment (USD), Deposit (USD), statusI have spent time with QB to try and duplicate this report and I cannot find the same columns to choose.  Can anyone point me in the right direction?