QuickBooks Q&A (US)

There is a difference in vacation amount paid and I need to know how to edit and fix it.

A customer asked we charge her card for a specific amount and use her credit for the weekly invoices. But now she asked for a chargeback and the money was debited from the account. How can I record this transaction in QB desktop? And how will the invoices remain unpaid so that I can send them again for her to pay?

Good afternoonI am trying to create a report showing the payment date of an invoice that contains sales tax. Due to the nature of our business, we report only the collected sales tax to the state. So we need to see the invoice, invoice date, and when the invoice was paid to report the sales tax.I have tried the Average days to pay and the Customer transaction report. I have not had success.What I need are these fieldsInvoice number Invoice date Sales tax amount invoice date paidI will appreciate any assistance. right now, I have to go back to 2008 and come forward to discover what sales tax was missed and not paid to the state.

Spreadsheet sync seems like a decent tool until put further to the test.  I would like to pull in all expenses for a specific date range and for a specific general ledger account in order to edit them.  However, Spreadsheet sync forces me to pull ALL expenses for ALL general ledger accounts for the specific date range into Excel before editing them. This takes a long time to for the spreadsheet to load and seems unnecessary.  There doesn't appear to be the ability to filter further by general ledger account (Category) before clicking the "get template" button.  The only alternative is to run it for a shorter date range and multiple times over. 

Hello, our 401K payments are calculated correctly by QB and show up correctly on the Pay Liabilities screen. We send a report into the carrier and they process an ACH, so in QB, I create an E Payment. The calculated amount are correct except that the 401K company adds a fixed processing fee, so ever payroll, I need to manually add this to the check. Does QB Payroll have the ability to add a fixed fee to the same vendor so that I could combine them into a single payment on the Pay Taxes and Liabilities screen? I can't find a way to do this in the 401K setup but I thought there must be a way to set up payroll fees in some manner.  Thank you. 

I have an amount showing up as a vendor. I'd like to find the transaction and correct this. Can I search for that specific amount?

This is my third attempt at posting this because this forum site crashed the first two times. Wonderful. When I try to write journal entries, the columns shift as I move/type and causes the account line to become basically hidden unless I am constantly adjusting the width. If I make the account column wide to try to avoid this, it starts doing it in the opposite direction causing the name & description columns to disappear. What can I do to make sure my column widths stay locked and stop shifting. I am extremely frustrated because this is not an issue I have on QuickBooks Desktop. In fact, none of the problems that exist on QBO happen on QBDT. If you are going to strong-arm everyone, and force us to all shift to QBO as you end support for QBDT in pursuit of endless profits- make sure the program WORKS. Stop pushing out unfinished updates with bugs, stop changing things overnight. Stop removing extremely important tools like Grand Total columns and Batch Entering, and

I do not see  a way to filter by customer type in reports such as open invoices. I created a customer type and assigned to a customer but cannot figure out how to turn on this field for filtering.  Thanks

WHY???!!!! Why do you INSIST that we adding superfluous garbage to our dashboards???!!!! STOP IT!!!! Give us the option to disable the garbage that is the Business Feed!!!!

Hello All,I am trying to apply a yearly pourcentage discount for a customer, that varies depending upon the amount of sales. For this year, the total sales would guaranty a 4% discount. How do I apply the discount on a yearly report? Is that possible?It can not be applied throughout the year because it would vary depending on the sale volumes.I am looking forward to finding an answer.Thank you kindly,Gabrielle.  

A bit of context: I go to tradeshows every few weeks and need to adjust out the quantity of sold hundreds of sold products after every tradeshow. I want the quantity and the COGS to be affected by the adjustment, but I only see a way to manually add items on the "Inventory Quantity Adjustment" page. Is there another way, such as creating an order or something, where I can just import an excel sheet of SKUs and qtys?

My inventory on QB online has not been updated for over 2 years, and when adjusting the inventory on-hand it creates an inventory shrinkage account that equates over $1.3M which is wrong. How do I fix the inventory and get on the right track instead of creating a ginormous expense. 

I'm running Quick Books Desktop Plus Pro 2024 on Parallels with Windows 11 Professional. This is running on my Mac Laptop with M2 Max chip with OS Sequoia 15.7.2. Latest update Quick Books in unstable.....After Uninstalling QB and doing a clean install of QBI open QB and do not select a file.  I get to the updates and get updates.  Starting with update notice that appears after the update has completed.  I get a dialog box with just a ok button and no text.  I restart my VM, relaunch QB, it goes through the updating QuickBooks......  I restart my VM again.  I open QB, the first window QB opens with the logo, display's weird, it grabs a piece of my desktop as background to the logo in a square.  I open an existing file and restore from a backup.  The file opens, I enter the password... The File opens up. I close the file and QB quits. I open QB again and it starts to open but need gets to the opening logo. It just becomes non responsive. Then

where do i find payroll time sheets?

move my files from one computer to another 

Hello!  95% of our customers are Schools/ISDs/Colleges/Universities all over the United States.  Some of them have strict email standards, one of them is my emails must come from a US based server.  I have been on chat for tooooo long & too many times with QBO, and can get no where. My invoice emails aren't getting to some customers and I don't know who until they are late w payment.  I WISH I had time to go through every email I send. The other issue...QBO has a message that says "can't send this email". No matter what I do, they will not go through.  I have to send to myself and forward from there.  This is NOT time efficient and is not fair to my customers. Any ideas?  I'd really appreciate the help.

Hi, I keep getting Error Code: OL-222 when trying to import a bank .qbo file.  I've checked for updates, tried to fix the issue with the QB Tool Hub, and have repaired QB via the Windows Control Panel a couple times. This runs through the repair and says it has been fixed.  When I open QB, it goes through the update process, downloads and installs files, but nothing has fixed it. Does anyone have any suggestions? Using QuickBooks 2020 ProWindows 10 Thanks

Shipping keeps showing up on invoices and now shipping tax is.  I don't know how why what.

A customer deposit from 2016 has reappeared in my bank deposits. How do I clear that so that it is not included in a current year deposit?

Urgent Assistance Required – Search Function IssueHello QB community,I usually file all my relevant documents under a container number so that I can easily search by container number in the description line and view all related invoices and bills. Since yesterday evening, this search function has stopped working. It’s causing significant disruption to my workflow. Someone noticed it or know how can I have this back?Thank you for your prompt attention!

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Printing to pdf printer - starts the print/save process - I can specify location & file name - freezes on save.A file is created, but it is not a valid .pdf 1. I have done - many times - the fixes in:https://quickbooks.intuit.com/learn-support/en-us/help-article/manage-users/troubleshoot-pdf-print-problems-quickbooks-desktop/L6N5ZHcPF_US_en_US 2. This includes PDF repair tool, install diagnostic 3. I have 3 pdf printers : Microsoft, Adobe, Foxit software - printing to any/all causes Qbooks freeze 4. I updated Windows 11 Pro and Qbooks 2021 - no help5. After a bunch of hrs - i am stuck - thx in advance ...

I use QuickBooks Desktop Pro 2020 for my business. Today I tried to print an invoice for one of my patients and QB froze. It has never happened before so I closed the program, reopened it and tried again. The same thing happened. I tried saving the invoice as a pdf instead but QB still ended up freezing. I have tried restarting my whole computer, I have utilized QB Tool Hub, I even tried manually changing a few things per tutorials that I found here and nothing has solved the problem. The printer works fine printing anything not off of QB and when I tried to print a different customer's invoice it still froze the program. 

I've had to upgrade to a new computer just a few months after I purchased QB Desktop Pro Plus 2021. I installed QB on my original computer with a disk. My new computer doesn't have a disk drive. How do I move it over? Thanks!

Hi, I am currently trying to delete my accounts as I was trying to start a company and something got glitched on the back end and now I am unable to access all 3 of them, nor am I able to see the accountant view. I am 100% disappointed with the customer service team, as I have spent the last 3 days talking to nearly all customer services reps and not one has helped, they just continue to transfer me. This process has been nothing but painful and all I wanted was to start a company and I am now unable to access any resources. I have no more emails and no more phone numbers to use to make another company. I would love some help as to how to handle this. I have tried deleting them through the website, it says it's been requested, then emails me again to say something needs to be fixed, and nothing happens. I am just trying to delete my accounts so I can start my company without complications. All helps and advice is awesome, thanks.