QuickBooks Q&A (US)

How to enter transaction reference number while making bill payment through credit card in quickbooks desktop?

I would click on that tab and a list of clients that had uninvoiced charges would appear, making it easy for me to invoice them. That tab is gone - is there another way?

Why can’t I turn on QuickBooks Payments on my account?

wrong amount

payroll is showing 2 separate tax withholding accounts- can I merge them into a single account? HOW?     in Sept. payroll began showing a deleted or inactive tax account on my P&L. I've since reactivated but it seems to have set up 2 accounts for the same tax- can I merge them or?

My invoice was paid by my client but it hasn't gone to my bank cuz you say it's in review why?

With Quickbooks Time, can a company round to different time increments based upon state requirements?  For example, Texas employees round to the nearest 15 minutes while Illinois employees must round to the nearest 10 minutes.  Can company with Quickbooks Time allow Texas employees to round to 15 minutes and allow Illinois employees round to 10 minutes OR must all employees of the company use the same rounding rules?

How do I set up student payroll taxing?

It was a reconciled transaction.

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My customers are created and connected to HouseCall Pro and are entered by first name and last name.

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Hello All. I am new to using Quickbooks online and have starting Reconciling my books. I have a total of 3 accounts that i use, checking, savings, and a paypal account. I also will transfer payments to a personal account for one of my contractors and  I transfer between all 3.  I am a little confused on how to properly account for the transfers. For example I transfer $300 from savings to the checking when i am adding from my register am i add, match, or transfer?  It seems when i Transfer it throws off the banking and savings reconcile. I know this is probably a stupid question but i want to make sure i am doing everything correctly. i hope i explained myself clearly. I hope you all can help. Thank You!

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I run reports several times a day for different GLs, so the "Save As" function would not be helpful in my circumstance, unless I made one for every acct. I would like the column default settings to my needs so I am not changing the settings for every individual report run.

I was unable to reply to my original post so I am including my old post and initial response from a QuickBooks member below.  After reconnecting our Bank account in QuickBooks, the system automatically created a duplicate “Opening Balance from Bank” deposit.One version of this entry is reconciled (the original, correct one), and the other is uncleared, which seems to have been generated when the bank feed reconnected. I verified in the Audit Log that our online banking connection was disabled and reconnected that same day. The strange part is that this duplicate deposit appears in reports like the Deposit Detail, but it doesn’t appear anywhere in the bank register, even when sorting by date.Because of this, the bank balance matches our actual bank account, but the QuickBooks posted balance is lower, creating a difference between the two that I have been working to resolve. We’ve confirmed this duplicate isn’t a real transaction and that it’s a system-generated place

Hi everyone, After reconnecting our Bank account in QuickBooks, the system automatically created a duplicate “Opening Balance from Bank” deposit.One version of this entry is reconciled (the original, correct one), and the other is uncleared, which seems to have been generated when the bank feed reconnected. I verified in the Audit Log that our online banking connection was disabled and reconnected that same day. The strange part is that this duplicate deposit appears in reports like the Deposit Detail, but it doesn’t appear anywhere in the bank register, even when sorting by date.Because of this, the bank balance matches our actual bank account, but the QuickBooks posted balance is lower, creating a difference between the two that I have been working to resolve. We’ve confirmed this duplicate isn’t a real transaction and that it’s a system-generated placeholder entry created by the reconnection, at least I believe so.  Has anyone else experienced this issue aft

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Hi Guys, Having an issue with the Spreadsheet Sync feature (QBO Advanced tier) Specifically the "Spreadsheet Sync" feature is not working correctly with Custom Fields ***Not Syncing Correctly from the Start*** I have created several custom fields that are not syncing into excel correctly with the Spreadsheet Sync add-in. For example, one of my custom fields is a basic list (that is transaction-based, and is allowed on the expense transaction type). This custom field is enabled for expense transactions on QBO. I have entered the custom field in some existing expenses (saved on QBO). However after the saving on QBO, when synced to excel via Spreadsheet Sync for editing existing transactions -> expenses/sales receipts (with the custom field included via selecting the “select custom field columns” section at the very bottom when generating the expense/sales receipt template), the credentials for that specific expense do not show the custom field column filled out. Custom Field’s column

  I have a marketing company that purchases marketing supplies for 7 different healthcare practices. My marketing company then invoices each individual practice for the marketing supplies that their respective practice purchased. Currently I have to have the bank transactions pull up in one window and invoices pulled up in a second window side by side so that I can create the invoice from the transaction that I am reconciling in QB so that I can transfer the correct $ amount and description of the purchase to the invoice I am creating. It seems like there should be a "create invoice" option from the Bank transaction that I am reconciling.  

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