Categories
QuickBooks Online QBO Sales Tax

Common mistakes to avoid when setting up sales tax in QBO

Currently, Automated Sales Tax is for accrual-based accounting.
In Manual Sales Tax feature, you can toggle between cash and accrual method.

Categories
Sales Tax

How to Manage SALES TAX – set up, collect, report and pay sales tax in QuickBooks Online

QuickBooks Online – How to Manage SALES TAX – set up, collect, report and pay sales tax
From the Dashboard > Taxes
Set up products and services and make it taxable > Gear > Lists > Products and Services > New > select ‘Is taxable” box.


Also, see reference article:
Sales tax in QuickBooks Online

Categories
Sales Tax

Does QBO automatically pull deposits pre-payment on taxable items into Sales Tax Payable

The answer is no.

Deposit field on Invoice is below the total field. It does not compute sales tax on deposit (acts more like pre-payment) field in QBO. If you run the Sales Tax Liability report from the Sales Tax Center (View sales tax liability report under Related Tasks at the far right side). Just click the tax amount. It will take you to the Transaction Report. You can run this report on a cash basis, you will not see sales tax amount on that deposit or the taxable amount on that invoice total. Of course, on an accrual basis, you will see sales tax amount on the whole taxable sales invoice amount.

In this example, refer to invoice #15-00334 with $100 deposit. No tax amount on a cash basis. Only tax amount on an accrual basis. That is the way it’s supposed to be.

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Categories
Sales Tax

How do I edit rename a sales tax agency in QBO

To edit and rename the Agency paid for Sales Tax in Sales Tax Center:

1. Click on Sales Tax (or under taxes) at left navigation bar.

2. Right below the Agency name is a blue link to rename. (Screenshot 1 below).

3. Then enter the Agency name so when you write a Sales Tax Payment check, the Payee name is correct.

sales-tax-rename






Categories
Alerts

QuickBooks Online Alerts

QuickBooks Online Alerts (Bugs and Defective Issues):
I’m attempting to access my QuickBooks Online company via the Safari 10 browser on my iPhone and iPad and am being prompted that it’s an unsupported browser. Why?






QUICKBOOKS QBO ALERTS (WITH A BUG OR DEFECTIVE ISSUES)

Bug or defective issues in QuickBooks Online (QBO)
I'm attempting to access my QuickBooks Online company via the Safari 10 browser on my iPhone and iPad and am being prompted that it's an unsupported browser. Why?
I am attempting to update my TD Bank Business Direct account within QuickBooks Online and am unable to; instead, I am getting a 102 error. Why?
My recurring transactions did not run on September 1st, 2016. Why not?
I am trying to update my company address in the Company Settings area of QuickBooks Online but I keep getting an "Unexpected Problem" error message.
When attempting to print an Invoice or Sales Receipt, I keep getting an error message instead of the Print Preview. What's happening?
I have Redesigned Reports turned on in QuickBooks Online and when I try to print any report, I get an error message. What is happening?
I am attempting to update my Wells Fargo account within QuickBooks Online and I keep receiving a 102 error message - what is happening?
I am using Internet Explorer 11 to access my QuickBooks Online Payroll company and when I try to add or edit an employee I get an error. Why is that?
Why is the QuickBooks Online website (qbo.intuit.com) taking a long time to load while using Bell Internet?
I am encountering an Uh-Oh error when attempting to view the paycheck list, print Paychecks or edit Employees. I also can't pay non-direct deposit employees. Why?
When I access my Intuit Online Payroll account via Firefox or Internet Explorer, the website redirects to a security page that says "We're updating your payroll service."
When I try to delete a transaction in QuickBooks Online, I am getting this error message: "The following error has occurred...while accessing or saving your data." Why?
Why isn't the filter feature working in the register for undeposited funds?
I am attempting to view my Paycheck List in my QuickBooks Online Payroll account and I can't see it. What's happening?
I am attempting to update my Citibusiness Online Bank account within QuickBooks Online and when I do, my bank balance updates but no transactions are downloading. Why?
In QuickBooks Online I cannot run payroll. When I click on the Employee tab, then run payroll I either get an error message, or a spinning wheel. Why is this happening?
I am trying to update my BBVA Compass Bank account within QuickBooks Online and it won't let me. Instead, I'm getting a 103 error. What's happening?
I am trying to change my Costco American Express to CitiBank American express and am unable to do so. I cannot disconnect the Costco American Express?
I'm trying to update my Citibank account within QuickBooks Online but keep getting a 105 error. What's happening?
Why am I getting a 102 error when trying to connect or update my Royal Bank of Canada (RBC) account in QuickBooks online?
Why do I get an error message when trying to email invoices, estimates or PO's? The error says delivery server down.
When I try and download banking transactions from M & T Business Bank I get an error message, either 103 or 105. Why am I unable to download my transactions?
I'm missing the group title for billable time on my Invoices in QuickBooks Online - where did the sub-total go?
Why do I get an error when I enter my own time on the weekly time sheet? I get an error: "You do not have the access rights for this action."
Why am I unable to view my CT-941? Whenever I try I get an error message.
I'm trying to update my Elan Financial Credit Card account within QuickBooks Online and it won't update; instead, I keep getting a 102 error. What's happening?
I'm installing the QuickBooks mobile app for my Android tablet from the Google Play store and keep getting this error: "Your device isn't compatible with this version."
Whether I go to the universal create menu, click on Transactions > Sales Transactions, or go to the Customers menu, I'm unable to access new or existing invoices. Why?
I am trying to update my CardMember Services bank account within QuickBooks Online and I keep getting a 102 error, followed by no transactions downloading. Why?
The QuickBooks Online Windows app keeps crashing with a pop-up error message "We're sorry. Quickbooks has a problem and needs to be restarted..." Why?
I am trying to update my BBVA Compass Bank account within QuickBooks Online and I keep getting a 103 error. Why?
I'm getting a "Sorry, we don't currently support connection to a client's QuickBooks Online company from a different region" error when accepting an accountant invite.
In my QuickBooks Online Payroll company, when I click on Taxes > Payroll Tax I get this error: "java.lang.NullPointerException." Why?
When I print my bill payment check why is the memo field no longer printing anything?
"You can't change the type of this account because it is reserved for the Online Banking feature," error when editing account type of account not connected via Banking.
I'm trying to update my Regions Bank (AL/FL/LA/MS/TN) account within QuickBooks Online but I can't connect; instead, I get an error 103. Why?
I'm trying to update my Regions Bank account within QuickBooks Online and I'm not able to; instead, I'm getting a 103 error. Why?
When I go to send an invoice from QuickBooks online and check the box to "Email me a copy," I am not receiving an email copy of the invoice. Why is that?
I'm trying to access my QuickBooks Online company via the mobile app and keep getting error messages preventing me from logging in. Why?
I'm converting data from QBO to Desktop. When following the export data flow an "Unexpected result code from server" error comes up and I can't complete my export. Why?
Why is Quickbooks Online telling me that I am past the direct deposit shut off time when I am not?
Why can't I pay my commission employees? An exclamation point appears and the message says to enter the commission amount or clear the check box. I've entered the amount.
Why am I getting an error 101 when trying to add or download my account with Capital One?
Why don't the margins change after I change the settings on my custom invoices?
I am trying to download my Wells Fargo transactions into QuickBooks Online and my bank balance is updating but no transactions are coming over. Why?
I have run payroll in my Intuit Full Service Payroll company and the tax calculations for S-Corp Owners Insurance are being adjusted incorrectly. What's happening?
I am trying to access QuickBooks Online via a supported version of Firefox and I keep getting this error: "Secure Connection Failed." What's happening?
"Square Manual Sync - GA v2.0.9 We encountered an error when validating your settings. One or more of your sync settings are inactive and sync is unable to continue."
Why am I getting a blank white screen when I attempt to open my company file on a windows system?
I am unable to access the Print Preview function for Invoices and Statements for some of my QuickBooks Online customers. When I try, the Print Preview screen won't load.
When I create a statement, the last T in the word statement appears on a separate line. Why does this happen?
Logging into my QuickBooks Online company via the iPhone mobile app gives me a message that says "We ran into a problem trying to do what you asked." Why?
U.S. Bank users are unable to download transactions into QuickBooks Online and are instead receiving a 103 error. When I click Fix It Now, I get a 102 error. Why?
The QuickBooks Online Billing page shows I am paying far more for my QuickBooks Online Payroll subscription than I am actually paying. Why is that?
I am trying to download my banking transactions from TD Bank Business Direct, and I'm getting an error 106. Why is this happening?
Entered a closing date and saw this error: ""You cannot close the books when any product has a quantity-on-hand of less than zero as of the prospective close date."
When I open the PDF attachment on a Purchase Order emailed to me from QuickBooks Online, the quantity, rate and amount fields have text, not numbers in them.
Whenever I access my QuickBooks Online Payroll company via Internet Explorer 11, clicking on either the Employees or Payroll Taxes tab generates a blank screen. Why?
The quarterly SUI form in QuickBooks Online Payroll for Michigan is missing employee data so it doesn't match the Tax and Wage Summary Report. Why?
Why am I getting a 103 error when trying to download my transactions from US Bank?
When deleting a transaction, I see this error: "An unexpected error occurred while accessing or saving your data. Please wait a few minutes and try again." Why?
I want to cancel my Intuit Online Payroll subscription but I keep getting this message - "You cannot cancel your account because you have electronic payments pending."
I am able to successfully download my transactions from Huntington Bank into QuickBooks Online but my bank balance is not reflecting the correct amount. Why?
Why does the payee name change all transactions with similar descriptions to the same payee name?
My inventory asset quantity is zero, however my asset value still has a balance. How come?
I am using cash-basis reporting in QuickBooks Online and my Balance Sheet is not balancing correctly but when I switch to Accrual basis the report is correct. Why?
After clicking the submit button "To continue, you must define accounting preferences" appears.This happens when any employee is missing a class, why?
I am trying to log into the QuickBooks Online app for Mac and after entering my login credentials, I get a blank screen at the company selection screen. Why?
I'm trying to download my U.S. Bank transactions into QuickBooks Online and I keep getting a 103 error. Why?
I am trying to update my NBT Bank account within QuickBooks Online and I can't - I keep receiving a 103 error. What's going on?
When I attempt to "Find Match" for downloaded bank transactions, no match is found even though the correct transactions are in the bank register in QuickBooks Online.
I have signed in to Intuit Full Service Payroll and I am receiving this error: "We didn't find any Intuit Full Service Payroll companies." Why is this happening?
I can't open the QuickBooks Online Mac app - I get this error message that says "You can't open the application because PowerPC applications are no longer supported."
I am trying to cancel my payroll service and I get a message "We've encountered an error in payroll service". Why am I unable to cancel?
I'm not able to log in to my QuickBooks Online company; when I try, I get an error message that says "Oops, something went wrong." Why is this happening?
Why am I receiving a 102 error when I attempt to download banking transactions from Union Bank N.A.?
How come when I download my bank transactions from Huntington Bank the bank balance is not updating?
In payroll preferences, when I select no to the Third Party Designee Information my 940 still shows a third party designee. Why is this happening?
When I try to connect my account to First Bankcard I get error 102. Why can't I connect?
I am unable to connect my account to Sovereign Bank - IRIS to download my banking transactions. I'm getting error 112, why?
When I attempt to download my transactions from Fidelity State Bank and Trust (Topeka, KS) I get an error 105. Why is this happening?
When I am viewing my bank account register, then change pages, the amount in the running balance column updates and shows an incorrect total. Why?
Q1 941 forms are reporting different numbers than the Tax and Wage Summary Report for Intuit Online Payroll customers in QuickBooks Online. Why?
When I try to log in to QuickBooks Online, I receive the error message "Sorry there was a problem!" What's happening here?
I'm unable to download transactions from my Hilltop National Bank (WY) account into my QuickBooks Online company. Every time I try, I am receiving a 102 error. Why?
I'm trying to update my Purdue Federal Credit Union business accounts within QuickBooks Online but I keep receiving a 324 error. Why is this happening?
I am not able to download my Affinity Bank (Atlanta, GA) transactions into QuickBooks Online. When I try, I receive a 101 error. Why is this happening?
I'm trying to connect my National Bank of South Carolina account within QuickBooks Online and I keep getting a 103 error. Why is this happening?
Why am I getting error 102 when I attempt to download my banking transactions from Great NorthWest Federal Credit Union?
I want to add my Citibusiness Online (Citibank) account within QuickBooks Online and I can't - I keep getting a 101 error, even though I know the URL is correct. Why?
I am trying to upgrade my program and am not able to. Instead I receive an error: unexpected problem occurred on the server during your request. Why is this happening?
Why does this come up "An error occurred when resetting your password.com.intuit.platform.services.qbn.domain.auth.AuthMgrException" when I reset my password?
Why am I unable to delete an attachment that I have attached to an invoice?
Why are Individual credit card batches processed on separate days being grouped together when being deposited?
Why are my direct deposit transactions reflecting the wrong pay date in my register? It does not match pay date after I edited the export preferences.
Why am I getting error 163 and/or error 324 when connecting to Citizens Business Bank?
When I log into my Intuit Online account, the client list does not show one of the companies that should be on the company selection list. Why is this happening?
When I use the trademark symbol it is displaying and printing as a question mark, why?
Why am I getting an error 102 when trying to log into my credit union?
Why are my both my accounts with Community One Bank downloading into the same account?
I'm unable to add or edit employees in my Intuit Full Service Payroll company without getting a system error. Why is this happening?
My business is in Wisconsin and we don't have a work site in Illinois, yet QuickBooks Online Payroll is calculating Illinois SUI tax on my employees' paychecks. Why?
Every time I try to pull my BBVA Compass Bank transactions into QuickBooks Online via either manual or automatic update, I receive a 106 error. Why is that?
I can't connect to my Rapid City Medical FCU (now Med5 Federal Credit Union) account from QuickBooks Online or even access their website directly. What can I do now?
My inventory reports in QuickBooks Online are showing duplicate quantity adjustments after I used the quantity adjustment function. What's happening?
Every time I attempt to log into my QuickBooks Online company using the Mac app, I am returned to the login screen with the error "Hmm. That didn't work." Why is that?
I've downloaded transactions from my Citizens Bank (New England) account into QuickBooks Online and I'm missing transactions - what's happening?
I can't download my transactions from my Bank of the Philippine Islands account; when I click update in QuickBooks Online, I receive a 102 error. Why?
Why can't I see my most current subscription charge under account payment history?
Why am I getting a 102 error when trying to download my transactions from Zions Bank?
I'm downloading transactions from my First Command Bank (TX) account into QuickBooks Online and debits are appearing as credits and vice versa. Why?
I'm looking at my statements in QuickBooks Online and the the full company address is not listed. Why not?
I'm trying to download my National Bank of Arizona transactions into QuickBooks Online and I keep receiving a 102 error. Why is this happening?
I'm trying to calculate Payroll and my Florida overtime is not calculating correctly for my tipped employees. Florida has a flat tip credit, yet it's still wrong. Why?
Why am I unable to donwload my transactions from Frontier Bank? Instead I get an error 103.
Why are my banking transactions being duplicated when I download from Farmers & Merchants Bank (CA)?
Why am I unable to download banking transactions from Frederick County Bank - Business Banking? Although I don't receive an error message zero transactions download.
Why am I receiving error 106 when I am trying to connect to Silicon Valley Bank Business Credit Card?
I cannot connect my Fairwinds Credit Union account, instead I am receiving an error message 102?
"A problem has occurred. Please exit QuickBooks desktop edition and try again.If you get this message, please contact support" when exporting from Quickbooks Online?
I am downloading my bank transactions from Santander Bank into QuickBooks Online and I've discovered that I am missing transactions. Why is this happening?
I'm trying to download my Chase Bank transactions into QuickBooks Online but keep getting a 108 error. Why is this happening?
Why can't I download my transactions from Amegy Bank of Texas? I get an error 102 message.
I'm setting up a new QuickBooks Online account but I am unable to select my business name after typing it in during the startup interview. Why is that happening?
When I use the classic invoice template I am not able to change what is displayed in the title field, why not?
Why is my downloaded inbound wire transfer showing in the Spent column? I bank with Banco Popular North America Web Cash Manager.
Why are my bank transactions being duplicated when I download them from Iberia Bank?
Why are my transactions downloading twice from Bank of American Fork?
Why is my company logo appearing in the place of my company information on Purchase Orders?
Why are downloaded banking transactions being duplicated from Kentucky Bank?
Why can't I download my transactions from United Bank - Commercial Account Bank? No error messages appear, and no transactions download.
Why can't I set the AZ SUI JTT rate for 2015, the only option I have is 0.00 and that's not correct?
When I edit the locations I only have the option to select "Is a sub-location". Why don't I have the list of options that should be there?
I am getting a system error when I try to log in to my Bank of America Intuit Online Payroll account, why?
Why am I getting error message 102 when I try and download my transactions from Bank of America State not CA -WC
Why am I receiving error 106 when I try to download my transactions from City National Bank?
Why am I getting the error message 102 when I try and download my banking transactions from Ventura County Federal Credit Union?
When I try to customize an Inventory Valuation Report I get an error message about the start and end dates. Why is this happening?
Why aren't my banking transactions downloading from Banco Popular Puerto Rico?
Why are the dates on my downloaded transactions incorrect? I am using M & T Bank. No error message appears.
Why am I getting and error message (105) when I try and download my banking transactions from Village Bank?
Why can't I download my transactions from Silicon Valley Bank? It is giving me an error 102.
Why is error 106 coming up when I try and download transactions for my credit card? This is happening with Security BankCard Center, Inc. - CentreSuite.
Why is error 102 happening when I try to download my transactions from California Bank & Trust - Direct Business account?
Why am I getting error 102 when attempting to download my credit card transactions from Kohl's?
Why is the tab key not selecting the field contents being selected in Invoices and Quotes?
Why doesn't the cell highlight when I tab into it anymore?
Why am I getting an error 106 when I attempt to download transactions from Silicon Valley Bank?
I am using Sync with PayPal to download transactions to QuickBooks Online and all of my sales transactions are being associated with the default PayPal customer. Why?
I've made my quarterly Missouri income tax payment via QuickBooks Online Payroll but when I compare the form to my Tax Liability Report the numbers don't match. Why?
My payments account in QuickBooks Online shows as Not Connected on the Billing & Subscription page. Can I still process credit card payments?
Why can't I see the customer's shipping/delivery/billing address on the Customer Balance Report or Transaction List report in QuickBooks Online?
I am trying to export my data from Quickbooks Desktop to Quickbooks Online I get an error message. Why is this happening?
I am trying to reconcile and I get a message “Unexpected Problem” or “There are no accounts that can be reconciled”, why?
When I am adding a user and click on Finish the text [[NO message is Provided]] error, why?
I’m getting an error when trying to download my bank transactions from Citizens Bank of New England, what is causing this?
I've created a credit memo in QuickBooks Online, but when I click Print or Preview, the logo appears oversized across the top of the form. Why is that?
I just exported a bank register from QuickBooks Online to Excel and the transaction dates appear one day sooner in Excel. What can I do to fix this?
I'm trying to download bank transactions from U.S. Bank to my QuickBooks Online company and I can't get any transactions to come over or my balance to update. Why?
I use Firefox on a Mac to access my QuickBooks Online company and when I attempt to print my sales forms, my text appears in a jumbled overlay on the printed form.
I am not being redirected when I click on links in the Sales Tax Center, why not?
I’m getting error 102 when trying to download transactions from my account with Capital One, why is this happening?
I am unable to get my transactions to download from First National Bank of PA to my QuickBooks Online account. Instead, I get a 106 error. What can I do?
I'm trying to download my Union Bank (CA) transactions into QuickBooks Online and I'm getting a 103 error. Why?
I'm updating my E-Services bank account in QuickBooks Online Payroll and getting an error about a pending, unprocessed tax payment, form, or direct deposit paycheck.
What can I do to get my Citizens Bank transactions downloading into my QuickBooks Online company? I can't get manual updates to work, either?
When I try to download my American Express transactions into my QuickBooks Online company, I receive a 102 error. Why?
Why can't I edit my deposits in the register itself?
When I try to download my Regions Bank transactions into my QuickBooks Online company, I keep receiving a 102 error. Why?
My QuickBooks Online recurring invoices show "Open (Sent)" status even though the option to "Automatically send emails" is not turned on.
What can I do to get my Prosperity Bank transactions to download into my QuickBooks Online company? I am getting a 102 error.
In my QuickBooks Online Payroll company, the NC-3 North Carolina Annual Withholding Reconciliation form shows incorrect payments so it's not totaling correctly.
What can I do to get my Wells Fargo transactions downloading into my QuickBooks Online company? I can't get manual updates to work, either.
When I log into Quickbooks Online, why is it asking me to complete the company setup again?
I'm trying to create a multicurrency transfer from the online banking screen in QuickBooks Online but the amounts are incorrect and new transactions now appear.
Why can't my limited user create invoices in the iPhone or iPad Apps?
When I try to archive, view or file the Q4 940 or 941 form in QuickBooks Online Payroll I am getting this error: "Failed to load PDF document."
I have created Payroll checks in my QuickBooks Full Service Payroll account but those paychecks are not appearing in the appropriate bank register in QuickBooks.
Why has my 940, 941 or 944 been rejected?
After importing a Product list into QuickBooks Online, I am trying to delete the Inventory Adjustment from my bank register but see "Unexpected Internal Error. (-30006)."
Why is the Import button greyed out when I am importing customers from an excel spreadsheet?
I've already run payroll in my QuickBooks Online Payroll account, but when I click on the Run Payroll button I get a blank screen.
I am viewing my California DE9 form in an Intuit Online Payroll or Intuit Full Service Payroll company and page 2 of the form is missing employee data.
I am trying to update my BB&T banking online transactions to my Quickbooks Online account and I'm unable to; instead I'm getting errors 106, 103 or 108.
I am trying to log in to my Intuit Full Service Payroll and Intuit Online Payroll accounts but can't; the page appears to load but then loops back to the login screen.
When I edit a downloaded expense transaction from the transaction screen the line item amount disappears.
I'm trying to access the Banking page in QuickBooks Online and I keep getting this error: "Cannot read the property length of undefined." How do I get past this?
Every time one of my users logs in to QuickBooks Online, they are prompted to reset their password.
The recurring transactions I had scheduled to run on 12/1/2015 in QuickBooks Online have not run. What am I supposed to do?
Whenever I attempt to send an invoice, estimate or purchase order in QuickBooks Online, I get the error message "Delivery server down."
I'm editing the secondary account (distribution account) on an expense or check from within the QuickBooks Online bank account register, and the change is not sticking.
I'm trying to view my current Q3 941 forms in my Intuit Online Payroll account but I'm unable to; an error message pops up that says "Failed to load PDF document."
I've created paychecks in my Intuit Full Service Payroll company but I am unable to approve them. What is happening?
I'm unable to log in to QuickBooks Online via the Mac App - I get either a blank white screen, a flashing white screen or the page gets stuck loading.
My Mac is on OS X El Capitan and when I attempt to access QuickBooks Online via the Mac app I see this: "We encountered an error trying to sign in. Please try again."
It would be great if the Sync with PayPal App supported PayPal-branded Debit Cards. Any chance of that functionality being added for use with QuickBooks Online soon?
When I try to login to QuickBooks Online via both my iOS and Android mobile apps, I see this error: "We are not able to connect to QuickBooks Online. Try again later."
When I visit www.bankofamerica.com and click on the Payroll tab, I see this error message: "You've received a system error that we need to review and resolve for you."
When I attempt to e-sign any Legal Documents under Payroll Tasks on my QuickBooks Full Service Payroll screen, I see this error: "Cannot connect to server."
I'm trying to accept an invitation to a QuickBooks Online company but when I do I get this error: "Service Temporarily Unavailable."
Some of my closed and partially closed invoices in QuickBooks Online are reflecting incorrect open balance amounts.
My Chase Bank automatic updates aren't downloading transactions in QuickBooks Online and sometimes I get a 102 error. Why is this happening?
Why am I being prompted to confirm your account information?
I'm editing an Expense Transaction added from the Banking screen and see the error: "One or more lines do not have a tax code associated..it. Please assign a tax code..."
I'm trying to view my archived Q3 941 form in my Intuit Online Payroll account and I get this error: "Failed to load PDF document."
I'm trying to export Intuit Online Payroll data to QuickBooks Online and get the error message "You're missing some information..." followed by accounts that are set up.
I am processing payroll in my Intuit Online Payroll company and after creating and approving paychecks, I get a blank page when I try to print them out.
I recently made a Federal 941 payroll tax payment in QuickBooks Online Payroll but haven't received the Federal Payment Confirmation(E-Payment Report) for the payment.
I'm trying to migrate my data from my QuickBooks Desktop company to QuickBooks Online and the import is freezing at the "Making a copy of your company file" screen.
In my Online Payroll company, my Paycheck List reflects a split direct deposit transaction as "Direct Deposit and Check" for one of my employees.
I have tried updating my company address in QuickBooks Online in both the Company Settings and Company Info areas and am unable to - I keep getting error messages.
I am trying to update my Citibusiness Checking Online transactions to my corresponding QuickBooks Online account and I'm unable to; instead, I'm getting a 102 error.
I am trying to update my Citibusiness Checking Online transactions to my corresponding QuickBooks Online account and I'm unable to; instead, I'm getting a 103 error.
I've created rules for Bank Transfers in QuickBooks Online but when they appear in Banking, the rules don't apply and the transfer details show as "uncategorized asset."
When I try log in to QuickBooks Online, I get the error "The feature you've requested is temporarily unavailable," and am prompted to reference code 25625 with support.
When I look at my Activity Feed in QuickBooks Online, I see a payroll tax payment due for a tax payment that I've already paid.
My recurring sales receipts are set to charge a credit card I have stored in QuickBooks Online. Editing those transactions unchecks the "Process Card when saving" box.
I am trying to download my banking transactions from Chase Bank to QuickBooks Online and I'm getting a 102 error.
I created paychecks using multiple pay types and selected Save for Later. When I go back, Regular hours are increased and other pay types hold their original values.
When I click on the "Download" button while exporting my QuickBooks Online company file to QuickBooks Desktop, I get this error: "Unexpected result code from server."
I am trying to view forms in QuickBooks Online Payroll and I am being redirected to the Intuit Full Service Payroll login portal instead.
When I try to pay payroll taxes or run payroll in QuickBooks Online Payroll, I see this error message: "Uh-oh. We hit a system error. Please sign out and sign in again."
Exporting Intuit Online Payroll data to QuickBooks Online and I see this: "You're missing some information. Please enter the following on the Export Preferences Page."
My employees are trying to log in to the Intuit Online Payroll time clock and are getting a "HTTP Status 500" error message.
When I click on any QuickBooks Online Payroll link, I get this message: "Uh-oh. We hit a system error."
I am exporting my Intuit Online Payroll data to QuickBooks Online and I see this message: "We couldn't connect your Online Payroll to your QuickBooks account."
I am unable to manually reconcile the "Transfer Funds To" account from a Transfer transaction in QuickBooks Online.
My credit card deposits are not auto batching as they should be in my QuickBooks Online account.
I have received an email advising me that my QuickBooks Online subscription did not successfully renew and will be suspended unless I updated my billing information.
When I try to log in I see this message: "Your administrator has not granted you access to QuickBooks Online.Please contact your system administrator with any questions."
I have both Intuit Online Payroll and Intuit Full Service Payroll companies and when I try to export paychecks into QuickBooks Online, I am seeing a 6003 error.
When I click on a previous tax payment made in my QuickBooks Online Payroll account, I see the message "Uh-oh. We hit a system error."
After filling out the employee new hire form in Intuit Online Payroll, the employee information is not populated into the state new hire form.
I'm trying to access the App Center in QuickBooks Online. After entering my password, I'm returned to the sign-in screen and prompted to enter the password again.
An invited user to QuickBooks Online sees a "Service Temporarily Unavailable" error when trying to accept the invite and is unable to accept the invite.
I see "An unexpected problem occurred on the server during your request," error when I run the Customer Balance Summary report or A/R Aging report in QuickBooks Online.
If I change a transaction status from Cleared ("C") or Reconciled ("R") and navigate away from the register, when I go back to the register the status remains unchanged.
I am importing my company file from a QuickBooks Desktop 2015 version to QuickBooks Online and my screen freezes and hangs on "Making a copy of your company file."
When I print a multi-page invoice in QuickBooks Online, the last line item on the first page is duplicating on the next printed page of the invoice.
When trying to send an invoice, estimate or purchase order in QuickBooks Online, I see the error "Delivery Server Down."
When I try to use the QuickBooks Online mobile app on my Apple device with iOS 9, several functions cause the app to become non-responsive or crash.
I have logged in to QuickBooks Online - when I go to select my company, I get a blank, white screen.
I am trying to export tax payments from Intuit Full Service Payroll to QuickBooks Desktop and I'm seeing a "Java 144" error.

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Categories
Tutorial Videos

QuickBooks Online QBO Tutorial for Beginners – August 2016

How would you like to learn QuickBooks in 90 minutes? This FREE video tutorial is specifically designed for beginners in mind. You will learn QuickBooks Online the right way from the start. It covers all the basics you need to learn and offers some helpful tips. If you are looking for step-by-step educational guidance and ready to learn QBO, this is the one. And this video is produced by Top International QuickBooks Trainer, VPController.

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App Apps Navigation

A comprehensive guide to Sync PayPal App with QuickBooks Online

“Sync with Paypal” app is for importing PayPal transactions into QuickBooks Online. All import will directly post into Quickbooks, eliminating the need for any double or manual entry. This is quite different from connecting bank accounts and downloading new bank transactions in QuickBooks banking center (transactions > banking). Since it directly posts without your review or approval process, you will have to rely on certain specific reports later in QBO.

This is a well-tested app. It is very easy to setup. It is FREE for all QuickBooks Online customers (up to 100,000). Sync with PayPal is currently available in the United States only.

Before you are ready to click “Get App Now” blue button, let’s analyze more and see if this app is right for your business.

This app is ideal for:

  • Service-based businesses where you do not invoice your customers.
  • Product-based businesses where you do not track inventories in QBO. Also, customer invoicing is not involved.

This app is not ideal for:

  • Businesses tracking inventories in QBO
  • Businesses need to invoice to receive payment
  • Companies with QBO plus plan and tracking class and location
  • Companies using PayPal mainly for purchases
  • Companies have several PayPal accounts and transfer funds between those accounts

Key Features:

  • Importing sales transactions
  • Importing purchase transactions
  • Importing bank transfers
  • Importing Paypal fees and posting it to proper account
  • Importing sales tax and posting it to proper account

Key Benefits:

  • Automatically importing customer payment information and filling out “Customer Information” screen in QBO. Big time saver.
  • Automatically creating Sales Receipt with properly filled out fields. Bank feeds cannot do that yet. You may be able to create Sales Receipt from a bank feed, but not automatically creating Sales Receipt. This is a huge time saver. Most importantly, think of it as if someone is doing behind the screen a great bookkeeping job for you for FREE. You cannot beat that price.

Click on the screenshots below to enlarge them
customer transaction page

customer information

sales receipt

One more thing before you can click “Get App Now” blue button, you will need to do some homework in QBO.

  • Decide income account you want to use for sales transactions. Review and set up new accounts to Chart of Accounts if needed. That is the income name (& account if enabled) you will see it later in the Profit & Loss Report
  • You will also need to enable Sales Tax rate and agency settings (if applicable and not done yet). Left navigation bar > Sales Tax > Sales Tax Center > Related Tasks (right side) > Add/edit tax rates and agencies. In QBO, for sales tax, they use default account setting. So, there is no need to create Sales Tax Payable Account. It does it automatically once you have Sales Tax Agency setup done.
  • Note: See step#7 for default account for reference.

If you currently connect your PayPal account through QuickBooks bank feeds (Transactions > Banking), it is IMPORTANT to:

  • Make a note of last downloaded transaction date
  • Review “New Transactions” column. Make sure all downloaded transactions are posted into QuickBooks. You should see “No transactions to process” note.
  • Make sure to disconnect it before installing the Sync with PayPal app to avoid duplicate entries.
    • To disconnect: From the home page screen > Left blue navigation bar > Transactions > Banking, click the PayPal card at the top of the page, click the pencil icon, click Edit account info, select the checkbox “Disconnect this account on save,” and click Save.

Let’s review the process part to get this app now.

To get this App from QBO:
From the home page screen

  • Left blue navigation bar
  • Apps
  • Featured
  • Choose “Sync with PayPal” (with PayPal logo)
  • Click “Get App Now” blue button (upper right)
  • Your authorization to Start using sync with PayPal with QuickBooks will start
  • You will need to login to your PayPal account once
  • The whole process takes less than ten minutes (with careful app settings review)

Step#1
sync with paypal

Step#2
step2

Step#3
step3

Step#4
Grant permission to Intuit
grant permission to intuit

Step#5
Review Your App Settings
stop

STOP! DO NOT CLICK “CONNECT” BUTTON YET. Now, it’s time to review your settings from date range to selection of various accounts to post. This is the most important part of the whole “Sync with PayPal” process!
You can download transactions just once. There is no batch actions to fix it once it is already posted into QBO.

  • Decide transactions date range setting
  • Review “App Settings” one by one

Review Your Settings

Step#6
Past Transactions

  • Click “Change” link under “Past Transactions”
  • Select Date Range
  • You can import your past transactions for up to 18 months. You can import from here just once. Select date range carefully. Note: Do not select up to today’s date. Always up to yesterday’s date.

change past transactions

Step#7
App Settings

PayPal Account – PayPal Bank (default)

  • Choose one from the list if already using PayPal

Sales – Paypal Income (default)

  • Choose one from the list for income account

PayPal Fees – PayPal Fees (default)

  • Choose one from the list if you already have preferred merchant fees account

Sales Tax – PayPal Sales Tax (default)

  • Do not use default one. Use from the list you are using or newly created, the one with correct tax agency name.

Payment Method on Transactions – PayPal (default)

  • Give them some credit for giving you free app. If not, you can use other payment method

PayPal Customer > All Details
Three to choose from

  • Do not track – no customer selection: It will create Sales Receipt with no customer selection (blank “choose a customer” field). If payment received is from sales, it’s better not to select this one.
  • Integration Default – All Sales assigned as one customer: This one is perfect if you do not want to track sales by customers like daily sales type of record
  • All Details – Sales Receipt with entered fields on Sales Receipt form: This one is perfect for customer tracking and running various meaningful sales reports.

change app settings

You may have noticed that the following transaction types are not mentioned:

  • Bank Transfer
    It will automatically create “PayPal Funds Transfer Account” and transfer the funds to that account. Since it is coming out from the PayPal account, you should see as negative amount on the balance sheet ( or bank register). So, on the banking center (bank feed), when you see money coming in from PayPal account, you will have to choose this “PayPal Funds Transfer Account” rather than actual PayPal Bank account to clear the balance. If you are entering manually, enter as bank transfer (create + sign > other > bank transfer)
  • For shipping charges from Sales Receipt, it will automatically create PayPal Shipping as Item and also post to Shipping Income account.
  • For Purchases – everything goes to Uncategorized Expense (default) accpunt. No choice here. From there, you will have to manually categorize expenses to proper accounts. You will see more details below on how to handle it.
  • In case you own multiple Paypal accounts and you are transferring money from one PayPal account to another PayPal account (not bank transfer), it may create sales receipt and will record as income. That is incorrect. You will need to pay attention to that type of transactions and handle it appropriately on your books. Be warned!

Step#8 and Final
you are all set

Once they appear in QuickBooks, you will need to run the following reports (or more) for review:

  • Account Quick Report for PayPal Bank Account
    Left navigation bar > transactions > chart of accounts > PayPal Bank Account > Action > Run Report (pull down arrow next to view register).
    This quick account report should show all transactions (sales receipt, expense, transfer) type.
  • paypal bank account
    Note: Customized report with few columns removed.

  • Account Quick Report for PayPal Funds Transfer Account
    Left navigation bar > transactions > chart of accounts > PayPal Bank Funds Transfer Account > Action > Run Report (pull down arrow next to view register)
    You really need to pay attention to this account. This account should end up with zero balance once transactions are added from the bank feed for “money-in”.
  • paypal funds transfer account
    Note: Customized report with few columns removed.

  • Uncategorized Expense Account
    Left navigation bar > transactions > chart of accounts > Uncategorized Expense Account > Action > Run Report
    You will need to run this report on a regular basis. You may want to customize this as your own report.
    To customize, run this report > change “Transaction Dates” to “All Dates” > select “Run Report” > select “Save Customizations” button > Name of custom report = PayPal Uncategorized Expense > share with other users if needed > OK

    Now, it is time to categorize these expenses to appropriate accounts one by one manually until they are all gone. “This report contains no data”. Yes, that’s what you want to see!

  • uncategorized expense

  • Next time you want to run this report again, it comes in very handy. Will save you time.
    Left navigation bar > reports > my custom reports > select PayPal Uncategorized Expense under Name column > click it and categorize to appropriate accounts.

    my custom report for paypal uncategorized expense

 

#QuickBooks Online

 


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Categories
Check Print Checks Sales Tax

How to print sales tax check in new QuickBooks Online?

From the blue navigation bar on the left > select Sales Tax tab > select “Record Tax Payment” blue button > New “Record Sales Tax Payment” screen will open > “Print a check” checkbox is located right below Notes field > select Checkbox > select “Record Payment and Print Check” blue button

Now, sales tax check in queue to be printed

From the Create (+) sign > select Print Checks

Follow other selections to preview and print check

QuickBooks Online: Where do I find the amount of sales taxes due

Sales Tax Center
Sales Tax Center

print sales tax check
print sales tax check

Categories
Sales Tax

Where do I find the amount of sales taxes due in new QuickBooks Online?

From the home page screen
Go to blue navigation bar on the left
Select Sales Tax tab
Sales Tax Center
Record Tax Payment button under Sales Tax Owed heading

Make sure tax period ending is correct.
Also, fill notes filed with resales certificate number.

QuickBooks Online: Where do I find the amount of sales taxes due

Categories
Reports Sales Tax

I don’t see any data when I run sales tax report. I list non taxable and taxable sales when I deposit sales

In order to get total sales and taxable sales with sales tax collected, you will need to run a “Sales by Customer Detail” report. This stand-alone report will not give you all the information you need to file the Sales Tax Return. You will need to further customize it to work-around.

To do this, you will to run a “Sales By Customer Detail” report, customize it and add “tax amount” and taxable amount” columns from selecting “Change Columns.

These are the necessary steps, you will need to take.

  • From the blue navigation bar on the left
  • Select Reports
  • Select “Go to report” (magnifying glass), type Sales by Customer Detail
  • Select “Sales by Customer Detail” from drop-down selector
  • Change Transaction Date as needed
  • Select “Customize” blue button (upper left)
  • Select “Change Columns” under Rows/Columns
  • Add Tax Amount (refers to tax collected)
  • Add Taxable Amount (refers to taxable sales)
  • Add Tax Name (if needed)
  • Select Remove button and remove unnecessary columns (optional)
  • Click OK button
  • Click Run Report

This will give Total Sales and Total Taxable Sales. Subtract these two columns in order to get Non-Taxable Sales.

Recommended: Also click “Save Customizations” button to make this as customized report for future use.

 

Customize Sales Tax Report - Change Columns
Customize Sales Tax Report – Change Columns

Customize Sales Tax Report - Total Sales and Taxable Sales

Customize Sales Tax Report - Taxable and Non-Taxable Sales