Відео

I don't have a structured mentorship program but I'm always up to create something custom. You can send me an email, rachel@gentlefrog.com, or book a free discovery call, www.gentlefrog.com/discovery-call/, (my calendar is pretty sparse right now) to discuss your needs.

In the video I use a Journal Entry to record the Payroll data. I would do it the same way in Desktop.

If you have a valid subscription, yes. If you don't have a valid subscription I'm not sure but you can test it.

That would be a question for Tax1099 support: zenwork.my.site.com/SupportTax1099/s/

You're welcome! I'm so glad you found it useful.

If you, the business owner, are the primary admin there's really no reason for you to ever have to do this. This for Accountant Users who will often create the QuickBooks account/file for a client making them the primary admin, and then at some point need to transfer the account to the client.

Track1099 has a list of forms they do and various 1098's are on the list. I'm not a CPA and do not give any advice related to filling out tax forms.

I don't understand the question. Can you give me some information on what you're trying to accomplish?

Intuit is constantly testing new things in QuickBooks. For some accounts that screen is at the bottom 🤷‍♀Unfortunately, there's nothing you can do to change it. If you really don't like it you can try contacting QB support to see if they can change it.

Credit loan including fees Debit cash in bank or awesome thing purchased Debit fees expense

@@GentleFrog Thank you

There is no restore, you have to enter it again.

@@GentleFrog Thank you so much!!

It definitely seems like a step backward!

You're welcome! I'm so happy to hear that you were able to get your books corrected

You're welcome! I'm so glad it helped you out.

That sounds like a software issue which I'm not qualified to answer. But here's the hubdoc support page: www.hubdoc.com/support

Tax is based on the location of the goods or services. I'd make two sub customers, one for each location. They can be set up to bill to the parent customer if needed.

Thank you for this recommendation. I understand the tax part, but I am not sure I fully understand setting up two sub customers under the parent account. Let’s see if I understand correctly. Let’s say as example the two customers are Bob’s Tree Service North tax rate 8.9% and Bob’s Tree Service South rate 8.0%. I would name my parent account Bob’s Tree Service and leave out the address? Now I can add my two sub customers below my parent account. Do you possibly have any examples I could watch?

@@JamieRaemaeker-w2u You can create a test invoice dated 12/31/2025 for each location and make sure the taxes appear like they should. If you feel uncomfortable doing this in your QB you can use the test drive account: quickbooks.intuit.com/learn-support/en-us/help-article/small-business-processes/test-drive-quickbooks-online/L9C12ODlA_US_en_US

Yes, I do work directly with training and bookkeeping clients.

@@GentleFrog What is the process - I have used QuickBooks for year and still get frustrated!!! I thought I was successful importing customers from my original company file and I have problems!!

@@KittyMRuhstaller All training is done over Zoom so we can screen share and I can see what's going on. You can schedule training here: www.gentlefrog.com/meeting I'm currently working on a big project and won't be doing any training throughout the month of January. If you need help ASAP I'd suggest reaching out to one of these other wonderful QuickBooks experts who also offer one-on-one training: littledetailsbookkeeping.com/ trueresourcebookkeeping.com/ www.quickbooksjeannie.com/

Unfortunately you can't do this from the mobile app, you must log into QB from you browser to make these adjustments. I don't use QB mobile receipts but this comes up on training calls, I've tested it recently and haven't come up with a more efficient solution.

@@GentleFrog Thank you! I found a workaround within the Mobile App for Credit Card receipts (haven't tested for Bills, but should work similarly). Upload receipt, save and create expense (as you normally would for a single line item). Receipt should move over to the Reviewed section where you can edit and you should now see Class as an option. I'm a company admin, but hopefully this is the same workflow for standard users.

@@betho269 Yes, that is a way to do it. It will work for standard users.

I've never heard of that happening before. I'd suggest scheduling a meeting but my schedule is booked through January. Here are some other bookkeepers who can take a look and give you advice: littledetailsbookkeeping.com/ trueresourcebookkeeping.com/ www.quickbooksjeannie.com/

It should be in the upper right corner of your screen. If it's not try logging out and logging back in and if that doesn't work you'll need to contact QBO support.

Yes and no. Payment processors like Stripe and Square do often list their standard rates on their website but it can vary. There's often volume discounts depending on how many transactions you process per month. You'll have to check with each processor to find out.

I'm not sure why that would happen, it could be a bug. Technical glitches is one of the few times I'd suggest contacting QBO support: quickbooks.intuit.com/learn-support/en-us/help-article/account-management/contact-quickbooks-products-services-support/L7lDnkKLB_US_en_US

You're welcome!

They definitely don't make it easy!

I'm having a hard time wrapping my head around this and will need some more context. Does this QBO which has a liability still have a liability? If not, why not?

Thanks! Some people will lump all fees together, I like to keep things separate, it's a personal preference.

You're welcome!

1. Go to banking 2. Make deposit 3. Enter the sales or select from the customer payments that are already there 4. Enter the merchant account and the negative amount for the fees Follow the same logic as I show in the QBO video.

@@GentleFrog Thank you. I went to the undeposited and did basically what you said. Thank you for the quick response

What column are you referring to?

You're welcome!

You're welcome! I wish Intuit would make it easier for people.

Yes, go to the Receipts section (Transactions ->Receipts in the left side menu). Then click Manage settings on the right and it will give you a separate email address for expenses and sales.

Great idea! I've added it to my video queue.

That's great! If you ever have a query and I don't have a correlating video, let me know! I'm always looking for new topics to cover.

Yay! That's so great to hear.

Yay! I love to hear that. If you have any questions I haven't addressed in my videos let me know!

Are you using the app?

You're welcome! I'm so glad you found it helpful.

Thank you ! I'm glad you like it. If you have any topics you'd like me to cover let me know in the comments!

If I understand this correctly, the buyer asked the seller to give them a loan to buy the asset... Debit: (a new asset) Loan to ABC Company Credit: The asset that was sold Debit/Credit: A newly created other income or an other expense account called "Gain (or loss) on sale of Super Cool asset". When done, the original equipment asset account will be zero dollars. And there will be a new asset for the loan issued to the company that borrowed money to buy a thing.

@@GentleFrog No, the seller sold the company to new buyer as a asset and the buyer took a line of credit to pay him off in which we have to record in our books, so we didn't get the money the seller got the full amount deposit to his account.

Yay! I'm so glad my video helped you out in getting your year-end bookkeeping done.

Thanks for the suggestion, I've added it to my list of ideas for upcoming videos.

Thank you!