First, you'll need to create a Packing Slip invoice template or modify the existing one to your liking. Then, make sure your preferences for Accounts Receivable have this new template selected as the default for packing slips. After creating an invoice, click the down arrow next to the PRINT button and you should see PACKING SLIP.

Good Morning,
I hope you will be able to assist me with my problem.

I have been using Quick Books for several years. I upgraded to Quick books pro 2007 in November, 2006.

This is my problem. I have several employees with loans or garnishments that is withheld from their weekly paychecks.

In December a loan was completely repaid & Quick Books stopped withholding correctly. In January a garnishment was repaid & Quick Books stopped withholding correctly.

All was going well. Then due to other problems I was having backing up - Quick Books Technical support advised that I condense my data. Which I did for the years 2003 & prior. Since then, the employess have started being withheld again. I have to remember to manuly change thier checks.

I have rechecked all of my payroll settings and can't see any changes and why QB has started withholding again.

I can go in & change the employees so there is no withholding but I have others with current loans & garnishments. I do not want to have to track these manualy.

Please advise. I appreciate your time and assistance.

Dixie

• kwheeler (Feb 16, 2007 9:19 pm)

For those employees that shouldn't have garnishments or loans withheld, you should be able to go into their employye file, select the tab that says PAYROLL & COMPENSATION and remove the line item under OTHER ADDITIONS/DEDUCTIONS that has the garnishment or loan amounts.

Doing manual payroll (only 3 employees). Don't think I have it set up right because it doesn't show company liabilities, i.e. FICA,MEDICARE, FUTA, ETC.
How do I do this?

• kwheeler (Feb 16, 2007 9:22 pm)

Make sure that you are subscribed to a payroll service offered by QUickBooks. If so, then maybe you are looking at the scheduled liabilities window in the Payroll Center and don't see any payments due.

Click on the RELATED PAYMENTS & ACTIVITIES button and select EDIT PAYMENTS/DUE DATES METHODS. Here you can set up your frequency of your tax payments.

When I cash a check at the bank to get cash to make a purchase that can only be made by cahs and then do not make the purchase, how do I charaterize that check into what account?

• kwheeler (Feb 16, 2007 9:24 pm)

GO ahead and record the check and put the check to an account such as office supplies. You should then take the cash and re-deposit it back into your checking account. When you make the deposit, select the office supplies account again which will offset the check you just put in.

I sell on eBay and accept Paypal payments. How can I have the information from my sales and refunds that I have recorded in Paypal automatically transferred to my Quickbooks so I do not have to manually enetr all that data?

• kwheeler (Feb 16, 2007 9:27 pm)

You might try looking at a third party solution for this such as the one here:

http://www.bigredconsulting.com/aboutebaylink.htm

I have a truck that was purchased by the business and we got a loan form the bank on it. Every month we make a payment. How do I characterize that payment into what account?

• kwheeler (Feb 16, 2007 9:29 pm)

You will need to make a journal entry to record the purchase price of the truck to a fixed asset account and the loan to a loan payable account.

You will then need to either create an amortization schedule or use the built-in Loan Manager within QUickBooks to help you generate a schedule of principle and interest breakdowns for each payment.

What is the best or easiest way to allocate overhead expenses to various profit centers. I may want to allocate as a % of sales or maybe distribute a fixed % of total overhead expenses to each profit center. I have contractor edition.

Thanks for your help.

Bob

• kwheeler (Feb 16, 2007 9:31 pm)

QuickBooks does not have the capability to do any automatic allocations of overhead from one class to the other so you will need to create a journal entry each month to distribute the overhead to each of your profit centers.

WHEN I BACKUP TO A CD IT DOES IT AS COMPANY.QBB. MY ACCOUNTANT CAN'T RETREIVE IT, ONLY IN COMPANY.QBW. HOW CAN I CHANGE IT?

• kwheeler (Feb 16, 2007 9:32 pm)

Your accountant will need to restore the .QBB file through QUickBooks RESTORE A FILE menu item rather than opening the file directly which will turn it into a .QBW file.

I understand what you are saying. I just do not understand why the 2005 and 2006 version combined the payments into one check. I get a new version of QB each year. This is suppose to improve the way the system works not go backwards in technology. Thanks, Gesmone

• kwheeler (Feb 16, 2007 9:34 pm)

You can still use the PAY UNSCHEDULED LIABILITIES under the Scheduled Liabilities box to use QB 2007 just like in previous versions.

I am working in a company file that goes back to the year 2000. I am looking to condense data from 2000 to 2004 so when I am running reports, it does not take forever to compile. Any advise would be appreciated. Thank you.

• kwheeler (Feb 16, 2007 9:36 pm)

Be aware that when you condense ot clean up data that QuickBooks will roll up the detailed data into one journal entry per month. So, if you need the detailed transactions from each period you are condensing, be sure you have a good backup to back and inquire about specific transactions.

Ok,If I want the money to come out of our Company checking account and not a payroll account, how do I make the "transfer" of money from the liabilities account into the checking account to cover the checks? Can QB do that automatically? If not, how should I handle doing it manually?
thanks again!

• kwheeler (Feb 16, 2007 9:37 pm)

From the BANKING menu, select transfer funds an select the proper TO and FROM account for the transfer.

My wife just started her solo practice.
She received payments for January and now I need to know how people handle paying income taxes.

- how do you calculate the amount you owe to state/federal/ss, etc...
- do you pay quarterly/annually?
- is this more a question for an accountant?

Im using QB Premier 2007 Professional.

Any advise would be appreciated.

• kwheeler (Feb 16, 2007 9:38 pm)

Everyone's tax liability can be different. You should talk to your accountant to have him review your tax situation with you.

Is it possible to copy a checking register from one company to another?

• kwheeler (Feb 16, 2007 9:39 pm)

You cannot copy transactions from a checking account in one company to a checking account in another company through QuickBooks.