QuickBooks Q&A

What causes the Quickbooks system to not complete a bank reconcilation with a “Total Cleared Transactions” different from “Ending Balance” entered at the start. In the process of completing the reconcilation, it shows some “Checks and Payments” that have cleared to be”Unceared” and some actual “Deposits“ to be “Uncleared”. Interestingly, the differerence between “Total Cleared Transactions” and  “Ending Balance” equals the difference between the uncleared “Checks and Payments” and the uncleared “Deposits”. Weird! Thanks, Roger Moore

Hello,Since I am unable to verify the banking information and link the bank account to QuickBooks because the owner does not have an SSN, how should I proceed in this situation?I am concerned about potentially losing access to QuickBooks Payroll after September 13th if the bank account cannot be verified and linked. Could you please advise on the best course of action?Thank you.

I activated a new QuickBooks Checking debit card through my QBO account. Within a couple of hours, I got a call from someone claiming to be a Green Dot Bank rep, thanking me for activating the card and saying my funds were on hold. Because the timing matched up so precisely, I didn't question it.He asked verification questions in the same order/format a real bank would use, and sent a code to my email — he already had my email address. After I "confirmed" my identity, he said the hold was lifted.The next morning I found a $5,000 withdrawal plus a $75 transfer fee. The $5,000 wasn't itself alarming (I'd transferred that same amount to my personal account the week before), but the $75 fee was the tell.QuickBooks Support looped in Green Dot, who confirmed it was fraud and had me close the account. Investigation is open now, 10-day wait to see if funds are recovered. I checked my QBO login history — no unfamiliar logins, all from my own device/location.Two things stand out:How did the call

Two weeks ago, my customers started receiving emails after they open an invoice reminding them that they did not pay.  I contacted Quickbooks, and as usual they were first completely confused by a feature in their own software and took them a week to get back to me.  When they did, they stated this is a new feature and there is no option to turn it on or off.  Does anyone know if there is a way to turn these emails off?  Or is there a way to edit these emails as they are completely unprofessional?This is not a reminder email.  I have those set and have zero issues.  This is appears to be a new feature rolled out with the typical zero thought Quickbooks gives to features.

I am unable to get into my desktop account. There is NOT an outstanding balance.

What is the best structure for a Charity in QB?

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I'm trying to work in a particular client's account, but every time I make a change, instead of taking me back to that same client's account overview...it takes me to another client's account (for whom I processed a payment, earlier).

Hi:For several months now I have not been able to download Amex transactions into QB Desktop 2024.  I have disabled and re enabled online services several times (as recently as today), updated QB etc.  When I hit download transactions a new screen pops open, spins, says “Connection Complete”--then I hit “OK”, and return to bank feeds but there are no new transactions for AMEX QBDT.  I’ve managed manually for while now, but this is getting old and must be a known, easy problem.  I need help!Thanks!

I’m trying to approve time logged for a single employee and when I click the approve button I get a lot of spinning, then “We weren't able to approve time for [ln], [fn]. Please try again later.” I’ve cleared my browser cache and deleted all QBO/Intuit cookies. I can’t find anything about the system being down, but it appears to be for me.

Hello I have cleared my cookies and cache but when i go to payments and select the invoice I cant record the payments, as the button record and new is greyed out. I dont know if quickbooks online is just down in some areas or what 

I’m using QuickBooks Desktop Accountant 2024 (subscription), Release R21P.I have multiple company files that use Bank Feeds with Bank of America. QB has prompted me to change my OLB connection from Bank of America - New to Bank of America QBDT. Here is what I’m seeing:1. In one company file (the one I attempted to migrate):After disconnecting all accounts from Bank of America - New, I choose Bank of America QBDT as the connection methodOAuth login at Bank of America succeedsI select the accounts to connectQuickBooks crashes immediately after the account‑selection stepWhen I reopen QuickBooks, I try again, and get error 88888:“All accounts associated with this customer ID have been synced…”I cannot connect Bank of America QBDTI also cannot reconnect Bank of America – NewThis file is now completely locked out of Bank Feeds2. In another company file (one I have NOT attempted to migrate):Bank of America – New still connects normallyIt downloads recent transactions without errorsNo 88888 me

Uh oh, there’s a connection problem. Sorry, but undefined didn’t connect. Please try again later, or contact customer support for help.

What the hell is going on with QB Online today? I worked for nearly an hour to get an invoice entered and printed this afternoon without success. Tonight I was able to get it entered and printed at last, but the delay between saving and printing the invoice was several minutes. I don’t have this time to waste. Why am I paying thousands of dollars for a program that glitches like this? ? ? ? ?

I am using the same file I have used for years.

Anyone else having issues with QB just spinning around and erroring out while waiting to enter a bill or check?   Its happening in all accounts

This is a new feature in Quickbooks online and just finished reconciling balance sheet where the difference is exactly the amount of the payments made in 2025 trouble was i had already matched those transaction earlier in the year and when this new feature was implemented I had clicked link and it caused a double payment how do I know I check the audit trail and saw that the cpa had to delete those entries.  I hesitated to delete them without checking with our cpa she handled it.  anyone had any similiar issues?

Is anyone else having a problem on iPhone app where you can’t click on any accounts in Transactions to begin matching transactions, that are displaying as having transactions needing matched?  It’s happening regardless of device (all updated) or bandwidth.

I'm hoping someone can provide guidance before I make things worse.A CPA firm reconciled my FHB Checking account through December 31, 2024, and the December reconciliation showed a $0 difference. After year-end, I had to make corrections involving a previously closed/reconciled period and now I'm attempting to reconcile January and February 2025.In the January 2025 reconciliation, I'm seeing transactions from October and November 2024 appearing in the reconciliation window that should not be there. Specifically, I have transactions totaling $18,000 ($5,000, $10,000, and $3,000) that appear to be related to another bank account (BOA), yet they are showing in the FHB Checking reconciliation screen. [8.31.26 1 | PDF]I also know that some historical deposits were deleted while correcting prior-year issues. These changes occurred after the CPA completed the 2024 reconciliations.Current symptoms:December 2024 reconciliation completed successfully by CPA with no discrepancy. January 2025 reco

After clicking "resume reconciling" the next window does not show the transactions in the account for the month I am reconciling. I went manually to Accounting/Chart of Accounts, and removed the reconcile status - which was C and now is blank. Retried reconcile - same result. It will not let me reconcile the account. I have reconciled other accounts, but this one will not reconcile.

Do any of the older versions of Quickbooks desktop work with Windows 11?

I just had a phone call with Katie from "the office of the president" of Intuit.  Although she was very kind, nothing she said helps me understand or wish to comply with this new automated payroll tax policy.  I would like the actual president of Intuit to know how I (and many of your other small business customers) feel about this.  I highly doubt this will ever get to him or her, but let’s give it a try: Regarding automated payroll taxes:  I cannot express deeply enough how wrong this decision from Intuit is for small business.  I will speak for me, but I know your other small business customers fully agree with me.  I have run my small business for 30 years.  I have ALWAYS paid my own payroll taxes.  I know how to do it, and I trust ME to do it.  I do not need, nor want anyone else to do it for me.  Here are my reasons why, and as a service to small businesses, I would sincerely hope someone at INTUIT can understand and reverse

I need to have my invoice print in the order which I add the lines but the print preview puts the invoice in date order - help!

Our Employees direct deposit in QB was hacked/changed and QB funded the deposits to errored/fraud banks. All deposits for different people went to the same bank (obvious fraud). We found out about it on payday. I spent hours on the phone with QB trying to get them to stop or reverse direct deposit. They could see the banks and routing had been changed.  Then we got our bank to stop pay to QB payroll so we could pay our employees. Then this week QB has us locked out of payroll and we have sent everything to the Fraud email and even though it says a reply will be provided in 48 hours it wasn't. We got an email from QB demanded the money they funded to the fraud accounts.  So we are using a system that offers no security to businesses or employees for their payroll. QB should definitely be able to reverse a charge or not chargeback a business who was a victim of fraud. We have all the police reports, cyber crimes info etc and can't a hold of a human at QB who can get t