QuickBooks Q&A

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I ran a transaction report by clicking the total expenses on my P&L. The resulting transaction report (and many other reports) doesn't have the option of switching to modern view. Modern view affects whether I can save a custom report to a group, I learned yesterday. So why is modern view not always available?

In Custom Reports, when I select Create New Report, and then select Expenses, I cannot setup a filter by Class - it's greyed out. I need to be able to filter expenses by class. Is there a workaround or a fix coming?

Maybe I'm missing something, but I don't feel that the new "modern reporting view" is helpful at all.  It seems much harder to drill down to what I'm looking for.  Is there a way to turn that option off so it defaults to the classic view?

Hello.  I have an issue that I've not encountered before involving a Stripe payout.  Typically, when a Stripe deposit occurs (which is almost daily), I simply "Match" it.  A week ago, a Stripe deposit went into the company bank account for which I am unable to use the "match" function in QuickBooks.  Upon researching, I found this deposit consists of 3 payments, however only 2 of those payments are in the "Bank deposit" area of QuickBooks which is where they normally hang out until they are matched.  However, all 3 payments can be identified in the P&L account.  So if I match the 2 available payments and then do a journal entry for the 1 that's not there, it will end up in the P&L twice.  Has anyone experienced this before?  How can I get this deposit categorized correctly?  Thank you for your help!!

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Got the email today that Quickbooks Online is phasing out permanently classic view in favor of the new "pretty" but less functional modern view without the ability to change back. I can't be the only one that finds modern view does not work as well as classic view. For example, viewing large range of dates and modern view finds no results. We are high volume and do have a lot of data. I also find modern view to be substantially slower and less responsive.  Nonetheless, QBO does not listen to customer and pushes "new and improved" that's really a big downgrade. 

Hello,I've been a quickbooks online user for about 5 years. I mostly use the app on my phone which I pay for annually through the apple app store. Most recently I paid $125 in May for a year of service but I am unable to log into the app. When I try to log into the app, I get an error message stating that there is no account associated with my email address. I called Apple to confirm that the payment was received. My email has not changed. I've tried deleting and reinstalling the app but I get the same error message. I was able to log directly into the website two days ago but now I get the same error message stating that there is no account associated with my email. I contacted customer service three times and no one was able to fix this problem. They could see that I had an account but I was told different things like, "sometimes the app acts funny" or "we may be phasing the app out" or "we'll open a case and send you daily updates." I received one update days ago that said they've o

log in credentials work on credit card website but wont log in on qbo

Just converted from Desktop to QBO and downloaded Bank Transactions. Many of them were duplicated when added, so now we have a ton of duplicate transactions. What's the easiest way to rectify this such as deleting them all from the register and re-downloading?

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I have a rule setup to exclude certain transactions from the bank import. They are still showing up under "For Review". When I click on it to review, it says "Rule applied" with the name of the exclude rule. But it doesn't actually exclude them. How do you get the rule to apply automatically?

Good Morning,- -this note is intended for QB Software Engineer Support-- Our company charges a flat monthly fee and many customers have allowed us to set up and ACH autopay. Which means each month our bank automatically withdraws from their bank and deposits into our bank. I have set up Banking Rules for each client intending to match this ACH Collection to their open invoice.  However, none of the rules have worked and QBO only returns a random client name for all of the ACH debits.  Each month (billing cycle) I modify the conditions hoping to find a solution to no avail.  I have called QB support and they have let me know many other people are having the same difficulty.   My Banking Rules for utilities work just fine. Money out vs. Money in? I have opened a case with QB in April 2019 Case # 53xxxx173.  I have had no contact from QB and have tried calling back many times with zero progress.   I very much hope someone can respond

I have 2 separate accounts under my QBO login...one is for business, one is for personal accounts. I have the same bank (TD Bank) with different accounts for each and recently every day I have to reset my bank connection with TD Bank...It had not happened like this for over a year but now it happens all the time....What can be done to prevent this? Would consolidating my 2 accounts (business and personal) into one help?Thanks,Steve

Transactions are categorized properly according to rules. Just the auto-add does not work even if it is activated.

It seems to be wrong much of the time. I can't find this setting. Thanks!

How can I permanently disable Modern View? Overall, it's just more hassle. One very obvious disadvantage is the wide, grey margins around the white working area. This makes a lot of text strings such as Description, Num, and other fields unreadable, because it overflows and is cut-off. Whereas, this would not be cut off in Classic View, as Classic View takes up the full width of the screen. Please, I do not want to use Modern View, ever. How can we just disable it permanently? Thank you.

On 10/30, I used QuickBooks BillPay for the first time to pay several vendors - after signing up & paying for the service of course.  $30k was withdrawn from our account for checks to be issued.  Vendors have not received payment.  No one can help me.

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I have now spent over an hour with QBO on the phone multiple times and each time I show how the reports don't match up and each time they tell me they need to keep me on the phone to figure this out and each time I have to give up because I don't have hours in the day to be on the phone while they try to figure this out. Has anyone else seen that the two style reports don't match up as well?

The modern version no longer has the "transaction report" as a report option. The screen shows a Create option, instead of New. Please let me know how I may stop this involuntary change.

TLDR: Please do not retire Classic View reports Sorry to make a negative post, but:As part of an account restructuring activity, I just changed a bunch of account numbers...and now "Modern View" is generating an irretrievably, shockingly incorrect balance sheet. Idk if this is a server-side cache issue or what, but it's ridiculous. Thankfully, the "Classic View" reports the correct information. After reading YEARS of complaints about the Modern View reports, I'm thinking it is a failed endeavor. Frankly, even with correct data, the reports are clunky to use, frustrating to navigate, and unreliable technically. But now? Piling on the notion of unreliable data reporting? What could be worse?There is almost no support track for buggy software...so I don't expect anyone to respond. Also, fyi QBO help staff: please do not respond with the usual, "send a ticket", "clear your cache", "watch this video", or "backup your books". I already go ANYWHERE BUT HERE to find answers about the

My employer needs us to add our receipts to transactions. I have been doing this at the end of the month with an upload from Drive then I match them to the transactions. I can see the small thumbnail of the receipt on the 'Matched Receipt' page, but I cannot see that there is any receipt attached/matched on the individual transaction ergo my Boss said I wasn't doing my job.

QBO started suggesting accounts that are wrong 99% of the time.  Almost every transaction that is downloaded from ANY of my credit cards is automatically assigned to an "account" that is another credit card.  In the past is did a decent job of automatically categorizing the transaction however  that stopped working several weeks ago.  Less than 1 in 100 transactions are categorized correctly.  I have read about this online and tried everything that was suggested to other customers. I have unchecked Enable Suggested Categorization.When i go back at a later date the box will be checked without my checking the box.Even when this is off i still have the issue.  I have looked at my rules. I have a few rules and they work fine and actually categorize the associated transactions correctly.  I do not have automation turned onI have verified that all settings are turned off on Automation section under advanced Account Settings. 

The iOS receipt scanner regularly detects borders improperly regardless of light conditions and a high contrast background.  Also, unlike some other mobile scan apps, the QB receipt scanner fails to do any kind of image touchup to make receipts cleaner/clearer.