QuickBooks Q&A

It seems that ShipEngine is the third-party service coordinating the data between QB and the carrier.  We have negotiated rates with FedEx and UPS, so would like to use these rates. We usually ship and then add the tracking number and a cost in the invoice.  How would this be done with Shipping Manager when the Invoice is done after the shipment. Will we be able to continue after May 31 with the current shipping screens?  Lots of unknowns not found on the resources pages.

Recently the date field disappeared on my invoice line items regardless of the template used, even the default.  Tried a bunch of things, still missing.  Help!

I am dealing with a difference in my reconciliation and I can not pinpoint exactly where it is coming from: - My ending date, beginning and ending balances match up with my bank statements. - My deposits and payments totals match up with bank statements, including the number of transactions. - When everything is checked, I have a difference of $371.90 and when I uncheck everything, there is a starting difference of $83.46. - I am assuming the starting difference comes from the previous month's reconciliation report that had uncleared transactions after 9/30/25 of $80.49. I am still unsure where to go from here and actively trying to find a solution. Any help would be greatly appreciated. 

I have QB Desktop 2024 and I have noticed that the font size for the "Ending Balance $$$$.$$" is very small. Is there a fix for this or is this a bug that needs to be reported?

Hello,I know how to view inactive customers and make them active.  However, I have so many it takes forever to load and QBO often crashes.  And I have to restart.  Is there any other way to do this?  By searching perhaps?  

I found ia post about:  I've got handy steps to share on how to inactivate customers with billable expenses. However, when I tried doing it, I got errors. Already deleted or other similar errors and so nothing is happening. I have thousands of unbillable expenses from previous years that are preventing me from hiding a ton of old clients. This is incredibly frustrating. There should be an option that says, do you want to make them inactive anyway? How can this be fixed? I don't want to see all these old customers every time!

I can send emails but not invoices. However I'm not receiving any emails.

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My customers sometime issue POs (Purchase Orders) with due dates in the future. I build an invoice and as days go by I try to look up any orders that are do. This process is far from ideal, and I can miss order ship dates. Can Quickbooks Desktop pro notify me when it is time to ship an order to a customer? Something like an email or text a couple of days prior to the desired ship date would be ideal. That notice would include the invoice number and date required. Possible?  

The last 8 bank transactions have not migrated to QBO?

The only transaction that is populating is one from 8/19/25.

Why won't QB Online let me save my update to Product/Service Information. All required fields are complete. I do not get any error message. It just won't save and close!

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I want to pay for the $10 plan. What do I do?

Can you help me with retrieving my spreadsheet of profit and lost from being saved?

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I posted a payment to the wrong invoice in QuickBooks Online, and I am trying to fix it. When I uncheck the box next to the wrong invoice, so that I can select the correct one, I get an error saying, "This transaction has been deposited. If you want to change or delete it, you must edit the deposit it appears on and remove it first." Help! How do I correct? 

Currently the Items List does not show "Manufacturer Part Number" as a field that can be added to the Items List report. How can I get "Manufacturer Part Number" to show up in the Available Columns

Help with deposit hold review?

We just recently had a major screw up with our payroll, it was off by $200K when I searched the audit, it showed that System Admin made adjustment to payroll checks from 2021. Has anyone else had this type of issue?

Chart of Accounts is completely missing.I enabled in advanced settings. But it's not in the settings (gear) menu, Accounting side menu, or even in the search at top of QBO. Even the link in help goes to a 'sorry' page. https://qbo.intuit.com/app/chartofaccountsHow do I get to the chart of accounts?

Today the EDIT button is disappearing on the CUSTOMER view of QuickBooks Online. Normally I can select a Customer and Edit their information by clicking the EDIT button.   Today, when I select a Customer, the EDIT button is shown for a fraction of a second and then it disappears. I do not know how else to edit Customer information.   The attached image has a red circle where the EDIT button usually is.   Is anyone else having this problem? [Screenshot with PII removed]  

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Is anyone else having trouble not being able to add a new customer or edit a current customer?