QuickBooks Q&A

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My search bar for the invoices tab is gone. Any reason why this happened?

When the organization received a QBO Plus subscription through Techsoup, I did not realize that using my personal name and phone number would connect QBO to my personal Intuit account.  The organization now has organization emails and a phone number.  Techsoup sent me a new subscription number to start over. How do I move all the transactions, data, chart of accounts, etc from the old QBO to the new QBO. 

why do excluded transaction still show up on a report?

I attempted to obtain a refund for incorrect charges. Following is Quickbooks response to my request for refund:Thank you for contacting Intuit support.We have received your request for a refund. However upon review your account has had the auto renewal canceled so will not renew on your next billing date. Your account will stay active and you will be able to access until that date to finalize any tasks you may still have left. On your next billing date you will not be billed, and your account will be canceled, and you will no longer be able to login. Due to this no refund is being provided.We are sorry to see you go but thank you for using QuickBooks.My response:Please tell me HOW does canceling the autorenewal affect a refund…I am requesting a refund of money paid to you already, not future payments …this makes no sense!! My account was duplicated unbeknownst to me and I was being charged for two accounts, both of which were never used. I attempted to use the service when it changed

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I have a subscription for QuickBooks Self-Employed with the Tax Bundle but when I filed my 2025 taxes, TurboTax is charging me for both Federal and State tax filing. How do I fix this issue.

Can I setup weights per each item to calculate a total weight of an order?

I recently switched to online and I'm trying to clean up my quickbooks. I already hid my unbilled expenses but now I don't know how to get rid of unbilled time charges? Anyone know how to do this without messing up the books?

Since October 2025 having issues with Square transactions. They are coming in but once the transaction is reviewed and I click Confirm, I get error message "We couldn't add your transaction. sendout.expense - Empty settings value found." So I go to settings, update the values, choose the sync date but the "Sync now" button is grayed out. Called support few times, always get answer engineers are working on it. Is there a way how to go around this error other than adding the sales manually? Its been five months and no fix yet?

Need to talk to someone about processor g fees review

We routinely send contracts to customers requesting e-signatures. Is there a way to customize and save the signature request email message? There is a pre-filled messages that says, "We kindly request you e-sign the document(s) at your earliest convenience. Your prompt attention is greatly appreciated. Thank you". I know there is a way to edit the email message for sales forms in Accounts and Settings but the 'contract' is not listed in the options dropdown. Please let me know if there is a way to edit and save a default email message for the signature request email in Contracts. Thank you.

Several people have responded. Thank you. Unfortunately,  the solutions presented regarding this problem have not solved the issue.I have used the "Receive" button on the invoice. The payments have been entered and saved. In the Banking area, the payments have been matched and are reflected on the log. The payments are not showing on the invoice, however. This has been a sudden problem since 2/27/26.I have cleared my browser and restarted the device. The problem lingers. If it matters, I use Chrome as the browser. Please advise further.Thank you for your help!

Hello, I am having an issue with sending the ACH scheduled payroll. The ! states problem adding new data to Quickbooks. Inconsistent data in downloaded employees.  I have double check all employees data and everything is the same as it normally is. I updated to the current version, updated payroll setup and everything says complete. So I unselected direct deposit and printed the paychecks. The problem is that the checks still say send and I don't want to pay people twice. I cant delete the transactions because they are now printed checks.  How do I get rid of the to Send error ? 

I want to close my account

"my benefits" for QuickBooks checking clearly says eligible instant deposits. It's the first benefit listed in fact

This setting wasn't on two days prior and then somehow got switched on and started requiring our guys to pick a customer to clock out. We would just like to know how to switch it back off.

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My bank account shows that intuit charged (4) transfer fees for two days that total quite a bit of money. $984.13 to be exact! What are these for?

We are a small boat factory running 2023 QB Premier Plus desktop edition with the Manufacturing option selected. The QB app has been issuing messages that the product is about to expire in May.  The owner of the company contacted QB and was told to go to the online version which I don't believe is an option for the company for several reasons.  This company makes extensive use of Assembly records, and also has internal web apps that interface to QB using the SDK to extract information from QB records to help automate the factory - there are iPads on the factory floor at almost every workstation to get real-time info from QB.  One of the QB reps mentioned that we can upgrade to QB Desktop Pro 2024, and that product would not expire until 2027. My main question would be can QB Desktop Pro 2024 open the existing database and not lose any data (especially the assembly records)? If that is not the case, I assume that the enterprise desktop edition will be the only o

I'd like to be able to add a percentage charge to an item list in QBO. The feature worked awesome in Desktop, but everything I've read in the forums and instructions I tried without success.  I went to the gear icon:Then to listsProducts & services and then new, and serviceNamed the itemProvided the descriptionIn the Sale price/rate entered 5%, and assigned to the appropriate income accountSave & close Next step is on the actual invoice, I go to the Product/service pull down and locate my item.The item shows up wiht the correct numbers, and voila - it adds 5 cents to the invoice. (not what I intended) This is a critical piece for me that was available in desktop; we pass along a fuel surcharge when gas prices exceed $5.00 per gallon, and with this last attempt failing, I needed to manually calculate each invoice (over 200) to add the surcharge. (Desktop did the whole thing.) Any suggestions would be super apprecaited - Thanks!   

I currently have quickbooks online lite and want to switch to solopreneur but can not find how i do that.