QuickBooks Q&A

Scanner app from QBs web works but it keeps changing overtime back to the Google Play store app which doesn't work, then I have to go back in and reset up the scanners. How can I stop it from changing? There has to be a setting somewhere that I am missing. TC21 and TC26 zebra scanner.

I just upgraded to QBO advanced 3 days ago. More than 72 hours ago I tried to manually backup our company file (complete). It has been stuck in queued state since then. No date is given and I can not run another backup. What can I do to start over? We are going to do some major revisions to our COA and don't want to start until we have the backup completed.

Customer shows zero balance in QB, no outstanding invoices, but is on the A/R report Customer record shows 0.00 balance.Has no open invoices.On A/R report the customer shows up, but all columns are 0.00. How do I get rid of that?

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I followed the instructions on exporting from QBO to QBD, updated the certificates as needed.  https://quickbooks.intuit.com/learn-support/en-us/import-or-export-data-files/export-and-convert-your-quickbooks-online-data-to-quickbooks/01/186187# The migration tool starts, lets me select the qbxml file, creates the file but then it throws the error code 1009 - Internal Error: exception unknown. When I open the created file, no data has been transferred.  Can someone guide me on how to proceed.  I am using QB 2018 Premier Manufacturing and Whole Sale.  

Hello,So we've enabled Microsoft Baseline security mode settings for our environment and since then, when exporting to excel > update existing worksheet, we get an error.If you click "Ok" another error pops up saying "Excel update failed" then "Excel could not open the data file" I've reinstalled Office, updated Office, and updated Quickbooks to the latest version. Same thing.Looking through the Baseline security mode settings there are only a few settings that would affect excel: Open ancient legacy formats in Protected View and disallow editingOpen old legacy formats in Protected View and save as modern formatBlock ActiveX controls in the ‎Microsoft 365 appsBlock Dynamic Data Exchange (DDE) server launch in ‎Excel Can someone confirm if Quickbooks would be affected by any of these legacy settings?   

Hello,Our customer paid a Audio & Visual vendor directly. How do i show that payment without it showing as income.The customer wants us to keep track and show it in our budget for his project but we don't want it showing as income. What is the simplest way to ledger that payment. Thanks in advance for any help,John

I'd like to remove a few of the payment buttons on the Sales Receipt screen, not the template, on desktop. We only process our payments through Square. And it's a hassle to keep clicking on the drop-down button. I'd rather remove e-check and replace it with Square. Can this be done?      

Recently Quickbooks Payments changed the Graphical Version of the Email Invoices with payment links. Now many of my customers are reporting not receiving them. Ive done all the standard research. Sent to myself. Checked/Updated email address. Contacted my Domain/Email service provider. Everything checked out as normal through all these avenues. I then changed the emails to PLAIN TEXT version in the SEND FORMS section within Quickbooks Preferences. Multiple customers who previously did not receive the invoices were now receiving them. With this research it looks like the change in code is now causing Email Servers within Domain Providers or Large Corporate to recognize the Email Invoices as Spam/Scam/Risky.  This is something that needs to be addressed within the Quickbooks Email Code design or Quickbooks Payments System chain of operations.  Many people will expect and presume there is some issue on their own systems or end up getting blocked from their custome

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When I reviewed my 2025 end of the year balance sheet, I discovered I now have an Opening Balance Equity (OBE) account and a corresponding Credit Card liability account (named after my business name). My research shows these accounts do NOT exist when I create an April 2025 balance sheet but DO appear in my May 2025 balance sheet.  The amount in each account is $11,012.83 and is dated May 25 in QBO.  First, I wondered why those two accounts were there, and second, where did the $11K value come from.  Our actual business credit card account has never even come close to that amount.  I did a lot of searching for that value and finally got lucky on a hunch and found the exact amount listed on my Chase bank statement as one of ten “Daily Ending Balances”.  The exact balance value is recorded on the bank statement as occurring on May 19th.  In my research of this issue, I learned QBO will create the two accounts when a new account is created, and a starting bal

The new UI that was permanently changed for us is NOT very efficient at all. Here's an example -> I used to be able to just click on Customers from the classic UI. Now I have to 1) click on Customer Hub. Once I am there however, I have to 2) click on a Customer, instead of opening past billing history as before, I have to then 3) click on View in profile, which takes me to the Customer profile page. This now also leads to extra clicks. Is there faster way? Can I revert back to classic UI? When dealing with hundreds of customers all the extra clicks add up to a lot of lost productivity. I do not understand the logic of forcing a new UI on all your customers so that we all have to spend extra time clicking just to see our customers past invoices. Is there no way to go back to classic OR at least skip the "view customer profile" page??

Can’t see any of my transactions or deposits since 2/9/2026. I need it fix ASAP.

I follow the exact instructions and download a .csv file from my bank and when I try to load it/import it into Quickbooks Self-Employed I get an error message.

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I also can't go back further than December of 2025 in my transactions. I'm trying to get my taxes done and can't get anywhere on QuickBooks. Please help.

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What am I supposed to do? I’ve sent multiple emails, made numerous 1-2hr phone calls. I’ve sent screenshots, tickets have been made. Everyone says they can’t find the transaction and points me in another direction every time. I can see the pending transaction on my mobile app and on the desktop site. I am in fact missing $101.00. It’s stuck in my pending so I’m unable to dispute it. I’m beyond fed up with quickbooks and greendot and am ready to close all my accounts. Paying $40/month to have $101 stolen from me is beyond unacceptable.

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I HATE the new interface. How do I switch back? Did a Google Search and I do not have the option under settings.

I set up a 10% military discount underpriced rules for specific patient for all inventory and services. However, when I create an invoice, it does not auto populate. I followed all the instructions from QBO, from here. https://quickbooks.intuit.com/learn-support/en-us/help-article/mobile-apps/set-price-rules-quickbooks-online/L5jI9VwXt_US_en_US?uid=mmgez1ne

i got quickbooks to keep track of business expenses, but did not actually start a business. I now want to use it to keep track of all of the household expenses. How do I start to set it up correctly?

How long does it take to transfer funds from undeposited funds to linked bank

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