QuickBooks Q&A

I am new to Quickbooks.  I am filling out the vendor information. There is a field for "Vendor Name" and then there is also a field for "Company Name."What is the difference? Is there some sort of "best practice" as to what information to put in these fields?Thank you!

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Can I set up restrictions for clocking in no more than 5 minutes before shift starts?

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I need pricing to possibly add payroll to our account. How much does it cost monthly to add that service to our account?

This happened over the weekend. I'm afraid that if I turn it back on, all my rates will be gone. I have a lot of rates and don't want to enter them again.

Hi QuickBooks Community,QuickBooks accrued a SUI/ETT tax of $245 for Q3 2025, but the payment failed on 12/25/2025. I deleted this tax payment in Payroll Tax because it did not show in our Chase transactions. However, the payment still appears in Transaction Details by Account, marked as “Tax Payment,” and I cannot delete it. It also cannot be removed via Journal Entry.As a result, QuickBooks shows a $245 lower bank balance than the actual balance. I contacted QuickBooks Support, and they confirmed that the Journal Entry cannot delete this transaction. They advised me to adjust it via a new Journal Entry.I created a Journal Entry:Debit Bank Account $245Credit Payroll Liabilities $245Is this the correct way to fix the issue? I would appreciate any guidance or best practices.

Since yesterday when I try to open a weekly timesheet for time entry, Quickbooks takes me to "Something New Is Coming!", which appears to be directing me to an upgrade.  When I close or cancel that it takes me to my billing page.  I cannot get to weekly timesheets.  Anybody else?? I have a yearly subscription, set to auto-renew in May so subscription is still valid.  I do not use Quickbooks Time or Payroll but I do enter employee time for costing purposes. Time entry is a core function of my job.  Any help would be appreciated.

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I could previously sort my invoices by client.

My business bank account was compromised in November.  I am just now setting up the new checking account in Quickbooks.  I have 3 months of entries (Dec - Feb) already in QB.  How do I move these from the old checking account to the new one?  The bank moved 3 transactions from the old to the new  when they created it (i.e. moved old balance to become the new balance).  There are about 25 entries in the old checkbook that belong in the new.  Any help would be appreciated.  

We have the same experiencese as everyone on the BLOG - the reps know less than we do and we're just small business owners with no accounting background or formal training. We spend 1-2 hours every time we call for what should be a 3 minute conversation and quick answer. Instead, we end up fumbling through and reading countless articles sent by the reps until we eventually stumble into something relevant. We always find the answers before they do or never find an answer and have to get back to running the business with the issues unresolved. It's a terrible waste of precious time and resources. Please advise on how your paid customers can get right to a qualified support or relationship manager contact, via phone, without delays. Thank you. 

I'm looking at my 2025 Sales Transactions report, and there are a few items that show up twice. I realize the ones that show up twice are ones where I created an invoice through QB and emailed it to the clients for payment (ACH payments). My banks are connected to see transactions go in and out.  So now, I have those items show up twice in the sales transaction report. But for some reason, one of each is having it's value be deducted from the total of the sales transactions. My P&L report appears to be right, but the sales transaction view does not show the correct total of sales. What's going on? How do I figure out which is the duplicate, and how do I fix them - just delete or? 

We have a roofing business and a roof cleaning business, two separate bank accounts. We need to know if it is better to create two separate QuickBook accounts or can we use our one account for both, but have it separate on the page?

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I am using Google Chrome. I've cleared my cookies and cache. I have tried another browser and I have tried incognito mode.

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Payment has not been deposited into my bank

I have been keeping books for a company on my computer under my Quickbooks Pro Desktop license.  Someone else is going to take over those duties who is not associated with me.  Do I just give the a backup to load under their license?  Or does the backup have my license information associated with it?

Hello,I am opening this discussion to formally report a system-wide regression in QuickBooks Online bank connectivity affecting all major financial institutions.Until recently, QuickBooks Online allowed linking to multiple accounts at the same bank when those accounts used different login credentials; or example, a personal checking account under one username and a business checking account under another.As of approximately mid-2025, this functionality has stopped working entirely.When attempting to connect a second set of credentials (same financial institution, different login), QuickBooks now forces disconnection or refuses to authorize.This issue is not isolated to a specific bank. It occurs with: Wells FargoCitiBankBank of AmericaU.S. BankBarclaysAmerican Express Each institution’s technical team has confirmed no policy or API change was made on their end that would restrict customers from using two different credential sets concurrently. It is highly improbabl

How can I re migrate m desktop info after fixing errors?

Hi everyone, I’m currently working on a custom CRM that manages digital membership card, including member registration, renewals, and subscription tracking. I would like to integrate it with QuickBooks Online so that: When a new member is added, a customer is automatically created in QuickBooks When a membership is purchased or renewed, an invoice is generated automatically Payment status updates back to the CRM Renewal reminders align with invoice due dates Has anyone here implemented a similar integration? I’m especially interested in understanding: Whether QuickBooks Online API supports smooth two-way sync Any common challenges with subscription-based billing Best practices for handling recurring memberships I’d appreciate any guidance or documentation references from those who have experience with this.  

Using QuickBooks Desktop Pro 2020, with a single user (me) in Admin role.  Everything fine until today.  Close QB program to reboot PC, and then tried to open previous company file.  The password that I’ve used for 10+ years is suddenly no longer valid (or I somehow accidentally change the stored password in my password file). When I click on the “I forgot my password” link on the log in screen, I get the following message:: “QuickBooks can’t start password reset.  Try again in sometime” I’ve tried waiting four hours for any “cool down” timers to expire, but no luck.  I also cannot open the most recent backup file, as I get the same error message. Even if I accidentally recorded the wrong password (and thus have reset the cool down timers), I’m concerned that I may have no way of getting access to the data in the current company file. For the record, I’ve never gotten to the screen asking me to “submit your email address and license num

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