QuickBooks Q&A

Hola podrian contactarme para conocer su producto y ver cual version me conviene mas? 

In the QBO app on my mobile device, when I add a customer, I have to do a Refresh Data in order to send a sales receipt, but this step is not necessary to send an Invoice. And for both Sales Receipts and Invoices, the email address is not carried over at the end when I want to send an email, so I have to cut and paste the email address from customer details. These issues are very frustrating. 

For some reason I cant search my client invoices anymore. the option is gone?

Hi, new to Quickbooks and I'm having a challenge. I'm bookkeeping for a non-profit (church) and following the this process to record donations:Create a sales receipt for each donation, allocating to Undeposited FundsCreate a deposit for the week's donations, selecting the undeposited Sales Receipts to include in the deposit to the bank accountWhen the deposit shows in the transaction history, match the transaction to the deposit My challenge is that at the end of that process, when I pull a P&L with detail, all the donations are still showing in Undeposited Funds.  Shouldn't they at that point show as deposited to the bank account?  Everything that I've found online indicate that what I'm doing is correct, but it is not working as expected.  Anyone have advice on where to look?  Maybe a setting? 

Has anyone had success in regaining the Trust Texas Bank Connection? It has been over a week since the outage/website update and I am still unable to connect. I am able to sign in and it sends me a code and then quickbooks either says wrong code, or unable to sign in.

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undeposited funds only lists my paypal payments.  They have been deposited and posted.  How do I clear undeposited funds so that it doesn't show on my balance sheet report?

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Trying to change the price of inventory item but the save tab is missin

I've read through the various threads regarding PDF printing issues within QuickBooks.  We're having issues printing or emailing invoices from QB.  We received the following message when we attempted to do either:When I was able to save it as a PDF, it was only the top left corner of the invoice form.  I started the QB Tool Hub and selected the PDF & Print Repair tool, which said it completed successfully.  I attempted to print/email again, which resulted in the same error.  I rebooted the machine, and now I can print successfully, but I still can't email the invoice.  I went through the other solutions:- Temp folder permissions; all users had Full Control already- Create a notepad test file and print to XPS; successful- Print Spooler Service; already set to Automatic.I'm at a loss to understand how a function that was working fine on Sunday suddenly doesn't work.  The laptop has not rebooted for three days, and no OS updates have been applie

My online Quickbooks keeps crashing. I'm using Chrome but it does the same thing in Microsoft Edge.

We received an IRS Federal Tax Levy for an employee. We set up the Federal Tax Levy payroll item, deducted the amount from the employee’s paycheck, and sent payment to the IRS. The IRS has now issued a Release of Levy and returned our payment check marked VOID. Now we need to pay the employee the withheld amount and reverse or clear the payroll liability created by the Federal Tax Levy payroll item. What is the correct way in QuickBooks Online Payroll to:1. Reverse the levy liability created by the payroll item?2. Refund the employee through payroll so the accounting remains clean? We are still in the same calendar year and quarter as the original withholding. Thank you for any step-by-step guidance!

Thanks for reading this. Can I invite someone to use to QB DESKTOP?! I know you can w/ QB online. I'm not seeing that as an option for QB desktop. Thanks.

I downloaded QBO files from the bank website and uploaded to the Bank Feed.  For anything that was not a check, I used the "Downloaded as" column to create rules and classify to the correct account.  I did not add the vendor because the info was in the Downloaded as column. Now that I finished mapping all the transactions to the correct account, I realized that the description in the "downloaded as" is not showing up in the transaction history.  Is there anyway to add this column so I can see the detail in the transaction history?

I've received this email, staying a customer paid me in QB but I don't believe I've ever given someone that option.  The email never mentions who the customer Is.  Is this legit or Is it a scheme to get me to sign up for receiving payments?  It doesn't appear to be a spoof email.  What makes me think it is marketing is the statement at the footer in the email. You have 48 hours to access funds your customers have paid you in QuickBooks.After that, we'll refund your customers and close down your QuickBooks payments account. Finish yourpayments setup to claim your funds, and continue to get paid online and in-person.Click to Finish my payments setup Here's the footer. This message was sent to MY NAMEas an Intuit customer, consistent with your email preferences, If you have chosen not to receive marketing messages, you will continue to receive business communications about your selected Intuit products), which may either attect your service or sottw

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I can't find a previous answer that actually works to get the number of miles driven in a year or any time frame. You can ask for a certain time frame but all it gives you is a total dollar amount Please help!

Folks, I know it won't matter, but I seriously need to raise a complaint about QBO's AI implementation. The business of our nonprofit is simple in many respects, but its financial reporting needs are custom and complex. Intuit is essentially ruining my QBO productivity (and therefore my precious customer experience) with its AI bs. My simple dashboard? Gone; now I have to wait for it to "intuit" and calculate all the dashboard nonsense that has nothing to do with my work. My trusty weekly expense reports? Unavailable. Inexplicably, I can no longer run a report of all open expenses since, for instance, last summer. These are the two most important (read: disruptive) issues. I'm sure I could find others.

We recently had an issue with our credit card payment. The card on file had been compromised and was de-activated.  The new card did not arrive before the monthly payment was attempted. The payment attempt was rejected.  The new card is now on file and the payment was successful. However, my payroll still says the subscription is still inactive even though I have verified everything.  No taxes or FICA are being deducted even though the monthly payment has been successfully made.  How can I get this taken care of.  Thanks.

Each year, our firm uses TurboTax Business to complete and file our company's taxes.  And each year, we are able to import all our company's financial data from Quickbooks into TurboTax Business, instead of having to manually enter it all. Up until this year, TurboTax prompts us to select the Quickbooks file we wish to import.This year, that option is not available in TurboTax Business.Instead, the two options that TurboTax Business offers are:"Yes.  Let's import from Quickbooks to save time." and"No thanks.  I'll enter my Quickbooks info manually." You would think that the option, "Yes.  Let's import from Quickbooks to save time" would be the option to select.However, when we select that option, and then click "Continue", we get the following screen:"Quickbooks Desktop Not Installed.", with the comments, "No Quickbooks Desktop files has been found" and "Continue Without Importing".  See the attached screenshot. Rest assured that Quickbooks Deskt

I had an ACH payment get returned due to a subcontractor providing incorrect ACH info. What do I create to match against the deposit for the returned ACH in the banking feed? Vendor credits do not appear to be matchable to the deposit of the returned ACH. I have already created a new bill and matched it against the sub's new payment with the correct ACH info, so we're reflecting double payment on the sub's 1099. Thanks in advance.

We're a freight brokerage that contracts trucking companies to transport our customer's freight. I have found a few different threads about how to record factored payments when the factoring company pays us, and our customer pays the factoring company. We have an added element here though. Our factoring company also pays our vendors directly, and we are only sent the margin less the fees and reserve. The factoring company holds back whatever payment is due to the vendor.    An example of a typical order would be like this: - We do an order for our customer for $1,000. - We contract a trucking company to transport the order for $800 ($200 margin) - The factoring company's fee is 1.5% of the overall total ($15 fee) - The factoring company's reserve is 3% ($30 reserve) - We receive $155 (margin less fees & reserve) from the initial sale of the invoice, and receive the $30 reserve once our customer has paid the factoring company.   I've found some informative threads, bu

The notification I see in QBSE reads, "We are having trouble with your bank connection."

Hello! I've been booking draws by two C corp partners under their respective equity distribution accounts. They did not contribute, only withdrew. Need to know how to make a journal entry to close out the year in relation to retained earnings. Would it be DEBIT Retained Earnings, CREDIT Owner Distributions (main GL, not each partner's GL) for the total amount they withdrew in 2025?And it would need to be dated 12/31/2025, is that correct? Thank you!