QuickBooks Q&A

Attempting to access "Reconcile" and keep getting the set up page.  I am a Company Admin (CA) with no restrictions.  Our Primary Admin (PA) connected the banks and has done bank reconciliations since our conversion to QBO Advanced from QB Desktop.  The PA can see everything under "Reconcile", but I as the CA am not able to see anything.  I get this Set Up screen no matter which option/route I use to get there.  See attached .jpg for reference. Question: Does each user have to connect to the bank just to see the Reconcile tab, functions, and reports?  To my knowledge, though, there is only one login to the bank so will it be impossible for me to see this function? 

First off I would like to say that Intuit's rollout of the New Online Bill Pay was abysmal. They did not train their support staff or even mention the change because it took me multiple calls and days to even get an a representative to acknowledge the upcoming change. They all kept trying to route me to bill.com.  Secondly, there were known issues with signing up for the new bill pay that the Support staff did not know or made aware of. I spent 2 hours troubleshooting something that was just broken. Third, they did not provide anywhere near enough information about their product and honestly...it feels like half-baked alpha release.  If you're going to replace your primary integration with Bill.com, at least make sure your replacement is someone comparable. There are so many things wrong with the service but the main issue being I can't pay one (1) vendor for multiple bills, I have make multiple payment for each bill. Even if you have the Premium Tier plan, it

QuickBooks Online constantly displays what what are essentially ads for Intuit products and services. It is virtually impossible to complete a session without being nagged to buy something I don't need or want. It's ugly and distracting, and given that I pay a hefty monthly fee for QBO, I resent being subjected to it. Having advertising couched as helpful suggestions only makes it more offensive. It's exploitive, obnoxious, and wrong. Stop it.

I change the category to Meal expense. Once I add another transaction it changes the other transaction back to Owner' Pay

I exclude the duplicates and next day they come bank in bak feeds

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The dashboard on the home page includes irrelevant information and I'm unable to figure out how to delete those displays and add relevant displays. Any ideas on how to make the dashboard display information that we want to display?

I'd prefer if Quickbooks did not create rules unless I specifically asked for a rule to be created. What is happening to me is that Quickbooks wants to create new rules and then I have to tell it not to do so, which is annoying.

My account has disappeared again. It happened on June 19th. It was logged in on the 17th, I was out of the office on the 18th, when I returned on the 19th and tried to login into to QBOA, it says "We can't find anyone with [email address removed]." Using chrome incognito, I was able to login and chat with an Adriano Jr on the 19th and was told that it's possibly a security issue and it's being looked at on the back end. I did not receive a reference number so I can't check the status of this issue. And, NO ONE can seem to tell me how this happens. How does an account become deactivated when it wasn't done by the firm or the individual, twice in four months????? Since June 19th, I have tried, every day, to login to QBOA and I am still getting the error. This is absolutely ridiculous!!! Am I the only one this is happening to? 

I've have almost a dozen transactions impacted by a suggested banking rule that was automatically applied without my knowledge. How do you turn off suggested rules, or at the least prevent the system from automatically applying them?

Starting last week we noticed our workstations in the office required us to Sign in to our Intuit Accounts. We've had this happen before, especially after updates, so we weren't surprised. Now it's been requiring us to do this everyday.  Each morning when we log in we get the window "You have been signed out of your Intuit Account. To continue using your Intuit account, sign in now." This is such a hassle. Is there anything to fix this? Thanks

Who is making the AWFUL design decisions at Quickbooks Online?! The Classic View was visually beautiful, easy to read, quick to read, easy on the eyes, and all fit on one page. I just received an email that Classic View is being phased out and replaced with the UGLY, bold, truncated, impossible to read, doesn't fit right on the page, did I mention UGLY and GLARING, BRASH font. I don't need "hundreds of column headers" to waste my time and spend hours formatting. But I do need reports that provide the information in an informative and EASY TO READ manner. Please INTUIT, HIRE A GRAPHIC DESIGNER not just a software programmer. SO DISAPPOINTING. After 15 years of the reports becoming worse and worse, I will be looking thoroughly for a different accounting software. Simply cannot handle the atrocious changes that QBOE continues to make.

I need this feature disabled for my account. I do not trust the accuracy of AI enough to handle any aspect of my business or finances. Considering the expense of AI responses, I assume you could save some money by making it optional.

Problem 1. I can't seem to save favorite locations that are somewhat close to one another but still on different streets. This is true when using the app or QB online with my laptop.Problem 2. Any location I go to within a large radius of a favorite gets assigned to that favorite. And even though it assigns the favorite location to the trip it might show a different address for the favorite(or the location but it appears as if the two are tied together). Due to the poor accuracy the address assigned neither matches the favorite it assigns nor the actual location I was at. And getting it to accept accuracy is often impossible.Problem 3. The accuracy is terrible, is there a way to improve it? And why does it fail to log whole trips?More info - I only have a few favorites assigned and I do not have any rules created. I thought favorites would help with the inaccuracy, or at least, save steps when having to fix it's inaccuracy. Is mileage tracking a fake feature? Is it there just so people

It seems like Quickbooks is no longer automatcally matching my bank transactions to my checking account. I am able to manually match but that is very time consuming. It used to do this automatically and it seems to have stopped since the new update.  I have gone through several help screens and tried to ensure the automatic match feature didnt turn off but the instructions given are not what I see on my screen.  For instance, the support articles says to Go to transactions > Select Categorized or Reviewed tab > Click settings icon at the top of the transaction list > Turn on automatic matching. However the only think that comes up when I click on the settings Icon is the number of transactions shown on the page. The option to turn on or off automatic matching is no where to be found.Any help would be greatly appreciated.

I need the system be configured in a way that will compute the CIT on the Net Earnings. Afterwards transfer the Profit after Tax to the Retained Earnings in the Balanced Sheet.

I have been trying to log in for two days! My QuickBooks log in (IM THE ONLY USER) says "we cant find anyone with (insert my email here)". I've called customer service multiple times one CRS said "my account is inactive", another said "there is no issue with your account please log in for me". Another said I needed to talk to someone in the back office but needed to wait till the actual office opened at 9am PST. So i waited until 9am PST and would you just guess "There is no way to get you to a manager or anyone in our back office...." I need to run payroll TODAY!! I'm sure my employee would love to get paid! They said "You will have it done by today." when they just told me it could take 3 days!?!? MAKE IT MAKE SENCE! Also one CRS told me my account has been made inactive due to "Strange login activity?" HOW ARE YOU ALLOWED TO INACTIVE MY ACCOUNT WITHOUT MY EXPRESSED PERMISSION?!?!?!? If there is "strange login activity" should you not contact me first and verify?! or contact and have

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Hi there - I have deleted some duplicate bills and bill payments that had not been caught and have been included in a previous reconciliation. Now that I'm trying to reconcile again to keep my books organized, I've received a flag for a discrepancy of the beginning balance. I'm struggling to find the right steps to fix. Thanks in advance!

When I try to pay more bills a message pops up saying that "the monthly limit has been reached, try again later this month". But I already have the highest tier in QB to pay an unlimited amount of bills via ACH. I tried talking to someone in QB Help, but they said that my "daily limit had been reached"??? and to try again the following day. I did that, but it is still giving me the same message. I am being forced to make payments directly from my bank acount.

So we made a credit card payment to one of our company credit cards FROM our company operating account. Both are linked to our QB online. I see the payment received on our credit card account on QB which is fine. I recorded it as a credit card payment from our operating account. Now when I go into our operating account and record it as a credit card payment to the credit card, it then records another "payment received" on the credit card so now QB is making it seem like there were two payments received on the credit card when there wasn't. Just one payment. Operating account to Credit Card. Not sure what to do here even though I am recording them as credit card payments. I do not want to exclude neither transaction. Any advice? 

For QuickBooks Online - Has anyone else experienced losing all access to their Company for unknown reasons and spending hours with QuickBooks tech support over several days to still not have access? My account was fine late July 31st. When I logged in on August 1st, it says "Company cannot be found." I have spent now over 5 hours on chat and the phone trying to get help. At least 3 different case numbers have been created as you can't talk with the same rep each time and I have to restart process each time I call in. The three resolutions have been - "let's see if it resets itself overnight," which it didn't; your account needs to be reset with a new email address - that still didn't help; and now apparently it's been escalated to a Tier 2 something for a full reset or something. I should hear something in the next day or so. In the meantime, I have not been able to do anything on our finances - I spent the past several months moving everything into QBO. Supposedly the account is still

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The new QuickBooks Online experience seems to be missing the Tasks and Reminders widgets.  I use this everyday.Does anyone know where to find them?  They were on the Home screen.  

Hard to run a business when the app rarely works.