QuickBooks Q&A

I am needing help changing the due date off my invoices, it keeps defaulting to 30 days i need them to be a week out.

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My To Do List has completely disappeared. I attempted to re-enter my upcoming due dates and it is just now showing at all. Has anyone had this happen to them before?  

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Hi everyone,Wondering if anyone else is running into this…I bank with FirstBank of Colorado (www.Efirstbank.com), and about four weeks ago my automatic bank feed in QuickBooks Online suddenly stopped downloading transactions. Nothing changed on my end. I spoke to the bank and they confirmed everything is fine on their side.I’ve contacted QuickBooks support multiple times (including “Level 2 tech”) and still can’t get it resolved. I keep getting various errors — mainly error 6000. I noticed on the Quicken forum that this issue has been acknowledged over there, but I haven’t seen anything concrete for QuickBooks Online.Right now I’m stuck manually downloading transactions for multiple accounts. It’s time-consuming, and if I accidentally download a file/transaction twice, QuickBooks just imports duplicates instead of recognizing that the transaction was already entered.Has anyone found a workaround or experienced the same issue with FirstBank of Colorado? Any insight or solution would be

Can tags be applied in Desktop for Mac?  I haven't been able to find them.  Thanks.

Hello, I remember that in an older version of QuickBooks there was a user permission called "view costs." You could disable it, and users wouldn't be able to see the cost of the items. I don't see that option in QuickBooks Enterprise 2024.If that option isn't available, how can I prevent my users from seeing the item costs? I've asked several AI assistants, and they give me a lot of options that don't exist in my version or that I don't understand.Thank you

Our previous bookkeeper did not have scheduled payroll set up in quickbooks. Should I change it to scheduled, does it matter?

In Quickbooks Desktop Pro 2024, if I choose to "enter all later" for memorized transactions upon opening my company file, the currently due memorized transactions are no longer listed in memorized transactions when I look for them later.  How can I retreive them without reopening the company file each time I want to see them?  

I switched my client to QBO with Elite QuickBooks bill pay in August.  They are a fairly large non-profit with a good amount of a/p.  Here is my problem.  They deduct the money for the bills that I pay from my account when I pay it.  When a vendor doesn't receive payment, I have no path to see if the check cleared the bank.  I have called QuickBooks and talked to 2 reps yesterday and 1 (for over 2 hours today) and they keep telling me that can't tell if the check cleared.  This would be a 2 minute issue if we were still on Avid or I cut the check myself. Here are the different things I have been told regarding finding out if a payment cleared:1. most commonly that they don't have this information, all they have is the expected deliver date and they can't help me.2.  I called w/ 3 checks today.  They were unable to find 2 of the 3.  Voided one, which I still can't reissue until possibly tomorrow.  Told me that after 2 hours they cou

Hello Quickbooks Community-- I have a HOA-specific question and was hoping someone with experience may be able to help me?  I've seen @Rainflurry provide some super helpful answers on other HOA-related threads which I have also found super useful so thank you in advance to the community! Background: My HOA is just getting started up and we are using accrual basis accounting.  In Quickbooks, we now have dedicated accounts setup in our COA (Cash & Equity) for both Operating and Reserve Funds.  For FY'25, our operating P&L had a net surplus (Dues exceeded operating expenses for the year) which I understand should typically then be transferred via Journal Entry at Year-End to debit the P&L (resulting in FY'25 Net Income of $0) and then credit the Reserve Equity account (to increase Reserve Funds) on the Balance Sheet.Questions:What is confusing me is that when I make this journal entry at year-end to zero out my P&L, it is inflating my Res

A customer paid me in Nov, but Intuit has it on hold saying to check my email but I am not seeing a related email. I've reset the connection to my back. Will this resolve by itself?

I do not have QuickBooks make direct payroll liability payments to my company's state department of revenue account, nor to my IRS EFTPS account.  Thus, within QuickBooks, there is no link between the payroll liability payments and the individual amounts that comprise those payments.  I read in another QB Help that I should delete the payment transaction that hits the checking account, and use the amounts in the payroll liability sub-accounts in the bank reconciliations.   I file IRS and state Dept of Revenue reports quarterly, so I have monthly amounts and monthly sub-account amounts in the large quarterly payment amounts.   I have a hard time matching these small amounts to the payment amounts -- quickly -- so I can reconcile my business's bank statements quickly and efficiently each month.  If someone has an SOP and a spreadsheet that they use to execute this process, I would be very interested in learning how you do it.  This should

This function worked up until 2026. Last week it tracked one out of 20 trips. All of the permissions are set to go. I don't understans this.

I entered all the information on QB, but I need to print to the forms I purchased. how do I print them ?

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So, we have QuickBooks 2024 Enterprise.  We've been using the old shipping module to ship via Stamps.com, UPS, and FedEx.  It worked great and allowed us to pull our discounted rates as well as mark-up freight a little bit to cover overhead for shipping costs.  We looked at the new Shipping Manager when they tried to release it back in April or May and it was a mess.  We held off using it until they posted a message stating we had to shift over to the new version by December 7th, 2025.  So, we switched and found that they fixed a bunch of it and it mostly works now, but there are a few things that still don't work right.1. Regardless of what packaging type you enter, you still have to enter the dimensions.  So, if you select a flat rate box, you still have to enter the dims of the flat rate box, which is stupid and invalidates the purpose of using a flat rate box.  I'm guessing that problem is what's affecting my next problem.2. When you try and ship

Our company is setting up a 401K retirement account in payroll.  I need a liability account to post the payroll deductions from the employees.  I have several accounts that are no longer active and would like to remane one of them.  How do I accomplish this?

Hello,im Stuck at customizing a custom report for my QuickBooks desktop enterprise version.I run profit and loss report but i want to add a balance sheet item that is owner draw after the net profit is calculated so that i can get to know how much the owner has drawn for the month. therefore kindly guide on how to generate such customized report 

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Hello!We have discount tiers for our customers. To apply these discounts, we are utilizing Price Rules. Where can I find the total discounts given? I would like for my P&L to display that true list price and show the total of the discounts. Is this possible? 

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Hi!  We have set up PTO using accrual - for every hour worked, they get ,025 up to a max of either 40 or 80 or 120 hours.  We have found that even though they have accrued the 40 or 80 or 120 fpr the year, QB is still accruing .025 for every hour!  How do we fix this so it stops accruing for the year when the max is reached?

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