QuickBooks Q&A

I found a mistake on a W2 after I filed electronically through QuickBooks Desktop. How do I E-file a W2C and W3C? I imagined that it would be similar to filing original W2s but when I corrected to form there was not an option to E-file the corrected W2/W3c. I was only able to print it. With the new guideline this year (2024) I understand the if the original was filed electronically then the correction must also be. Thanks for the help.

I am struggling to get a supposedly connected bank feed working. The bank account appears in the chart of accounts with the "lightning bolt", and according to the bank, the account is correctly configured at the bank. But the account does not appear in the list of accounts on the Bank Feeds page in QB (Desktop 2019, up to date). When I try to then edit the account in Chart of Accounts, I go to Bank Feed Settings and see that Deactivate All Online Services is clicked. When I click activate, QB crashes. I tried the merging trick posted in a forum link, but that did not work - the existing account doesn't get the online settings from the new account that was set up and properly linked. I would greatly appreciate some guidance in how to proceed. The existing account has data for over 10 years from the bank - for obvious reasons I do not want to lose that.Thanks.Jack

 I want to be able to edit the check template so that I can change positioning of the address and memo line.  How do I do this?

Anyone else seeing an absurd pricing change from 2022 ($499) to 2023 ($799)?  I wish I could raise my fees like that.

NORTH CAROLINA W2/W3 does not match federal W2 in QB desktop enterprise.  Does anyone know how to change box 14 on state W2?  The issue is box 14 which includes Scorp Health Premium payments.  Box 1 also shows a different amount than the Federal W2, which has been processed and efiled already. 

My venmo is not linking - I have reached out to support several times but no resolution.  Is anyone else having this problem.  It did work part of the year.  I know the sign in info is correct. 

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I have been using QuickBooks Pro Desktop since 2012, and currently I’m using QuickBooks 2024 Pro Desktop for the past 8-12 months with no issues in my setup, until this week. I have always used the program in a Parallels virtual machine environment on Macs, and lately on 3 Macs, all running Windows 11. All of these Macs are laptops, and two of them are Apple Silicon Macs, M1 and M4, and the 3rd one is an Intel Mac from 2019. I had been keeping my company file on Dropbox, being very careful not to open it simultaneously on more than one of the Macs. This system had been working flawlessly for all of these years. I do not have multi-use sharing enabled. I haven’t needed it since I only access the company file from one Mac at a time, mostly now from the M4.Last week, the main Mac, the M4, would not open my company file. The program would launch, but all I saw was a gray screen and a spinning blue circle, ad nauseam. Most of the time, nothing past this would occur. Occasionally, I’d get a

I had payroll this year, but canceled. Now I need to my w2

I have a recurring invoice template setup for a couple customers and also create manual invoices as needed. The recurring template customer number works fine as long as I do not create a manual invoice for a different number. For example, I have ABC-01 invoice set to be created the 1st of each month. Each month, the number increases by one. So, February is ABC-02. Then February 15, I create a manual invoice for customer XZY and call is XYZ-01. On March, instead of having ABC-03, that customer's invoice is created at XYZ-02. How do I stop this, and have it be ABC-03 without manually editing?

Hi. I just filed my 1099's online.  I have a few in DC and need to send to them.  I can mail them but I cannot figure out how to download or print them.  Can someone help?

Hi. I just filed my 1099's online.  I have a few in DC and need to send to them.  I can mail them but I cannot figure out how to download or print them.  Can someone help?

I ran my balance sheet on cash basis and I have a balance in my accounts receivable account.  I ran a report and found several old accounts that have small balances (from 2000-2008). What is the best way to zero out these accounts? If I write them off to bad debt it will show up as bad debt for 2025 and it was actually from several years ago.

I have 2 states populating my filing page that should not be there

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Hello,I have seen this question asked a few times now, and the response is always to create a recurring transaction. I would like to start this off by saying this is not what I am asking for.I have applied credits to invoices that are meant for future months. These invoices are not fully paid, so they still need to be sent out at the beginning of that month for payment completion as we bulk send invoices on the 1st of each month. I need to be able to have this auto sent on a selected date (ie. the 1st of the following month). Is there a way to select a "future auto send date?" I repeat, this has nothing to do with setting up a recurring transaction. All of these invoices are already set up as recurring transactions to send on the first - but I am applying credits to future invoices by creating the invoice, and skipping the recurring auto create so that there are not two invoices created on the first. I just want the one I created to be sent on the 1st of the month automatical

Last year, Byline Bank updated their login credentials merging two fields, Company ID and User ID, into one field for User ID. Since then, the connection to my bank feed in QB has been broken. I can no longer log into Byline through the QB portal because the QB login credentials still require a Company ID + User ID as two fields. That results in an error when I try to log in. I have spoken with a Byline customer service and they said this is an update that needs to be handled on the QB side. Is this a known problem and is there already a pending ticket to make this update? How can I be notified when it is fixed? Thank you!

I chatted with a Quickbooks employee 3 days ago and was told to check back monday. The employee of quickbooks informed me that they were having issues with that.

Hi, Is there a way to use custom templates (Sales orders, Invoices, PO's) in the Company Preference section to assign different email templates? For example, we want to save templates for each user who sends these forms, to have different wording and email signatures, but the only recognized forms are the generic system generated forms. I want to be able to use the forms I edited and saved and use daily.  Thanks! Jen

I am 79 and have used QuickBooks since 1997. I have the discs and CD’s. I have bought a new desktop version about every three years. I have a small farm in Oregon one full-time employee summer help. I  never used QuickBooks payroll never used QuickBooks invoicing never used anything except tracking income and expenses. A glorified checkbook  that gives me totals at the end of the year in different areas like  twine, cow food, salt blocks new batteries. When a battery on a tractor is not working I look up when I bought the last one in my QuickBooks rather than digging through paper files trying to find the receiptI bought my last copy of QuickBooks at Costco 12/21/21 quickBooks desktop Pro plus 2022 thinking this would be the last one I buy since I’m doing less and less every year.  I used it the get Information ready for taxes each year. Then I Spent the weekend entering  the information I needed to file my 1040 federal tax  On Sunday When I tried to open

HOW can I delete pending credit card transactions ?

Is anyone else having issues with the W-2 not being updated with QSEHRA BOX 12 FF W-2? In December 2025 I manually entered the amount as instructed in the “Manage W-2” edit section.  I waited several days as instructed.  It did not update.So, I did the Edit W-2 again, also in December, thinking maybe I did something wrong the first time. I waited several days as instructed.  W-2 did not update. Next, I call support.  I provided all of the information.  QB said it was a known issue.  Gave me a case ID and said they would fix it.  On Jan 8, 2026 I receivean   email stating:"Entering totals in Box 12DD does not stick/save after submitting. Good news! We reviewed your case (xxxxx), and we're happy to say this issue was resolved."  That QB response was incorrect I asked for 12FF to be updated.   When I check the W-2,  12DD was not even entered either. It would have been incorrect, but at least some change to the W-2.

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I can't get QB to preview/file/print 4th quarter payroll tax forms, nor W-2s...   I have talked to Payroll Support - the guy told me others were having technical internal QB issues as well.  Just wondering if anyone has had the same issue and has a solution?!?!

Hi, I'm using quickbooks premier edition, and I just noticed that any transaction that I've entered by just creating a deposit is not showing up under the customer's quickreport, despite my assigning the transaction to that particular customer. Is this a bug? Am I missing something?