QuickBooks Q&A

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?

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When retrieving Invoice details through the QuickBooks Online API, the CustomField array does not match the custom fields visible on the QuickBooks Invoice UI. The API is returning old or inactive custom field names instead of the current ones displayed in the UI. The Invoice UI currently displays the following custom fields: External Reference Number PO NO PO DATE However, the API response for the same invoice returns: "CustomField": [ { "DefinitionId": "1", "Name": "PO NO", "Type": "StringType", "StringValue": "123456789kjh" }, { "DefinitionId": "2", "Name": "PO DATE -1 (inactive)", "Type": "StringType", "StringValue": "2026-01-27" }, { "DefinitionId": "3", "Name": "sales3", "Type": "StringType", "StringValue": "QWERTYUIOPLKJHGFSAZXCVBNM" } ] The Name values shown above do not match the UI labels and include: Old names Inactive field names Unrelated legacy names (e.g., sales3)

I don't want to see the business feed in QBO I don't want any AI help

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undo past reconciliation

This is an issue with HOW the 3 part form is matching up to the boxes. This is NOT about using the internal QB's alignment feature.  Please do not respond with that information. I understand this is happing to MANY.    I can print the 3 part 1099 fine ---- BUT THE TOP ONE IS TOO LOW AND THE BOTTOM ONE IS TOO HIGH.  ONLY THE MIDDLE ONE IS HITTING THE BOXES CORRECTLY.  So you can see that moving it up or down will only make one better while making the other worse.    So, QB's had a new form they needed to print to --- the new 3 party form.   But QB's did such a crap job on preparing for the new form, that it doesn't print WITHIN the form itself.   It's NOT an issue of not having the latest QB's update.   It's NOT an issue with the computer having Windows 11.  It is NOT an issue with the forms themselves.    IS QB'S WORKING ON FIXING THIS AND IF SO WHEN?   THE FORMS ARE

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Hello,Our credit card company recently switched from Discover to Capital One. They gave us a new number obviously and I need to enter the new information in Quickbooks Online for autopay transactions that go through QBO. How do I do this? Do I need to disconnect the Discover account and create a new Capitol One account and where do I go to put in the new credit card numbers?

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Due to the storm last week my 1099 and W2 forms have been sitting at FedEx in Indianapolis since Saturday with no movement and no tracking update.  I want a backup plan in case they don't arrive by Monday.  Does anyone know of preprinted forms that are QB compatible that I can purchase at Staples?  I have looked and they look the same to me, but not sure.  Some reviews are bad, but they are regarding the software, not the actual forms.  Has anyone purchased/used them?  Using QB Premier Plus Contractors 2024 Desktop and I do our payroll in house (not online). TIA