QuickBooks Q&A

I have a customer that pays me a monthly rental and she filled out a form authorizing an authomatic ACH transfer to my company. Is it possible in QB? How do I set it up? To receive her rentals automatically?

I imported a web connect file for a credit card.  QBDT says the file has been imported but the imported transactions are not reported in the bank feeds in the recognized or unrecognized area.  The balance reported for the account is correct. Where are the transactions?  The account numbers are correct.  I did have to use a incorrect bank FID to create the QBO file as my bank was not listed. When I access the bank feeds center I get a screen that has two boxes.  The top box is Items to Send and has a check mark next to Download Bank Data for account: xx.  The second box is Items Received From Financial Institution with xx Bank Data.  The second box reports the correct balance.When I click View in the second box, I am directed to a screen whose upper portion is the register.  The lower portion reports unmatched transactions.  When I try to match a transaction already in the register I get a message that says the transaction must have

    Hello and welcome to another Top 5! This time around, we will be focusing on Year End 1099 questions, such as how to amend 1099’s, when to email your 1099’s to your contractors and more.   Let’s dive into it!   1. How do I amend a 1099?QuickBooks Online allows you to file your 1099's electronically. However, amendments need to be done manually. You can print a copy and mail it to the IRS.   Here's how to file the amended form: Order 1099-NEC IRS forms online at IRS Online Ordering for Information Returns and Employer Returns or over the phone at 800-829-3676. Fill out the 1099-NEC form and be sure to select the Corrected checkbox. Once done, mail the form to the IRS. After that, mail the recipient a copy to your contractor as soon as possible so that they can file their taxes.   Please refer to the IRS general Instructions for Certain Information Returns for the information that you'll need to prepare. Additionally, you can

Has anyone else been getting double billed? e.g. I see two bills on two separate days for may 4th and 6th as example. It appears this has been happening for at least two years.

I am the bookkeeper for 2 sister centers.  Sometimes our clients pay the "wrong/opposite" center so we have to transfer the funds to the "correct"/other center.  Further, there are loans between the centers, as well as loans from the owners.  So I was directed to start an "Other Liability" account called "Loan From", with subaccounts to distinguish between the two.  Some of the funds are dedicated to a Customer but sitting in the Loan From.  I can & do invoice the customer as per normal but currently the dedicated funds are still in Loan From.  Is there a way to credit the customer directly from Loan From (preferred) account?  Or, if not, what is the best way to account for the payment into income, but also pull the amount FROM the Loan From account? How to do this w/o unduly crediting/debiting the wrong accounts?  Is this even possible or should i set up the Loan From account differently?  Thanks so much!!!!  WendiK

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When printing the estimate for a customer, it is now putting the Project info in that box.

Important Message for Users Experiencing Outlook Issues in QuickBooksIf you're having trouble with Outlook not working in QuickBooks, don't believe the support team when they tell you that you need to purchase Microsoft 365. This is not the case.After the release of QuickBooks RB 12/22/2025, Outlook may stop working and disappear from the Send Forms Preferences in QuickBooks. You'll only see Web Mail and QuickBooks Mail as options.To fix this:Close QuickBooks.Go to Add or Remove Programs in your Windows settings.Find QuickBooks in the list and click "Uninstall," but do not fully uninstall it.Click "Next" and you'll be presented with an option to Repair QuickBooks.Select "Repair" and once the process is complete, Outlook should reappear in the Send Forms Preferences, working properly again.This solution should restore your Outlook functionality without needing to purchase additional software.

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what do you put in box 6 on form 1099-nec if there were no AZ taxes withheld and the recipient moved to utah?

When I navigate to the billing info section, I only have options of view payment history, switch to annual billing, or cancel subscription.

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Email template changed after restarting QB Enterprise multi-user.Sent out invoices at 1:00PM - QB crashed - restarted QB - Continued to send out invoices and a new email template happened.  How do I get the old email template back. Now all users have the same issue. See attached. 

I have tried every suggestion on how to assure that the QB Windows app only opens in a manageable size. Every time I open the app it maximizes to full window. After resizing the window down, the contents within the app do not change format. This forces me to have to slide side to side within the app to function. This is not acceptable. I work with an UltraWide monitor to give me more room with flexibility to be more productive. This issues is destroying that. Honestly, I do not understand why this is even an issue to experience. No other productivity software I have ever run on my PCs have had this issue. Important points to consider before responding: Yes, I have followed all suggested QB, Windows and App settings to prevent this. I have followed advice from countless AI searches and forums as well. This is enough of an annoyance to dump QB all together.

Using QB V2024 Accountant DesktopWe have the company logo setup for a client that prints on the invoice perfectly.  However, when that client emails those invoices form the Send Forms function in QB to the customer, the logo is being dropped off the pdf.  This happened a couple months ago and I was hoping it would be fixed by now or have something in the forum on how to fix it.  I can't find any comments related to the same problem.How do we get the logo back onto the emailed pdf files? Again there is no issue with the logo when we simply print the invoice from QB.  Its only happening on those being emailed.  We have tried emailing them from different email platforms but having the same issue on each one. 

I began using Quickbooks with the QB Self Employed product, and used it for years until it was discontinued for Solopreneur. Instead of switching to that, I was advised to switch to QBO Simple Start, so I did. I found this difficult to use, so I cancelled my subscription after a few months of not being able to figure it out.  Last week I decided to try Solopreneur, but subscribed to it under the wrong user ID. I then cancelled that subscription to try and re-subscribe under the correct user ID, but was shown two different error messages both times I tried this: The first error message said that I cannot subscribe to Solopreneur based on my subscription settings. I have no active subscriptions, so this is confusing.  The second error message said that my business already has a Solopreneur account. Again, I cancelled that subscription so that I could re-subscribe under the correct User ID.  I'm at a loss as to where to go from here. Live chat is apparen

When a customer uses a credit card for payment, I would prefer for them to pay for the credit card processing fee

My QB company has been in existence for 15 years.  Because they didn't have money, we had to move from tracking inventory to a basic plan years ago.  We would like to start over because it's such a mess, but  also want to save the data from the first 15 years.  From my research the only option is to cancel my current subscription (and the data will only be saved for a year) and start over.  I understand you can't move the customers over, just products and services and lists, I believe.  Is that the only way to start over or is there a better way to keep the customer information, but delete all the products and start over?  Of course I will lose all the data regarding who bought what, etc.  Thank you for any advice for me.Thank you. 

Just received my renewal notice, and what do you think - Intuit raised the price again!!!  Your opinion please.Also, while they keep increasing the price they don't stop with the annoying pops-ups an display to hawk some product.  I don't know about you, but using a desktop version and not their Cloud version, I don't know why I need to have the constant annoying pop-ups and usually at the most awkward times like when your CPA is reviewing the books.  Does anyone out there know how to stop Intuit sales pitches from the Desktop version.  It's bad enough to have to endure annual cost increases, but those annoying popups!  HELP!!!

Due to the size of our current database.  We would like to condense our Desktop database file.  Can you provide instructions on how to proceed?

Has anyone who is running Desktop for Mac 2021 upgraded to Tahoe (version 26)? If you have, is it running correctly?

Why is Quickbooks online now showing the project title under the address on the estimate?  We would prefer to not have it there, but I can't figure out how to change it back to how it used to be (only the customer name and address were listed under "Address" before)

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