QuickBooks Q&A

Went into my bank feed today and found that my VA Dept of Taxation payment had two matches.  When I went into the bank register I found two auto generated QuickBooks transactions with different descriptions for the same tax payment.  I checked my bank account and only one transaction exists.  Tax Payment 10/30/2024  Description is "QuickBooks Payroll"  Tax Payment 10/30/2024  Description is "VA Department of Taxation"  Why did QuickBooks automatically generate "QuickBooks Payroll" description when it is the VA Department of Taxation Payment???  QB knows we cannot delete tax payments, issue is on their end, I have made no changes to payroll.  I am positive that there are not two payroll taxes with the same amount on the same day, I have checked my Payroll tax tab and previous payments, they are all accounted for.  Anyone else having this issue???  Really annoying because now I have to do a journal entry so that m

How to generate Pay Stub before generating Payroll?

How can I easily get a more detailed view of ALL my open projects ONLY and some details of the costs associated with those open projects (ie labor, materials, other), not just the cost summary?  Kind of like the Project Profitability Summary report, but with additional cost details.  Or the Project Cost Detail report, but want filtered to see open projects only and display just the general ledger account # instead of the account name.  I want to look at all my projects at once and export results to Excel/csv.  Don't want to have to look at individual project profitability reports and export results 1 by 1.

I love all the preset tie periods for reports like TY to last month, really smart. I like to report on the Trailing 12 months (TTM, this is pretty standard stuff) and would love to have that as an option. Previous 365 days doesn't work as that is to today. Ideally this would be TTM to last month. Has anyone solved for this with a saved report? Thanks

Ever since we were forced to upgrade from Connect to PayPal to PayPal Connector, it has been one major issue after another. I'd like to hear from community members and PayPal techs to understand why and what is being done. First, we lost the ability to create rules and split transactions, two key accounting functions. Then, last month PayPal transactions available for Review could not be processed and confirmed, that was hugely aggravating. The latest one was that PayPal transactions weren't even being brought over for review. I was told to disconnect and reconnect which I hate because then I lose the Categorized and Exclusion lists. Worse, once it did get fixed (and I think it is still messed up), it was torturous to review dozens of transactions to check to see if they were duplicated when I reconnected. You have to go back and forth from PayPal register to check transaction under Review because they duplicate them from the date of disconnect/reconnect. To say I hate QBO is an unders

Help, How to enter 3rd party payroll in Quick Books, few employees Texas LLC we have Simple IRA (Empl. Ded. + Company match), Medical and Dental deductions, everybody direct deposit. I am using QB Pro Desktop 2019. (We don't have the payroll subscription) Any help will be really appreciated. Thanks

Hello...I am seeking any overall advice/suggestions as well as QBO advice/suggestions.  I've been hired to transition a small educational institution's books from their third party accounting firm to in-house.  I am so nervous, but want to hit the ground running.  Thank you.

I thought I had him all set up, but when he logs in to Workforce on his computer, it just shows him his personal stuff, like pay stubs, but not scheduling jobs or calendars. I thought I was told he just needed Workforce for this, not a regular QB online login. I'm not sure if this is related or not, but we also just changed his email. And we can't figure out how to get him logged in to Workforce with his new email address.  

Please consider an additional choice for the report" Payroll summary by employee"When you go to customize it would be wonderful if you could choose Location under the group selection., Currently the only chooses are group by: weekly, bi-weekly, monthly, quarterly or yearly. Please add Location in the drop down.  I would like to be able to run this report and have it group by location. ThanksLDO

Hello, I've spent 5+ hours in "support" with Quickbooks online on the phone and through chat and nothing has been resolved. I can't get them to send me an update on my case and I've been experiencing this error for 2+ weeks now. When I try to match a bank deposit to an open invoice and then click below to resolve the difference and match up/categorize the rest of the deposit, when I get to the zero balance (the entire deposit has been matched), I click on "match" and I get an error that says "[My name] was working on this at the same time. [My name] finished before you did, so your work was not saved." So, I am the only user and this error makes absolutely no sense. I have matched thousands of bank transactions this way before and never had an issue or an error. This is a new glitch and I'm wondering if anyone else has experienced this. I've shared my screen with QB and they have watched it happen and cannot figure out what is going on. They want me to do all of these complicated worka

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Cannot delete data from intuit due to cancelled Quickbook self employed trial.  Anyone know how to remove quickbooks from intuit account?

An electronic payment was manually recorded on a customer account earlier in 2025 and applied to an invoice.  Turns out the payment never actually got processed.  Several months later, the payment was deleted from the account and a new payment was recorded in the current month and applied to the invoice that was re-opened when the original unreal payment got deleted. How do I correct this without causing all manner of inconsistencies within the financials for every closed period for 2025 since the month before the unreal payment was originally recorded on the account? Desperate for responses, so thanks to anyone who knows the answer and responds. Sincerely,Desperate 

Trying to set up new account and it won’t allow me to enter a admin email

I have a few customers that have a negative balance and I do not know why and cant figure out how to correct it

I have been using QB for several years but I cannot get "Recieve Payments" to accept the entry. The program will allow me to establish the type of payment etc. but the "Save" tab is blocked. WHY?Recieving payments

i want to be able to see my QuickBooks but i don't want renew my account 

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Customer paid $995 invoice.  Intuit fee was $31.35, ~3%.  Does that sound correct?   Now I'm also charged for bank transfer ach payments.  I know Intuit pays next to nothing to process these transactions.  Is there a better way?

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I've done a lot of migrations from QB Desktop to QBO and I always have a problem when inventory is involved (only a couple of my migrations had inventory, and they were awhile back). So help... I compressed the QBD data to bring in only 1/1/2023 and forward. The 2023 taxes are done and on the old QBD system so I can make entries for 2023 if I need to. BUT...the issue is my COGS is off, on the order of magnitude of over $7 million!  I need the COGS to be right for the 2024 P&L statement to date.   Do people out there have suggestions other than to book the $7 mill amount to Opening Balance Equity?  Which is not what I'd like bc that messes up the balance sheet for 2024.  Also,  the inventory numbers are NOT correct in QBD...the client told me this coming in...it's a mess...The $7 mill comes about mostly from JE's QBO made on the conversion for each product (some 2000) - says, "Inventory starting value from Desktop" (which  are incorr

Hello...we have QB enterprise desktop and have been having issues with inventoy adjustments.  We had some changes with a warehouse move and had to adjust some inventory in as well as out.  Most of the inventory we had to adjust out was damaged.  In was mostly ierms that either were not received properly before or just not counted before.1 What is the proper way to do an inventory adjustment on a damaged piece we need to discard?2 If we find inventory that wasnt in QB what is the way to enter it in so that it doesnt show as a credit on sales?  SO far we had done it under cost of goods, but it seems its showing as a credit on sales which is making it look like our profits are better on sales than they actually are?  What are we doing wrong?  Appreciate any help.

Zoho Books and Zoho Commerece - does anyone know if we can connect for automation in QB?

I read the article, but it doesn't mention QB Enterprise https://quickbooks.intuit.com/learn-support/en-us/help-article/money-movement/microsoft-ending-support-windows-10-os/L3HLvV9pM_US_en_US?uid=mer8fl88 We can pay for Windows 10 security updates for at least a year longer, I don't want to replace a bunch of good PCs, and we have custom software that integrates with QB. Is Intuit going to block me from using desktop Enterprise after October 14? Or limit its use in any way? We do not use QB for payroll, credit card processing, or any other service.

I'm wondering if it is possible for end users to adjust or train the bank feed matching AI or programing.  The attached picture explains the issue and what I'm looking for.