QuickBooks Q&A

Is there a way to break out subtotals for labor, parts etc at the bottom of an estimate? Something similar to this? 

Most of my sales receipts in QBO have the Tax Name "Washington, Bellingham City" yet none of these sales were in WA or in Bellingham City (neither the Shipping or Billing address). All of my actual WA based sales were taxed appropriately in QBO and they also appear in my QBO sales tax report. The annoying thing is that all the other sales receipts that have the Tax Name "Washington, Bellingham City" also appear in my sales tax report as "Non-taxable sales". My office happens to be in Bellingham City (not a coincidence I'm guessing), but I have not sold to any customers in Bellingham City for the entire year. I should also mention that my "taxable sales" report in QBO is correct because QBO is correctly calculating sales tax for every one of my actual WA sales. So... to summarize my problem... Since most of my sales receipts have the incorrect "Tax Name" of "Washington, Bellingham City, my Gross Sales for WA State are completely wrong in the sales tax report. Has anybody else run into t

Hi All, We run QB on a windows server 2022 datacentre azure edition.With the stop in support for Windows 10, we are being notified in QuickBooks that 'Windows 10' needs to be updated to windows 11. however as mentioned, we are not running it on windows 10 but windows server 2022.My questions are 1. will this effect what QB offers to us in the application in regard to features etc?Is there a way to change it so QB knows what OS it is running on?Kind regards, Josh  

The side menu changed today to a few large icons (mostly useless AI/overview/home type stuff) instead of a compact list of helpful pages.  It seems like only the bottom 2 icons can be customized, which is not enough to be useful.  Is it possible to revert to the old menu?

CPA says maximum SIMPLE contribution is $21,450, QB says $20,000. How to fix?

We understand that companies are always looking to improve, but forcing this update upon each file, each company, each client, and causing random errors in the process is just mind boggling. The fact you have to manually switch to go back to the old banking page, then have to fill out some survey (that I'm sure is never looked at), just to progress in the file, is ridiculous.  The "New Banking Page," is honestly ugly, horrible to navigate, harder to read, and makes everyone's lives more difficult. Throw on the fact you can't even revert back without the aforementioned survey, and yeah, I think this is the worst update from QuickBooks ever.  Why not focus on the more important issues, like working with banks to allow statements to flow in from ALL, same with credit cards? Why not look at the uploading errors that many are experiencing? Why not make the interface easier to follow if you're looking to bring in new customers? Why not focus on fixing and working on the s

How do I log a full balance statement payment made to a company's credit card with a personal checking account?

This is our first year integrating our preschool's QB Intuit online with Procare solutions.  We are encountering some tedious problems.  All our revenue goes to "Services" In QB, not the individual programs and as such, we have to manually change the revenue account on each invoice each month - very tedious. Also, sometimes invoices in Procare do not carry over to Procare even when "sent" to customer- thus, revenue understated. Has anyone else encountered these issues, and if so, how did you resolve.  When I contact Procare, they say to contact QB and vice versa.

It started last week and continues apparently now.

Hello,  My office has a Samsung Galaxy Tab A7 Lite for accepting credit card payments with the QB Go Payment app. Recently, the app keeps changing the screen orientation automatically from portrait to landscape. I have the screen orientation on the tablet locked. Does anyone have any recommendations on how to lock the screen in portrait orientation? Thank you,   

I have multiple companies with the same chart of accounts.  I want to export PNLs and compare them.  Because they don't all fully utilize the chart of accounts the same, the PNL's don't line up, which requires a lot of manual manipulation to get them to line up.  If I run a PNL using "All" accounts, then all the old inactive (deleted) accounts show up even though there is nothing in them.   I want to be able to export a PNL with the full "current" chart of accounts (ie without the inactive accounts) so that the PNL's all export identically.  But I can't seem to find a way to do this.  

We are considering a move from Sage Intacct to QB Online Advanced and would need to import a massive amount of data/attachments.  Is this possible?

Intuit is shutting down all desktop versions of QuickBooks except Enterprise, which is very VERY expensive and forces you to have them do payroll, so they'll be in your computer and it's very VERY expensive.  They expect to get large companies to use them but after their latest stunts.... Customer service told me: "your desktop accountants version is a commodity and you can sell it" How rude is that, when they are shutting it down in May of 2027 anyway. We would never do that, it's bad business.  We are looking for a non cloud based accounting package, double entry system, offers payroll and downloading.  We doubt we'll ever find a company who has the audacity to treat  their customers as badly as QB has. Their $1500  a year, every year increases was and is abusive.  To get QB desktop with DO IT YOURSELF payroll is $4900 in 2026!!!!!!!!!PLEASE, can anyone recommend an accounting package that is not cloud based, double entry system, offers payroll and downl

I run a small business and trying to understand our reports a bit better. I can't seem to find the exact answer in the forum. Our business revenue has decreased recently after being very profitable during the pandemic.  In July we had a Gross income of $120k with total expenses of about $115k giving us a net income of about $5k on our P/L. In addition to the expenses on our P/L my wife and I pull an owners draw (the company is an S-Corp) as well as have a few loans totally about $28k/month. We made the mistake of taking a shopify capital loan so are paying about $14k a month just for that.Our bank accounts don't seem to be decreasing at a rate of $23k a month so I'm confused how it affecting our overall viability. We have real fears we're missing something and will run out of money soon and go bankrupt.

I purchased in July / 2025 the Intuit Quickbooks Desktop Pro Plus 2024 Lifetime Activation for Windows - 1 User.Do I still have to pay for an annual subscription fee? 

Hello, Our company doesn't use the "Billable Expenses" feature at all in Quickbooks, though a large number of them have accrued in our file due to various imports and old transactions not having the "Billable" box properly unchecked.  In fact, nearly every expense transaction (journal entry, item receipt/bill, etc) that involves a customer name/job for tracking purposes defaults to "billable", which after several years, has added up to thousands of transactions over hundreds of customers showing "billable" items. So I'd like to try and get two answers here: 1. What setting to I need to turn on/off to *permanently* default all line items on journal entries, item receipts/bills, etc as non-billable, even if they are linked to a customer. 2. Is there are more efficient method to hide/mark unbillable all currently billable transactions beyond the method shown in https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/how-do-i-remove-a-mass-amo

I am trying to use the project module to track project expense budgets. I run a nonprofit that flips houses to raise money for Christian missionaries. In this model, the homes are basically inventory. All rehab costs are capitalized as construction in progress. Then when we sell the property, those costs are expensed as cost of goods sold. I am hoping that I can simply tag the transactions with a project tag and use the project module to keep track of my rehab expenses vs budget.

I am using QB Premier. If I create a Sales Order for parts x, y, and z. Those parts then need to be ordered from channel partner vendor so, from the sales order, I select "create purchase order" which will carry through the parts(or items) and quantity from the sales order to produce a purchase order that will go to the vendors. It also carries through the "customer" from the sales order which is paired with each item on the Purchase order. When I receive the parts from the vendor with an invoice and create the bill for that PO, all items from that PO have the "billable" box checked. I do not want this box checked. These are not billable to the customer except by the invoice created from the Sales Order. I have "unchecked" the preference to "mark all expenses as billable" but it appears that, because there is a customer paired with the item on the bill, that preference does not apply and the billable box is automatically checked! I spend a lot of time unchecking those bo

I downloaded my data, needed to change a column from True to False. Made the changes and when I go to upload back to QB, it says I didn't add anything so it wont. I thought we were supposed to be able to edit as well as add. That's what the descriptions says. 

Hello, I am looking for someone to assist me in recording my ADP payroll in QuickBooks Desktop. My accountant at the time had shown me how to put it in, but I'm starting to question whether or not it is correct. Below are the accounts that I use: Other Salaries and WagesFringe - FICA/MedicareFringe - SEP IRAFringe - Unemployment/WCPayroll Liability BenefitsPayroll Liability What made me start to question was that the accountant had set up a Payroll Liability Account but I've noticed I've never used that account in the many months of recording the entries so to me, something is off. Below is how I put in the entries - I enter them as a check and then post to the payroll account. Salaries: Other Salaries & Wages      12,982.10 (Gross)Fringe - FICA/Medicare        -2,931.16Fringe - SEP/IRA                  -287.55Payroll Liability Benefits       -330.84 &nb

I have been using QB for several years but suddenly 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?

I need to change the Unemployment Insurance Account number and I cannot access it. It keeps sending me to the employees and I do see a way to change it on the employee side. I have played with unemployment classes and it has not changed my access to that portion of the idaho tax info page.

Hi All, When I go to create customer statements for 90 days past due customers (should only be around 50 customers) I run into the limit of 4500 customers. This was added to QB Enterprise 2024 but wasn't a problem in any previous versions.I'm wondering if anyone has a solution to this as it has been a barrier for us to notify and collect past due customers.  

Some one took my money

When viewing my general ledger and other reports, for payroll there are several zero line items printed per employee.  How can I select the report to not print these zero lines?