QuickBooks Q&A

I've tried everything from disconnecting and reconnecting, clearing my cache, changing browsers etc to no avail. Has anyone experienced this?

In desktop enterprise - I had downloaded transactions from banking and entered.   then mistakenly downloaded them again and they are in the bank feeds downloaded transactions - about 50 of them.  Is there an easier way to delete them from that feed?  Thanks

I made the horrible mistake of subscribing for state and federal compliance posters you hang in your office. They take your money and let's say you're supposed to get them before 2024 so you can hang them in your office. I've done this for two years now and I don't get them until the end of the year when they're no good and you need to re-order. It's a joke, and then, when you call somebody to ask what's going on you get routed from one person to the next person to the next person to the next person I've never seen nothing like it. Nobody knows about it no way to cancel it if anybody has had this problem before, please let me know. I really need help. Thank you.

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I’m using QuickBooks 2017 and in the middle of writing invoices it won’t let me send emails. It’s saying it can’t connect to the server. It let me send a few invoices and then it stopped working. Anybody experiencing this?

Hi all, I could have sworn QBO advance had a Combined reporting feature, but apparently I am wrong. What are you using to make this happen?  I am seeing, Just Consolidate and JoIIn so far. Let me know. Year end is approaching and want to have this done. Thanks in advance and if there is a thread about this topic, let me know. I searched but only found DT. 

We are a nonprofit organization that has used our current QBO subscription for approximately five years. The existing file contains valuable historical financial data that we may need to reference for IRS, audit, grant, or internal reporting purposes. We are considering starting a new QBO subscription rather than restructuring our existing file, due to the extent of cleanup required.

Small and mid-sized business owners often waste precious time and face costly errors due to manual payment processing and payroll management. Our goal is to transform this by streamlining your operations with QuickBooks Online. By integrating customer payments and payroll directly into QuickBooks, you can eliminate manual work, ensure accuracy, and significantly boost your cash flow.    In today's video, we will focus on three core areas to help you achieve this efficiency: accelerating customer payments, automating payroll compliance, and gaining instant cash flow visibility for smarter, data-driven decisions.     Helpful Resources: Receive and process Payments in QuickBooks Online Check out the QuickBooks Payments website  Create recurring invoices and other transactions in QuickBooks Online Recurring Payments in QuickBooks Online Getting Started with Quickbooks Online Payroll

  As the year comes to a close, it's time to focus on organizing your books and prepping for tax season with QuickBooks Online. To help you stay on top of these essential year-end processes, we've created a concise checklist to guide you through the necessary steps.    For a detailed breakdown of how to complete each step on this list, review the Year-end Guide for QuickBooks Online.     This list is meant to serve as a reminder of some of the common tasks that apply to most businesses, but it is not comprehensive. So be sure to check for additional small business actions and deadlines that may apply to you.

Because of the way Quickbooks Online changes the nature of the Customer name when setting up a project (e.g., Customer Name:Project Name), I am finding when invoicing w/in the project module, neither the company name, if an individual is also listed in the company profile, nor the tax exempt status of the company is autofilled.  Consequently, I must remember to manually enter the company name in the Bill To field, as well as the tax exempt status of the company. Are others having these same problems and/or found work arounds?  Feedback to QBO seems to fall into the blackhole of issues needinig to be addressed.

Need a part time Accounting Specialist to handle QBO entries for 501 C 3 companies that do housing.  Will work in conjunction with Board Members, CP

Is there a tutorial that would help make that transition easier and accurate?

 My employees have several Service Items to choose from. One of my employees has recently not been able to choose on certain Jobs. It doesn't happen for all of them or all the time, it's completely random. I've sent him a new invite hoping it will re-set. Any ideas?  

XXXXXXXXXXX,XXXXXXXXXXX,XXXXXXXXXXX,XXXXXXXXXXX  (Quickbooks case numbers)   Quickbooks support has called me multiple times (when I have asked them to), but they haven’t explained their actions or where over $12,000 in payroll taxes vanished from my bank account. They withdrew a total of over $15,000.   I’ve contacted the IRS, and they’ve recieved the necessary forms (940 and 941 series), but they haven’t received any funds. The state of California was paid, though.   Quickbooks has the money, but they can’t provide any information about its whereabouts. I’m at a loss for how to resolve this issue.   I can’t keep getting them to call me (you can’t call them), and I can’t start an email thread with a single person responsible for this project because every email they send is marked as “do not reply.”

I have received a notice that the IRS cannot locate the 941 quarterly form ending 6/30/2022.  Is it possible to print that form and send again.  The current version that comes up is for 2025

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Hi All, Networked QB Enterprise. A customer of mine's backup is rejecting backing up his .qbw file as someone has it open at night on the server (file lock). Is there a way I can figure out what workstation(s) is the culprit?  (I wrote the backup up, so I can insert the culprit into the eMailed error log.) Many thanks,-T

Desktop QB 2024-MacFor years I have had 2 Credit Card accounts. Suddenly one has dropped off the Chart of Accounts. It still exists. It can be found. I can enter its name in the Enter Credit Charges routine, and successfully enter charges to it. BUT, it is not on my Chart of Accounts anymore, thus not available as a menu choice. I have to do a search for the account, and use that result to open its register. It is all there, but where is "there"? Any ideas? Where does it exist.

The inital import after setting up the connector worked beautifully. But no transactions have been imported since.

In the past when I would duplicate an invoice, all line-items were copied. Now when I duplicate an invoice, only the first line-item is being copied and the rest is omitted. Why?

As the year comes to a close, it's time to focus on organizing your books and prepping for tax season with QuickBooks Online. To help you stay on top of these essential year-end processes, we've created a concise checklist to guide you through the necessary steps.    For a detailed breakdown of how to complete each step on this list, review the Year-end Guide for QuickBooks Online.     This list is meant to serve as a reminder of some of the common tasks that apply to most businesses, but it is not comprehensive. So be sure to check for additional small business actions and deadlines that may apply to you.  

Hey guys, pretty disappointed right now, just bought QBDT Pro 2022 and it's not letting me activate, tried on multiple very high-powered PCs and all it will do is attempt to reach Intuit Experts who are not available because it is the weekend. I should have been able to purchase the Accountant version for $70 monthly but bought this Pro installation nonsense because that wasn't working, now this won't either. Very frustrating to say the least, Intuit has stolen multiple thousands of dollars from me via their Payments BS, owes me a check from last year and refuses to mail it, and now I can't even get a simple installation of QBDT to activate.If not for their products being great I would never deal w/ this company.  Little help?

We overcharged a customer who paid by credit card. The payment has been funded and the invoice is paid in full. I want to refund $44.13 to his credit card - this is only part of the amount of the invoice.I have already read this article on refunding payments. When I get to #7 in the online article, it is unclear whether it will refund the entire amount, or give me another window that will let me enter the amount. I did not press OK in case it automatically refunded the whole amount. I do not want to refund the whole amount.I went to Merchant Service Center, found the funded transaction, and reversed $44.13. 2 Questions: For #7 in the directions, will it automatically refund the whole amount, or give me the chance to enter the partial amount?Because I did the refund in Merchant Service Center, will the credit that comes back automatically match up with the credit memo?

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