QuickBooks Q&A

i am using quickbooks recurring payments. my customers are not receiving an email if their credit card is declined. They only get receipts if the payment is successful. how do I automatically notify them of a declined charge?

Hello,  Im trying to enable QBO payments without a SSN.  I do have an ITIN, but it's not letting me go forward.  Has someone experienced this.   Thank you Paulina 

I have a client with 10 employees and this payroll date 11-28-25 QB changed all the employees direct deposits to manual checks...anyone had this happen and what was the explanation? 

Often when I do a check run, the last check in the run does not register as having been printed although it was.  The next time I do a check run, that check is printed again with a different check number.  I often catch it and I have to rip up the check and renumber it on the check register.  Last time, however, I missed a customer refund and 2 checks for the same amount were sent out.  How do I fix this problem?

If the manager entered data incorrectly, I still need to be able to see it to fix it.

Hi there,I have been unsuccessfully trying to upload my bank statements (manually) from my Scotiabank account. It normally works like a charm without any problem but for some reason I get the “uploaded file isn’t a valid Web Connect file” error message. I made sure to download as .qbo file, have cleared my browser cache and still no change. What should I do?

I just learned that while being forced to upgrade to Enhanced Payroll that I'm now eligible for free Direct Deposit. I go in to "My Payroll Service", click "Activate Direct Deposit" and I keep getting Error 50004saying"We’re unable to complete your request with this email. Contact your admin to activate direct deposit."I AM the admin. I'm the only person who uses Quickbooks. I am it. The single office employee of my husband's buisness.....who did not set up quickbooks. I am the admin.  I've tried relogging in differently and it says it will send a code to my email....it never comes. Quickbooks...if I could rate your product and service over the last few years....it would be a half of star.

Hello, and thanks in advance for any help or suggestions. I am having no luck in saving a PDF file through QuickBooks as well as when I try to send an email through QuickBooks. I get this message every time :  I am running the latest version of QuickBooks and it is fully updated. Also, I am running Windows 11 and it is fully updated as well. I have already downloaded the QuickBooks Tool Hub and run the "QuickBooks Print and PDF Repair Tool" and it didn't fix this issue. Thanks again in advance for any help.

Job location geofence set for time card check in and out. Can you set the a rule so the employee can only clock in when shift starts or within 3 minutes.

has anyone had an issue with quickbooks locking on an invoice number (or credit memo) and just adding dashes to the new number?! - i now have 15 invoices with all the same prefix - as it was not caught. VERY frustrating. this is on enterprise and multi-user which i have never done before (uuugggghhh)

Bank of america connections are all broken. Error 105 on every bank of america connection since the morning of november 4th. Customer service has no clue. Bank of america connection through other services (bank to bank account verification etc... outside of intuit) are not experiencing issues so it is definitely an intuit issue. Anyone else?

When I started invoicing for this week, I've found that when I use Alt+M to jump to the Customer Message box to add date range information, it now shortcuts to the main menu to "Move to Intuit Enterprise Suite".If I click on Move to Intuit Enterprise Suite, it just tells me that I don't have an active contract for that.  I don't want a contract for Enterprise Suite, I just want to be able to get my invoicing completed in a timely manner.Am I the only user that used the Alt+M shortcut?  Is there a new shortcut to quickly move to that box?

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I am still using QB Prem 2020This is more a question to other people importing Square transaction data in QB and having some rounding issues with item sales tax.We recently opened our store and use a Square register for our sales transactions. On a daily basis I download the Item Detail CSV and the transaction CSV from Square, merge both files then import them as sales receipts into QB.I just wanted to find out here if other QB users have the same or similar problem with Square sales tax rounding and what you do in QB to fix rounding differences.My problem is how square does the sales tax rounding (or lack of) for items that use sales tax. One of our items sells for $6.00. We charge 8.75% sales tax, which should be $0.525. Square does not round it to $0.53 but rather shows $0.52 in the tax column of the item detail CSV. When I import the sales receipts, QB round the sales tax for this item to $0.53, thus, causing a difference of $0.01. Strangely enough, when I display all those it

All income transactions have been categorised but each time I check before and after an income transaction has been categorised the total income for year to date does not change.

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I have contacted the IRS and their system shows correctly. QBO won’t update without consistency with the IRS so all my staff tax forms show my personal name instead of my business name.

Hello, To begin with, thank you very much for taking the time to read my question! This issue has been going on for a few months, and now I'm ready to turn to others for assistance, so all help is truly appreciated.When I run my "Sales Tax Liability" report, the sales total does NOT match my other reports. Please see attached photos. When I run the "Sales by Product/Service Summary" or "Sales by Customer Summary" reports, I get an amount that does not match the Tax Liability report. The Product/Service and Customer reports do match each other though.The difference between the reports for the month of December is $1,122.71. The difference in November was $1,428.96. I spent hours looking through each and every transaction, and I cannot find where the discrepancy might be. I exported the Sales by Customer Summary report for November and went through every sale separating out subtotal, tax, total, etc. and couldn't find the issue.Any and all suggestions or ideas or solutions are

I'm new to non-profit (although in this case, I don't think that matters) and new to expenses paid in other countries with foreign exchange fees.  If someone can either point me in the right direction to a video where I can get this information or explain how to process this one transaction that would be so helpful.  The transaction was done in foreign country, Thailand, using a debit card from the US, so the charges have been converted to USD.  It's an expense for a ride share, so I will use the category Travel and under that is Taxis and shared rides for the main expenses, but I assume I should create a new expense to track the foreign exchange fees unless there is already a category in QB Online for that that I missed?  I am attaching two screenshots.  One is the receipt for the transaction and the other one is the bank transactions that came through.  My current plan is to put the three foreign exchange fee amounts in a foreign exchange expense categor

The new shipping manger is a horrible product, it is so slow to use a web based form and product. Since we are all being forced to change from the old efficient way of processing labels, what are others using? This new method is so slow, so many clicks and settings. No defaults like the old way, and it can't just send the label, it has to print it into yet another web browse and then make you find and print. What a dumb method, it's like they never used their own product.  I am looking for a replacement or a path to use the old method.  I have been using QBD for 20+ years, but every update really moved the needle in the wrong direction. I am using Enterprise because I want the full features without the hassle of using online services. I print labels all the time and what use to be a couple minutes to make and invoice and print a label, is now a few more minutes to navigate the shipping system. Oracle is looking better and better.

I am using Quickbooks Online Plus for a new non-profit.  I am setting up a new expense account and realized that the "Expense" account type is no longer available in the dropdown menu.  However, in my chart of accounts that was preloaded for this company there are many account types that say Expense.  My question is whether the Expenditure account type works the same as the Expense account type or is there another option I should choose for an expense.  The particular account I am wanting to set up is Tithely fees, but I want to pick the correct option that is equivalent to the old Expense category.  I'm attaching a screenshot to show the options I have in the dropdown.  Thank you! 

Trying for over an hour and a half to bring up old transactions from 2022 to get an expense report by category.Can ANYONE HELP!!

We charge clients for copies and postage that we incur on their behalf. On the desktop version, I could enter them as statement charges but that option does not exist in the online version that I have found.

Hi,Our company has these active subscriptions in QBO:* Quickbooks Advanced* Quickbooks Bill Pay EliteWe need to know precisely what the limits are for how much we can send using "Quicbooks Bill Pay Elite".Specifically:1. Does QBO set a daily limit on the total number of payments we can make?2. If yes, does QBO apply this limit to the day that we schedule the payment to go out on or the day that we actually enter the payment into QBO?  3. Does QBO set a daily volume limit on the sum of all of the dollars of all of the payments made that day?4. If yes, is this daily volume limit for the day that we schedule the payments to go out on or the day that we actually enter the payments into QBO?5. We believe that the dollar limit of any individual payment that we make is $450,000. Is that correct?6. Does QBO set a monthly limit on the total number of payments we can make?7. If yes, does QBO apply this limit to the monthly that we schedule the payment to go out or the month that we act

The previous shipping system allowed me to ship our items via FEDEX or UPS that were dangerous goods (hazmat). Where did it go???? Everything we ship has to be labeled and needs the hazmat forms.Why did you change that?????!!!!Now I have to use the carrier's software instead of just shipping directly from Quickbooks?Thanks for making it MORE DIFFICULT to use this software instead of easier.So if you ship items that have batteries or dry ice or anything else that requires those special forms, you are screwed over by Quickbooks. Wonderful.QB Enterprise Desktop ($$$$!!!!)