QuickBooks Q&A

We have 1 customer that receives their invoice as a winmail.dat instead of a .pdf.  This ONLY happens when we send out bulk invoices in the monthly batch.  If there is a single invoice or an estimate sent to this client, they receive it correctly as a .pdf file.  The sender and recipient are both using Microsoft Office 2019.  This has been a problem for us with both QuickBooks Enterprise Solutions: Professional Services 21.0 and 22.0.  I have set Outlook to send all mail from our side as plain text per QB's instructions.  Creating a non-professional email just to send out bulk invoices to all of our clients is a non-starter, not just from a professionalization standpoint, but also from a security standpoint.  Is there a different mail setting within QuickBooks for sending invoices in bulk compared to sending just a single invoice?

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Hi everyone,I’m looking for some practical advice on managing invoice numbers in QuickBooks Online.In real-world use, invoice numbering can get messy when you have:- Multiple users creating invoices- Imported or migrated data- Manual edits to invoice numbers- Gaps or duplicates that affect reportingI understand the basic settings, but I’m more interested in how experienced users handle this at scale.Some questions I’m curious about:- Do you prefer auto-generated numbers or custom formats?- How do you avoid gaps or duplicates over time?- Any best practices when migrating from another accounting system?- Things to watch out for when editing invoice numbers manually?Would love to hear what’s worked well for others in long-term use.Thanks!

Ever since I did the payroll update, the federal withholding being deducted is drastically more than last year and I’m not sure why. Can anyone explain this or has it happened to anyone else?

Is there any way to add an additional 1.5x rate, based on an employee's standard hourly rate, rather than calculated and updated each time there's a raise? Similarly, can we tie OT to the employee's pay rate, rather than their highest pay rate? Adding a custom pay type to the employee is messing with their OT as well.

Anyone else having issues looking at estimates and invoices on the app? There are days where they won’t even show up for me so I have to go to my customer directly to find a specific estimate or invoice. 

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2021= $5402022= $5952023=  $6452024= $7022025= $7022026= $810 Anyone else think the price increases are way over the top? 

I have been using Quickbooks Premier 2021 Desktop for a while. I purchased an updated version with license and product numbers.  I can't open my current desktop version.  I'm asked to login to my Intuit account but the pop-up window does not completely load.  I login into my account directly with no problems but it did not "reset" the counter when I open the desktop.  Any help?Thank youJeff

I tried to install my 2019 but when I get to registration I just get the endless spinning 4 dots.  There are other articles about this but no resolution.  I tried to call support.  They told me because I did not install it when I purchased it they will no activate it for me.  Does anyone have a work around or information?  I asked to speak to a supervisor and was told there are no supervisors and there are no other actions that can be taken to resolve my issue.  This is ridiculous.  How can they legally prevent you from activating software you paid for?  I've been using quickbooks and then enterprise since the mid 90s.  This is a terrible way to treat any customer, especially someone who's been loyal to a product for so long.  This is just morally wrong.

We hired an employee in July of 2025.  He entered the wrong SS#.  I just discovered it  now the first week of 2026.What should i do? All my quarterly federals have his wrong SS#.   All our state monthly forms have his wrong SS#. Please help. ThanksLDO 

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Hi, I have already done final payroll for 2025. Now I find out that the owners want PUCV added to their W-2's instead of being part of their dividends. I know it should normally be added to the final check but we are beyond that now. How do I create a net zero paycheck for the PUCV amount that will reflect this onto their W-2's? What I have in my Payroll list so far is as follows: Type: Wage - Auto Gross upType: Deduction - PUCV - Net Pay OffsetType: Co Contribution - PUCV Taxable BenefitI have tried several configurations with no luck. It either comes up with no tax withheld, the Gross amount not showing in wages, negative amount in the net, or a doubled gross amount in the SS/Medi W/H in the report.  Any suggestions?

Hello -We recently realized that one of our employees hire date was incorrect, and when trying to update it noticed it is greyed out. Upon researching further, we realized that ALL employees Hire Date in their Employment Info tab is greyed out! We moved to a new QB Company file 10/01/2024 and don't recall this happening in the old company file. Is this a change? What if we enter the date incorrectly; how to we fix that?Please advise and thank you!Wendy

Balance Sheet Online,Current Assets Bank are perfect with a sub Total.All Liabilities work ok with sub Totals on the same Balance Sheet online.But the Fixed Assets & All other Assets are all lobbed into one Sub Total. (Bad )The Phone App works Perfect as it should to break down each Category E.g.Current Assets Bank with sub-TotalOther Current Assets with sub-TotalFixed Assets with sub-TotalOther Assets with sub-TotalPlease fix the Online Report for there is no way of fixing it ( I have tried), As this should be the Norm not a Tweak.I am sending in my books to the accountant before the end of this monthPs. My QB 2008 Pro that I came from to QB Online, all Reports worked perfect with no TweakingVery happy with the QB Online so far.Richard Sherwood

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For example, we have begun to process payroll internally for 2026, there are still quarterly taxes that are due but those are paid through mypay. I was going in to add Quickbooks as my agent, but it will not let me unless I remove mypay. If they still have taxes to process should I change this?

Why can QB not figure out column spacing?  I enter bills for hours on end, typically copying and modifying.  Without fail, the (Expenses) Account and Amount get squeezed so small that most of the data is blocked.  Meanwhile, the memo field expands to be about 80% of the line, again cutting off Job and Class. I widen the narrow columns every time.  I save invoices with the correct spacing.  Without fail, QB takes it upon itself to go back into my saved bills and resize my fields.  Why?  Just leave our data alone.  We got this.

Can I renew my subscription, Quickbooks won't let me enter anything until I renew. I don't know how to do it.

Title says it. Came across an item in the Turnover by Item report that showed 2 sold when I knew 3 had been sold in 2025. The Item Quick report for the same item shows 0 on hand as of 12/31/2024, 3 purchased 2/25/2025, 1 sold on each 3/3, 8/15, and 11/25 and QOH at 0 as of 12/31/2025 so inventory all tracks correct.  Here's whats interesting, the turnover report said last sell date was 11/25/25 (matching the item quick report), but that particular invoice, i noticed the QTY field was blank. Changed it to 1, saved and closed, and refreshed the turnover report, and now it shows 3 as it should.  How can the same report that said the last sale date was 11/25, not reflect that sale in the report because the qty field was blank instead of 1? Most of what we sell on walk in sales, is not multiple qtys so that field is left blank more than it is filled in. Items that went through the estimate>sales order>Invoice process will have the qty set to 1 automatically if

Three weeks ago I had a notification that my Capital One credit card was no longer connected.  I clicked the link to restore the connection and it said it was already sharing with QBO.  After trying a few times, the credit card disappeared from my banking feed.  It is still in my chart of accounts, but has not updated in 3 weeks.  I have gone back to Capital One through Link Account on the banking page and it says it is still sharing.  I have tried to get help from the limited chat app and a case was created.  I have now received my second generic email saying they understand my frustration and are working and they promise to send the next email in another week.  How do I restore my credit card feed?

  Hello QuickBooks users, and thanks for joining us. We want to ensure you feel confident and prepared to start this new year with success. As an employer, providing accurate W-2s to your employees is crucial. The forms can feel daunting, so today we’re covering them in this mini guide so you can understand what each box means. We will walk you through the form including when you need to file them.    This guide focuses specifically on QuickBooks Online. To help you manage everything, we've broken down the key requirements for a smooth start to the new year.   Why do employers have to fill out a W2 form?    How to fill out a W-2? What does each box mean?      Box A is for the employee's Social Security number. Box B is where you enter your employer identification number, or EIN. Box C holds your company's name and full address. Box D is for the control number. This box is often left blank unless your company uses control numbers to keep records interna

Most of our customers pay several invoices with a payment that also includes deductions for things like advertising costs, shortage or damage claims, etc. we then issue a credit memo to apply to the resulting balance that remains on any invoice included in the payment.   I set up an item "Advertising" linked to the Advertising Expense account, and then I set up sub-item to track advertising of specific products, because some of the advertising charges our customers deduct are for general advertising and some are for promotion of specific products.  Over the past year, I created several credit memos with multiple line items for the various advertising deductions taken by customer. Now I am reviewing our sales data for specific customers, and I know the total for the item "Advertising" (general advertising), is much more than all product-specific advertising combined. However when I run a "Sales By Item Summary" report, the amounts from the credit memos for the s

When entering a Recurring Transaction that was created as a Reminder. The system is not recognizing that the entry was made and the next date doesn't change. How can I correct this issue? 

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