QuickBooks Q&A

I'd like to solicit advice from this group. Periodically, I have a situation where I get a check from a vendor. The check reflects payments received by the vendor for an event we put on. The vendor deducts their expenses and the check our organization receives are the net proceeds. In the past I have posted the sales receipts.  I then "write" a check against undeposited funds and then transfer the net to our checking account. My question then is whether or not there's a better way. Curious what other folks have done or do. Thank you!

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We plan to migrate from QBDT to QBO effective January 1, 2026.  Our current QBDT Payroll Annual Subscription ends in mid-December. We need to renew the subscription so we can complete our 2025 payroll and file end of year taxes and process W-2's. We've called several times for support to answer our questions and keep getting different answers. We're told the QBDT payroll is only an Annual subscription (we cannot change it to monthly). We'll need it for about 45 days (cancelling it the end of January) to complete our end of year tasks. We've been told that if we cancel the payroll service within the 60-day window, we'll get a full refund for the subscription. However, we've also been told that the 60-day window does not apply to renewals, so won't be applicable for us. We'll be subscribing to QBO payroll on January 1 and will process everything for 2026 in the on-line version. I'm looking for confirmation that we will not have to pay the entire annual renewal fo

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When you look to see if they approved an estimate you can't use the top search bar.

When entering a single day transaction, it used to remember the previous day you said you said you were entering for. So if you are entering an entry for today for someone for yesterday, it defaults to the current day & you have to change the day each time you make an entry. Also, we had it set to enter start/ stop times before - now you have to hit the set clock in /out every single entry you make in order to do so. How can these things be adjusted? Thanks!

Everytime I open QB  Desktop Pro Plus 2022 or 2023 Payroll Center, it crashes with unrecoverable Error. Reinstalled QB, Used direct Internet Connection, ran file doctor (no issues), opening portable file on different computer at different location. All attempts provided the same error. QB support data team took my file and told me everything worked fine on their side. It doesn't make sense.  When I open an older version of the same file it works but for some reason the latest file doesn't. After QB support data team gave up on me, I investigated further and found out that if I unplug my network cable, Payroll Center opens just fine. I have to process my payroll offline, then separately send my payroll information online without opening payroll center. Something is wrong with the payroll update where it pings the internet for something and then crashes. Like I said, my older file worked just fine until I update payroll. All other QB functionality works online. Anyone else havi

I understand the following: Even though I never see or store customer card numbers, I’m still classified as a merchant because I accept credit card payments. The Payment Card Industry Data Security Standard (PCI DSS) applies to any business that handles, processes, or transmits cardholder data  even indirectly through a third-party like QuickBooks (QB). QuickBooks is PCI compliant as a platform, but the merchant (me) must also validate my own compliance by confirming that: I use secure systems (no handwritten card numbers, no unencrypted forms, etc.)I don’t store card data locally or in any unapproved systemI follow best practices (password protection, secure Wi-Fi, etc.) I also understand that Security Metrics is a third-party company Intuit uses to collect that self-validation (the Self-Assessment Questionnaire or SAQ). The $85–$375 annual fee covers that service and their documentation portal  it’s not an Intuit fee for processing payments. In short, it

Just upgraded from QB Desktop 2022 to 2024 ... when I try to access Employees (even though we no longer use QBooks PR) I get a message about updating PR files and then QB crashes.  I checked for updates, installed everything I could find, and this still happens.  I don't have to have a subscription to payroll to access Employees do I?

I can use Quickbooks for writing checks, making deposits or reconciling but when I try to open payroll, it immediately crashes and shuts down.

When trying to save as a PDF, My Quickbooks does not allow the function stating " QuickBooks Can't Complete The Current Action Due To Missing Component". The suggested fix is to run the QB Repair tool which I have run multiple times to no success, I've made sure i'm completely updated as well but i'm still unable to save a PDF.

Hello,I submitted request to publish my profile on Find-an-Accountant. However, the request has been rejected. I contacted customer service but they didn't know the reason. I emailed and called the accountant manager seeking the reason but I didn't receive the response until now. I don't who to contact to find out the reason to fix it from my end. I appreciate your advise in this matter. Below is the email that I am keep getting."Thank you for submitting the information and expressing interest in being published on the Find-an-Accountant site. We appreciate the time you dedicated to your application.After careful review, we have determined that Intuit is not going to approve publishing your profile on our Find-an-Accountant site. All of the documentation you submitted with your application has been deleted Find-an-Accountant.We do appreciate your interest in the Find-an-Accountant site and wish you the best for your business"  

I have been having issues with Merchant Services for 2 weeks.  I keep getting this error message when I go to Banking>Make Merchant Service Deposits.  Error message is Merchant Services Error: TypeError: Cannot read properties of undefined (reading 'getObjectVersionMajor').  I have been on the phone & screen share with QB four times since last 11-5-2025 to resolve the issue.  The issue will be corrected then happen again the next day.  I have attached a screen shot of what I am seeing when I select Customers>Link Payment Service to Company File.  For whatever reason the Merchant Services keeps unlinking to my company file.  I have spent over 8 hours over 4 days with QB & QB Merchant services.  Suggestions?

I am working on finding the best way to configure the payroll items for the new IRS guidance that says the catch up contributions for employees over the age of 50 and who earned more than $145,000 must be made as Roth rather than pre-tax.  Is there a way to do this that does not require us to manually update the employees record once they reach the pre-tax limit of $24,500?  

Ever since last weeks update, my Sales Widget is useless. No matter what time period I choose to display, it only shows this years chart. I can no longer choose This Week, Today, Last Week, etc.  I have left feedback daily since this has happened to no avail. Just wondering if this is system wide. It shows the same no matter which browser I use and on the desktop app as well.I will never understand why QB seem to always choose the worst possible time to do updates that cause such headaches for businesses. 5 weeks left in the year. Every year, Q4, they do craziness. 

is there someone in this community that can tell a human being that works in QB to stop making changes that don't work? Stop stop stop stop 🙎

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I receive deposits regularly from an entity that pays me for sales made on that platform. Before sending the deposit, they subtract expenses for fees and shipping. I want to be able to track those expenses. The transaction downloaded from my bank only shows the final deposit amount so I would need to add splits that are both positive and negative for those categories (Income, Shipping, Fees). And advice or help is welcome!

QB please stop making changes if you can't make them work

Can I change my Customer Payments from going into Undeposited Funds? 

The system currently shows the annual max of $31K. How do I change this for two employees only? Thank you.

I have created a new estimate form (docx) that we would like to use to send estimates to our customers.  However, when I attempt to pick my form type (Estimate) on the Import Form Style page (Gear Icon > Custom Form Sytles > New Style > Import Style) the Estimate button will not highlight and once I click away from the Invoice button it will not highlight either. I can press the next button, continue to the next step and Browse and select my custom form, click next and "check My Template".  I get the "Success!  Press Next below to continue" notification and all of my mappings match correctly and are good.  When I proceed to the next page I get the notice that "Your template was perfect!".  Everything looks good and is in its place.  When I click save, I get the "Name your style" window.  I give my style a name, but when I click the Save button, the border around the style name turns gray and nothing happens. If I create a new Invoic

My revenue is inflated on job profitability reports. Does anyone have any ideas on how to fix? I went through every bill and unchecked the brilliance box hoping that might work. It did not. I made sure every deposit is linked to accounts receivable, that didn’t work. Any ideas? 

All of my invoices are being sent with link to pay via ACH/Bank even though at the setting level we have this disabled. Any other ways to change this so we don't keep getting ACH payments and being hit with the fees?

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