QuickBooks Q&A

It's still broken.  See case xxxxxxxxxxx  on your side, Intuit/QB Team.   I recreated the issue with a support member on the phone.  Then a few days later got a message saying they couldn't recreate it.     Here's an easy way to recreate it.   1.  Set up an item as not taxable. 2.  Set up a customer as NOT tax exempt.  Make sure they're in a taxable state like Wisconsin.  3.  Create an invoice using the item created in step #1.  Make sure the ship to is a taxable state (like Wisconsin). 4.  The item should not be checked as taxable as the item itself is set up as not taxable.  This is correct. 5.  Check the taxable column on the item in the invoice. 6.  Watch the "taxable subtotal" change to the correct amount. 7.  Set sales tax to "automatic" 8.  Notice no sales tax is calculated.   It's a HUGE problem.  I will not call in again and waste an hour to do this again.  F

The American Express bank feed into Quickbooks is buggy and keeps changing.  First, there was one connection.  Then, there was a new connection called "American Express - QBDT." Then it changed again to split delegate access to a separate connection.  The delegate connection worked fine for a period of time and then it stopped syncing all of the supplemental cards.  Now I have one feed that works, and I have to manually export/import the rest of the cards that exist under the primary account.  This creates several hours of extra work a month for a task that was previously working.  When will this be fixed?  What workarounds exist?

I would rather use my keyboard to initiate a new transaction. Is there a short cut key?

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Hello friends. Last fall, a cleared transfer between banking accounts from several years ago somehow got deleted. The deletion does show up in the discrepancy report. Now my beginning balance for reconciling for both accounts is off by that amount, and I haven't been able to reconcile since the deletion.I've duplicated the transfer, but the discrepancy remains. I have tried both clearing and removing the cleared status on the duplicated transfer, but the beginning balance does not change.I only have access to my previous reconciliation, so I cannot go back to when the transfer was originally reconciled.I thought I could figure this out on my own, but nothing has worked -- I need your help.How can I fix this so I can get my reconciliation back on track?

Need some help.  I have an employee that is over 50 who can now use the catchup provision for 401(k) contributions.  The catchup contributions will be subject to Roth provisions while the traditional 401(k) contributions will be pretax.  How do I setup the different contributions in QBO?

I purchased this Quickbooks pro 2016 outright. I have no need for the updates and perks. No online payroll etc. At the moment, I’m down to the last time I can access without logging in. I would absolutely log in to the intuit account (although it shouldn’t be necessary) but every time it has come up, it just spins. Been spinning for about half an hour now. Intuit customer service was returning my call half an hour ago in 5 or 10 minutes. My next step will be canceling the log in, backing up the account, printing everything and doing it by hand for the near future. Any ideas out there?Very frustrated. 

Revenue by customer on the statement of activity detail is $16,626.19 and on the Transaction list by Customer it is $4,625.00. 

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When selecting an accounting or tax solution, careful consideration is key. This guide is here to help you make an informed decision when committing to a software that supports your business.   If you're already using QuickBooks, this is also a risk-free way to trial new features. None of the actions taken in these testing portals will affect your existing company data. Each one comes equipped with pre-filled sample company data, enabling you to try out everything QuickBooks has to offer.   Unsure where to start? Check out our guide on choosing the right version of QuickBooks for some detailed insight on each offering. QuickBooks Self-Employed The Self-Employed version puts an emphasis on simplicity. This ledger-less bookkeeping system seamlessly tracks income and expenses to make tax-time a breeze for those who need to keep their focus elsewhere. It's accessible from anywhere you have an internet connection, using a web browser or the mobile app. Click here to tes

None of my Synchrony accounts will connect and havent since 1/8/25. When I try to update I get the following messageThis account isn’t available. If there’s a temporary error at your bank, it should get fixed soon. If this account no longer exists, you can disable this connection. Otherwise, try linking the account again. (324)When I click recoonect it opens the connection page, looks like it is connecting, but then loops right back to the  Quickbooks home page. I've tried a private browser, I've cleared my cookies and cache. 

I am the Admin on our QB Time and accidentally deleted a time entry for myself. How do I re-enter it? I don't remember how long the duration was for.

Is anyone else having trouble with the No Tax on Overtime update?  Every time I try it my program crashes.

He is required to pay FiCA as a self-employed minister, however he is exempt from withholding. Do, his wages are not in the FICA taxable incime boxes.

I forgot password. I do not have access to the email account I signed up with or the phone number when I registered it. Have spent over 5 hours on the phone with support and still can't open QB. Have done everything that I was told to do. What do I do now?

I am trying to reinstall an old Enterprise 15 that I had on my Surface Pro 12 that crashed and is in service. I have used this version for years and installed it on the Surface in Dec 2024 WIN 11 without problem.  I use it for a small club that I am treasurer for for the past 15 years. I have tried for 2 days to install it on a temporary machine till I get my Surface back (and will have to install on that again too) but I keep getting a message. I have my license number and product key but keep getting this message. Any idea?  I have been trying for 2 days now. The message I keep getting now is "Sorry, we need to verirfy your subscription before installing QuickBooks, but we can't connect to our servers. Please try installing again later." Thanks

Several advance payments have been made to employees against our payroll. The advances were occasional and for various amounts. Payroll was run as if no advance payment was made and the cheque cut for the nett pay, less any advances made during the period. The bank transactions cannot be matched to the payroll as the amounts are not the same. How could this be dealt with to match past transactions, and how should this be done in the future? Thanks for any assistance!

Invoices have been paid using paypal. So I need to mark them as paid. Usually no issues but I have 3 now that just give me an error popup.

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I am writing to ask for help logging into my account. A brief history: I started with Quickbooks Online. A few years later I switched to Quickbooks Self-Employed. For this step I had to create a new account and migrate my data manually. I then chose to change to the Quickbooks Solopreneur option. I received an e-mail confirming that my data migrated successfully to Solopreneur. I attempted to log into to Solopreneur. The only account I can see associated with my login is the old Quickbooks Online account. I can see that the Solopreneur subscription is active, but I can’t access the Solopreneur interface. What steps do I need to take to log into Solopreneur?

In preparation for printing and mailing out my employees' W2 forms, I updated the mailing address of some seasonal employees who are living out-of-state. My business is in Minnesota and all of our operations are in-state. However, after changing those addresses in the Employee files, the two states where those employees are currently living (Oregon and Missouri) now show up in my payroll tax setup screen, and QB is prompting my to fill out tax ID numbers, UI account numbers, and tax rates for those states. This doesn't make any sense. I do not operate in those states. I do not see any options to "Delete state" from my tax setup. QB will not let me proceed with any tax payments or returns until my tax setup is complete. The employment location for these employees is still listed as Minnesota. As a test, I changed the employee address to something in Minnesota, and now that state disappears from the Tax Setup screen. But now the address for that employee is not correct. So

I'd welcome the opportunity to run a 5-year multi-year comparison P&L report.

Hi all, i think i messed it all up. What happened:1. I created an invoice to a customer2. 50% of amount was paid, and I recorded that in the invoice3. Due to unforeseen circumstance, I've to cancel the invoice due to stock inavailability for order4. I voided the invoice, and that effectively turned the invoice into "zero"5. I created a refund receipt of the said 50% amount back to the customer What I'm having issue now, I've to confess I might have done something along the way but I can't recall each step1. When I browse to the customer, the recorded 50% payment in step 2 above shown as "unapplied", and due to the invoice is already voided, I can't link this payment to the invoice and it stays "unapplied"2. I guess due to that, my refund receipt to the customer now effectively cause the customer has "-ve" of the 50% amount rather than "zero" What should I do to get out of this mess? Any guidance/advice will be much appreciated. Best regards