QuickBooks Q&A

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

I have the Self employed services and the app won't let me log in. It keeps giving me a message saying I can't sign in with my email cuz I do not have access to their services. Which is false

I received payment in 2025 but didn't update until 1/2/26 and now it will mess up my 2025 tax summary.

I’ve been running into checking account issues that are not being handled. First, I’ve been noticing there are pending transactions that will not drop off of the account that are over 90 days old. This messes with what our actual balance is. We reached out to have this reviewed and was sent a generic response that there was no issue with the debit card. Which had nothing to do with what I initially called for. Second, we have an issue with a merchant that never provided product or the refund which they had to agree to do. I disputed the transaction 3 times with detailed information from phone records to emails from the merchant. Each time the next day, I get the same generic response, there's are no errors and that “Based on our review of your account and transaction history, we confirmed that your dispute is related to the delivery, quality, safety, legality, or other aspect of goods or services purchased.” Clearly, yes I know what my dispute is related to. What is the resolution

I am unable to log into my mobile app.  Account is not recognized

Does anyone have instructions on how to add the 2% S Corp health insurance premiums paid on one check at year end.   We are able to do a net $0 check in QBO, but I am not finding how to do this in QB desktop? Can anyone assist? 

See the attached for the popup that won't go away.   I try to select maybe later which doesn't work.   I open it to look at the info and then close it since I am not interested and it still doesn't go away.   It blocks part of my screen and is very annoying.   How do I make it go away permanently?   Thanks in advance for your help. 

Using the very expensive QB Desktop Pro Plus 2024. Each month, I've been manually downloading statement transactions from the bank and importing them into QB for account reconciliation. Suddenly, QB has stopped importing the transactions. When I try to do so, I get a "Select Bank Account" popup saying that QB "does not have an online account to handle these transactions" with 2 radio buttons: "Use an existing QB account" and"Create a new QB account." When I select "use an existing" (because these accounts have existed in QB without problems for years), no accounts show as existing. How can I fix this, please? I repeat that I'm using manual downloading, NOT bank feeds that connect directly to our bank. I wangled a tech support phone number from a reluctant QB employee, only to spend an hour listening to a very nice lady reading all the QB fixit articles I've already read and that do no apply to my issue. So Intuit will not help me.

I recently noticed a major change in the format of my emailed invoices (although this change has not affected the emails from one of my clients).  I strongly object to the addition of "Please pay this invoice on time" which I find overly direct and rude.  I have not been able to find a way to remove this verbiage and I will wind up adding a disclaimer in my emails to renounce it.  I have seen QBO threads about similar involuntary additions which apparently cannot be removed (yet, we hope).  Some posts start as far back as Feb. 2025 and I don't see that the QBO issue has been resolved.  I use desktop (even though QB is making it as difficult as possible) and would like this message to go away.  I will not update my client's QBDT in order to avoid this update.  If anyone knows how to remove this language or revert to the prior email format, I would be most grateful to know how to do it.  Thank you!

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I have spent hours on the phone with QB trying to deactivate automatic tax payments. At this point I am told QB will not allow the me to shut this off. This is totally unacceptable in my view. How can it be ethical or legal for a any computer program to access a person's bank account and tax accounts without informed consent? A person must be allowed to withdraw consent at any time without loosing access to their business accounting software. How can I manually pay my taxes while still using QB online payroll? 

Unable to get in contact with anyone at QB. Anyone else unable to run an accurate payroll because QB still hasn’t updated the new administration fee for South Dakota UI? Admin Rate still fixed at .02 should be .08 starting 2026. No options to edit and update admin fee to .08 in payroll settings. Only prior year selections of 0.0 and 0.2 available. 

Hi, I have just signed up for QB Solopreneur and am trying to find the email address I can email receipts to.I used to do this a few years back in QB self-employed. I don't want to upload files (too much steps for all my flights, hotel receipts, Amazon purchases).I do not want to connect it to a bank account since I have no separate business bank account. I have 1 client at a time, work 3-4 months for a client and then the next.I used to once a month work my way through the list of expenses to categorize. How do I find this email address in Solopreneur? Thank you! Eduard

When setting up Third Party Sick Pay, do I choose None or Compensation? Reason I ask is because I initially set it up that way but, when generating W-2s, I am asked to enter totals from the Third Party payor statement & it seems it is adding to my employee's wages a 2nd time.

Does anyone in the Community know or have advice on how to effectively navigate the Payroll Corrections process with Intuit?This is a summary and timeline of the challenge I'm experiencing:1) In 2025/Q2 a state tax was withheld from an EE's pay that should not have been. This impacted two of the EE's paychecks.2) The withheld tax has not been filed or reported to the state for which it was withheld (as we do not have a nexus or operations in that state--again, the withholding was unintentional).3) I'm attempting to "correct" the withholding from the EE's past paychecks and issue a reimbursement to the EE for the amount withheld.4) Between December 3rd and December 8th, I have had three phone calls with QuickBooks Priority Circle / Elite support to get help in processing the correction needed. Cumulative call time = 2 hours, 25 minutes.5) After the December 8th call, I received confirmation that the correction was in progress: 15148927631 - PTO477618 - 12/8/20256) On December 9th,

I have looked in my COA and they are all in order.  When I print my financial reports they are out of order.  It looks like the codes I put in recently are moving to the top of the reports instead of the COA order like it should.  How can this be corrected. 

I have connected my square account to my Quickbooks account since my business uses square for processing transactions. Why in the world does Adding a transaction from the app transactions page and then matching with the bank transactions tool work differently than adding the transaction from the bank transactions and then matching from the square app transactions? Doing it the wrong way completely screws up the journal entry for my bank account. Also, why does the connect to square app not have any method for syncing product and customer names? The documentation for doing it manually isn't very helpful either. I am quite disappointed in the experience I am having with Square/QBO integration.

Hi we recently moved our Quickbooks file from one server to a brand new server (Windows 11 compliant). A short while later we changed from Microsoft 365 to a Microsoft Exchange account After this we noticed we can send a sales order via email from Quickbooks but we can't send a sales invoice via email from Quickbooks. Does any body have any ideas?Do we need to also setup an email account on the server maybe?  When you log in to quickbooks on the server there is no outlook option. only webmail whereas on the persona PC they have webmail or outlook as an option Thanks in advance for your help

I have a stale dated payroll cheque in 2025 and I have not been able to find the employee to advise them about the cheque. We are now doing the year end and I need to do something with the cheque. I know how to reverse the cheque but because we reported earnings and deductions with CRA on this cheque, I am not sure how to proceed.  Any help or suggestions would be appreciated. I am using QBDT Linda

I upgraded my account thinking that I needed projects from one of the help videos, but nothing is working, many of the links are broken, and they do not say HOW to convert the time entry into an invoice. Any help would be appreciated.

  Hey everyone! It's that time of year again. If you've been thinking about W2s, then this Top 5 is just for you. Today, we're talking about filing, printing, fixing W-2s, & more.    Let's dive right in!    1. How do I go about adding Company Paid Health insurance premiums to W2 for shareholders?   In QuickBooks Payroll, you have the option to create an S-corp medical payroll item.   Here's how:  From the Payroll menu, choose Employees. Select your employee. Go to Pay types select Start or Edit. In Additional pay types, select S-corp Owners Health Insurance. Enter an amount. Or leave it blank, then enter the amount as you run payroll. Click Save.   To further understand S-corp medical payroll, read this helpful article: Set up an S-corp medical payroll item for your corporate officers.   I'm also adding this resource that might be useful if you want to run payroll reports in QBO to help you track your business: Run payroll r

After setting hourly cost rate for an employee based on regular hours paid, if the employee gets paid overtime, do quickbooks re-calculate the cost hourly rate to be reflected as expense the job?

Hello,We as a company use another application called Jobdiva for timesheet entries, generating invoices and employee assignments. And so, we import invoices from Jobdiva to QBD each time when we need to. There was an issue once few months back where the import didnt work for some reason on couple of invoices and we had to manually create the invoice for Quarter end closing. When we did so, we used '0' instead of following the previous number to recognise as a manual invoice. Since then, each imports is following the new invoice number format like .4, .5 etc...Though i went back and changed to the running number, the import is still following continuous number format after .280, .281 etc...Is there any way to reset this format to the previously existing one?i saw online resources for this for QBonline and not QBD. i also tried to do the below but unable to see custom transaction numbers. Edit > Preferences > Sales & Customers > Company Preferences, and check "Warn

Hello, The past few months I have been receiving the same amount of payments. however 1) I can't at the moment push through any instant deposits, and 2) when i check my invoices it shows that it's paid (in review) I need these payments ASAP 

I am out of town and am trying to install quickbooks desktop 2024 on an older Microsoft Surface tablet. Installation says it was successful however when I open QuickBooks it asks me for the type of business, I check General and it accepts it. I click Finish and quickbooks never restarts. I have been wasting my time on this now for three days and it is now payroll day. I have already canceled my payroll subscription with QuickBooks because I am so disgusted with their pricing. They have totally forgotten about the small business owner. I have been with them since the 1990s and I am over it but right now I need to get this issue solved. I may have to go to chrome remote desktop but the problem is there is nobody at my house to get that set up.