QuickBooks Q&A

Hello, everyone! I hope someone can help me because it bothers me a little that I can't contact someone directly from this company. They always charge my subscription through Apple, and I want to change that because I run my business from my cell phone, and I can't mix credit cards and payments. I need someone to tell me how to change my billing information.

I am trying to complete my Profit and Loss, but many transactions are missing from my bank account. I reconnected my bank, but it still didn't work

Every time I send an invoice to a customer and intuit popup appears asking me to log in. If I click X it goes away but am I supposed to enter my email address and password or am I getting scammed? 

See attached image. Is the balance supposed to be 140,250 or am I missing something? [attachment containing PII removed]

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I have no idea where to begin with the new bill the President enacted regarding OT for the employees!!  HELP

So far I've gathered the below from trial and error along with other community posts:  Cannot preset package details and weight.Cannot use customers shipping account.Multiple packages in one shipment is not possible.Negotiated shipping rates are not properly implemented.Previous manager allowed your invoice number to reflected on the label.There are no reports that can be downloaded.If you have different locations with different UPS account numbers, the system does not allow this.I'm sure a community manager will reply with some boilerplate response that provides no solutions or answers. 

I just categorized all transactions and reconciled having everything accounted for, or so I thought. I checked my bank statements and it is off for what the income says when I run the report in QB. How can I problem solve? Or what could’ve done wrong? Or is this how I can double check if done my accounts correctly? 

How to add signature required on my labels created through Shipping manager?

I have a question about how to categorize personal non-income debits, such as returning a personal purchase, or even just a friend paying me back for dinner. for years, i've been categorizing these as "Personal > Income > Returned Purchase"; however, today I noticed that if categorize it as "Personal > Shopping" it changes my total income and expense numbers. is one or the other of these a better way to do this, and will the difference have any effect on my tax reports?

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 My landing page has changed and I no longer have a Custom Reports tab.  The reports are there, but I have to start typing a report name into a search box to get the list of available reports.  (Also there is no Help function on the page.)  The system administrator has confirmed that my access allows me to View Company Reports.  Thanks. 

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How do I create a loan account that has an initial amount where a portion goes to a fee, another portion pays off a credit card account, and the balance is deposited into the checking account?

Hi everyone, I wanted to start a discussion around simplifying everyday bookkeeping and operational updates in QuickBooks, especially when information comes up during calls, meetings, or while multitasking. In many small businesses and finance workflows, expenses, notes, follow-ups, or reminders are often recorded later—after a call or at the end of the day. This can lead to delays or missed context. One approach we’ve been exploring is using voice-based integrations with tools like Gennie, where users can speak quick notes, expense details, or follow-up tasks and sync them with the tools they already use, while QuickBooks remains the system of record. Example use cases:Capturing expense notes or reminders by voiceLogging quick summaries after client or vendor callsCreating follow-up tasks related to invoices or paymentsReducing context switching between conversations and bookkeepingI’d love to hear from other QuickBooks users: How do you currently capture fina

I am a new user of QBO.  I recently started working with SecurityMetrics to ensure I am PCI compliant.  According to their training, one of the things I need in place (we all need in place) is a written agreement with any third-party service provider (TPSP).  Is QuickBooks considered a third-party, or are they a second-party?  If a third-party, how do I go about getting a written agreement from them?  My efforts to contact QuickBooks via any online available methods put me in an endless loop that doesn't get me anywhere.  I'm calling Sales in the morning, which seems to be the only available phone number.  Does anyone know how to get in touch with QuickBooks via email?  If QuickBooks is the only platform thru which I conduct any financial transactions, what are the next steps I should take?  Any guidance is thoroughly appreciated!   Cheers!  

Hello - our Checking and Savings Accounts with Digital Federal Credit Union connected to QB were both working correctly through most of this year. The Checking Acct connected to QB is still working fine; it updates correctly and I'm able to reconcile successfully. The Savings Acct, however, threw an error starting in August and stopped being able to update transactions. I attempted to 'fix' the error through the QB UI, but nothing happened. When I contacted QB Support, they were not able to make a successful connection to my Savings Acct and suggested that I import the transactions manually. I exported the CSV file from my bank and tried importing it. While the import was successful, it imported ALL of the transactions as positive - i.e. deposits - when there were both deposits and withdrawals on the file. Several attempts at changing the format of the file have not been successful - it sees all of the transactions as positive. This makes it impossible for me to reconcile the

How can I stop this popup from coming up every time my users make a change on an order? We just pgraded to Desktop Enterprise 21.0.  

Bank changed login page , I re-added the account and now have duplicate bank account , how to merge them without loosing old account transactions ?  When creating report the old account and new account both are showing up .

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Hello! I use the Batch Edit feature for invoices with QBO Advanced every month. I edit hundreds of invoices with this method each month and wouldn't be able to do it otherwise. This month, for some reason, this functionality has broken for my company.  QBO only displays 'Something's not quite right. Please retry.' when I try to save invoices with batch edit. I have tried different web browsers with no change, and I have tried batch editing different invoices, one or two at a time, and just retrying the same edit attempt constantly. Please help! I really can't think of anything that's changed in our set-up from last month, yet this feature doesn't work, and the error message displayed doesn't give any explanation at all as to what the problem is.  

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Is there an option for the funds I received from my customer to be available instantly? I have a qb payments account but don't have a qb online subscription