QuickBooks Q&A

I am getting frustrated with the Sales Tax Category field always changing to a suggested option every time I make an edit to an inventory item - as simple as renaming it, updating price, etc. Why can't it just keep the original category I have selected? Why does it have to always change it whenever I make even a simple change? I have to always change my category back to my default or previous option because the system always just changes it to something else.

Has anyone else experienced a security breach recently? 

I need to import my QuickBooks desktop to my QuickBooks online account

As an IT Pro, I pretty much install QB, setup companies and thier backups. I do not really spend any time "using" the program. That said, I have been doing that much for over a decade. I have rarely ever done "performance" testing when opening files, I'm just used to it being slow, generally taking the better part of a minute or more to open, especially on older Gen 4-6 CPUs with 8GB Ram. Recently I replace a 5th Gen i5 that had 16GB RAM, the OS and QB App on an NVME and data on a 3.5" 7200 RPM HDD with a newer 10th gen i5 10500 CPU and 32GB RAM, NVME for the OS with QB and moved the data drive in it's entirety from the old PC. Never tested performance on this or the the old machine, which died. I have learned, from testing, that if one opens a company file and then closes and reopens the file, that QB opens the file faster the second time???? A few months later the client wanted to update the other machines. I suggested we "promote" the above machine to "

I can't find the list of past created Journal Entries

New to QBO payroll. Imported employee has a rate/hr, but this should be rate/day. How do I fix it?

As the title says.  The new shipping manager is terrible and useless.No default settings are available.  No way to remove the built in shipping carriers even if you don't use them. No way to roll back to the old version unless you uninstall and install older versions. No way to make return labels or charge to a third party like the old option.  It truly was a leap backwards in all ways.  A new feature no one asked for or wants.  Intuits hallmark.  I swear your developers don't listen to customers at all.I spoke to a support rep this morning who confirmed the current new shipping manager is useless.It won't use phone numbers if there are dashes.  There is no default package options for size and weight. It has to be entered each time.  No way to set your default carrier either.I tested the full update on a machine and lost access to the old shipping manager.  Thankfully none of our workstations updated so I disabled updates for the time being.

Has there been an update to include this? Has anyone found a way to make this work and keep the taxes straight?

I am trying to set up a Roth 401(k) deduction for employees that is only to deduct the percentage from their regular payroll items and not include their bonus. Is it possible to set up for it to automatically calculate on their pay without their bonus?  Thank you.

I am trying to set up a client for Direct Deposit. Quickbooks is asking for the principal officer's ssn but the individual does not have an SSN in order to set up the company's direct deposit. Does anyone have a solution to this in order to continue to set up the account?

Where to edit profile details

What does it mean when a payroll direct deposit is returned with the reason 'receiving bank not qualified'?

I am looking for the 941 tax reports

  With the end of the year approaching, it's crucial to ensure your financial records are in order for a smooth tax season, and QuickBooks Solopreneur can help you navigate these tasks seamlessly. To help you feel organized and prepared, we've compiled a handy year-end checklist to guide you through each step of the process.   For a detailed breakdown of how to complete each step on this list, review the QuickBooks Self-Employed Annual Tax Guide.     This list is meant to serve as a reminder of some of the common tasks that apply to most businesses, but it is not comprehensive. So be sure to check for additional small business actions and deadlines that may apply to you.

I have monthly auto-invoicing set up for clients.  I have a few people who set up auto payments on their end.  I often end up with credits for prior months changes to billing.  The new months invoice when you view it reflects the credits in the amount due but then auto-pay is charging the full original amount.  How do I fix this?  It's leading to lots of overpayment and it's snowballing.  I have the setting to auto apply credits on by the way.

why qb is still holding my money and does not transfer even after I provide them every info they asked for? Its more than 3 week now. And payment is hold until further notice that could be a week, month, year, or even longer. Sp bascially saying for f yourself.

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I wasted 2 hours of my time between doing my own research trying to find it and using online support.  When I went to support live chat, that person spent over 30 minutes before "transferring me" to advance support which was just to put me back into the que for another person to try the same stuff the other person did.  I am trying not to be mad but I am.    I am trying to add request deposit on my estimate so when the client receives it they can pay the deposit if they want to move forward.  I followed the below instructions and there is no request a deposit under the product/service.  I have deposit's active under my settings.  Yes I can switch it to an invoice and then email the invoice to get the deposit but those are extra steps and time.    There is no option to email customer support to discuss this so I am putting it to the community.     https://quickbooks.intuit.com/learn-support/en-us/help-article/job-estimates/requ

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I am looking for anyone that has converted from online services to desktop enterprise with payroll and if you have used a 3rd party to do the migration and were you happy with the service?Pat 

Not only has Intuit increased the price of desktop by 162% over the last five years, they are charging for the entire year at once. Online can be billed monthly. How do I transfer my desktop to a monthly subscription? It's bad enough that Intuit is "punishing" desktop users with price gouging because we refuse to use an inferior product, but that kind of price increase being charged up front is total BS!!! And I don't even use the payroll! QB desktop 2021 $399.99QB desktop 2026 $1049.00

The title explains this well.  I've got a Safeway purchase incorrectly marked as interest paid in QuickBooks Online.I have some questions:Who made this Rule?  Did I do it and unaware?  Did QuickBooks Online create the rule automatically?How do I 'turn off' this rule?  How do I navigate to these rules?Should I make a new rule or just post the Safeway purchases manually?   My only aversion to using rules would be mistakes going unnoticed until it is too late.  Below is what I see in the Transaction Bank area - my credit card activity. 

I've been struggling for the last 6 months with multiple random batches not importing through the Amazon Seller integration. Support has been no help and continues to make up excuses as to why it doesn't work and have basically told me to figure it out myself. I have at least a half dozen batches and hundreds if not thousands of transactions to import. As a QBO Certified Proadvisor and user of Quickbooks products for over 25 years, I am extremely upset and disappointed but I won't go off on that tangent now. (Shout out to Marggi in support as she has been the only person on my team trying to force the issue. With year-end coming up for my clients, I just can't continue to wait for help.) I've downloaded the XML file and done my best to convert it into usable data within Excel. I decided to reverse engineer some of the batches that actually came through to make sure I was categorizing everything consistently the integration. Unfortunately, a couple of the numbers on the sales

Hello Team,We have a customer that had the qb enteprise standard and they recently upgrade to qb desktop enterprise platinum, they were requesting to setup something called workflow and according to some guides of intuit you have to go to an option called "Setup approval process" however once we install the new version the option doesn't show under the company tab.I have reinstalled quickbooks a couple of times and i have installed the general business, the contractor edition but nothing seems to be working. I even try to install quickbooks again on a new computer that i recently just got but it showed the same issue. On the attachment you can see what it suppose to show under company versus the quickbooks I have installed. Can someone help me on this? I'm frustrated at this point since intuit customer service didn't helped me at all, I spent like 3 hours on the phone with them.