QuickBooks Q&A

we invoice customer upon delivery of their order. on occasion, the invoice will be sent after the invoice is sent to the customer, thereby, the overdue message appears on the invoice. how can we turn this messaging off. however, if we need to send a reminder later, we would want the message to appear.

This has worked a hundred times but now I can't update an existing customer. I ad the current address for the work to be done. No no matter what I type the update button is grayed out. 

QBDT had a glitch while processing payroll. Payroll comes from Intuit QuickBooks Time. Once the glitch was taken care of and payroll was processed it has been found that the hours for the payroll has been duplicated on reports and on time sheets. Employees were only paid for the hours worked, but the reports and time sheets show exact duplicates of those hours. How do I identify which transactions are NOT associated with payroll and how do I remove them?Any help is appreciated!Thanks,Jill

Hello - I recently migrated over to QB online from Enterprise and have a need to share certain memorized/custom reports with our production staff.  I do not want them to have the ability to run/access any other reports available (i.e., P&L's, A/R's, etc.).  Can someone please walk me through granting permissions for certain reports to certain users without granting access to all reports available?

Hello - I'm trying to get a report in Quickbooks Desktop enterprise that shows customer payments AND the customers payment terms.  We are manufacturing and need to communicate to our shipping team that payments have been made for customers that have been on hold until payment is received.  I've created a report that shows the terms field but it does not carry over the terms for the customer.  Any advice would be appreciated.

Can't adjust date on claims expenses or I get an error. I pay reimbursements through payroll so that's the first issue. I have to manually put in the reimbursement amount when running payroll and then do a journal entry to reverse the totals as in my payroll …it goes to Reimbursements but the expense claims goes to another expense account. My second and more urgent issue is my employees sometime submit claims that are from a prior month. Say I am running Nov 15 payroll and they submit an expense reimbursement dated 9/3/2. I can’t have the entry to go to the prior closed month as those books that have been submitted and we can’t change. Does anyone else have this issue and do you have a workaround? Thanks

on the Sales by customer Detail report, when I go to the column filter. it's not giving me the normal filter choices to choose from, only the ones that are already being used. It keeps locking up as well when I try to close out.

I create a PO with the cost and the sales rate and then when the actual bill comes I select that PO.  It will then have the customer who is suppose to get billed for it and it shows up as a billable expense for that customer.When I go to make an invoice for that customer and choose the billable expense it puts the cost on the invoice not the sales rate how do I get this to show sales rate and not your cost. 

Good evening, We have automatic payment set up to pay our business telephone bill and the phone company ACHs the amount of our monthly bill from our checking account. We record this transaction and pay this bill through Bill Pay. Last month, the phone company incorrectly withdrew an additional $37.41. I tried paying the bill through Bill Pay and creating a credit memo to be used on our next bill, but my totals are off when I reconcile the bank account. Is there another way to pay the bill in QuickBooks Desktop besides Bill Pay, so I can show that we paid more than the amount on the invoice and a credit will automatically be applied to the account? Thank you.

When I go to an existing invoice and click "duplicate" it creates a new invoice, but instead of having four different revenue items, it is only duplicating the first item. This has never happened before. Please fix. It's a bug

I am trying to schedule bill payments and for the past 3 days am getting a "failure" pop up window, which says "exceeded number of payment attempts within 24 hours". I am not sure what it means, how many payments or attempts are we allowed? and how can I make sure my vendors get paid on time by scheduling payments in advance (and not having them rejected)?

I do accounting for about 10 companies and where 7 of them have payroll, 6 out of 7 of those companies are missing almost all payroll filings. The only reports is showing up is the State Unemployment tax report. I'm missing 2023 940, Q4 2023 941, W-2s (A, B and C), W-3, and couple of other state filings like the FMLA and WA CARES (I don't really need those 2 but they are still not showing up). I called support and they were able to make my 940's and 941's show up for 2 of my companies and another person said the W-2's won't show up till Jan 15th, although my 1 company that is ok has them showing up so I feel like she just said that to get rid of me, we'll see tomorrow if they show up. I waiting a few more days to see if this was some kind of glitch and if the reports will show up again but nothing yet. I know at least another 1 or 2 people were having similar issues in the forums, but wanted to post this here as our problems didn't seem to be exactly the same. Anybody el

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When I click on Disconnect this account on save in Edit Account Details for a credit card, I get this error:JSON decoding error: Instantiation of [simple type, class com.intuit.financeaccounting.fitransactions.banking.service.bankaccounts.GetInitialDataResponse$Account] value failed for JSON property olbAccountId due to missing (therefore NULL) value for creator parameter olbAccountId which is a non-nullable type; nested exception is com.fasterxml.jackson.module.kotlin.MissingKotlinParameterException: Instantiation of [simple type, class com.intuit.financeaccounting.fitransactions.banking.service.bankaccounts.GetInitialDataResponse$Account] value failed for JSON property olbAccountId due to missing (therefore NULL) value for creator parameter olbAccountId which is a non-nullable type at [Source: (io.netty.buffer.ByteBufInputStream); line: 1, column: 1910] (through reference chain: com.intuit.financeaccounting.fitransactions.banking.service.bankaccounts.GetInitialDataResponse["accounts"

Hello,How do i create an dynamic email template for vendors when bills are paid? i did these steps, but cannot see Main email, payment date, Reference # in the dop down insert fieldEdit - Preferences - Send Forms - Company Preferences - Bill payment stub - New Template i was also unable to insert any dynamic field in the subject line itself. Please assist.-Sowmya  

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How to text an invoice to a customer

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As of this week (10 Nov 2025), when I pull the Inventory Valuation Summary report, it gives incorrect and old information.  It is also missing the majority of our Inventory Items that I know we have in-stock, with positive QTYs.  I know for a fact that at least one item was deactivated / QTY zeroed out long ago, yet it appears again on the report with a positive QTY. Alternatively, I can run the Product/Service List report which shows our Inventory Items and their respective QTYs, yet the QTYs reported there are also incorrect.  I looked into a couple of items with negative QTYs:  they both had Inventory QTY Adjustments done that gave them each a positive starting QTY.  Since then, there have only been customer sales invoices which reduced their QTY.  However, when running a history report for each item, only the customer sales show up, but not the Inventory QTY Adjustment (resulting in their negative QTY).  I can pull up the Inventory QTY A

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