QuickBooks Q&A

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There are 3rd party vendors such as Affirm or Klarna. Has anyone used these with Quickbooks?

sign in to quickbooks on laptop?

QBO accrued accounts for workers comp accrued premium is not equal to calculated amounts on worksheet. Should we be doing quarterly adjustments?

How do I send the invoice link for my customer to pay me

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The error message says upload failed.

We added some codes that are not in our accounting system so we need to unapprove and unlock our current payroll in order to remove the coded days for several employees. How do we unapprove and unlock an approved payroll with errors?

I refunded a customer some money and that now shows as a separate transaction in my checking account register in Quickbooks Online. But Stripe factored it into a transaction that includes a few customer deposits, simply reducing the deposit by that amount. How can I move the refund into this other transaction while still having it on record that a refund happened? I need to do that so the stripe deposit and what's already in the register match.

I approved hours in the TIME module and then synced it to the payroll module. Now I find I need to unapprove one employee's hours.  Do I need to unaprove his time in payroll first  (?)  .....or do I just go back to the TIME module and unaprove.ThanksLDO 

I set up my application, and it’s already in production. My concern is how many connections the app can handle?

Before we got the TIME module (formerly T-sheet)  we paid bereavement as a pay type.But now we have TIME and I see that Bereavment can be a PTO in the Time module. I understand that that if we set bereavement up in the time module it can be requested off in the workforce app, and then it can go be synced with the Payroll module.  But i think it doesnt go to the Payroll-Bereavment becuase it goes to paid time off.  I want it to go to bereavement. This doesnt seem to be a problem with Vacation.  If an employee requests vacation off in the workforce app it does sync with Pay type and not paid time off.  1. Should we pay bereavement as a pay type in Payroll  or as a PTO choice in the time modules workforce app?2. Should we pay HOLIDAY  as a pay type in Payroll or as a PTO choice in the time modules workforce app?3. Should we pay JURY DUTY   as a pay type in Payroll  or as a PTO choice in the time modules workforce app? I

UMMMM. Is anyone else SUPER frustrated with the merchant center NOT matching any other information on invoice payment other than the amount paid?*QBO has chosen NOT to include the actual invoice(s) paid.*The transaction ID is not the same a the Payment ID within the QBO transaction (Transaction ID:1a0l2i71 | Paid via QuickBooks Payments: Payment ID 204-757).*The client paying is not always the client being billed (MacDowell | Stewart).*How in the * are we supposed to figure out who is paying what when a client has MANY invoices of the same dollar amount (09/21/2025  $3,310.79 | 08/25/2025  $3,310.79  | 08/19/2025 $3,310.79 |06/21/2025 $3,310.79)?I have now spent an hour+ researching one client's payment, and the only way I figured it out is because the client sent me their redacted banking info. SERIOUSLY?!

What is the benefit of entering a PTO code in Payroll before you enter it TIME sheets? What are the consequences if you enter the PTO code in Time before you enter the PTO code in Payroll?Thanks 

Per it's demand, I include description , price, type, and taxable. Now it's demanding that I provide inventory qty. If i do that I'm afraid it will add additional inventory into my system. If i try to use the old layout, it auto populates "quantity as of date" WHY?!?!?

taking so long to process an entry in QB?

Click date in calendar defaults to November 7, 2025. Format required is mm/dd/yyyy (11/07/2025) but system won’t let me change it. Can only perform these processes on desktop. Very weird since it is online, so they definitely need to fix this iPad issue.

we have many, over 2k, of classes. we use them to collect costs by property. i have been doing some house keeping and changing active classes to inactive. i thought, silly me, that this would stop me from accidentally charging an old completed class (bills, GJE, checks, etc) with any more costs as the property has stopped incurring charges - except by my data entry error. BUT making a class inactive does not prevent me from charging that class. So, what is the purpose of inactivating a class?

I cannot link to USAA, there is an option when I select a bank of "USAA Federal Bank Saving - NEW" However, when I try to link it throws an error before even asking for login credentials.The help message tells me to download a QBO file from USAA, but they do not offer that type of download, only CSV. I see this has been answered a dozen times and no real answer has been found. Please help.   

I am not able to add a new employee.  I have called multiple times and they have opened a ticket.  Its been a month with no resolution.  I keep on getting a message:  Something went wrong, and we couldn’t add the employee. Try again.  

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I used to be able to go in and view my past invoices, estimates, but now from the app, I can no longer do that. Anyone else having that problem?

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I have a subscription service and use Paypal subscription buttons but want to move to QB. Basically set up a recurring invoice.

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