QuickBooks Q&A

As year-end approaches, I am curious how others are managing their workflows in QuickBooks Online. For those actively closing books or preparing reports right now:• Which steps tend to take the longest?• Where do you find yourself repeating the same actions?• Are there any workarounds you rely on more heavily at year-end? I am especially interested in understanding where time is spent outside of the core accounting work itself.Appreciate any perspectives from those in the middle of close.

For whatever reason our Azure Virtual Desktops (Windows 10 Multisession hosts) get this Denied Access error on Accounts.intuit.com no matter what account we try on any browser, on any host. The hosts are behind an Azure Firewall but we're seeing nothing blocked on our end and we're catching a 401 error with a 4225 message - ACCESS DENIED. Outside the AVD platform it works fine.   

Hello, A couple of years ago, I sold part of my business that is being paid for in monthly installments. Not knowing any better, I created an invoice for the total amount of the sale, and then each month I send the buy the updated invoice that has tracked all the payments and interest added. The problem is, that in my P&L reports for the year, it shows the total amount of the sale rather than the amount that was paid that years. For income tax purposes, I can easily do the math, but I was wondering if there is a better way to have QuickBooks track this sale. Thanks in advance.

I had a customer say they accidentally paid with the wrong credit card. How can I issue a refund?

No text available

So I'm always doing the same stuff in QBO over and over. Like manually categorizing transactions that should already have rules set up, or making the same journal entries every single month for accruals.Bank feeds are another pain - I'm constantly fixing duplicates or hunting down missing transactions during reconciliation. And don't even get me started on rebuilding the same custom reports with the same filters every time I need them.QBO has automation stuff but it never seems to cover the things I actually need automated, you know?If you could automate ONE thing you do repeatedly in QBO what would it be? What task are you just sick of doing manually?Genuinely curious what's eating up everyone else's time.

Thanks for reading this. We have Intuit for payroll. When I go to https://qbo.intuit.com/app/payroll/reports/tax-liability Where do I quickly find the reports, listed below: We have QB desktop.  Intuit is NOT linked to our QB. 1) 941 quarterly, 940 Annual, DE9 & De9C Quarterly, W3? 2) Any time saving tips? 3) What phone number should I call for support on this, someone else calls in payroll.What verifying informaation are they going to ask? I do NOT want a referral to a QB ProAdvisor. So appreciate the help!  Thank you!

We have the MN PFML all set up from the wizard, but when running the first payroll of 2026, it’s calculating pretax this should be post tax.   How do we fix this? Also when adding to new employees, it adds the regular ones and no ui ones - none of them add the rates.  

If an employer is supposed to report SS & Medicare Taxes that were withheld from an employee by a Third-Party for short-term disability sick pay, but aren't actually supposed to withhold those taxes because the Third-Party withheld them, how is that addressed on an employee's paycheck? QB will not allow to withhold only the Employer portion of SS & Medicare taxes without withholding the Employee portion as well when posting the Third-Party Sick Pay to an employee's record. How am I supposed to ensure an Employee's W-2 is correct if I'm not supposed to deduct Employee SS & Medicare taxes from Sick Pay but it's supposed to reflect on their W-2?Can this be addressed through a liability adjustment versus a payroll item or does Third-Party Sick Pay have to be posted within an Employee's "Paycheck"? I hope I'm making sense.

Very annoying! Every 7 days when I open my company file, QB asks me to log into my Intuit account (so I can use Payments, Payroll and TSheets).  We don't use any of those features.  I shouldn't have to log into an Intuit account!  It's a security issue - I do not wish to open a connection to Intuit wherin it might have access to my organization's financials.  If we don't need Payroll, Payments or TSheets, we should not have to access an Intuit account and with so much hacking in the world today, we should not have to open up a connection to Intuit that could possibly expose our data - it's not secure no matter how much security Intuit tries to bake into it. How do I stop Quickbooks from requesting that I log into my Intuit account?  Is there a way to turn off this nagging request - so far the best I can do is to select the option that says Remind me in 7 days.  Where is the Never remind option or the setting to turn it off or the smarts in the ap

What are my chances of getting a download of the 2008 version of Quickbooks Pro I have my Key and product ID.  I cannot run the Setup_QuickbooksPro2008.exe as it wants to download the install file.

Trump just signed an executive order declaring December 24 and 26, 2025 to be federal holidays. I don't imagine that will affect the payroll direct deposits, but can someone confirm how that will work?

We kindly request  assistance in identifying a user “system administrator” who on December 1st 2025  processed 3 invoices  and a purchase order without any authority from the finance department in our system.This same user also uploads files and changes settings on random days and raises invoices as well.This is all done without any trace of login in the audit log.Kindly but urgently advise how to manage or delete this user. How can we resolve this? Secondly, how can we manually add our bank details in QBs so that they come out on the invoices.

No text available

No text available

I reworked all the numbers. My debits and credits match. I have also tried subtracting a penny and adding a penny to see if it would accept. No luck.

Has intuit desktop payroll software service been revised to include the new no tax on overtime wages law?

My employee deposited a payroll check# 2601 and the deposit was declined because the bank implemented a new system that requires I approve the deposits online daily which I missed that day. To get the employee paid properly, I printed out a new check for him to deposit #2609. It went through fine and he got paid. However, when it came to reconciling my bank entries, the #2609 check isn't appearing for me to clear in the previous month's reconciliation since the old #2601 check wasn't properly voided/created. How can I correctly fix this? I don't want to mess it up further.

I cannot run payroll at all, Quickbooks Enterprise Desktop keeps crashing because of the OT Rule questions that keep popping up.  You answer the questions and then QB crashes and will not let me run my payroll!!!

No text available

I cannot get my OT AL Exemption set up correctly. The automatic wizard one does not work for me because we work all over the state and have multiple local taxes we have to pay. Does anyone else have this issue?

When I connected several business credit cards to my business, my bank also connected a personal card. I have disconnected the card from the bank, and excluded all of the transactions, but I need to remove the account from the chart of account, AND make sure the account is zeroed out. Since I believe that you can never remove an account once it is added, my only option is to make that account inactive. Will that zero out the account too, since it should have never been added. I discovered the issue AFTER the bank was connected and I had selected the cards to add, apparently the bank added other cards too.  And I only discovered this when I had to create accounts for QBAO during the linking process.  There needs to be an option to disconnect that card during the setup process. Any additional suggestions would be appreciated ThanksElliot

No text available

I cannot use an existing account to create a new one inside Chart of Accounts. Previously this was possible. It seems Intuit has removed this capability.

I need to unlock my payroll account so I can process payroll this week.