QuickBooks Q&A

Why is QBO doing this, and how do I fix it?  When I click on my P&L, the details are blank and I can't open the transaction.

I'm running test 1099 forms to make sure everything is accurate for the end of the year reporting.  I use classes (I have two) in my Quickbooks Desktop software to track the assignment of expenses.  I've mapped everything out for all contractors eligible to receive a 1099-NEC and I'm noticing that QB is not pulling in an entire class of mapped accounts.  Can someone help me troubleshoot this? 

Withdraw QuickBooks checking teller

If anyone can share excel import file set up that would be helpful too

This customer has provided 3 different card numbers with different names and addresses. Is there a way to report this to law enforcement

How do I input mileage from a past event? When I click on create trip and try to change the date, it will not let me. 

I use QB Desktop Enterprise 23.  In older versions, class names would print on voucher checks.  I print checks with VersaCheck.  I've looked everywhere and can't seem to find a way to add class to the voucher section.  I only get Account, Memo, and Amount.  Has anyone been able to do this?AI tells me this:In QuickBooks Desktop Enterprise 23:❌ Voucher stubs will NOT print Class, regardless of printer, driver, or stock❌ This is not VersaCheck-specific❌ This is not fixable with templates or preferencesSo any solution that relies on “voucher stub = class column” is dead in QB 23.That can't be accurate.

No text available

Tired of the frantic, last-minute scramble every December? This session is your friendly guide to mastering year-end like a pro, without breaking a sweat. We're cutting through the complexity and giving small business owners the quick, actionable tips for using QuickBooks Online and QuickBooks Online Payroll to wrap up the year successfully. Consider this your cheat sheet! We’ll also make sure you’re ready by highlighting all the important 2026 dates you need to have on your radar.     

Hey everyone, welcome back to another Top 5! Are you curious about how to handle month-end closing, fix beginning balance issues, or unreconcile a monthly statement that has already been reconciled? If so, then you're in the right place! I'll be covering some of the most commonly asked questions on Reporting & Closing the Books.    Let's dive right in! 1. How do I perform a month-end close? Thanks for asking, let me go ahead and walk you through it!   Here's how to close the books: 1. Choose the Gear icon and select Account & Settings. 2. Choose Advanced. 3. In the Accounting section, click the Edit icon. 4. Check the box labeled Close the books. 5. Enter a closing date. Transactions dated on or before the closing date cannot be changed without warning. 6. Decide what you want users to see if they try to save a transaction that is dated prior to the closing date: Choose Allow changes after viewing a warning to make a war

So - I pay sales tax in both NY & NJ - but when I go to the "sales tax returns" page - for "all statuses" and "all agencies" - I am not seeing NY - only NJ. This is a problem since QBO was upgraded - in the older version it appeared fine. This is a screenshot from the "all sales tax returns" screen. You can see that all agencies is chosen - and a paid NY return shows up - but the open return (due in 2026) is not showing. If I "view summary" on the paid NY sales tax return from last year - and then change the dates to the current year - I can clearly see taxes are owed.  Why is this not appearing? 

The clock is ticking! Before the calendar flips to 2026, you have essential, time-sensitive actions to complete to guarantee a clean year-end close and smooth tax filing process.   Pay special attention to the final payroll deadlines below, as missing them can lead to processing delays and errors on your W-2s and 1099s. You can check out the full Year-End checklist for QuickBooks Online Payroll here.  

is there a way to print account and class on voucher checks quickbooks online? thank you

No text available

I have been trying since Aug 19th of 2025 to re connect my Discover CC. I get an error 350 code and when I try to connect it tells me to try again later. I have changed my password, cleared cache, incognito mode etc.. I talked to QB who said it was not their problem and told me to call Discover who then told me that nothing is wrong and and to call QB. I give up

I am trying to enter a vendor credit in QB Enterprise Desktop and my accountant said to put it to the same account to which the bill was assigned but QB won't allow that. So what account do I assign credits for inventory items?

I'm almost certain I've seen someone creating bank rules in QuickBooks Online that by default do not feature having the memo from the current transaction.For the life of me, I cannot figure one reason I would want all future bank memos to be what is currently on the one I'm creating a rule for, but here we are. Yes, if I delete the text it goes away and keeps the original memo, but is there a way to make it no longer an option? I make sometimes hundreds of rules every day and not having to delete the text every time would be a huge time saver.&#x1f605 Thank you!

No text available

We used Laplink to move our files from a Win10 machine to a Win11 machine. It seems that everything except the PDF printer is working. The file QBPRINT.QBP is missing and multiple repairs and Tool Hub Print & PDF Repais later, the problem still exists.I am tempted to completely remove the software from the Win11 machine and reinstall. Any constructive advice?

No text available

When I look at my expenses or pull up my profit and loss statement it shows my payroll twice. It counts the company gross pay, in addition to the net and the taxes-how do I fix how this is labeled/recorded in quickbooks?

No text available

I keep getting a message that someone has accidentally unplugged the network. I am using Quick-books Pro Desktop?

No text available

Hi guys,I am planning to get an accounting software developed which will also have integrations with QB and SAP. I was recently reading a guide on how to get the accounting software developed and read a mention that accounting software help save 40% time, reduce 90% fraud risk, and save $16/invoice. Wanted to see if you guys have seen any such outcomes? Even if you don't have specific numbers, it would be helpful to know if you saw any perceived improvements in line with what the stats suggest?