QuickBooks Q&A

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Workforce scheduling not working.

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The schedule in QB time is not loading or in QB Software

When I click on schedule to see jobs for the day it won't open - says problem loading - try again later. It has been over an hour. I have signed out and back in with no luck

The workforce App is working fine. I have tried clearing the cache in google and I have tried the incognito method as well as loading it in microsoft edge, but still the schedule does not load, it says Problem Loading, please close and try again.

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First time post. I ran my profit and loss statement and noticed I was missing expenses from inventory. I purchase sport trading cards that I look to flip via eBay and other online sites. When I purchase these items, should they be categorized as Inventory or Inventory Purchases? I'm only seeing Inventory Purchase on my PL statement, so I assume all of my "Inventory" items need to be moved to "Inventory Purchase"?Also, is there a way to do this in a bulk format? 

I've cleared the history, cache, used different browsers, restarted to computer. Still same error. Other apps seem to be running fine. Approvals, reports, time entries, etc.

I’m hoping someone can confirm whether there’s a way to bulk update existing accounts in QuickBooks Online with new account numbers. Here’s the situation:My entity has around 1,000 accounts in the Chart of Accounts.Almost none of them currently have account numbers.I’ve already built an Excel file that assigns account numbers to each existing account. I know about the “Batch Edit” feature in the Chart of Accounts, which does make editing easier, but it still requires me to copy and paste each account number one by one into QuickBooks. That’s not what I’m looking for. When I try to use the import/upload feature, it only seems to add new accounts, not update existing ones. Right now, our fallback plan is to have someone spend the next week or so updating all 1,000 accounts manually, but before we go that route, I wanted to check if there’s a better, true bulk update method available. Has anyone found a reliable way to do this?

Why is my upload failing every time I use snap receipt on iOS? It’s worked fine in the past, but for the last three days nothing has uploaded.

Issue I am new business owner and I did not realize that I needed to keep my cash deposit exactly the same as my cash sales receipts. I am using square integration and my bank is also connected to QBO. Usually I would just take whatever amount out of the register and deposit it. I now know this is the wrong way to do it and its definitely easier if it matches the sales for the day. Unfortunately, I did not know that. Generally speaking I can get my deposits within a few dollars or cents. But I cant get it to match exactly. Any solutions would be greatly apricated.

How do I create a budget from data in QuickBooks SE?   Trying to create a budget, but no options exist in the SE online product. They do exists for other variants, but I haven't been able to find anything for this one. Any ideas?

I ran a special payroll for one of my employees for one week instead of the usual two weeks, but it didn't run the second week for her

It should show up in QB invoicing but does not.

In Switzerland no institutions play with QBO, so we are forced to enter and reconcile everything manually. Our credit card calculates bills to the closest CHF0.01 as normal, but bills us only in CHF0.05 increments. There is always a discrepancy (e.g. actual due is 43.23 and the billed and amount due is 43.25). According to the bank, it all comes out in the end, but it means that I can never properly reconcile unless I add counter-balancing entries? How do others handle this problem, if at all, thanks.

A quick, no-calls workflow to get 1099s done on time:• W-9s: send a short request email + 2 gentle reminders (I have a template).• TIN-match: run a quick test and keep a simple “verified” proof for your files.• Export: map vendors to a clean CSV that imports to QuickBooks 1099s (Box 1, Tax ID, address, etc.).If you’d like the 90-sec intake form and the email/CSV templates, comment “1099” or DM me and I’ll share them.Happy to answer any step-by-step questions here too. 

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Dear All,First I would like to thank you so much for your support on this platform, everytime I face an issue I find the solution here.In our non-profit organization, when donors donate through PayPal we receive the net amount in our bank after deduction. So to book this in a way when the donor ask for a report of his donations and can see exactly what he donate without any deductions, I split the income into:1. Full donation amount recorded under the donor name (income).2. A negative amount for the fees recorded under PayPal fees (expense).What happened is, when I run a report for this donor's activities I don't see this contribution!Is my booking wrong? Could you please advise?Thank you!

I have 5 Ledger accounts from the July 2025 50% off for a year for Pro Advisors. I'm ready to migrate my desktop clients, but have been unable to find any step-by-step instructions to do so.  Most of the videos are a year old and their screen shots do not match my actual QB desktop or QBO screens.  I have been a QB desktop user since MS-DOS Version 2 so migrating to QBO is extremely time consuming and painful. 

We just recently migrated from Desktop to Online. In Desktop, we had it mapped out so that the total we paid our pastor would automatically print in Box 14 of his W2 along with a description of "Housing."  I just noticed that QB has already automatically filed our W2s and W3 for 2024.  I saw that the housing note and total was NOT printed in box 14.  I was just told by the CSR on chat that QBO will not place any of that info in box 14.  Is that correct?? Why in the world did I upgrade only to have less data!!!

I have auto bank feeds and i am trying to record a cc payment that was made with a bank acct that isn't associated with this quicbooks file.

We have two people printing checks, one in CA the other in IA. When we manually change a check number when ready to print we save and select print check and it defaults to the other persons check number. When selecting save it should save it as that check and not changing it.