QuickBooks Q&A

i want to be able to see my QuickBooks but i don't want renew my account 

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Customer paid $995 invoice.  Intuit fee was $31.35, ~3%.  Does that sound correct?   Now I'm also charged for bank transfer ach payments.  I know Intuit pays next to nothing to process these transactions.  Is there a better way?

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I've done a lot of migrations from QB Desktop to QBO and I always have a problem when inventory is involved (only a couple of my migrations had inventory, and they were awhile back). So help... I compressed the QBD data to bring in only 1/1/2023 and forward. The 2023 taxes are done and on the old QBD system so I can make entries for 2023 if I need to. BUT...the issue is my COGS is off, on the order of magnitude of over $7 million!  I need the COGS to be right for the 2024 P&L statement to date.   Do people out there have suggestions other than to book the $7 mill amount to Opening Balance Equity?  Which is not what I'd like bc that messes up the balance sheet for 2024.  Also,  the inventory numbers are NOT correct in QBD...the client told me this coming in...it's a mess...The $7 mill comes about mostly from JE's QBO made on the conversion for each product (some 2000) - says, "Inventory starting value from Desktop" (which  are incorr

Hello...we have QB enterprise desktop and have been having issues with inventoy adjustments.  We had some changes with a warehouse move and had to adjust some inventory in as well as out.  Most of the inventory we had to adjust out was damaged.  In was mostly ierms that either were not received properly before or just not counted before.1 What is the proper way to do an inventory adjustment on a damaged piece we need to discard?2 If we find inventory that wasnt in QB what is the way to enter it in so that it doesnt show as a credit on sales?  SO far we had done it under cost of goods, but it seems its showing as a credit on sales which is making it look like our profits are better on sales than they actually are?  What are we doing wrong?  Appreciate any help.

Zoho Books and Zoho Commerece - does anyone know if we can connect for automation in QB?

I read the article, but it doesn't mention QB Enterprise https://quickbooks.intuit.com/learn-support/en-us/help-article/money-movement/microsoft-ending-support-windows-10-os/L3HLvV9pM_US_en_US?uid=mer8fl88 We can pay for Windows 10 security updates for at least a year longer, I don't want to replace a bunch of good PCs, and we have custom software that integrates with QB. Is Intuit going to block me from using desktop Enterprise after October 14? Or limit its use in any way? We do not use QB for payroll, credit card processing, or any other service.

I'm wondering if it is possible for end users to adjust or train the bank feed matching AI or programing.  The attached picture explains the issue and what I'm looking for.  

Is there a way to break out subtotals for labor, parts etc at the bottom of an estimate? Something similar to this? 

Most of my sales receipts in QBO have the Tax Name "Washington, Bellingham City" yet none of these sales were in WA or in Bellingham City (neither the Shipping or Billing address). All of my actual WA based sales were taxed appropriately in QBO and they also appear in my QBO sales tax report. The annoying thing is that all the other sales receipts that have the Tax Name "Washington, Bellingham City" also appear in my sales tax report as "Non-taxable sales". My office happens to be in Bellingham City (not a coincidence I'm guessing), but I have not sold to any customers in Bellingham City for the entire year. I should also mention that my "taxable sales" report in QBO is correct because QBO is correctly calculating sales tax for every one of my actual WA sales. So... to summarize my problem... Since most of my sales receipts have the incorrect "Tax Name" of "Washington, Bellingham City, my Gross Sales for WA State are completely wrong in the sales tax report. Has anybody else run into t

Hi All, We run QB on a windows server 2022 datacentre azure edition.With the stop in support for Windows 10, we are being notified in QuickBooks that 'Windows 10' needs to be updated to windows 11. however as mentioned, we are not running it on windows 10 but windows server 2022.My questions are 1. will this effect what QB offers to us in the application in regard to features etc?Is there a way to change it so QB knows what OS it is running on?Kind regards, Josh  

The side menu changed today to a few large icons (mostly useless AI/overview/home type stuff) instead of a compact list of helpful pages.  It seems like only the bottom 2 icons can be customized, which is not enough to be useful.  Is it possible to revert to the old menu?

CPA says maximum SIMPLE contribution is $21,450, QB says $20,000. How to fix?

We understand that companies are always looking to improve, but forcing this update upon each file, each company, each client, and causing random errors in the process is just mind boggling. The fact you have to manually switch to go back to the old banking page, then have to fill out some survey (that I'm sure is never looked at), just to progress in the file, is ridiculous.  The "New Banking Page," is honestly ugly, horrible to navigate, harder to read, and makes everyone's lives more difficult. Throw on the fact you can't even revert back without the aforementioned survey, and yeah, I think this is the worst update from QuickBooks ever.  Why not focus on the more important issues, like working with banks to allow statements to flow in from ALL, same with credit cards? Why not look at the uploading errors that many are experiencing? Why not make the interface easier to follow if you're looking to bring in new customers? Why not focus on fixing and working on the s

How do I log a full balance statement payment made to a company's credit card with a personal checking account?

This is our first year integrating our preschool's QB Intuit online with Procare solutions.  We are encountering some tedious problems.  All our revenue goes to "Services" In QB, not the individual programs and as such, we have to manually change the revenue account on each invoice each month - very tedious. Also, sometimes invoices in Procare do not carry over to Procare even when "sent" to customer- thus, revenue understated. Has anyone else encountered these issues, and if so, how did you resolve.  When I contact Procare, they say to contact QB and vice versa.

It started last week and continues apparently now.

Hello,  My office has a Samsung Galaxy Tab A7 Lite for accepting credit card payments with the QB Go Payment app. Recently, the app keeps changing the screen orientation automatically from portrait to landscape. I have the screen orientation on the tablet locked. Does anyone have any recommendations on how to lock the screen in portrait orientation? Thank you,   

I have multiple companies with the same chart of accounts.  I want to export PNLs and compare them.  Because they don't all fully utilize the chart of accounts the same, the PNL's don't line up, which requires a lot of manual manipulation to get them to line up.  If I run a PNL using "All" accounts, then all the old inactive (deleted) accounts show up even though there is nothing in them.   I want to be able to export a PNL with the full "current" chart of accounts (ie without the inactive accounts) so that the PNL's all export identically.  But I can't seem to find a way to do this.  

We are considering a move from Sage Intacct to QB Online Advanced and would need to import a massive amount of data/attachments.  Is this possible?

Intuit is shutting down all desktop versions of QuickBooks except Enterprise, which is very VERY expensive and forces you to have them do payroll, so they'll be in your computer and it's very VERY expensive.  They expect to get large companies to use them but after their latest stunts.... Customer service told me: "your desktop accountants version is a commodity and you can sell it" How rude is that, when they are shutting it down in May of 2027 anyway. We would never do that, it's bad business.  We are looking for a non cloud based accounting package, double entry system, offers payroll and downloading.  We doubt we'll ever find a company who has the audacity to treat  their customers as badly as QB has. Their $1500  a year, every year increases was and is abusive.  To get QB desktop with DO IT YOURSELF payroll is $4900 in 2026!!!!!!!!!PLEASE, can anyone recommend an accounting package that is not cloud based, double entry system, offers payroll and downl

I run a small business and trying to understand our reports a bit better. I can't seem to find the exact answer in the forum. Our business revenue has decreased recently after being very profitable during the pandemic.  In July we had a Gross income of $120k with total expenses of about $115k giving us a net income of about $5k on our P/L. In addition to the expenses on our P/L my wife and I pull an owners draw (the company is an S-Corp) as well as have a few loans totally about $28k/month. We made the mistake of taking a shopify capital loan so are paying about $14k a month just for that.Our bank accounts don't seem to be decreasing at a rate of $23k a month so I'm confused how it affecting our overall viability. We have real fears we're missing something and will run out of money soon and go bankrupt.

I purchased in July / 2025 the Intuit Quickbooks Desktop Pro Plus 2024 Lifetime Activation for Windows - 1 User.Do I still have to pay for an annual subscription fee? 

Hello, Our company doesn't use the "Billable Expenses" feature at all in Quickbooks, though a large number of them have accrued in our file due to various imports and old transactions not having the "Billable" box properly unchecked.  In fact, nearly every expense transaction (journal entry, item receipt/bill, etc) that involves a customer name/job for tracking purposes defaults to "billable", which after several years, has added up to thousands of transactions over hundreds of customers showing "billable" items. So I'd like to try and get two answers here: 1. What setting to I need to turn on/off to *permanently* default all line items on journal entries, item receipts/bills, etc as non-billable, even if they are linked to a customer. 2. Is there are more efficient method to hide/mark unbillable all currently billable transactions beyond the method shown in https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/how-do-i-remove-a-mass-amo