QuickBooks Q&A

When I open my mobile app, it literally doesn’t show any of my details, I can’t even send reminders or past due invoices.

Thank you in advance for your solutions. I have spoken to support several times for several hours over a years time and this QuickBooks bug still remains.  Please help (-: PROBLEM: The American Express brilliant non-business credit card account is not uploading the transactions from the additional  card holders on the same account. (Even when the card holders are listed as a sub accounts those sub accounts do not get automatically updated either.  This was one suggested solution that didn’t work.) Currently, every month I have to manually enter all those transactions for the non-primary card holders.  (FYI, My business American Express account works fine.).

No text available

It has previously been really helpful to add short notes to specify what was purchased on transactions. I've typically done this on my phone app. Until the last couple of months, the notes from my phone would sync and appear when I exported my transactions to analyze my monthly spending. Now I have to do the work of adding notes all over again on my computer at the end of the month. What happened and how do I fix it?

Im trying to add new contractors, but they are not receiving the invite emails any time I send them.

I guess the app was updated and I just cannot mark invoices as paid anymore longer. Can anyone help me. Using newest iOS on one device and on other using iOS 18. Both do not have a mark paid option.

HI UC B6 Q3 2024 is showing the wrong amount compared with form HW 14 How do we resolve this?

We are having issues with Melio bill payment: a full day's worth of payments from Melio were never received by multiple vendors and Melio did not notify us that payments made were still outstanding. Multiple vendors did not receive payments (all were supposedly sent by Melio on July 14). Melio did debit our bank account for each transaction on July 14, but simply failed to send the payments to the vendors. 2. There is no way to detirmine if a vendor has been paid except to go the the 'paid' tab on the dashboard and open each payment to detirmine if the vendor deposited the payment. There is no reporting function. I have asked Melio customer service to run an 'outstanding check' report on their system and send it to me.  3. The lack of notification of uncashed payments is shocking. In essecence Melio is living off the float (time between debit and when vendor cashes check) but more importantly Melio is keeping any funds that are lost in the mail or not deposited by the vendor.

bill entered, paid with a check, bank feed is not matching to the payment, bank feed show offline for the item. the amount and check # are correct but still not matching

i was immediately not approved for quickbook checking

Since QB Online has updated my custom reports are all out of order. I need to reconcile my October books and reports need to be prioritized by date first, but then to make the process easier, reference number needs to be next.

No text available

No text available

New Bookkeeper here. I recently onboarded a client who has a medical practice that she started in February 2025. She had no bookkeeping system before she became my client so we are starting from the beginning. Should a medical practice dealing with insurance reimbursements be on accrual basis? First problem, she has intermingled business and personal finances. Currently both bank accounts are linked on QBO. I now know that her personal account should not be linked to QBO and anything she paid for out of personal account should be categorized as owner contribution and expensed to the appropriate account. I have bank statements through September and am asking for read only access to both of her accounts. I also understand that I am going to have to make Journal Entries for all of these expenses. Since I will have both bank statements and read only access, I should be disconnecting the personal bank account and making the journal entries from the statements, correct? Second prob

For a construction business, how do I handle bank draws against the client's construction loan? Do I simply invoice the client and submit invoice to the bank and not even worry about the loan being recorded in qb? Or do I setup the loan as a credit card (as others have suggested) and just charge items to that account? Your advice is appreciated.

No text available

Hi, I have a customer for whom I developed a web app to manage their business. It connects to their QuickBooks Desktop using Web connector. I wrote the code to get/set the relevant data from the web app in order to create invoices, manage payments etc. using QBXML. They are now being pushed to switch to QuickBooks online, and I am having trouble figuring out what I need to do to enable that. Most of the searches I have done are met with a response of "Look for an app that does the same", but that doesn't exist in this case, as I wrote the code specifically for that one customer. As a developer, what options do I have for integrating their web app with QuickBooks online, such that they can continue to do their billing runs in the web app, and it will push the data to QuickBooks to create the invoices etc.? Thanks!

the truncations being deleted are random some are expenses some are credit card credits and some are invoices

My other Chase accounts continue to appear in QB. I have already tried QB in a different browser- same result.

Can’t seem to find the ability to mark an invoice as paid

Hi - On the customer page, can you include a report link for Open Invoices for that customer?   The Open Invoices report has very useful information for the customer including invoice #, PO#, aging, amount, etc.  I think this would be an extremely helpful link to have on the customer page.  PO# is a key piece of information in this report both for the customer and the seller.  Currently, the Open Balance report does not automatically include PO#.  So, that’s why I think having the Open Invoice report (which automatically shows PO#) as an option on the customer page would be very helpful! (Currently, when you look up a customer in QuickBooks and go the customer page, you’ll see report links on the right.  It’d be extremely helpful to have the  Open Invoices report link included.) If it matters, we use QuickBooks Desktop.  Thank you in advance for your feedback! 

Each time we are told it should be available in 24-48 hours as it’s under review but no help. How can we get this solved?

Change my subscription fee payment options

No text available