QuickBooks Q&A

This is Karson from SecurityMetrics. I know things can get hectic running a business, but I wanted to follow up and bring this back to the top of your inbox. In case you missed it, Intuit has partnered with SecurityMetrics to help their merchants ensure that they are meeting the new 4.0.1 PCI DSS requirements that were updated this year. Intuit would have sent you an email recently to talk about this and our Partnership. Currently you are not being reported as "Compliant" with the new 2025 requirements, but we can help with that. As per Intuit's Terms of Service, each business that receives revenue via credit card transactions is required to comply with PCI compliance requirements. This standard was created in 2006 by VISA, MasterCard, AMEX, Discover and JCB. Small businesses must annually complete a Self Assessment Questionnaire (SAQ) verifying they are securely handling credit card information.

How do I change the default language for automation call back to english?

I'm using QuickBooks for the accounting of a non-profit organization, so the best way to record expenses and income is through projects, but I don't see a suitable budget report that also generates a chart. How can I generate this type of report?

Does anyone have a Quickbooks guide to convert from cash to accrual basis?

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I have lost my bank feed for my visa account: It states "QuickBooks does not have an online account to handle these transactions, please make a selection below". There is an account in QB, Activate online services is checked, Deactivate online unchecked, Account is inactive unchecked. I have downloaded the transactions manually but it will not import them as with the other accounts. Normally double clicking the the monthly download in the downloads folder opens and imports them in one step.   What do I do?

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i am using quickbooks recurring payments. my customers are not receiving an email if their credit card is declined. They only get receipts if the payment is successful. how do I automatically notify them of a declined charge?

Hello,  Im trying to enable QBO payments without a SSN.  I do have an ITIN, but it's not letting me go forward.  Has someone experienced this.   Thank you Paulina 

I have a client with 10 employees and this payroll date 11-28-25 QB changed all the employees direct deposits to manual checks...anyone had this happen and what was the explanation? 

Often when I do a check run, the last check in the run does not register as having been printed although it was.  The next time I do a check run, that check is printed again with a different check number.  I often catch it and I have to rip up the check and renumber it on the check register.  Last time, however, I missed a customer refund and 2 checks for the same amount were sent out.  How do I fix this problem?

If the manager entered data incorrectly, I still need to be able to see it to fix it.

Hi there,I have been unsuccessfully trying to upload my bank statements (manually) from my Scotiabank account. It normally works like a charm without any problem but for some reason I get the “uploaded file isn’t a valid Web Connect file” error message. I made sure to download as .qbo file, have cleared my browser cache and still no change. What should I do?

I just learned that while being forced to upgrade to Enhanced Payroll that I'm now eligible for free Direct Deposit. I go in to "My Payroll Service", click "Activate Direct Deposit" and I keep getting Error 50004saying"We’re unable to complete your request with this email. Contact your admin to activate direct deposit."I AM the admin. I'm the only person who uses Quickbooks. I am it. The single office employee of my husband's buisness.....who did not set up quickbooks. I am the admin.  I've tried relogging in differently and it says it will send a code to my email....it never comes. Quickbooks...if I could rate your product and service over the last few years....it would be a half of star.

Hello, and thanks in advance for any help or suggestions. I am having no luck in saving a PDF file through QuickBooks as well as when I try to send an email through QuickBooks. I get this message every time :  I am running the latest version of QuickBooks and it is fully updated. Also, I am running Windows 11 and it is fully updated as well. I have already downloaded the QuickBooks Tool Hub and run the "QuickBooks Print and PDF Repair Tool" and it didn't fix this issue. Thanks again in advance for any help.

Job location geofence set for time card check in and out. Can you set the a rule so the employee can only clock in when shift starts or within 3 minutes.

has anyone had an issue with quickbooks locking on an invoice number (or credit memo) and just adding dashes to the new number?! - i now have 15 invoices with all the same prefix - as it was not caught. VERY frustrating. this is on enterprise and multi-user which i have never done before (uuugggghhh)

Bank of america connections are all broken. Error 105 on every bank of america connection since the morning of november 4th. Customer service has no clue. Bank of america connection through other services (bank to bank account verification etc... outside of intuit) are not experiencing issues so it is definitely an intuit issue. Anyone else?

When I started invoicing for this week, I've found that when I use Alt+M to jump to the Customer Message box to add date range information, it now shortcuts to the main menu to "Move to Intuit Enterprise Suite".If I click on Move to Intuit Enterprise Suite, it just tells me that I don't have an active contract for that.  I don't want a contract for Enterprise Suite, I just want to be able to get my invoicing completed in a timely manner.Am I the only user that used the Alt+M shortcut?  Is there a new shortcut to quickly move to that box?

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I am still using QB Prem 2020This is more a question to other people importing Square transaction data in QB and having some rounding issues with item sales tax.We recently opened our store and use a Square register for our sales transactions. On a daily basis I download the Item Detail CSV and the transaction CSV from Square, merge both files then import them as sales receipts into QB.I just wanted to find out here if other QB users have the same or similar problem with Square sales tax rounding and what you do in QB to fix rounding differences.My problem is how square does the sales tax rounding (or lack of) for items that use sales tax. One of our items sells for $6.00. We charge 8.75% sales tax, which should be $0.525. Square does not round it to $0.53 but rather shows $0.52 in the tax column of the item detail CSV. When I import the sales receipts, QB round the sales tax for this item to $0.53, thus, causing a difference of $0.01. Strangely enough, when I display all those it

All income transactions have been categorised but each time I check before and after an income transaction has been categorised the total income for year to date does not change.

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I have contacted the IRS and their system shows correctly. QBO won’t update without consistency with the IRS so all my staff tax forms show my personal name instead of my business name.

Hello, To begin with, thank you very much for taking the time to read my question! This issue has been going on for a few months, and now I'm ready to turn to others for assistance, so all help is truly appreciated.When I run my "Sales Tax Liability" report, the sales total does NOT match my other reports. Please see attached photos. When I run the "Sales by Product/Service Summary" or "Sales by Customer Summary" reports, I get an amount that does not match the Tax Liability report. The Product/Service and Customer reports do match each other though.The difference between the reports for the month of December is $1,122.71. The difference in November was $1,428.96. I spent hours looking through each and every transaction, and I cannot find where the discrepancy might be. I exported the Sales by Customer Summary report for November and went through every sale separating out subtotal, tax, total, etc. and couldn't find the issue.Any and all suggestions or ideas or solutions are