QuickBooks Q&A

I am updating our website(s) and looking for some information to put on our accepted payments page.  I am trying to figure out what shows up on my customers bank or credit card statement for their transaction.  Like does it show Intuit* Business Name or what? I know that Square shows up on their bank records as SQ* Business Name.  I am using Quickbooks Premier 2020 Desktop version and my invoice are sent using Outlook and it includes a pay link that they use.  I just want to know what shows on their bank statement when the charge shows up.Thanks in advance. 

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Is it required to upgrade computers to Windows 10 for QB to continue to work? What happens if you don't?

We currently have QB Desktop Enterprise Solutions: Contractor 24. We have 4 separate companies set up within our single desktop account. The last time we looked into QBO/cloud options, there were none because we had 4 companies. I have been all over QB Support and Reddit, but I can't seem to find our specific set up and whether or not cloud access is an option for us. We have employees that would like to shift to working at home part time, but that hasn't been possible for us in the past. I see a lot of multicompany options with cloud access listed for upgrades, but it doesn't specify if they require separate subscriptions/accounts. Having 4 separate QB accounts seems costly and ineffective. 

The description for the recent app update is vague and doesn't give details. I can't not figure out where the Receipt Snap option went and am really hoping someone knows more than I can find.

How do i print form 940 schedule B?

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Has anyone else experienced QuickBooks clearing the LinkedTxn data on invoice lines after the invoice is marked as paid? What we're seeing:- Invoice lines have LinkedTxn entries connecting them to reimbursable expenses (ReimburseCharge type)- Once a payment is applied and the invoice shows as paid, these LinkedTxn entries disappear when we query the invoice via the API- This breaks our ability to trace which billable expenses were invoiced Expected: The line-level links to expenses should persist even after payment, since they represent the audit trail of what was billed.Actual: The LinkedTxn array becomes empty or only shows the payment transaction.

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Hi everyone,  I just switched over from quickbooks desktop and am having a hard time having multiple tax rates on an invoice. I need to do this because my products, trees, are taxed at wholesale while my services, delivery, are taxed at retail. Does anyone know how to do this? In quickbooks desktop it was so easy. I could subtotal my inventory items and add a tax line item that would calculate the tax right there. It doesn't seem I can do this with QBO. Any help is appreciated. 

This isn't a feature request, it's a compliance requirement.  When will QBO enable this ability?  We can do this with Quickbooks Desktop...also can use XERO as a different solution.  Your organization says it's not possible and this is causing many organizations to fall out of tax compliance and creating legal issues. You know there is a problem as this type of thread has been open for years, yet do nothing.  At what point are you negligent?

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checks printed incorrectly, were voided but reprinted checks are not posting as payroll.

I paid the wrong vendor.  I know how to correct the payment to the correct vendor.  I also know that I would like to create a credit for the vendor that was paid incorrectly.  The only question I have is what account that I should put this to?  I did not have a bill for the wrong vendor at the time the payment was made.   

I have a business that we sell equipment that is attached to a tablet.  We bring the entire configuration to customers and demo it.  We do not sell this demo unit.  There are multiple items that are included in the demo unit.  I have designated a unit for this specific task.  How do I reclassify or take these items out of inventory and assign them as a demo unit?  

We are working to fix a reconciliation issue caused by a deleted reconciled transaction and I would like to confirm the best approach.  A payment from Feb was deleted yesterday because it was identified as a duplicate, this payment had already been reconciled. All months from Feb to July have been reconciled correctly, until that payment was deleted yesterday and now Feb shows a negative balance because of that deleted payment. I originally noticed because I was working on reconciling August, and despite every transaction matching the bank register, Augusts balance was showing a negative and not zeroing out. That is when I noticed Feb was messed up because of that duplicate payment that was deleted.  However, in the bank register, In Feb I can see the payment (I assume the original payment and not the duplicate) and it shows an R as if its reconciled. But as mentioned, when I view the February report, it shows that payments balance as "-xyz". Its almost as if the du

Hi,i have one company, 4 different bank accounts. We operate 4 restaurant locations. One bank account for each location.  I’m tracking all expense by using locations function. What is the best way to record a loan made from location A to location B, funds transfer via bank transfer? Need help on this please

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Trying to link intuit with SouthState Bank. Intuit does not offer this bank in their list of banks

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PNC did an upgrade last weekend, and now I am not seeing any new transactions coming into QuickBooks. I can see my latest transactions on the PNC website, but no transactions have been downloaded from PNC into QuickBooks since around 10/25. I have been on the phone with Support for a long time trying to resolve. They have created a ticket and said they will get back to me within 3 days. Using QuickBooks desktop 2024 on a PC. i I have a personal account and 5 business accounts and it's the same situation with all of them. Help

We are increasing the cost of a few of our products. I need to know if these products will automatically increase in the recurring invoices we have set up or do we need to create new recurring invoices?