QuickBooks Q&A

Hello all, I'm very new to Quickbooks, and so this may be something simple I'm missing but I can't, for the life of me, figure out what's happening here or why. Little bit of context: we do all of our project mangement (estimates, invoices, POs, COs, etc., etc.) outside of QBO via a software called Houzz which is geared more towards construction/remodel project management and fits our needs better. I do not have Houzz integrated with QBO as Houzz was wanting me to disable several settings in QBO that have been enabled and in use (this is a whole nother topic I don't want to get into). So, our workflow looks like this:Create Invoice in Houzz>Send to client>Client pays via check>Mark as paid in Houzz>Deposit said check into our bank account (which is linked with QBO). I then will go into QBO and got to Bank Transactions>Locate deposit under the "For Review" tab>Add the important details (Invoice #, assign to customer/project, etc.)>Then click "Add". I only

Hi! I am a new user and I am trying to figure out how to fix duplicate bank accounts/transactions. This is a rather lengthy post with the detailed info of how I got here, but if you scroll to the bottom you will see a summary. Thanks!  Here's what happened: I was having issues linking my bank when I first created my account, so instead I downloaded the transactions and manually loaded them. Fast forward a week and I was able to link the account, but I selected the same start date as the file that I loaded, resulting in overlapping transactions for 4 months (I guess I thought it would know it was the same account, or give me that option, but that was my mistake). I was able to speak to QB support person, who told me to unlink the account. When I did that it is no longer showing in the Bank Transactions section, she told me since it hadn't been reconciled it was no longer there. Great! I figured I could just go back and link the account to the existing bank account that wa

our previous accountant incorrectly bulk reconciled over a year of transactions. i need to undo this and start over reconciling from day one.

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Hello, my transactions were uploading fine from my bank to QB until March 1st.  Even after manually hitting the update button they are not displaying.  There is no error code so am not sure what is happening.  I followed instructions to reconnect with my bank and now have duplicate accounts ( I believe my bank changed names but still the same institution.)  The new account shows the transactions from March 1. Not sure what to do!

QB won't let me enter the correct beginning balance.  The "wrong" beginning balance minus the reconcile difference off, is $720.29 which is the CORRECT BEGINNING BALANCE IT WON'T LET ME CHANGE TO.  Ugh.

Good evening, I currently use QBO.  I use Shopify POS as my point of sale system, within Shopify, I have an app called A2X that I push my payouts into QuickBooks Online in the form of a Journal Entry. When the credit card transactions get sent over, they auto match together without a problem.  However, when I do my cash & check payouts, the journal entry is created but it is not matching up with the bank deposit.  I see the Deposit on the banking screen, click on "find match" choose "journal entries" but nothing is found.  I can also find the individual journal entry that matches the amount of the deposit but I cannot find a way to link them together.  Anyone know how I can get them to match and/or get the journal entries to pull up when I try to find the match since it isn't finding them on its own to suggest it? Thank you!Jessica

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The QuickBooks engineers have changed the dashboard again - and only made things worse as far as I can tell. Just when I got the widgets and bookmarks organized from the last overhaul, and working the way that matches our business, QB changed it up again. Now the most frequently used options are buried three layers deep - when a single click was enough to pull up invoices, customers, products, etc. Also, the graphs showing our daily, weekly, monthly, annual sales are broken. The widget used to be a nice chart showing trends. Now there is just a single point on the graph (the total sales for the period selected) rather than a useful graph. It has been rendered worthless. AND QuickBooks keeps raising the monthly cost - despite deteriorating quality. Please fire your software developers and lower our prices!!

The info that QuickBooks provides in response to this question isn't helpful unless you can find the accounting menu, which I can't

I need to unreconcile an entire month. Is there a reason I cannot do this myself? I feel it unnecessary to contact and pay my accountant to do this for me when I own the company. Please advise. Thanks!

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I recently took over management of our QBO account and there were a handful of things from 2024 needing fixing. I believe 11 bank transactions were confirmed instead of matched to the corresponding entry. It looks like maybe this created a fake QB entry to match the bank transaction to, which left the actual QB entry used to print the check in limbo. So I had to unmatch the fake QB entries, then unreconcile them (change R to blank in the Bank Register) so I could find the actual QB entry in the "Find other matches" list. Now these 11 fake entries show up in the Reconciliation Discrepancy Report. I tried to just delete a fake entry and now that one shows up in the Reconciliation Discrepancy Report, getting me nowhere. There are also instances where I voided checks that were reconciled because they were printed in error and were not deposited. Then one other instance where the last person voided a reconciled check that did end up getting deposited later on and is matched. For this can I

how do i add an attachment to a project in workforce

I recently closed my QuickBooks Checking Account and disconnected it from my Bank Transactions sync. However, when I go to finally make the account Inactive, I get the following errors:QuickBooks Checking: You can't delete this account as it is used as default for one of the sales lines.It also pops a window up that says:1 account wasn’t deactivatedHere are some reasons this might be the case:They have a non-zero balance. They’re one of the default accounts used by your chart of accounts. They’re being used in an automated workflow. I’ve verified the balance is 0, It is not used as a account for any products or services, and there are no rules or workflows. What else should I check?Thanks!

What in the world just happened with the "Square Connector" update?  When I go to Create > Bank Deposits there are now FIFTY SEVEN PAGES (57 pages!!!) of transactions that just magically appeared the other day when I had it previously cleared out because we keep our books up to date (photo attached).  These transactions total over $150,000 and go back 2 years!  This will completely destroy my bookkeeping, what is happening?  How do I fix this?  I'm completely frazzled by this disaster.  I'm also shocked I haven't found anyone else asking about this, am I the only one?  Please help!

I have had several instances when I go to create a new invoice QBO is creating the invoice using an invoice number that has already been used. I just tried to create an invoice, just like I do every month, I completed the invoice and went to Save and CLose and I got an error message that this invoice number is already being used. QBO is generating the invoice numbers so how in the world is this happening?I have tried copying a prior invoice - which I do all of the time for my other clients - and I have started with +New and it generates the same invoice number. How can I get around this when it happens but more importantly how can i prevent it from continuing to happen?

Anyone know what's happened to the BofA bank feeds, accessing states to re-connect to the BofA-NEW feed but it still does not work correctly. Any advise or comments.  thanks

Can’t add an image. Tried Mac and Windows, tried PNG, JPEG, and GIF. No joy. The bottom of the screen says “Please wait for your files to be uploaded” and it doesn’t go away until I exit the browser.Anyway, when editing a template, in the Sales Receipt Fields dialog, the Project field has the Print item enabled but the checkbox for Screen is dimmed. How can I fix this??? Thanks

Trying to activate direct deposit on QB Desktop Pro 2022 with enhanced payroll.  I already pay unemployment taxes electronically, so thinking bank is connected.  Here’s what I’ve done: Activated my employee for direct deposit and entered all of his detail, went great.  Tried to run a check, but when I went to send payroll data to Intuit so he would get a pay stub etc, I received this error: Problem uploading data to service. Sign-on was rejected. Additional information from the Payroll Service. Problem: Your bank account is not active and you tried to transmit data. Solution: verify your bank account and then resubmit your request (message code 2000)  So, I find some info on activating by bank account and verifying direct deposit. I did this:Go to Employees, then select My Payroll Service, then select Account/Billing Information. b. Sign in using your Intuit Account login. c. Go to Payroll Info section, und

I received the email about the change coming as of Nov 15, 2025 for new QB Online Payroll subscribers. I am a CPA who processes these payments and files the forms for many of my clients. I have a ridiculous number of times where the client using QBO to perform these functions ended up with incorrect payments and forms by QBO and it took us ages of work to get everything corrected with the corresponding government agencies. I completely disagree with this change and will discourage all clients from initiating new QBO payroll subscriptions and instead use Desktop (even if we have to run their payrolls for them). QB should always allow the professionals the option of turning this off.It is also alarming that they will withdraw the funds from the client's bank accounts and "hold" them until time to send to the appropriate government agency. That seems to be a reach for QB to create earnings for themselves from clients' funds for the time periods of "holding".Changes to payroll tax settings

Hello,Modern View Deposit Detail is doubling the deposit amounts. The Classic View Reports do not have this same issue. Deposit Detail report lists the total deposit amount then each individual deposit under the total. Then at the bottom of each it totals the deposit total and each individual amount. We don't use invoicing in QBO. Just strait deposits. I do not upload the bank statements. Community help answers all have to do with matching, invoicing or uploading bank statements - none of that we use.  Example 1: The top lines show the actual deposit amount of $54,342.20. Then lists each deposit amount. At the bottom the total is $108,684.40 - - It should show just $54,342.20. - There for the deposit detail report has doubled the actual deposit amount. Example 2:There were 2 deposits on this date: I do not have double entries. 44,252.14 and 37,974.48 is $88226.62 not the 164k listed at the bottom total.  I do not see anything to change this in the report o

Je n'ai aucun message d'erreur affiché. Ca indique seulement jusqu'en avril 2026.

Is anyone else experiencing issues getting in T sheets today? We are trying to run payroll and we can’t login and when we try and call support it says the office is not open call during normal business hours and hangs up on us. It’s 9AM our time right now so 7AM where the office is located and they open at 5AM Monday through Friday so the office should not be closed.