QuickBooks Q&A

Why is my upload failing every time I use snap receipt on iOS? It’s worked fine in the past, but for the last three days nothing has uploaded.

Issue I am new business owner and I did not realize that I needed to keep my cash deposit exactly the same as my cash sales receipts. I am using square integration and my bank is also connected to QBO. Usually I would just take whatever amount out of the register and deposit it. I now know this is the wrong way to do it and its definitely easier if it matches the sales for the day. Unfortunately, I did not know that. Generally speaking I can get my deposits within a few dollars or cents. But I cant get it to match exactly. Any solutions would be greatly apricated.

How do I create a budget from data in QuickBooks SE?   Trying to create a budget, but no options exist in the SE online product. They do exists for other variants, but I haven't been able to find anything for this one. Any ideas?

I ran a special payroll for one of my employees for one week instead of the usual two weeks, but it didn't run the second week for her

It should show up in QB invoicing but does not.

In Switzerland no institutions play with QBO, so we are forced to enter and reconcile everything manually. Our credit card calculates bills to the closest CHF0.01 as normal, but bills us only in CHF0.05 increments. There is always a discrepancy (e.g. actual due is 43.23 and the billed and amount due is 43.25). According to the bank, it all comes out in the end, but it means that I can never properly reconcile unless I add counter-balancing entries? How do others handle this problem, if at all, thanks.

A quick, no-calls workflow to get 1099s done on time:• W-9s: send a short request email + 2 gentle reminders (I have a template).• TIN-match: run a quick test and keep a simple “verified” proof for your files.• Export: map vendors to a clean CSV that imports to QuickBooks 1099s (Box 1, Tax ID, address, etc.).If you’d like the 90-sec intake form and the email/CSV templates, comment “1099” or DM me and I’ll share them.Happy to answer any step-by-step questions here too. 

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Dear All,First I would like to thank you so much for your support on this platform, everytime I face an issue I find the solution here.In our non-profit organization, when donors donate through PayPal we receive the net amount in our bank after deduction. So to book this in a way when the donor ask for a report of his donations and can see exactly what he donate without any deductions, I split the income into:1. Full donation amount recorded under the donor name (income).2. A negative amount for the fees recorded under PayPal fees (expense).What happened is, when I run a report for this donor's activities I don't see this contribution!Is my booking wrong? Could you please advise?Thank you!

I have 5 Ledger accounts from the July 2025 50% off for a year for Pro Advisors. I'm ready to migrate my desktop clients, but have been unable to find any step-by-step instructions to do so.  Most of the videos are a year old and their screen shots do not match my actual QB desktop or QBO screens.  I have been a QB desktop user since MS-DOS Version 2 so migrating to QBO is extremely time consuming and painful. 

We just recently migrated from Desktop to Online. In Desktop, we had it mapped out so that the total we paid our pastor would automatically print in Box 14 of his W2 along with a description of "Housing."  I just noticed that QB has already automatically filed our W2s and W3 for 2024.  I saw that the housing note and total was NOT printed in box 14.  I was just told by the CSR on chat that QBO will not place any of that info in box 14.  Is that correct?? Why in the world did I upgrade only to have less data!!!

I have auto bank feeds and i am trying to record a cc payment that was made with a bank acct that isn't associated with this quicbooks file.

Why is it so difficult to reach a live knowledgable person in the Resolution Center? This is my 5th call to them tyoday and every time a rep has a different story as to why a deposit of $30k is on hold for NO GOOD REASON

The bank balances in my chart of accounts are incorrect.  However, the registers and the balance sheet agree and are correct.  Why is the chart of accounts wrong and how do I fix it?  I have re-booted, I have installed current updates.  I even cleared cache.  Tried chatting with support, but obviously I did not have the agent's full attention.  After repeating my question to her twice, I waited and waited for a response....nothing.  So I left the chat since she couldn't see fit to respond to my 2nd answer to her question.  My time is valuable, we pay for support and we get trash support - this is nothing new..  Does anyone out there have any suggestions?  My thought is maybe rebuilding the file?  Thanks.

Good morning.I am trying to set up union employees on our new QB Desktop.  I have approx. 40 deductions that are based on the regular hours, the OT hours and/or the DT hours.For example,IAF is $0.20 per regular hourIAF is $0.30 per OT hourIAF is $0.40 per DT hourI set them up for hourly but of course it charges both regular hours and OT hours. Does anyone know how I could set up these deductions? Thanks,TF 

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I overpaid a contractor for a job with a check in Quickbooks Online and he paid me back with cash. How do I show that on his account?

The grand "TOTAL" column is missing and won't print on my invoices?

HII have a user who is not able to Send Report to Excel (Create new worksheet) (replace or update worksheet) is all grayed out, Only option available is (Create a comma separated Values (csv). file.   Every other user this is working with no issue.  Save Version of Quickbooks 24 Desktop.  What are you thoughts on this?

What if bank statements have not been reconciled from several years.

I have upgraded my version to Plus and still cannot turn on account numbers on the setting. How can I solve this?

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