QuickBooks Q&A

Is anyone here that can help me figure out how to fixed the Profit Margin that is not showing?

What is timeline to release QuickBooks Desktop 2025?

Subject Line says it all. I'm the account administrator.

Client using quickbooks enterprise.  Setting up services for items.  They charge fees on this invoice that they then actually have to pay to another 2 vendors.  Is there a way to create the bill for the vendor from the items they are collecting on the invoice.  For example they charge $50 for a processing fee which they then pay $50 to 2 different vendors that actually do the processing.  They want to create the bill to pay the vendors from the invoice which they are charging the customer.

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I am having problems with invoices, payment receipts, bills, purchase orders not closing in my chrome browser. No problems in Safari browser or incognito browser.

I created a report in the new style and set it to be shared.  I cannot figure out how to tell if the report has been shared. The column in the old format for the list of reports is gone. I clicked the drop down next to the EDIT on the report inventory page but that did nto do it.  I downloaded and the report and clicked the three dots then SHARE but it says it is still set to deny sharing.  I did the same thing with SAVE AS.  Any idea how to tell if a report has already been shared?

After the update, I can’t create any invoices. It doesn’t let me add parts or labor. Please fix this issue — my business has come to a halt.

I accidentally entered my checking balance when trying to reconcile my savings balance, and now I can't edit it to reflect the correct amount. Don't know how to reset the the statement ending balance.

My upcoming reminders no longer show.   The current ones show as they should.     This changed recently because I have always used the upcoming.    Please tell me how to get the upcoming ones started again.   Thanks in advance.     

When I print invoices the contact name is showing up at the top of the billing/shipping address.  this is a problem because often times the contact person is a buying agent and has nothing to do with billing and shipping.

Hello.  I've been on the phone with QB Desktop support to no avail.  I'm receiving the communication error intermittently.  I send hundreds of invoices out at a time, and I have been doing so for the last 4 years.  This has never been a problem.  If I select 10 invoices to send (a smaller batch), maybe a few of the 10 will get sent and the rest will not and I receive the message of this topic.  This is a pesky intermittent problem. It will take me forever to get all of these invoices sent.Things to know:I use webmail in preferences to email formsI have a Gmail account associated I was having this problem yesterday with Enterprise 22.  Upgraded to Enterprise 23 and the problem is still there. I have read on another forum that Intuit is aware of this problem.  I had no issues at the end of last month (April 2023).  Now all of the sudden it's a problem.  If anyone has something that I can try, or knows of a workaround until

Hi all;I've been on the Desktop version - various editions - for more years than I can count.  QBO has alot of things that work differently so inparticular I'm looking for guidance on the best way to handle the following:In the desktop version, I would manually transpose payment information I'd see in the Bank account to create bill payments through out the month.  Than at the beginning of the following month, I would bring in the prior month bank feed, let it match up what it could, and work my way through what it couldn't matchup on its own. but now with QBO, I've side step a little and just bring in the feed and let it do what it can.  than I work my way through what it can't match up on its own.  Only I just had a situation were a matched and reconciled payment was linked to two invoices - and it was a mess to figure out how to fix it. so I'm wondering if I should be following what I use to do in the desktop version??Or if there is a better w

Hey everyone,I'm a bookkeeper managing about 35 clients, and I'm drowning inthe manual work of sharing reports with clients each month.Right now my process is:- Export P&L, Balance Sheet, Cash Flow from QBO as PDFs- Upload to Google Drive folders (one per client)- Email each client: "Your reports are ready in the Drive"- Field 10-15 follow-up emails: "Where's the folder again?""Can you re-send August's report?" "I need my tax docs"It's eating up 8-10 hours a month and feels really unprofessionalcompared to how I want my firm to look.**What I'm wondering:**1. How do YOU currently share reports with clients?2. What's the most annoying part of your current process?3. Have you found any tools that actually work well for this?4. If you use something, what does it cost and is it worth it?I feel like there has to be a better way than what I'm doing, butI don't even know what options are out there beyond Drive/Dropbox.Would love to hear what's working (or not working) for you all!Thanks in

I don't have options to customize or see the invoice templates. Is there a settings under manage users I need added to my profile?

I'm paying almost $40 a month and it works maybe a few times a month. I sign in and it only has task on there and then if you click anything it says try again later and none of my business info is in there as far as unpaid invoices no customer list or a way to start a new invoice. The only thing available is a list of some over due reminders

I would like more specific instructions if the suggestion is to resolve it from the bank's end.

The only type of imports are GoogleTakeout and MileIQ . How can I import my personal location tracking data using GeoJSON or GPX ?

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How to add a class to a vendor/supplier

I am interested to know if anyone recommends a specific receipt scanner that integrates with QuickBooks Online.

Quickbooks is showing an online balance of $40 dollars. The actual balance is zero and my registery shows zero but the $40 is still showing as the online balance.

Last week and previously, when I entered a payment and went back to invoices, I could see PAID on paid invoices visually. Now, this week - that stamp is gone. It is there if I go to print the paid invoice - but it was a great visual tool for me seeing it while scrolling through invoices. Can I get that back? 

We use Shopify to host a website for us.  Starting in January 2025 if our customer uses some app Shopify has been deducting the sales tax from the payment to us, and paying the tax agency direct.  They only pay us for the goods sold minus their processing fee.  How do I record this in Quickbooks? Below is what it said on Shopify's website when I was questioning it. Sales tax in ShopStarting on January 1, 2025, the Shop channel will automatically collect, remit, and file taxes for all orders shipping to or within the United States. The Shop channel collects taxes on orders in all states (plus the District of Columbia) that administer statewide sales tax, as well as Alaska local sales tax. Tax is reported under SC Commerce Services Inc. For more information on how these taxes are calculated, refer to the US taxes reference page.NoteOrders placed using Shop Pay from online stores are excluded from these tax calculations. This only applies to orders placed on Shop