QuickBooks Q&A

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This does not seem to be related to any payments. And as already stated, the word "returned" is in the email subject line of all of the outgoing invoices. The invoice itself looks normal.

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Desktop version I need to run a Profit & Loss by Job. We have several jobs per customer. I'll give an example of my situation.  The "parent" job number is 19001.  There are several "children" for example 19001.00, 19001.15, 19001.83 etc (numbers go from .00 -.99).  All of the children sum to the total 19001.  I want to run a report showing ONLY the total for 19001 -- I don't want to see 19001.00, 19001.15, 19001.83 and then the total for 19001 (which is what the present report shows).   How can I do this?    Thank you!

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I accidentally changed the status of an invoice to "deposited" before it was sent to the payor. I need to change it back to "Due".

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I have some old payroll tax returns and payroll liabilities which will never be paid via QuickBooks Online.  I have taken care of all of the payroll, taxes and returns.  How do I get these old items from showing due?

When I open my mobile app, it literally doesn’t show any of my details, I can’t even send reminders or past due invoices.

Thank you in advance for your solutions. I have spoken to support several times for several hours over a years time and this QuickBooks bug still remains.  Please help (-: PROBLEM: The American Express brilliant non-business credit card account is not uploading the transactions from the additional  card holders on the same account. (Even when the card holders are listed as a sub accounts those sub accounts do not get automatically updated either.  This was one suggested solution that didn’t work.) Currently, every month I have to manually enter all those transactions for the non-primary card holders.  (FYI, My business American Express account works fine.).

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It has previously been really helpful to add short notes to specify what was purchased on transactions. I've typically done this on my phone app. Until the last couple of months, the notes from my phone would sync and appear when I exported my transactions to analyze my monthly spending. Now I have to do the work of adding notes all over again on my computer at the end of the month. What happened and how do I fix it?

Im trying to add new contractors, but they are not receiving the invite emails any time I send them.

I guess the app was updated and I just cannot mark invoices as paid anymore longer. Can anyone help me. Using newest iOS on one device and on other using iOS 18. Both do not have a mark paid option.

HI UC B6 Q3 2024 is showing the wrong amount compared with form HW 14 How do we resolve this?

We are having issues with Melio bill payment: a full day's worth of payments from Melio were never received by multiple vendors and Melio did not notify us that payments made were still outstanding. Multiple vendors did not receive payments (all were supposedly sent by Melio on July 14). Melio did debit our bank account for each transaction on July 14, but simply failed to send the payments to the vendors. 2. There is no way to detirmine if a vendor has been paid except to go the the 'paid' tab on the dashboard and open each payment to detirmine if the vendor deposited the payment. There is no reporting function. I have asked Melio customer service to run an 'outstanding check' report on their system and send it to me.  3. The lack of notification of uncashed payments is shocking. In essecence Melio is living off the float (time between debit and when vendor cashes check) but more importantly Melio is keeping any funds that are lost in the mail or not deposited by the vendor.

bill entered, paid with a check, bank feed is not matching to the payment, bank feed show offline for the item. the amount and check # are correct but still not matching

i was immediately not approved for quickbook checking

Since QB Online has updated my custom reports are all out of order. I need to reconcile my October books and reports need to be prioritized by date first, but then to make the process easier, reference number needs to be next.

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New Bookkeeper here. I recently onboarded a client who has a medical practice that she started in February 2025. She had no bookkeeping system before she became my client so we are starting from the beginning. Should a medical practice dealing with insurance reimbursements be on accrual basis? First problem, she has intermingled business and personal finances. Currently both bank accounts are linked on QBO. I now know that her personal account should not be linked to QBO and anything she paid for out of personal account should be categorized as owner contribution and expensed to the appropriate account. I have bank statements through September and am asking for read only access to both of her accounts. I also understand that I am going to have to make Journal Entries for all of these expenses. Since I will have both bank statements and read only access, I should be disconnecting the personal bank account and making the journal entries from the statements, correct? Second prob