QuickBooks Q&A

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My home screen had a menu down the left side with my shortcuts and it's gone

Haven't received deposit

The dropdown "add report to group" does not display the group name..

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This new dashboard and side menu are too cumbersome. I want to switch back to the "classic" homepage. I don't see an option for that. Is it gone?

Looking to hire a developer for an API from a wordpress site. Any recommendations?

How do I view direct deposit payroll issues?

I am trying to upload JE through the import csv file feature. I have turned off the account numbers and am using the parent and sub account numbers (eg Depreciation and Amortization:Depreciation:7000 Dep Exp - Fibre assets – subsea) but i am still getting the "Line account invalid" message. Thanks in advance

One of my users just installed QuickBooks 2022 and now can't export one specific report to Excel 2016 (32bit). When trying to run the Client Ready Payroll Report which exports to Excel she receives an error :Unable to connect to QuickBooks - Error: 2147221000 : Method 'Get Module' of object IRunning Instance Info' failed All of the latest updates have been installed for Windows 10 Pro, QuickBooks 2022 and Excel. We've tried all of the normal trouble shooting items including uninstalling and reinstalling both QuickBooks and Excel.Any help greatly appreciated.

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Is there a way to automatically add early payment discount on customer payment receipts? I currently go on Customers -> Receive Payments . Then for every invoice, I have to individually select the invoice number, hit "Discounts and Credits" and hit OK to have quickbooks calculate it. Is there anyway, to automatically do this step when I just click the arrow key?  The issue I have is that I process about 20 invoices at a time and it's repetitive. Unfortunately, I have some invoices that are  % 10, Net 30 and some that are Net 30 for this particular client. Any input to reduce these steps are greatly appreciated.

When reviewing an invoice in QuickBooks Online and clicking “View Activity,” the payment line shows QBO’s internal payment reference number (e.g., “#1234”) instead of the check number entered by the user (e.g., “Check #9876”). This creates confusion because:Users expect to see the actual check/reference number they entered, since that’s what they reconcile against bank records.The check number does display correctly on the payment record and in reports, so the data is correct — but the invoice activity panel misleads users into thinking the wrong check number was recorded. Request: Please update the Invoice “View Activity” panel so it displays the user-entered check/reference number instead of the system’s internal payment ID. This will align with the rest of QBO, reduce confusion, and better support reconciliation workflows.

I noticed that QBO is not calculating sales tax for items correctly.  Items are all set up as non-taxable.  This is because I only collect sales tax in certain states.  So, at the invoice level I mark items as taxable that I need to.  Always worked fine in the past up until Q1 of 2025. On invoices where I collect sales tax, I mark the line item as taxable.  For some items, it includes it on the calculation.  For other items it does not.  There is no difference in the setup for each of these items.   I would expect that when I check "Taxable" on the invoice that the item would be taxed, whether it's an item, discount, etc.  But it's not.   This was working fine.  I only found it now because I was reporting my quarterly sales tax and noticed that it was all wrong. As you can see by the attached documents, the items are marked as taxable, the taxable subtotal is correct, but it's only calculating tax

Bug: Profit and Loss report is not converting currency - it is showing original currency at the report instead of US$

"Inventory Assemblies are only available in QuickBooks Desktop. These are called Bundles in QuickBooks Online. A bundle is a collection of products and services you sell together. You use them if you don't need to transfer and track the finished products before they're sold." I am looking at what will happen to my data once I transfer from QB Desktop Mfg. to QB Online.  We track how many assembled products we have on hand:  e.g., Inventory Part that is now an Assembly Item; we sell from both categories, the parts and the assemblies.  When we fill an order, we usually fill it from the assemblies and QB tells us that we don't have enough assemblies and then we know we need to make some up.  PLEASE comment on how you have weathered this change, or if there is any fix.

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I lost my QBSimple start program for Invoices need to find my company files 

ihave a employee over 65 she gets her employee socialsecurity taken out BUT it doesnt take out the employer socialsecurity

I recently took over the role of Bookkeeper for a company that use QB and SOS Inventory. We are having some difficulty with the way SOS files are transferring to QB.  We have been able to correct a portion of these issues.  However, we are still continuing to have difficulties that appear to be over inflating our Cost of Assembly.  We believe that the cost of assembly is not being carried into QB correctly or is some how doubling. I have reached out to SOS and while they have been help for in the Cost of Goods sold area, they have not been able to provide much on the cost of assembly. Has anyone else had this or similar issues? Thanks!

How to purge company and start over.