QuickBooks Q&A

How to customize a customer statement?

Hi everyone,I'm curious how other small business owners handle their invoicing workflow.Do you create invoices directly inside QuickBooks, or do you use another tool first and then record everything in QuickBooks?For example:Do you use Excel or Word? Do you use a dedicated invoice generator? How do you keep invoice numbers organized? What's the fastest workflow you've found?I'm trying to simplify my invoicing process while keeping everything professional.I'd love to hear what works best for you.Thanks!

Hi everyone,I'm curious how other small business owners handle invoicing before recording everything in QuickBooks.For example:Do you create invoices directly inside QuickBooks? Do you use Word, Excel, Google Docs, or a separate invoice generator first? If you send only a few invoices each month, what workflow has been the easiest for you?I'm looking for a simple process that keeps invoices professional without spending too much time on formatting.I'd love to hear what works best for you and why.Thanks!

please i want to move to new laptop and it required a validation code to activate 

Active payroll items that I have used for 15 years have disappeared from the Enter Payroll screen in QB Desktop.  They are not showing as items I can add in Available Columns.  New active payroll items are unavailable to add as well.  There are inactive payroll items now showing up.  QB Support has been unable to help or fix.  Any suggestions. 

I want to know how to contact the head of this company or the board.  I am so mad because of the stupid subscription which I never use until I have trouble with logging into my Quickbooks because of your system not recognizing my 2 credit cards that is on file with you.  I HATE the subscription and if I ever get a chance, I will be either switching to a new program or just entering my ending balances into an earlier version of Quickbooks and using that version!!  I can understand larger companies might need your services but the small companies - like ours and another one in which I take care of their books, don't need it or at least I don't.  In addition to the subscription, we also pay for the payroll subscription which then adds even more to our expenses. I will be so glad when we retire from this business and I can cancel everything.  So ANYONE who is reading this, get your hands on an earlier subscription like 2020 or earlier, do that.  They are selli

I manually created a bank account because my bank account would not properly connect to QuickBooks. Eventually, my bank account did connect properly so I tried moving QuickBooks Payment deposits and paycheck withdrawals that were recorded to the manual account to the newly connected bank account. I tried doing a “Transfer” from the manual account to the connected account for the paycheck withdrawals. When that didn’t work I tried a “journal entry” to reduce the manual account and increase the connected account, but still no luck. Both methods doubled the amount that is in the manual account where the paycheck payments were erroneously recorded instead of reducing the balance.  Also, the QuickBooks bank balance for the newly connected account appeared to double when I tried to change the QuickBooks Payment deposits from the manual account to the newly connected account. If you got this far, thanks for reading and TIA for any help you may be able to provide!    

I’ve been using QuickBooks since 2019. Switching to online was the biggest mistake I’ve ever made. None of the features work 100%, I’ve tried to add my cc card today and every time I get to the page where it asks how far back would I like to add the transactions, the screen freezes. I tried on my iPhone 14 pro max, iPad (safari and Firefox). Then when I managed to add the acct on the mobile app. It only imported 2024 and I’m unable to import 2023. I work in the tech sector in development and it’s unreal what a dumpster fire this is. For as much money intuit charges for this, it should be fluid. I’m extremely motivated to do away with this software this year and will be sure to advise as many of my business owner friends to steer clear.

QB is forcing people online. I manage four small business through my QB desktop and I can't afford to pay for four online subscriptions. Any advice is appreciated. Thanks

We are a small not-for profit library.  I need to add a revenue account for property taxes received.  Help?

The non-profits for which I serve as an unpaid accountant/bookkeeper can no longer afford their pro-rata shares of the QB Plus renewal fee. Nor can they afford to use QBO.  That is not an Intuit problem.My concern is that I continue to be able to use my QB Plus as I have. Of course, I expect no updates. I do expect assistance fixing of existing bugs and glitches. After the many years I have been a QB subscriber it would be more than unseemly to loose the functionality I have paid for.

What are the total charges to me using credit card payment by a customer

HiI’m struggling to work out how to code payments I’ve taken from my business account.  I think it needs to go under an Equity heading - is that right?i’ve selected Equity in the account type to create a new catagory.  But then it asks for ‘Detail type’ .  I’m not sure which one it’s supposed to be. Any advice welcome - it doesn’t feel straightfoward

I've been dealing with the same limitation in QuickBooks Desktop and Enterprise for years: there's no simple way to print item images on invoices, estimates, sales orders, purchase orders, or sales receipts.After getting frustrated with it for so long, I finally built my own solution.Here's how it works:You save your QuickBooks document as a PDF, exactly the way you already do. Then you drop that PDF into my tool. It reads the line items, matches each item code with your existing product photos, and creates a new version of the document with the correct image beside each item.In about 30 seconds, you get: A print-ready PDF with product images. An Excel file containing the extracted data. The tool only reads the PDF. It doesn't connect to QuickBooks, doesn't use the QuickBooks API, and never touches your company file. It also compares the calculated line totals with the document total, so if something doesn't add up, you'll know before sending it to a customer.The reason I built this

I set up to have my bank feed connect starting Jan 1 2024.  But now I would like add all 2023  How do I do that?

how to delete my account

To the QuickBooks Executive Team and Payroll Operations, I am writing this letter to express my absolute condemnation of your recent policy change regarding the mandatory drafting of payroll taxes on the same day as payroll processing. This move is a gross overstep of your role as a service provider and represents an unacceptable interference in the financial management of my business. As a business owner, I am responsible for managing my own cash flow and ensuring that my obligations—both to my employees and the government—are met within the legal timeframes established by the IRS and state agencies. By forcing an immediate withdrawal of tax funds, you are effectively seizing capital from my operating account before it is legally due to the authorities. This policy demonstrates a complete lack of understanding of the realities of small business operations: Financial Autonomy: It is the prerogative of the business, not the software provider, to decide when funds are moved, provided w

HELP

Hi!The “Subject to Medicare” button got incorrectly checked, and an employee’s paystub got processed with no MC withheld.After turning “Subject to Medicare” back on, I manually calculated the missing amount and added the missing MC tax to be withheld from the employee’s next payroll. Now I’m processing quarterly reports and found out Quickbooks self-adjusted and removed my correction. How do I prevent this going forward?I’m on Quickbooks Payroll Desktop.

Hello.  I have been a QuickBooks Online Essentials customer for a number of years.  Prior to February 2026 I was getting both emails and phone notifications (alerts) when my customers paid their invoices.  After February it all stopped.  I’ve tried a number of times to call your support line but can’t seem to speak to a human being.  Your “chat-bot” support gives me the runaround every time with no responses even close to what my issue is in support.  In my Merchant Center under Account and then Settings and Alerts, all I see is a form with a dropdown that has nothing to do with ALERTS or Alert setup, which is frustrating.  Yes, my Company Profile is correct.  Yes, my Email is correct and I receive other Intuit emails (mostly from Marketing) and I cannot find any other way to re-activate the emails and alerts I used to get.Any help?Pablo54

My 'Favorite Reports' list got rearranged, and this isn't the first time it's happened.  I painstakingly arrange this so that reports are where I want them for quick access.  Quite annoying and time-consuming to have to keep doing this.  They have now rearranged according to the folder they are in.  I suppose I can put them all in one folder, and I will, but then I have to remember that they are in my 'QuickBooks Likes to Mess With Me' folder and not in the logical folder they belong in, such as Payroll, Jobs, Customers, etc.    Just kidding, I won't name the folder that, but i would very much appreciate if the reports do not auto-rearrange.  It's not as handy to arrange reports within the folders  of the Memorized Reports list as it used to be, either.  If I'm doing something stupid to cause this, I'll appreciate any information so that I can myself quit being stupid. =)

Just switched from Desktop to QBO.Where are the “Expand / Collapse buttons?  I see the > within the reports for individual sections/sub-sections. But how can I expand or collapse all the subsection in a report at once?  

It states I am in account on mobile yet it will not open get a message that states this account doesn't include access to Quickbooks online

Previously, in Desktop, I had a version of the Check Detail report (memorized report), which included 1) All the checks written that day 2) The Bills those checks were applied to 3) The accounts and Classes charged by those Bills. Each of those 3 details were key aspects to this report. How do I re-create this in Quickbooks online? It’s a vital report, that I use every single week. Previously, I could run it with just two clicks. In the new system, the nearest I’ve been able to figure out is manually cobbling together the “Transaction Detail by Account” and the “Bills & Applied Payments reports”. I can’t figure out how to get either report (or any others) to simply run with each of these necessary pieces of data. Thanks in advance.

I just recently migrated from QBD 2020 to QBO.  All of my tenants (strip center) are showing up as Projects instead of Sub-customers.  How can I make each tenant a Sub-customer of the Customer (building) and have all the transactions also come over?