QuickBooks Q&A

Hi,  Can I invite an accountant for free (I know it will cost me nothing)?  What I mean, if it my accountant need to pay something when she accepted my invitation.  Thanks

Can any amounts and frequencies be paid (via Melio) from QB using a checking account, or are there any limitations such as a maximum bill amount or a maximum number of bills per month? For instance, could I make a $1M bill payment through QB if I needed to? Could I make 1,000 such payments every month?

An employee says he is locked out and can not view his paystub how do i fix that?

I just installed a new Samsung computer monitor.  Now my background is black for the desktop and for QuickBooks and the fonts are white.  Previously the backgrounds were white with black font.  I don't care about the black background but when I open any list, register, check splits, deposits, etc, every other line is now white and I cannot see anything on the white lines until I click on that line.  This is a big problem. I have Windows 10 and Accountant Desktop Plus 2024 and several earlier QB's versions.   All my QB versions have the same problem.  My Word also has black background now and white font which I don't care about.   I hope I do not have to return my monitor but I have spent several hours going through all settings I can find on the monitor and in my computer.  I also cannot find anywhere to change the settings within QB's.   Any suggestions would be much appreciated. Thank you, Mary

How do you get the sales tax for WA state to show up on the client's invoice?

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About QuickBooks Self-Employed: If I have already recorded the income (marking it as business/income) from a company and then receive a 1099-NEC, when preparing my taxes with TurboTax (married filing jointly), should I still enter that form? Wouldn’t this add up and result in double income? How should I proceed?

Buildertrend does not fill in the Memo Description when the code is listed in the Product/Service Field. When the Transaction detail report is ran, the memo description field shows blank. Any help on how to fix?

need to unreconcile a monthly period to correct the balance.

We are trying to send an automated legal notice of non-payment to overdue customers.1) We are not sure if there is any feature, apart from the automated "Reminders" feature available in QB to send such "Reminder / Notice".2) Assuming there is no other way, the issue is we need to include additional customer email addresses (say a legal email address) when sending such a notice / reminder, but not for the monthly customer invoice. Our understanding is that QB uses the same email addresses for such reminders that have been set up for sending the usual customer invoice (which does not include the additional legal email address and ideally, we don't want to send the original customer invoices to the legal address since invoices are sent in the normal course of business). Is there a way we could add additional customer email address only for such reminders?Thanks in advance.

I am unable to import my OFX files, currently using Quickbooks Desktop Pro 2017.  Has there been a change where it is no longer supported?  Was there a change on 5/31/2020?  How do I fix this?

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employee reimbursed expense claims not saving when attached to a job/project. Did the update break this feature?

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I am having problems logging into the Community forum. Specifically, every time I leave the page I get logged out. In order to log in again, I have to go to "Settings" and delete Intuit cookies. Every time. I've added Intuit to the trusted sites list, the browser is updated (Chrome) and it's set to accept 3rd party cookies.  I use QuickBooks Online and don't have a problem logging into that. The Community can be a very helpful forum but it's becoming very tedious to have to delete cookies every single time I want to log in. And I really don't want to have to use it in incognito mode. Why is this happening?

How do you get the old layout back?

We have QBO Advanced, and we are not getting daily backups. We get one, sometimes two backups a month, sometimes none. How can I find out why we are not getting daily backups?  I tried support, the person took 10 minutes just to look up what a backup was, then another 10 minutes (I'm NOT kidding... it was literally a 20 minute call) to tell me backups were already enabled so we're fine... But I'm still not getting daily backups. How do I solve this?

So I'm in our bank transactions trying to match & categorize. There have been times checks & direct deposits for payroll have been returned due to NSF. What happens is money then gets deposited, they retry the payment & it goes through some days later. So I'm not actually sure the proper way to record these? I'm going to attach screenshots of what they look like in QBO banking transactions. In these examples they are payroll checks. They end up going through, I'm just not sure how to record them properly? Do I just exclude the others & record the transactions that cleared? Also why aren't they matching? Normally I just match the payroll checks to the bank feed. I haven't dealt with a lot of things I've had to deal with at this company so there are things I'm running into that I'm unsure about. Also QB has changed so much for the worse. It used to be a good platform but I find it very frustrating to use now. 

Hello  I use Lawn Buddy as my CRM they link with Stripe and if clients decides to pay through a link they would have to pay a percentage (fees passed to client). However when it comes through onto quickbooks under the client it shows as the client didnt pay the full amount The amount that come through come for multiple invoices at once so I'm unable to match individually. I've seen questions here what to do when you are the one paying the fees but nothing when the fees are paid by the client eg the invoice for the client was $59 but because the client decided to pay through stripe and they pay for the fee, on Quickbooks it comes through as they were supposed to pay $61.01 so now I have extra amount linked to client How do record this in QB

The invoices Monthly Maintenance Statements to shareholders in a residential co-op building. The itemized description fields and amounts will need to be edited depending on the unit.

How do I Process a final paycheck without the employee being notified?

Has anyone used desktop cloud hosting other than Right Networks?  Any thoughts on pricing?Thanks.

Hello,  I have a bank deposit showing inside of Quickbooks but it does not show each individual transaction. It's a combination of multiple deposits but I can't figure exactly which ones. I've tried adding up the credits around that date from the Bank Register but they don't match up exactly. The deposit was made on a Monday so I'm guessing there are a few days of transactions all batched into that one. Anyone run into this and/or know how to resolve this?  Thank you!Mark