QuickBooks Q&A

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My passkey for QBO worked fine until recently. In the last couple of weeks, QBO prompts me for the passkey, and when I authenticate, it takes me to the login screen where it requires my password. I have cleared cache & cookies, and I have deleted and recreated the passkey several times. Nothing has fixed the issue.

I submitted documents to help resolve an issue that I was having. I would like to find those documents that I sent. Is there a way that I can locate the previous Customer Support Case in QB?

I can not pull up w2 from 2023 how do I get access to these w2s

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Hi, just recently I am having several issues when converting from a sales order to an invoice.Just to clarify, everything I sell in "non-inventory".I have my sales guys create sales orders that show the estimated quantity they sold and the sales amount. Then I run a report that shows the open sales orders by that sales rep. I open the sales order and click on create invoice. Issue #1 - Here is where the trouble starts. I override the estimated quantity with the actual quantity sold. If it is greater than the estimated amount, everything works great. If it is less than the estimated amount then I get a NEW warning that lets me know it is a different amount. This is new. How do I make the warning go away. I have never had to adjust the sales order to match the invoice amount.Issue #2 - In the past, when I created an invoice from a sales order QB would automatically close out the sales order and show it as invoiced in full. It does not do that anymore and it shows an open balance on

We changed to QB online from QB desktop and now cant find the things i need

Run a report on Contractors expense only

  Terrible Customer Service and Misleading Information from QuickBooks I am beyond frustrated with QuickBooks’ phone customer service and the outright false information they provided, which has caused significant issues for my business and our clients. Over a year ago, I noticed that our account was set up for online payments, which we explicitly did not want. I called to ensure this feature was disabled, and the representative assured me that as long as the options were turned off and my bank account wasn’t linked, no transactions would go through. I trusted their word and moved on. Fast forward to now, a client made a payment through a link that was supposed to be inactive. To my shock, the money was deducted from our client’s bank account! I immediately called QuickBooks to reiterate that we had opted out of this service long ago. Their response? “There’s nothing we can do.” They told me the only way to resolve this was to fully set up my bank account to receive the client’s pa

Not just an entry, an "adjusting" entry.

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Help! My A/R Aging Detail Has 2 Journal Entries Net to $0 - How can I delete these from the report? Thank you in advance.

We'd like to reinstall so we can get some data out of our application so we can transition out.  Where can we find it please? Thank you.

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Hi is anyone else having trouble with their search bar not working? I type in the name of the customer and nothing pops up like it used to. It only gives me an error message. 

I created an AJE adjusting a credit balance in accounts receivable.  I created a dummy customer named CPA Adjustments AR to facilitate the adjustment.   I debited the AR account using the CPA Adjustments AR customer and credited sales using the same customer.  The adjustment is recorded in the subsidiary ledger as a debit in the customer account, but does not adjust the general ledger AR amount or the sales amount.   The trial balance also does not report the AJE in either the AR account or the sales account. Please help. Thanks.

Quickbooks Merchant Services charged my credit card transaction fees at the end of the month. In June 2025 they started charging them daily. More work to reconcile. 

Disability income that is not taxable  how do i post it  yet still have it as icome toewards initail opening balances equity  

**UPDATE** I logged on as administrator and was able to send some paystubs, but not all. I have tried several times to send the others but I keep getting the same message: "Your payroll was processed successfully but Quickbooks could not send some employee paystubs." The solution offered is to exit and restart, however, that doesn't help.  We recently upgraded to QB Desktop Pro Plus 2022. When we ran payroll, we were unable to email the paystubs as we normally do.I checked the email settings and was able to email invoices successfully, it's just the paystubs that are not being sent. Any suggestions?

I have a landscape business and do lots of estimate. They generally fall into categories that all have the same basic line items. For instance, lawn mowing will always have mowing, and treatments. Landscaping will always have labor, mulch, etc. Can I create separate estimate forms with the line items filled in so that they will update those products or services in QBO when I fill in the quantity and price numbers? 

I chose nonprofit for the Business type when I set up our company, but I need to change it to "other".  I need to know how to get back to the company page I created.

When can we access the 2025 desktop software?  Our Pro Advisor site only shows the 2024.  

Hello, I’m at my wit’s end with QuickBooks. I’ve spoken to customer service easily twenty times, participated in multiple tech calls, and exchanged dozens of emails—yet there has been zero resolution. At this point, the only responses I get are variations of the same canned message:“Engineers are aware of the issue and it is in the process of being prioritized/investigated. Although this is being actively looked at, we do not have an ETA for resolution at this time.” This has gone on for months. Please see the attached documentation showing the history of contact and lack of results. BackgroundOur company is over 30 years old, with significant historical data. We were assured by Brian from your sales team that migrating from QuickBooks Desktop to Online would be seamless. When the initial migration attempt failed, we were instructed to renew QuickBooks Desktop temporarily so your team could complete the migration, with the promise of a refund once done. We foll

In the last 30 days, all invoices generated in Autotask & transferred to QBO with 6% PA Sales tax have been restructured by QBO with "Autotask Proxy 1%" as the tax calculator. Why is this happening?