QuickBooks Q&A

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I can email the estimate, but would like to be able to text it instead. Thank you!

We are using a new QB online file with a different chart of accounts that our accountant set up, but I'd like to keep the old one just in case.

 I am trying to correctly setup my Chase Credit Card with a sub-account.  In quickbooks Desktop the subaccount would automatically download - without any additional setup. I only had the primary account setup and it worked to sync all transactions.   Since transitioning to QBO the sub account no longer syncs when I update the account.  I added the sub-account and set it up as a sub to the primary account, but it still does not sync. It will not allow me to separately "link" the sub account to the online connection.   I have spoken with QBO support 3 different times and keep getting told different things.  One of them had me setup a parent account (empty account) with the real primary card as a sub and the other sub-account as a second sub.  The transactions were downloading correctly into each of these sub accounts, but the running totals were not working and when I paid down the credit card or did anything else.  Also the pri

I try to filter income statement rows but the continue to appear

Paying bills and printing checks.  How can I get the memo line to print on checks?

I have multiple cards through Chase bank.  All of them were showing up till I received a new card today.  I created an "account" for this card, but have been unable to link it for transaction sync. When I go to "link" the card the new account is not showing as an option to link to the new account. Not sure if I have to somehow cancel all the links from Chase and reset it up or if there is an easier way to see this one new account . Thanks!

My bank was acquired.  The connection from my bank checking and qb online was interrupted.  In an attempt to reconnect, QB is asking "which accounts do you want to connect?" and lists two accounts.  The account I want to connect is showing on the screen with a prompt box to the right "enter account type" with a down arrow that, when clicked, gives me one choice....an incorrect choice.  I cannot type over it.  When I try with the arrowed pre chosen account type, I then get and error message that says: The account Checking:POS Withdrawal has a parent account that is already connected to a account at one of your banks.  I'm stuck at this point.

We are a service company and have used QBO & GoPayment since 2016.  With a new tech, we have a new QBO problem.  I am unable to make his log-in work to accept payment.None of this information works: https://quickbooks.intuit.com/learn-support/en-us/help-article/manage-users/add-users-quickbooks-payments/L0EYt1K4G_US_en_US?uid=l5n0onrw I have done the following numerous times and while on Glance w/reps from QBO all with the same result:- I have added him through QBO under manage users as a 'take payments only' user.- I have added him through Merchant Services using the invite link.- I have added him through my GoPayment Admin app, as well as through our other Admin account.  Note: Neither my GoPayment App, nor the other Admin's App show any users other than the person who is actually using the app. So once I 'add' him, the only way I know he was possibly added is because he receives an email to accept my invitation.- We have received each email from all of t

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Hi Team, Instead of DD i have processed the payment through check, could you please let me know how to resolve it.

Hi Team, Instead of DD by mitake i have processed like a check, could you please help me how to resolve it, [PII removed] consultant name

Our customer made an overpayment on an invoice. We refunded the difference amount. My transaction list is as follows: Invoice: Corrected amount of $384.30Payment: Overpayment of $385.20 ($0.90 credit)Refund: $ -0.90Deposit: Overpayment amount $ -385.20Deposit: Refund amount $0.90 I know I am missing a step, but I cannot figure it out. How do I finish this so my customer balance is back at 0?

A warning for QuickBooks Online Payroll Customers QBO Payroll has created two inaccurate transactions in my bank account’s chart of accounts, they do not match the actual bank withdrawals nor the payroll tax payments. In one case, the transaction was initially recorded correctly, and I matched it to the bank feed transaction. 10 days later, "System Administration" edited the transaction amount to an incorrect value. After spending hours with QBO Payroll support, they have refused to correct the issue and instead suggested I hire an accountant to make manual journal entries to reconcile the accounts. How can customers trust a system where transactions can be altered after the fact, making them inaccurate, with no process to review or correct them?

Income is only from homeowner maintenance fees, as this is a condominium association. Expenses are showing correctly as to which fund they are being paid from. Thanks for any help.

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need to change the billing email address on QB account

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I processed payroll yesterday per usual and my direct deposit employees did not receive their direct deposits this morning. Has anyone else had these issues?

My bank login is correct. My bank did update their mobile banking and website, and I can login to both, but cannot update Quickbooks to access the bank feed.

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I use QB DT 2024, and am trying to migrate to online.  When I migrate data, everything in the transactions registers for my bank accounts transfers over EXCEPT the payee (who I received the money from!).  I talked to someone at QB support and they told me this was a "product limitation" but it seems this would be a critical piece of information that should migrate!  The solution offered was to input the payee manually, but I have almost 1500 entries YTD, and over 22,000 historical entries.  No way do I have the time or resources to input manually.  This is, to me, a fatal flaw in the design and implementation.  

The Insurance paid us the market value for a vehicle that was written off. The vehicle had taken all of its depreciation. How do I record this transaction in Quickbooks?

In Quickbooks Enterprise Solutions Accountant 24.0, why are Client Ready Payroll exported Excel reports generating with "EP4A EIN: 00-3000031" in the Header?