QuickBooks Q&A

I had a list of reports and views bookmarked so that they would open in new tabs. Now a bookmarked page will only open in the tab in which you are viewing. The new interface seems to require multiple keystrokes and menu pull downs when I had spent a lot of time figuring out how to make it more efficient.

I want to create a P&L report by month via Spreadsheet Sync. Once I selected Build A Report, I get to a canned report selection. There is no customization of the report column-wise. When I ran P&L, the year-to-date number showed up in one column (total). I can't break it down to by month. I also can't select the custom reports I created in quickbooks online via Spreadsheet Sync. Is Spreadsheet Sync only for canned reports?

I get an error OL-222. These have worked fine until I updated today. I know that QB2020 desktop (mac) is no longer supported, but cannot understand why I cannot even manually import a qbo file from my hard-drive. If the update forced my software to no longer import my own documents (qbo), am I able to downgrade to the previous version using my Time Machine backup (mac)?

Hi, I work at a school and the students are doing a pizza fundraiser. We wanted to use the QB QR feature for sales of the pizza but turns out the amount field cannot be variable. Does anyone have another idea of an option that may allow the customer to scan the QR code and then enter an amount of their choosing. It would be great if it integrates with QB but it doesn't have to!

I've been using the "Give feedback" feature for about a year, in QuickBooks Online Advanced. I have never been able to "take a screenshot" using the tool. I always get a message window showing the tool attempting to take the screenshot, and then a "Whoops!" message window indicating that something went wrong. I always end up having to take screenshots manually, then uploading, which is time-consuming. Does anyone else experience this issue? I wish they'd improve the "Give feedback" tool so that it worked properly.

A customer paid by echeck.  Their system indicates the funds were withdrawn.  The funds are shown in our bank account in QB.  However, our bank has no record of the funds being deposited.

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I'm using the QBO APP. It's separate from QBO through the web browser. I use it for two companies. My question only affects one company because the other company works fine. The left side navigation bar won't open. When I click on the 3 lines with the tiny arrow to try to open it, it just shifts back and forth with each click. I'm guessing I need Tech Support, but I don't know how to contact Tech Support. I can't access any of the categories to work in the APP. Like I said, in the other company I use it for, it works fine. Not sure why this new one doesn't and I don't find any help regarding this in the community. I've tried reloading it. I've tried clearing all cookies and rebooting the computer. I can't get it to open. TIA,Paula

We ran payroll yesterday and the monies didn’t go into our employees accounts.

I have created a custom report and want to view it as a chart. I have taken the online tutorial for viewing a report as a chart but do not see Select Chart View option in the report. Do I need special permissions to see this option. Thanks

need to change email and password for the Admin of our business

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Can I set up payment reminders for customer statements only? I do not want QB to automatically send invoices.

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I hate this new layout how can I go back to the old one

I want my previous classic interface

Hi, After updating my iPad QB app, I noticed that I am unable to select classes while categorizing transactions now.  I still have class tracking enabled in my settings. Any help is appreciated  

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Please excuse my total ignorance, but I'm trying to figure some things out for the company that I work for and none of us are super computer savvy and I don't know accounting stuff very well - but: Our company has a small retail store and showroom and we are now using Shopify Retail POS there. We also have a big Service Department and we've never had a good service program to streamline things and have access to helpful tool and features, etc. We are running Shopify POS into QB Desktop 2024 and I'm trying to figure out how to best manage the inventory. We are looking in intergrate a service program such as Bluefolder or House Call Pro or something similar and the tracking of inventory makes my head spin a bit. To me personally it seems like we could use QB Desktop as the "Parent" software and input and pull inventory out of there. I was told that QB Desktop 2024 doesn't do inventory, but I'm reading otherwise online.  Shouldn't we be able to

I am applying for the LOC and Quickbooks states the bank account is personal. Am I missing a setting?

How do I get the classic view back?

HI if I need to write off an inventory item due to a loss or damage etc what is the correct way so that it shows im out the cost of the item as well as the quantity?  It seems if the adjustment on hand using the Cost of goods sold account I dont see any change in my P&L or loss?   Please help...

I have already been paying this contractor direct deposit for 2+ months. They receive an email that the deposit is happening but there's no option for them to view their paystub. I also don't have the option to re-invite them to join the QB workforce

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