QuickBooks Q&A

With the May 2027 end-of-support date for QuickBooks Desktop getting closer, I've been talking to a lot of accounting firms about how they're planning migrations for their client portfolios.The actual migration tools seem fine — it's the export cleanup that everyone's struggling with. QBD exports come out with account numbers embedded in the account name strings, sub-accounts nested with colons, and debit/credit signs that don't match what Xero or Sage expects. I've heard firms say they spend 15-20 hours per client just cleaning up the export in Excel before they can even attempt an import.For a firm with 50-100 clients on Desktop, that's potentially thousands of hours of manual work before the deadline.Has anyone found a decent workflow for this? The free conversion tools seem to have pretty high error rates from what I've heard.I'm working on a tool to automate the cleanup — handling the embedded account numbers, colon-nested hierarchies, sign convention mismatches, and trial balance

My client paid me 3 months ago and I still have not received my funds. Over the last 5 weeks, I have called at least 20 times, have had at least 7 cases open, and have been promised multiple times that the money was going to be transferred. It still has not. I have been told it will be transferred by 3-5 business days multiple times across these 5 weeks. I have been hung up on, and I have been told an email with details will be sent and they never have. I have been told that my issue will be escalated to Tier 2 and Tier 3, but that never happened. They are lying to me and withholding my livelihood. Quickbooks is stealing from me. If this does not get resolve, I will find counsel and I will sue. If you are searching for an invoicing service, do not get Quickbooks. Do not do it.

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I have two companies (A & B) every week I use the weekly timesheets tab located under Create > Team > Weekly timesheet, both companies have had the ability to choose pay type from the weekly timesheet screen to choose overtime or another pay type if fit, as of two weeks ago company B (under a different QBO account entirely) no longer has the option to select pay type. I am not sure what is going on and what changed but this is causing an issue when it comes to project tracking for any overtime expenses. Company A on the other hand still has all the options, I tried comparing the settings between the two companies and did not see anything that would cause this issue.  

I want to know the steps to enter Couter Credit having multiple accounts with an already downloaded webconnect file in QBD.

I have used Quickbooks Online Payroll for 10 years to file payroll taxes. This year, a 940 was not generated. I was able to pay the tax associated with it, but the form is no there to be filed. Additionally, my W-2 does not show up either. Please advise. I have emptied cookies/cache. The emails that I receive from quickbooks with reminders of forms to be filed do not mention my 940 or W2. This is unsettling. Please advise. 

I have this issue every year. I fill out the information in QBSE, click Send to TurboTax, then get taken to the TurboTax Premium product. It wants to charge me $129 for federal return plus additional for state, but both should be included with my QBSE bundle. I cannot figure out any way to switch to TurboTax Self-Employed.

Hello, I am an accountant currently on Pro Plus Desktop 2023.  Do I need to renew to Pro Plus 2023 prior to July 31st to keep my subscription going? I have looked to find a place to go ahead and renew my subscription, but I could not find it. Does it possibly renew automatically? Thank you!

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Mobile deposit is not working. Opps something is not working

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Id like to print off a listing of each of the transactions under "other business expenses"

Each payroll I enter multiple salary and tax accounts in a split ACH bank transaction. I have set up a recurring expense template for it. When the payroll comes through the bank transactions, how do I get to the template and have it match with the bank transaction?

Has anyone experienced their invoices suddenly being posted as payments in their check register? It’s also correctly posting to revenue and accounts receivable but somehow it’s also posting as a payment in my check register. Intuit seems to not be able to figure this out.

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We are using QuickBooks reports to export invoice and bill data. We observed that the “Modified On” field in the exported report does not match the actual payment date.For example:Payment is made on a specific date (visible correctly in invoice details)But the same time after payment, “Modified On” field shows an earlier date and timeWe would like to understand:What exactly does the “Modified On” field represent in reports?Does it update when a payment is applied to an invoice or bill?Is there any report that provides Payment Date along with Invoice/Bill Number in a single export?This is important for us to correctly sync payment data with our system.

I accidentally made 2 accounts that are identical but they have different months/years data in them.  How can I combine them into one account? I have QB 2021

I have been trying to run payroll today in QBO. I have approved the timesheets in classic time, then gone to QBO time approvals to run the payroll. Once I click on Rune Payroll the overtime disappears. Is something going on with QBO payroll today?

Hi,There was an update to QBO the week of 9/11/23. After this update, the ability to "Swipe Card" when taking payment on a sales receipt disappeared and we are forced to key in the customers security code, name , address etc. We are charged 3.5% fees for this. What happened to the swipe feature? It is still there when receiving payments for invoices.

Support confirmed that the QuickBooks app will not work on iOS 18.7 on the iPhone 13 Pro. Can you provide a full list of which iOS versions are incompatible with which iPhone models?This information should be readily available to users so they can avoid updating to a version that breaks compatibility — or worse, purchasing a phone that won’t work with QuickBooks at all. I was also told that iOS 26 will not work, and that QuickBooks will not function on the iPhone 17.If there are known incompatibilities, they should be published and easy to find. This is software development 101 — transparency on supported devices and operating systems is critical. Failing to do so creates major problems for long-time customers like me.As it stands, I now have to rely on an old iPhone XS Max tethered to my work iPhone just to run QuickBooks in the field. I’m about to upgrade that XS Max to iOS 18.7, but I’m taking a gamble because there’s no official information about what devices and iOS versions are s

why is the search bar missing? This now makes it not user friendly

I transfered my QuickBook online to QuickBook desktip Pro 2024. Everything seemed to transfer fine last month. This month, I am no longer able see my Vendor and Customers List. I have run Tool Hub and File Doctor multiple times, but I'm still getting Error 381 and Error 213 that the Tool Hub says it can't fix. Does anyone have any suggestions?!?

Hi everyone,I'm having trouble logging into my QuickBooks Online account. Every time I try to sign in, I either get an error message or the page refreshes without letting me through. I've double-checked my credentials, cleared my browser cache, and even tried accessing it from different devices and browsers, but the issue persists.Here’s what I’ve tried so far:Resetting my password (it works, but I still can't log in afterward).Using incognito mode.Ensuring my internet connection is stable.Is anyone else experiencing similar issues, or does anyone know how to resolve this? Could it be an account-specific issue or something on QuickBooks' end?Thanks in advance for your help!

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I have looked at every “how to” and multiple threads on this website. What do I do if the “change order” box doesn’t populate when I make changes to an estimate? Pls help. sos