QuickBooks Q&A

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Most of my clients request a text alert along with the email and I would love to just use my app on the go to send these instead of having to wait until I’m home to do it through my laptop!!!

While reconciling I was missing transactions. I found them in the BANK TRANSACTIONS and categorized them. After categorizing them, they still did not show up in the bank register or reconciliation page. I have made sure it is the same account.

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Hello, I have an erroneous entry made a couple of weeks ago that is preventing me from reconciling my account.  The entry is a tax payment to the State but it is incorrect.  I think this applied on or before I actually resolved an issue with the State so we can pay payroll taxes correctly.  This particular entry is mostly greyed out except for the option to add "C" for "Cleared - Tentatively Reconciled" or "R" for "Reconciled".  The buttons on this entry or "Edit", "Cancel" and "Save" but no delete option.  BTW, this fictitious payment does not show up at my bank.  It is only in QB.  I'm off by this one entry.  How do I get rid of it.  Clicking edit does nothing.  I cannot modify this one. Thanks in advance! Brooks

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I need quarterly payroll info for an audit. The audit says it is available on this form.

removing a employee's email from payroll settings?

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Staring in Sept 2025, QB changed the way the emails look when emailing an invoice. I'm referring to the actual email, not the actual invoice. The invoice itself is fine. But, now the email will display the business owner's personal home address, it used to display the business address.  How do I change it back to the business address, like it's been for the last 10 years? I don't want my personal home address on the emails.Thanks,

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I have instant deposit set up, set to everyday, I have taken many payments before

I’ve been trying to g since yesterday

when adding in attachments to reconciled entries, there is always a warning about messing up the reconciliation which I always say yes to. However when I also add in the payee info, it pops up with the do you wan to prefill, to which the answer is always no, but since it looks like the other one i often inadvertently click on yes.

I contacted the bank and they advised to set the default for quickbooks as my business account. Even after that, only my personal accounts appear in the link list.

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I would rather not duplicate inventory in QB if I don't have to. Can I bring in the needed financial data from the Square app without having to?

When I look at my account, I only see the QB Desktop Premier for 2021 but I am using 2024.    I have to put the 2024 version on a new laptop.      How do I do that?   I am worried about the old date and don't know why it doesn't show the 2024 version.   I have it set up to automatically update and charge me.  Thanks in advance for any help.   

I added a tag on something that I didn't to tag. I was wondering how I can remove that tag?

We have received calls that may be spam (although not asking for immediate payment) or may be legit and have not received followup promised material.

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