QuickBooks Q&A

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We transitioned our small business from QuickBooks desktop to QuickBooks online in January. January! QuickBooks transition did not go well and it still is not completely functional. We have talked to them numerous times. They escalate and tell us somebody will get back with a resolution within three weeks. It hasn’t happened yet. It’s been nine months! We can’t balance a checkbook, we can’t get financial reports, our employees withholding taxes are messed up. This is a nightmare that we need assistance with. I appreciate all suggestions.  

For some users of my company file the memorized transactions look normal, there is a group name and then the transactions are listed, left screenshot in the picture.  For others the group name is also on the line with the transactions, right screenshot.  I can't find any preference or setting that would do this or undo this. 

I'm setting up payment reminders in QBD so that both a statement and the past due invoices are sent.  Where is the email template for this.  I know were the templates are for sending just statements OR invoices but I'm sending both

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  Hey there, QuickBooks users! Ever find yourself needing a quick and easy way to handle some common Reporting or Reconciliation tasks in QuickBooks Online? You've come to the right place! We've got three simple "Quick Tips" to help you out.   Tip #1: How to Download Your Profit and Loss Report Need to get your Profit and Loss report into a file you can share or save? It’s super easy!  Head to the Reports Menu: Look for "Reports" on the left-hand side of your QuickBooks dashboard. Find Your Report: Go to "Standard reports" and type "Profit and Loss" into the search bar. Customize It: Now, you can adjust the date range to whatever you need—like "Last Month" or "This Year to Date." The report will automatically update. Download and Go! In the top-right corner of the report, you'll see a little export icon (it looks like a box with an arrow pointing out of it). Click it and choose "Export to Excel" or "Export to PDF." Your file will download automatically!   And ju

Does anyone have any insight on why for the past several weeks when I run a weekly payroll on Wednesday to pay employees on Friday, the money is not in their bank account until later in the day? I tried calling support 3 times and basically didn't get an answer or any insight.  They said their policy is they can pay any time on pay day up until 5 pm.   I understand why this policy exists but this is only a recent issue and I have never had delays on direct deposit where I had to even look into this. The client is very upset and they blow up my phone early in the morning on pay day.  I would prefer to keep them on QuickBooks Online Payroll but they are asking to switch to ADP payroll because they know it is bs to tell someone that their direct deposit will go in anytime on pay day when for decades and with multiple different payroll companies, that doesn't happen unless you are doing a special payroll. Any insights???  I believe it is a communicat

Has anyone successfully imported paychecks from QBOPayroll to QBDesktop using .CSV?  Is there any guidance anywhere on this?

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This is really frustrating and I hope someone can help as QB support has been 0% on this this far.We are in the process of purchasing a company that currently runs on Quickbooks Enterprise v23 i believe,They want to keep their instance of QB. We have now tried multiple ways and failed in trying to import that data into our instance, We only want to export the last 5 years of data from Enterprise. We have a new instance of Quickbooks Online Advanced and the current dataset is on Quickbooks Enterprise v23 Here is the list of data we want to import:1. Customer Data2. Customer Transactions3. Items4. Vendors5. Vendor Transactions Quickbooks Online CANNOT import any of the IFF files Enterprise exports.Quickbooks online seems to have a complete different structure flor customer lists (our list is 25k users. We have even tried to create a new business in the current Quickbooks enterprise and then tried to bring in the above files in IFF and after taking about 4 hours on a C

How can I create a report that shows sales that includes by Job Type?  I know how to filter by Job Type, but I don't want to filter I want to report the Job Type so that it shows as a column heading.  For example, if I have residential, commercial, and retail job types I would like to report what last year's annual sales was for each job type.  Thanks!

This would be a deposit made, correct amount deposited, however incorrect amount posted to bank account, therefore need to change bank account amount in QB,

What does the acronym ACH mean?

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Only half of them posted to the account.

The Income vs Costs on projects are not updating when adding items to projects

How do I set up Sick Leave? The employee will earn 1 hour of sick leave for every 30 hours worked. Max time is 48 hours. No carry over. Please be specific. Thanks. 

How do I change bank accounts?

I recently received an email from Intuit (yes, I verified it is real and has a case ID) stating that my account will be sent to collections in 10 days. I am contacting you immediately because I want to resolve this balance, but I have been unable to do so despite repeated attempts. I have spent hours on calls and chat with your support team. I have been transferred multiple times, but no one has provided me with a direct way to make payment. My account billing section also does not display a payment option. To be clear: I am willing and ready to pay. However, I cannot find a legitimate way to complete the payment, and I am concerned about being unfairly reported to collections while I am actively trying to resolve this matter. Please: 1. Provide me with a secure payment link or instructions to immediately pay the balance.2. Confirm in writing that my account will not be referred to collections while I am making a good-faith effort to settle this.  Thi

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What is the best way to direct deposit partnership guaranteed payments? Can these payments be automated in payroll for the partners?  Meaning that when the w2 employees get paid, the partners will also get paid via direct deposit and all deductions related to benefits (401k etc) are automatically taken out as it is done for the w2 employees. Thank You.

We have a small business. I am currently searching for a health insurance plan.  One of our employees does not currently have insurance. I would like to help them with medical bills. I have been researching laws for Ohio. It looks as if I could just do a bonus, but take taxes out of it.  Do I need to set anything up differently with Quickbooks? I already do quarterly bonus's so just thinking I could do it the same? I have Quickbooks Desktop 2024 Pro Plus.