QuickBooks Q&A

Want to go back to my lifetime license on Desktop 2020 instead of my subscription on Desktop 2024. I installed Desktop 2020 on different PC with and activated new install with old license. No problem. Transferred company QBB files (which were backed up from Desktop 2024) to new the PC downloads folder but when I attempt to use QB 2020 to "restore back up of company file", it doesn't even recognize that there are any QBB files in the folder where they are. I attempted also copy the actual QBW file to the new PC and simply open the company but again it doesn't even "see" the file.I assume when 2024 "rebuilds" the company file it changes it so 2020 doesn't recognize it anymore???How to I migrate the company files back to 2020?

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No direct deposit this morning.  Per my quickbook payroll receipt it was processed at 9:20AM 08/29/2025(today).  Previously it processed between 12AM and 2AM same day with 8AM update of being deposited.  I believe this to be the reason why direct deposits were not available but it does have an indicator that it will be there by the end of day.  I wish quickbooks would send out notices just like the receipts that there was a delay or error.  

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We have not made any changes. What do we check?

Sometimes we have to reissue a check to a vendor but need to maintain the original check for reporting purposes because we're a grant funded. We enter a journal entry to debit the bank and credit AP. Then we cut the new check and select AP as the account for the line item. This creates an unapplied cash payment expenditure. Do I need to create a bill and match it to the Journal Entry and the original check?

There are ads for QuickBooks Payroll, loans, and more throughout. If I click Transactions... the first thing you show me is an ad. If I scan the categories of transactions... you stuffed an ad in there.If I click Reports... the first thing you show me is an ad. And since the list of reports is under that... and the spot where the ad is *does not scroll out of view*... your reports page uses less than 1/2 of the screen to show me report options! And I'm on a 27" 4K monitor. Just so frustrating.For the few ads that can be closed, clicking close only closes that one time. It's right back in my way the next time I come back.And you are raising prices in August.These ads are not "helping me" learn more about the tool, they are in the way on a paid product. It's cynical and in the way. Please, someone somewhere at Intuit, remove the ads or at LEAST stick them somewhere they don't push your actual application UI down so far.

Customer Support says, "These notifications suggest and guide you on how to improve your QuickBooks experience. I understand that these ads may affect your navigation, but at present, the option to disable them permanently is unavailable. You can ignore them by clicking the X icon or the "No, thanks!" button. QuickBooks will then turn off the ads and remember your choice so that the pop-up won't show up again. THIS IS INACCURATE - they don't go away!

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I checked settings for my company address and it is correct. I did not attempt to update our address.

I bought a piece of equipment in 2023 and took a 179 deduction on it.  I entered the asset under fixed assets and created a accumulated depreciation account for that asset and entered the depreciation.  The balance sheet was fine I and had no problem with TurboTax balancing with my QuickBooks.  Now this year my QBO balance sheet shows a negative number under retained earnings that is the exact amount of the depreciation took from the equipment purchase in 2023.  The asset portion of the QBO balance sheet shows the asset with the price I paid and the accumulated depreciation.  The balance sheet balances in QBO but I don't understand why the retained earnings has the negative amount and I can't get TurboTax balance sheet to balance.  Any help is greatly appreciated since I have waited until the last minute, again, to finish my business taxes.  

Hello,  I have one employee that received the invite to access their pay stubs but is getting an error when trying to sign in. They do have an account to file their taxes under the same email? Is it one account?  Thanks, CK18

I inadvertently applied sales tax to an invoice from the first quarter of this year for an exempt corporate client. The client has not paid the invoice because they want me to send an invoice that doesn't include the sales tax. Since I have already submitted sales tax to the state for that quarter, I cannot simply remove the sales tax from the existing invoice. The only thing I can think of is to create a credit memo for the sales tax, but I don't know how to set up the service item. Can anyone help me resolve my problem?  FYI... I am not a bookkeeper or an accountant. I am a small business owner and I do my own bookkeeping.

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I want to see if my accountant has accessed my records at all in the past 6 weeks. Is there a way to see the accountant's activity log?

new credit card # for mothly payments for QB

How do i reach real customer service support? This is the worst set up and my account has fraud invoices.

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I upgraded to desktop 2024 MAC last year. I DID NOT want to have to worry about annual renewals since I have a small single user real estate business and do not need the online version.  I cancelled the close to $1000 renewal figuring I could continue operating my quick books for a couple of years , then update if I felt it was needed.  I have been shocked to find out that my QB is no longer operational--I cannot print checks or add items into the register!  What's going on?

I had to clear my search engine and not my quickbooks online will not open 

I did what the instructions said to do for downloading older statements. The first account I tried was for Bank of America credit card. It requires that I do one month at a time so I picked December 2024 (since I already have everthing from Ja 2025 on. I chose Microsoft Excel format which renders a CSV files. According to the instructions, that's what is need - CSV. But I get a file upload error trying to bring it into QB.

We want to create specific server which will send requests to QuickBooks API and want to set outbound traffic only to QuickBooks. Where can we get the list of IPs? Thanks

When I create a parent customer like ABC Partners, Inc. and a sub customer like 123 Main Street, I would like to automatically print the sub customer's info on the sales receipt. Is there a way to set up sales receipt forms to do that?  I am especially interested in hearing back from other QBO users, not just QBO employees. 

I have found no recent conversations about this since last February.   My admin has created several customized invoice templates according to client specifications.  I have standard user-limited (customers & vendors) access.  [At least that is what it looks like].  When I create a new invoice I cannot see any option to choose a saved customized invoice template.  This is a vital issue as I handle all A/R except payment receipts.    I have tried this in the desktop app and in the web browser Chrome; all cache and memory have been cleared.Has there been any resolution to this problem?  If this option is still limited to admin-level users it shows IMO a clear lack of understanding of common small business workflow.  

Is anyone else getting super annoyed with these two versions of pages like the accounting pages, banking pages, report pages??? When will QuickBooks just have one that works?  I have tried both new and older version of pages and they both have glitches and issues.  Example, the banking page added a transaction into the bank register, went into the "categorized" tab but doesn't show up in the register and made my accounts not reconcile at end of month.  Reports, is missing information randomly, doesn't happen every time so hard to have it fixed, just doesn't display all the transactions and columns sometimes.  The new pages honestly don't offer anything accept you have to learn how to use the platform and the annoying inaccurate AI suggestions that I need to be able to turn off because it is so wrong.  If Intuit QuickBooks would just get the new version out so all these glitches will go away it would be great!!!  They have been dragging it out for