QuickBooks Q&A

i cancelled my subscription about a month ago and was told i can get a hold of old invoices and account info for a year. now i cant see nothing?

Will quickbooks continue to renew quickbooks 2024 annual subscription past 2027? Not Enterprise. I know Enterprise isn’t going anywhere right now.  I am concerned for those clients who purchased Desktop 2024 before it was no longer available and pay a yearly subscription.  Next year is the 3 year mark on that software which is when a version is usually retired.  We are trying to put a plan in place for our clients if it’s going away.  We also use Enhanced Payroll for Accountant’s to prepare quarterly payroll returns for a lot of clients. We can transfer all of those clients to Enterprise but I want to make sure that our annual subscription for the payroll is not being discontinued any time soon.  Thanks!

Do you have what you need to verify bank

How can I get these transactions over?

I have working on a reconciliation and I see some deposits on the dashboard.  I pull them into the checking account.  When I do that, I get a double entry - the deposit and a credit.  How do I remove the credit? 

Does anyone at Quickbooks know what they are talking about?  Is there anyway to speak with a supervisor, manager or just someone in general who is actually helpful??!!  How does Quickbooks even stay in business?  Their customer service is WAY below par.  The payroll system is not very user friendly.  Things don’t get posted to the correct chart of accounts account, despite us having it all set up correctly to flow that way.  We will sit on the phone literally for 1+ hours trying to find someone to help us with this and still get no where.Now we have an employee who retired but she will continue to get payments from us for a while.  She basically moved from a regular employee to a 1099 employee in our system.  She wants to keep her same direct deposit information and have our payments to her continue to be deposited directly into her checking account.  Quickbooks is having us send in our company utility statements in order to do this??  And now they are asking for our driver’s licenses

Why is there a new account on my balance sheet called QuickBooks Tax holding account? It appeared on two of my clients balance sheets on 10/20/2025 and on 10/21/25. What is going on? This should not be on our balance sheet. And where is the offset. It doesn't equal my tax liabilities. I have attached the detail from one client. Also, it's like these were magically put into our Payroll settings also. I would appreciate the help. I spoke to support but they were not helpful. They blamed it on my deleting a transaction to reissue a paycheck before it was processed. I've done the same transaction before and did not have any issues. I am giving you some examples.  thanks, Sue

Hello, This is a question for the QBO program. I am a bookkeeper that does not enter the sales invoices for the client, as he does this himself. I do record credit memo’s such as rebates for customers. When I enter a credit memo I usually use the invoice# with CR on the end, ie. invoice #45108CR. Is there a way for me to start the correct sales invoice # sequence again so that the client doesn’t continue send out invoices 45109CR on it😊? He doesn’t look at the invoice number, so has sent out several invoices with CR on the end.

We are using QuickBooks Desktop Assisted Payroll, and I need to report an issue with Washington PFML calculations for 2026.The state rate is clearly published:Total PFML rate: 1.13% Employee portion: 71.43% (≈0.807% of wages)However, QuickBooks is calculating incorrect employee deductions.Important context:Because we are on Assisted Payroll, the PFML payroll item is locked and cannot be edited We cannot manually adjust the rate or calculation The system does not appear to properly account for employers under 50 employees (no employer portion required)I have spent hours with support with no resolution.Impact:Incorrect employee deductions Incorrect quarterly filings Compliance risk Penalties due to underreporting and non-payment of premiums.As Assisted Payroll users, we rely on Intuit to maintain correct tax calculations, but currently we have no ability to fix this ourselves.How do I fix this?

I know there is a feature to send reminders to customers to pay their bill but I don't want to do that for everybody because that would be embarrassing to send someone reminder to everyone when some jobs hasn't even been completed. I only want to send reminders to specific customer that doesn't want to pay their bill, nobody else. Is there a way to do that?

Hi, How can I change an item on an invoice from a closed year if I don't have the password to modify closed-year transactions?I made an invoice in 2025 with the reference “A”, and now I need to change this reference to “B”, but I don't have the password to make changes in the system. Is there any way to fix it so that reference “A” shows up again in the inventory and reference “B” comes out?

We are using QuickBooks Desktop edition for non-profits. Each fiscal year we have a set of projects (each of which is a class) that we budget for. But sometimes we need to make a payment before that -- e.g. we have a January 2026 event that we purchased items for in July 2026. I’d like to figure out how to enter this so that:Tax Report for 2026 shows the appropriate payment.  Budget Report for 2027 shows the budget item against the correct class/project. Actual accounts can reconcile against statementsI’ve seen related suggestions (receiving dues for next year in December which involved setting up a holding account and doing the 2026 entries into that account, and then in January 2027 doing entries out of that account to the correct budget item. But I can’t figure out how to actually do that while achieving the three points above. Possibly I’m misunderstanding the exact sequence of entries and/or the holding account setup (expense or asset or liability account). But everything I’ve tri

I have never seen the inbox before and there’s no explanation of where the messages are from

We are using QuickBooks Desktop Assisted Payroll, and I need to report an issue with Washington PFML calculations for 2026.The state rate is clearly published:Total PFML rate: 1.13%Employee portion: 71.43% (≈0.807% of wages)However, QuickBooks is calculating incorrect employee deductions.Important context:Because we are on Assisted Payroll, the PFML payroll item is locked and cannot be editedWe cannot manually adjust the rate or calculationThe system does not appear to properly account for employers under 50 employees (no employer portion required)I have:Spent hours with supportProvided screenshots showing incorrect calculationsBeen told to obtain a “formal notice” from WA State, which is confusing since the rates are publicly publishedImpact:Incorrect employee deductionsIncorrect quarterly filingsCompliance riskAs Assisted Payroll users, we rely on Intuit to maintain correct tax calculations, but currently we have no ability to fix this ourselves.Has anyone else in Washington using As

I'm a subscriber to QB on line payroll  which   understand includes  paying and filing necessary payroll tax returns.   I got a payroll notice from Oregon dated March 10 2025, complaining that\ a number of required  Oregon payroll reports had not been filed for 3 different quarters.   I uploaded it promptly and received the automatic acknowledgement   with a promise that a human\ would review things and report back.   it's now been 4 weeks and I've heard nothing.   In the past I've at least gotten a human acknowledgement that someone was looking at the issue.   To date I've been unable to determine if anyone looks at these things.   What's wrong.? [PII Removed]  

Until about a month ago I was able to automatically download transactions from Axos bank. Now I can no longer connect to it. I get a 103 error.

I used to be able to change the size of invoice fields on the invoicing form so that I didn't have a huge chunk of space in the middle I'm not really using in the product description and could expand the product field to be able to read what was there.  About a month ago something changed on quickbooks online and once I pick an item in the product field there's not enough space to read what I picked unless I click to expand the field as if I wanted to pick something different.  This new "updated" version of the application is SOOO broken it's taking me more than 4 times longer to make each invoice.  I don't understand why they changed it and removed functionality it can't be good for anyone.  This is just one of multiple issues I now have that's driving me crazy, it's almost unusable!  There has got to be a way to fix this I'm hoping but I can't see it...Someone please tell me they can help me? 

Hi,I’m running into an issue when trying to pull up my reports by tags in QuickBooks Online. The Problem: When I search for and select the Profit and Loss by Tag Group report, it redirects or opens as the Statement of Activity By Tag Group, and I am no longer able to choose or filter by individual tags under the customization options. What I used to do: Previously, I could easily run the Profit and Loss by Tag Group report and customize it by selecting specific tags. Now, the tag options seem to have disappeared from the customization menu. Has something changed with how this report handles tags, or is there a specific workaround to filter by tags in this view again? Any help would be greatly appreciated! 

I have a detailed transaction report I use all the time in QB Desktop. Up until last week it had a FIND field where I could search by adding an account number or client name (or anything else) into the field. It has disappeared and I’m not seeing a way to get it back. It’s basically a ‘find on page’ type of thing. Can anyone help? Otherwise I will spend a lot of my time scrolling and searching row by row.

In the old Accountant product, the client list helpfully showed whether any clients had outstanding bank transactions that needed to be reviewed and posted. This has disappeared from the client view in the new IAS. How can I now see this information, without going into each client's individual QB?

Expected Behavior: Monthly Summary CSV export should include 15 future months to match the full 15 months of data available in Future Events and Transactions. Actual Behavior: Since the June 8, 2026 update, Monthly Summary CSV export only includes 11 future months (and 12 past months).

I got a call a while ago from 'Jennifer', who claimed to be calling from Quickbooks and saying that they had a problem with the payment for the renewal of our subscription.Because I had renewed our subscription last month and received confirmation, I was suspicious. I asked her how they had attempted to run the payment. When she said with a bank card, I asked for the last 4 digits of the card. Because that didn't match any of the cards we have or have recently had with our bank, I was even more suspicious. She then proceeded to ask me for a different card that they could use to pay the bill of $500 to renew for 2 years of 'technical support and bookkeeping,' I stopped her and pointed out that this was way more than what we currently pay for services, and I would need to verify the information that she was providing. She had a distinct Indian or South Asian accent. At my request, she stated that she was calling from California and gave me the number 888-279-2801 to call back to take car

I want to add a bill to a project I just created but don't know how.

I have other Quickbooks accounts and need to delete this account and any clients associated with it.