QuickBooks Q&amp;A

How do I import a transaction history from an excel spreadsheet to quickbooks online?

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userbobbie-gaston

Banking

I need to import our bookkeepers transactions into quickbooks and then reconcile with the bank.

1773

Can someone please assist me? I went to review my milage and I noticed that the milage tracker has not been working for a couple weeks. Any suggestions?

No text available

281

When will QBO's latest interface (the one with accounting apps on top of dashboard view and thin left menu) be accessible to all users?

I have Plus plan and still cannot view the latest interface introduced in summer 2025. I want to experience the new interface. When exactly will the roll out complete?

281

Hi, I'd QBO's latest interface with accounting apps lined horizontally on top on dashboard view. Later I cancelled and resubscribed, it disappeared. How/when to get it?

I and my partner setup a company two months ago in QBO. We subscribed to the simple start plan and it landed on the latest dashboard view with colorful apps lined up on top and a sleek grey left menu. We unsubscribed for a short period and resubscribed recently, but the interface has disappeared. So, I made a new profile and still it showed the old QBO view with dark grey broad menu on the left. How can I get back the latest QBO interface on previous account or the newly made account?

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My QuickBooks card is not accepting payments or working

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masteelgroupashleyNew Member

Payments

No text available

181

Im in a class for accounting and we have to use set dates for the course. My biometrics are not lining up because I cannot set dates. How do I get to do so?

No text available

81

Do more with QuickBooks

How can I change the default CC email address for invoice emails?

No text available

191

I have sent a new employee an invite to complete onboarding but the email keeps not getting access to complete

employee email invite

241

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gweng-innovative

Is it possible to merge two projects? (QB online advanced)

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1102

how do I change a paper payroll check to direct deposit? I processed payroll and for some reason it created a check instead of direct deposit. Do I need to

mark the check void? and reprocess for direct deposit of payroll?

321

QB Desktop Find Function retains old filters

I have had this problem on several versions of Quickbooks Desktop... most currently struggling with it on QB Desktop Premier Mfg & Wholesale 2020...I frequently need to use "Find" (Ctrl + F)When the search window opens, (using the "Advanced" Tab) the "Account" Filter is populated already.  In this case, it displays a checking account.  Therefore, I can't search for anything that does not include that account... I have been unable to find a way to open the "Find" window and have no filters present.  Because of this, I must do a "Reset" before I can make a search.  The only way I have found to fix the problem is to close and re-open QB... not a good solution.This is very bothersome.  My searches for a fix have turned up no help.  Can anyone advise how to clear the filters, so that it will always open in a state with no "Account" already poulated?

363

list of emails sent to customer

Where is in QBDT?

1221

i am missing transactions during a time period 4/24-12/24, all accounts are updated and go back beyond this time period, is there a setting or something? thanks

should i delete and re load accounts? i dont have a ton of transactions 20 per month

81

What is the difference between Shopify Connector (poor ratings) and QBO Global (great Shopify ratings) which is not found as app in QBO?

Why does Shopify Connector have poor ratings?

542

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sramaraju

Can someone guide me how to remove /disable couple of payroll settings Like Old state Tax settings ? I am no longer doing business in Michigan State or in Colorado State.

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81

desktop enhanced payroll not updating%0D%0A

desktop enhanced payroll tax tables not updating to qb.  multiple times attempting,  reboot qb. reboot computer.  whats next  

261

deleting payroll and resubmittingit

nothing here is helpful. Need to delete payroll and resubmit

101

Why are snapped recipes hard to download ?

I snap receipt , they go into processing, but don’t process

71

I changed Banks and now all my transactions are missing

I changed and Closed my old bank account and now all previous transactions have been deleted. How can I get this information back in self-employed?

171

Hi, how do I switch to new interface?

No text available

231

im missing all profit and loss from 6/1/25-7/31/25, help.

No text available

131

How can I set a specific date range to view transactions on iOS mobile app or mobile browser (Quickbooks Self Employed). Only see options for past 3/6 months, etc

No text available

261

How can I get Quickbooks online to connect to my Venmo account when I am getting an error message

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Golden RetrievernRescue

Banking

For a while, I could import Venmo transactions into Quickbooks online. Then it stopped working and no matter what I try, it says that Quickbooks can't connect to Venmo.

471

Delivery issue showing up in invoices

Who else is getting Delivery issue? I gather in the past this was related to Quickbooks email server(s) being blocked by Spamcop/similar.

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