QuickBooks Q&A

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After the latest update on the iPhone, I can no longer save receipts to a project. You have to review it, then modify after review to move it to the project.

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The cursor just spins. I've tried on Chrome, Safari, and Firefox.

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This is super annoying. We're a Nonprofit, and we need to be able to invoice. We don't use "Pledges". When I accurately categorized us as a Nonprofit in our Company Info, everything changed to "Pledges". I need both (1) that we are a Nonprofit, and (2) that we have access to Invoicing, calling them Invoices, to be true. There is no reason for this not to be possible - come on, Quickbooks!

Hello,My reconciliation history shows some older recon's without a paper clip indicator. I focus on an older recon dated 12/31/2023. From that line, I click thru the 'attach' option and drag the 12/31/2023 PDF, which successfully uploads.However, the 12/31/2023 PDF attaches to the most recent reconcilation (which now has two attachments).This is a bug. Is there a workaround?Thank you,Maria 

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Can I re-run my rules?

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Hello! We have just started with Shopify and I've seen some tips on how to record sales but it mostly entails entering journal entries or using an integrator. What I plan to do is use the daily sales receipt to record sales but for that sales receipt I would list down the products sold (we don't have much so I don't mind) and subtract the Shopify fees so the daily sales receipt matches with the Shopify deposit (we only have Shopify payments).  I haven't started entering Shopify sales on QBO yet until I figure out the best workflow. Thoughts? #shopify #daily #sales #receipts

I am trying to import bank transactions from a bank that does not support Web Connect.- My bank only allows downloads for Excel, Comma Separated Values, Micrsoft Money, and Quicken. My quickbooks only allows import for IIF File, Quicken, and Web Connect, none of which I have.I don't not have Quicken or IIF. I only have Excel and Numbers(almost identical program).Is there any way to download or convert the Excel file so I can import in quickbooks.I have been at this for MONTHS!! HELP!!!!!!!!!!!Many thanks,Shelby

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Does anybody know where I can go to have a "Period Copy" made from my QB's file?

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My name is [full name removed], and I am contacting you regarding an issue with our July 2025 reconciliation. A few days ago, my colleague already reached out to you (Case ID: [removed]) about the July deposits in QuickBooks. After support made changes to those transactions, we now have three reconciliation reports for the same period (July 31, 2025) in History by Account: 08/27/2025 → Ending balance $11,506.48, Difference $0.00 08/01/2025 → Ending balance $11,506.48, Difference $0.00 08/01/2025 → Ending balance $11,506.48, Difference –$2,800.00 The –$2,800 report shows that two deposits were deleted/changed after reconciliation: $2,050 deposit from 07/10/2025 (Ref no. 1796100541) $750 deposit from 07/14/2025 (Ref no. 1796100541) Currently, both deposits exist in the Bank Register again, but they no longer appear as reconciled. Because of these changes, my reconciliation history for July is now inconsistent and confusing.

I have monthly reminders set up print off monthly invoices to customers who prefer getting theier invoices by mail. The reminders are set up 4 days prior to the 1st of each month and usually the reminders will show up on my home dashboard. I don't see them with the recent update

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change field names

in QBO, My home currency is USD and have multi currency enabled for our local customers, MVR. When I create Receipts for local customers it changes to USD Value automatically. This started few days ago and it was working fine before. How can I fix this issue?

" I am having issues with QBO not using today's date when i write a check, it takes the date on the bill that I'm paying. Has anyone run into this, and if so, how did you fix it?"