QuickBooks Q&A

New to on line - Desk top user for many years.  Only issue I have is not being able to add items/products/services to an invoice. I have cleared cache, different browser, adding in forms, you name it.  Intuit calling them is zero help. Does anyone have a work around before I give up? Thanks!

I ran a transaction report by clicking the total expenses on my P&L. The resulting transaction report (and many other reports) doesn't have the option of switching to modern view. Modern view affects whether I can save a custom report to a group, I learned yesterday. So why is modern view not always available?

We have spent hours on the phone with QB and they keep making things worse. Very disappointing. We have an employee that moved to FL from GA. Company is GA registered and we all work remotely from home offices so when she moved she kept her job from there. We cannot get QB to stop taking GA taxes out even though I have changed her profile on QB to exempt GA taxes. 

Hi! In the Vendor Information screen under Transactions you can choose to show Purchase Orders. In this screen you can see the PO's original amount and then the Open Balance. I am showing the same $$ amounts in both columns for POs received in full (ex: $5,000 original amount and $5,000 open balance). However, if a PO has an item that has not been received, it shows that as the Open Balance (ex: PO for $29,013 but Open Balance is $545). Is this normal? Why would the Open Balance show the same $$ as the original amount once it's been received in full?

I am the office manager at a company and we use quickbooks desktop pro. I also work for the accountant that does our payroll and she is retiring after this year so I will have to take over the payroll in house. Over there the payroll I do it on Peachtree and I will be doing it on quickbooks here. I will have to upgrade ours to include the payroll but I have never done the payroll in quickbooks. Right now i add the employees and put in their information and enter their checks at the end of the week. Is there a major difference between the 2 to learn?

How can i convert a quick books invoice to a pdf file

My balance sheet report has stopped showing any of the balances when looking at the report on screen. There are clearly balances, as they appear when the report is exported to Excel or if I print the report. This issue happens with all versions of the balance sheet report, standard and customized. My balances aren't so large that the length of the numbers should prevent me from seeing, every single balance. This is a recent problem as I was able to see my account balances last week when running the report. The company standard settings for reports are the default QBO settings.  

Hello,Products and Services marked as non-taxable do not add tax when the tax check box is turned on in estimate or invoice. The taxable subtotal increases but in the "show math" section it just shows the taxable rate as 0%.-reason for the issue-I mostly install jobs in idaho which has no tax on labor and for material if is a permanent item installed on the property this is looked at as an improvement to real property and so the state's use tax must be built into the price. So most of my products and services are setup as nontaxable by default because most of my work is in Idaho. I do also install jobs in Washington state. Washington state sales tax is charged on the entire job as a whole including tax on all material and labor. Since i bid less in Washington state i usually just turn the tax check mark on and it adds on sales tax. This no longer adds tax after the new tax update 2 weeks ago. Please address this bug in your system.

Let me start by saying we have used Quickbooks for our business for 10 years! with little to no problems, until this spring. We had a client who processed a charge back in the amount of $7,130 for a job they no longer wanted to do but didn't give us an option to set up a payment plan with them (they had accidentally paid the full invoice against our advise). Because we didn't have $7,130 in our bank account our bank rejected this and it bounced back, so they processed it again..and again. Until May 10th when payments from another invoice were put on hold, what we later found out was these funds went to pay the chargeback-that is fine! That money was owed to and needed to be refunded. We thought after a month of no communication with Quickbooks, not understanding of whats going on and daily calling into customer services, without ANYONE having a clue whats going on, we thought it was over with until this last week. We had another batch of invoices get paid by another client and Quickboo

I am using QuickBooks on line Essentials for a US based sole trader, who also has to file tax returns in the UK. The UK tax authority, HMRC, is implementing MTD (making tax digital) from April 2026.  They will require quarterly files to be uploaded to their portal.  These must be in GBP (my records as in USD, but an exchange rate will be available from HMRC. Can the reports be extracted in a compliant format (whatever that is)?If not, is there a suitable bridging software? Any help is appreciated - thank you, Leslie

Error: t is not a function. (In 't(n)', 't' is undefined) - what does this mean? 

Can l pay for 1099 nec

I cant use a negative amount on QBO like you could in desktop version on a split. Sometimes I want one amount in one Expense account and then a negative amount in a second account to arrive at the net amount for a check or deposit. Example is a Square deposit to the bank that has fees deducted from it. I want to show the whole deposit to give customer credit in receive payments, but record the fees charged in the deposit screen to reduce amount rec'd by the bank. Same for writing a check. If I am refunding a customer for a deposit paid but I am not giving them back the whole amount I want to charge the difference to an income account or expense account (credit)

I need to retrieve prior year 941 and 940 payroll tax reports

Has anyone had issues with the emails sent out for recurring payments?I've had multiple clients complain about the emails. I looked at one and it was a bunch of CSS and then the form with the pay button all mangled up. Is this something QB is aware of/ fixing?

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Has anyone gotten any satisfactory response from quickbooks about the new shipping manager? I have gotten used to some of the quirks but cannot get any response from quickbooks about the fact that it is still putting the wrong date on the shipping labels. If I ship a 2 day package, it puts the delivery date as 3 day. I cant believe they cant get this fixed. I can live with the other terrible changes with the new ship manager, but after spending hours with tech support, who know nothing about quickbooks, nothing has changed. Is anyone else having this issue. 

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Hoping someone has some ideas. I tried processing payroll two days ago and kept receiving an error when trying to preview - the error stated the employee's deductions were more than their net check (untrue). The only new thing was adding the new pay type for qualified overtime tracking. After chatting with QB they found this to be a known issue and we are at the top of the list to get it fixed. No word yesterday. I checked in today because I need to submit for direct deposit tomorrow. I was advised to cut checks - but I can't even do that because it won't even let me process the payroll. I stated this was unacceptable and that I can't NOT pay my employees - and literally got the response of "that's all I can tell you" So am I

Hello everyone,The Issue: In the U/M dropdown, we are normally given two distinct options when switching units:Option 1 (Convert): Recalculates the quantity (e.g., changing 1 Case to 12 Each).Option 2 (Change): Keeps the quantity as-is (e.g., changing 1 Case to 1 Each).The Bug: Clicking either option now results in a recalculation. Even when I explicitly click the option to "Change" (Option 2), QuickBooks executes the "Convert" logic. There is currently no way to simply swap the unit label without the quantity jumping.Confirmed Testing (Proving it is a program bug):Multiple Builds: Happening on R18_60 and R16_66.Clean Sample Files: I reproduced this in a brand-new QuickBooks Sample File, so it is NOT caused by company file damage.Multiple Environments: Tested on Windows Server and a separate Windows 11 PC with the same result.Troubleshooting performed: I have already tried Toggling UOM preferences, running Verify/Rebuild (multiple times), and resetting all "one-time messages."Is anyone

Hi, should a vendor's credit be recorded to an Income or to an Expense account?

I invoice everything in quickbooks and the customer chooses how to pay. Security Metrics says I’m not compliant, but quickbooks reps says I do not have to be, and that I wouldn’t be penalized. But Security Metric says the reps are wrong. So who do I believe?

Dear QuickBooks Support, I wanted to provide some feedback regarding the messaging displayed to clients when they view their invoices—specifically, the message prominently centered on the page that reads: “Looking for a way to pay? We can let Company LLC know you’re not sure how.” with clickable buttons of "Yes, let them know" or "No thanks" As a business owner, I find this phrasing to be off-putting and undermining to the professional relationship we maintain with our clients. It suggests that our billing processes might be unclear or difficult to navigate and all to promote payments with QBO.   I would greatly appreciate it if you could provide an option to either turn off this message or modify it to better suit our communication style. This would allow us to maintain a professional and tailored approach to our client interactions. Yes I can switch to PDF attached invoices and have, but have no visibility on whether the invoice is viewed or not. Th

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