QuickBooks Q&A

Will Desktop for Mac 2019 work with latest version of Tahoe 26.1? 

I recently got a new computer that runs Windows 11. My old computer ran Windows 10. We have QB Desktop Pro Plus 2024.Today when trying to email invoices like we normally do, I get an error message stating: Quickbooks can't complete the current action due to a missing componentYou can try again by exiting and restarting Quickbooks. If you're still having problems, download and run the Print and PDF repair tool... I have followed all the suggestions, run the QB Repair tool, downloaded Adobe Reader as well as Microsoft XPS writer, restarted, and I still get the same error message.  Any suggestions?

I have been searching for QuickBooks documentation / help documents on some fields in the Employee Profile .... example: in the Employment Info screen, I was looking at how QB treats the fields for Hire Date, Original Hire Date, and Adjusted Service Date. We have rehired someone who last worked in 2021, and the original hire date in 2019 is listed in the Original Hire Date. The field Hire Date is greyed out and I am unable to make an entry in that field. Not sure why it is greyed out. I also don't know what QB is assuming will go into Adjusted Service Date. Something that happens repeatedly and is frustrating for me is when I try to search for something: invariably, the terms I use to search must be wrong, because I rarely find an article on what I am looking for. Sometimes, the result is so far removed from what I was looking for, I have no idea how that even would appear! Is there some special secret to finding articles on specific topics in QuickBooks? Meantime, if someone

Hello QuickBooks Disputes Team, I am writing to formally request a review of the dispute handling process for my merchant account. Over time, I have noticed a concerning pattern in which chargeback disputes submitted on behalf of my business, The Real Maids, consistently result in losses despite substantial supporting documentation being provided. Most recently, the following cases were decided in favor of the cardholders: • Case #15157312215• Case #15158835498 In these disputes, we submitted extensive evidence, including: • Signed service agreements• Customer authorizations• Invoices and payment records• Check-in and check-out records• Service documentation• Customer communications• Before and after photographs• Re-clean and remediation efforts when applicable Given the amount of supporting evidence provided, I am struggling to understand why these disputes continue to be decided against the merchant. I respectfully request the following: A detailed explanation of why each dispute w

I have been using QB Desktop for years and years. I currently have QB Desktop Pro Plus 2024. My Subscription expires in 30 days. If I choose not to renew the Subscription will I still be able to use Desktop pro plus 2024? I don't care about the online services. I just need it for my accounts, making invoices, and reports. I don't use the payroll services, the downloading of my accounts or any payment services. Can I still do the basics but not have access to the online services or will i get totally locked out of using QB Desktop Pro Plus 2024? Thanks for your help!

To reconcile my business bank accounts, QuickBooks is having me retrieve the statements manually even after signing out and back in for PNC.

In the old QBO, I was able to add blank lines in between different service items as a way to separate the sections of work we completed.  If I import transactions into the invoice try to rearrange them and add blank lines, it looks fine on the screen but when I print it, the imported transactions always rise to the top of the invoice and they won't show the empty lines.  In addition, I use the top line of the invoice to put a note about the work that was done and dates of service.  That line gets pushed to the bottom of the invoice below imported transactions.  The only fix is to delete the imported transaction and manually add it back in.  Then there isn't an issue.   I have submitted several cases about this and just received a final note that I have to use the modernized invoice template in order to customize my invoice, because if I am using a custom form style it won't work.  So fine, I switch the default to modernized.  But it's a

I'm assisting a client in setting up his checking account to receive payments from his customers. It's been a frustrating process so far. QBO is requesting documentation to prove he owns the business and the checking account Every document we've submitted has been rejected, including some very personal docs such as his driver's license. QBO is now asking for a personal bank statement that shows his home address. This feels unnecessarily invasive of his privacy. Why need his home address for a business account? I want to understand why these documents are required. When we link a checking account to the Bank Transactions, we only have to have the sign-on credentials with the bank. Why does the business owner need to provide personal documents to receive invoice payments? 

How do I reconcile

Every time there is an update to Quickbooks desktop the installer changes program files folder permissions to "Everyone". This is then flagged by the network security monitors as a vulnerability. We could fail our Cyber Essentials audit due to this. The exact prompt from the security monitors is:"Path: c:\progra~1\intuit\quickb~2\qbdbmgrn.exeUsed by services: QuickBooksDB34File write allowed for groups: Everyone (S-1-1-0) Full control of directory allowed for groups: Everyone (S-1-1-0)" We then need to update the folder permissions manually to every time there is an update.Can someone please advise how we can fix this issue permanently? Surely Quickbooks must have policies to keep the software secure. Giving access to Everyone on a server to a folder with an executable that is accessed by a Windows service is a serious vulnerability. A malicious user could replace the executable (since they have access to the folder) and to a lot of damage.

It stated that once I downloaded the app, I could order my free card reader. I can order a card reader, but it’s not free?

How to remove customer refunds due to overpayment on invoices from unbilled expense report in Quickbooks desktop? When someone overpays with a check I have to refund them with a check and it keeps showing in my unbilled expenses report. Here are the solutions I have already tried:1. Removing the customer name will not work because it will unlink the refunded check to the customer from their payment showing I still owe them a refund for overpayment. 2. The billable box is already unchecked.3. Changing the transaction type to credit. This just removes all bills that are a credit including the billable ones for customers. These refunds are checks (transaction type) to the customer so removing transaction type check is not an option.4. I have rebuilt the data multiple times with out correction to this issue.

Hey everyone — wanted to flag something that's been coming up with several of my clients lately and curious if others are seeing the same thing.NACHA's updated rules go live June 22, and they raise the bar for verifying vendor bank account details before sending ACH payments. Basically, if a client sends an ACH payment to an unverified vendor account and it turns out to be fraudulent (account takeover, fake vendor, etc.), they have significantly less protection under the new rules.A few of my clients have dozens of vendors in QuickBooks with bank details that were never formally verified — just entered from an email or phone call years ago. That's a real exposure right now.I've been running quick vendor bank account verification checks before the deadline. Curious what workflows others are using:Are you proactively telling clients about the June 22 changes?Do you have a process for verifying vendor bank details in bulk?Has anyone had a client get hit with ACH vendor fraud already?Would

I need to understand whether the square connector will meet my client's needs. My client does not track inventory, customers, or transactions. All that is needed is the information from the deposit transaction (i.e., Banking -> TransfersHe needs the gross sales from the deposit (transfer), any sales tax, merchant service fees, and any other adjustments to the deposit.  That is all that is required for his business. Will Square Connector do that, or does it strictly work based on transactions, and can you not ignore that piece? ThanksElliot 

I've enabled the Venmo/PayPal option in my invoices, However, my client says she is experiencing issues with making the payment using the Venmo option.  When she tries to input her shipping address she receives an error message stating "something has gone wrong".  The AI Chat Bot stated I do not need a separate Venmo account and offers to help me enable it. Even though I know it has been enabled I opted in.  But then the Bot goes on the state that it cannot be done.  What am I missing here? Thanks

Auto Mile tracker ain’t working

I have set up individual company accounts in quickbooks desktop (it is a very old account). I cannot remember the password for one of the company accounts and my email no longer exists.  How do I recover the password for that one account?

Why Intuit QuickBooks Desktop is not honoring the Discontinue of Usage & Analytics Study anymore in 2026?I just "discontinue" yesterday and today is ON again?Now is like the Discontinue button is "not working" any more.

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I took over accounting for a company where the checks had already been ordered. There are a lot of them still, so I want to use them before changing to what I need for my printer.I am going to try to be as clear as possible in explaining my issue. The issue is that the check sheets I have are stacked with the smallest check number on top, and the largest check number on the bottom. So top check is 000 and bottom is 100, facing up. In my printer you place the papers UPSIDE DOWN into the feed slot, and it grabs the top paper but prints on the underside of that sheet.So in my printer my current stack of checks will start at 100 and work its way down to 0. I could have sworn I at some point saw a place where you can change the print order in QBO, but I can't find that as an option now.Does anyone know where I could find this option, or did I imagine it? I have tried searching QB help pages and found nothing.This is NOT a matter of the printer reverse printing. &nbs

Hi, I want to print a report for my In Progress projects, Completed Projects or Cancelled Projects. I know i can filter it and see it in the projects tab, but how can i print the report. so i can followup with all of my In Progress projects. Thank You !

In my Customer Information account the customer's open balance shows up with 294.49. However, I cannot find the open Balance in the customer Information Transactions. Don't know there the open balance is coming from. See attached Screenshot. Thanks in advance for your help. [removed attachment]

I have a $49k deposit on hold for 10 days now. 6 calls to resolution center. I was “assured” by them on the phone deposit was going to clear twice. On the days they specified in that assurance I received another email. With more questions. Every time i call the person assured me everything was set,but i had to wait 2 more days. My business and my life are in the balance and i am told that no one who can help me has a phone at intuit. There is something called the operations center that reviews and asks the questions but we can’t talk to them. My new business and my reputation  is about to be destroyed because the client wants to know where their money is, and when i will have access to it. I’ve given them answers based on what the resolution center “assured” me multiple times, and still have nothing to show for it. I can’t even give them a receipt for the $49k because I don’t have it. And im not sure im going to get it. I’m devastated right now and fear i am going to have a lawsui

I have asked this question before but keep getting answers on how to set up vacation and sick time in QB.  That is not the issue.  Each employee is accruing vacation and sick time hours at the same hours per payroll but the accrual keeps accruing differently for each employee.  Some are accruing more vacation and sick time and some are accruing less even though they are all set up the same way.  Please don't send instructions on how to set up vacation and sick pay.  I have that already.  I'm trying to figure out why it is varying differently for every employee when they are set up the same exact way.