QuickBooks Q&A

Why is there a check mark by my customer's name, and how do I change it to another?

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I want to share my experience with QuickBooks Checking, which is powered by Green Dot Bank. I’m frustrated and disappointed that QuickBooks would partner with such a poor-quality bank to back their checking functions. The customer support is completely unacceptable for a financial institution.When I had an urgent issue, I found there is no direct way to reach QuickBooks Checking. You’re forced to call Green Dot, and their automated system will not allow you to speak with a representative unless you provide your debit card number. The system doesn’t recognize your Social Security number when prompted, and without the card number, you are completely locked out. QuickBooks staff cannot help either—they simply refer you back to Green Dot.For anyone running a business, this is a nightmare scenario. If all your funds are in this account and you don’t have your debit card with you in an emergency, you cannot access support. You can’t reach anyone by phone, you can’t use the chat function with

I'm looking to find any transactions that were NOT assigned to a project. Orphan transactions. You can run a general ledger report which has a column for "project/Customer" but even if a transaction is logged to a project, it won't show in that column. There doesn't seem to be any report that will allow you to show all transactions with the projects they are assigned to. Only reports on a single project which won't allow you to see any transactions with no project assigned.

we have two owners that have report access, but right now do not want any more access BUT need to have access to the audit log, how can i do this with a custom role?

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Hi, I keep getting a "somethings not working" warning when I add a price to an invoice and try to save it

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I have four separate credit cards issued by the same bank.  I want to link all four credit cards into one GL account within the QBO file, as the bank issues one statement for all four cards (and applies all payments to the one master account, rather than to the four individual accounts).  How do we do that? We do not want subaccounts.   

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anyone have a problem with 'loading Office assets' using spreadsheet sync with Excel?

 is this filled out right? The employees lives in Sidney but works in Anna 

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I just learned that I can not configure my PO format to include my company logo on the QuickBooks Plus subscription level. Before upgrading, it would be great to know that this feature is available if I upgrade. Thanks!

Good morning, I am hoping to get rid of an outdated desktop computer but keep using QB, as it works very well for my accounting purposes. The version we have is Desktop for Mac 2019, and I would like to install it on a 2020 Macbook. The Macbook is running macOS Ventura, is this not compatible with the 2019 Desktop version of QB? Thanks for the help!

I am using quickbooks online. I have logged in and ensured the credentials are accurate. Everything seems to be going ok until the very end when it pops up with error 105. Fidelity is not under any kind of extreme load and their website works just fine.

QuickBooks Desktop Pro 2024 version R15_81 on Windows has suddenly become extremely slow starting on Aug 22. QBDT takes more than 10 min to open even small company files with minimal number of transactions (less than 10) and small Chart of Accounts. Even after taking many minutes to load a small company file, QBDT is still extremely slow to respond to any actions, like clicking anything on the menu bar on the top like File or Help. Tried this with various company files so it is not an issue with 1 file in particular.   Solutions mentioned on the QuickBooks forums that we tried and that did NOT work: -Reinstalling QBDT Pro 2024 using an old QBDT installer, which installs version R15_27. But QBDT was extremely slow even on this old version of R15_27. -As version R15_27 was extremely slow, we then updated to version R15_81 by selecting Help > Update QuickBooks Desktop with "Reset" option selected. QBDT still extremely slow after updating to version R15_81.

I’m getting an error code when I try to save or send an invoice.  I’ve logged out and shut down the browser.  Still not working, I feel like this is a quick books issue.  Anyone else having this issue?

I haven't changed anything about anything, just suddenly when I'm filling out invoices the same way that I have for years, I keep getting this error.

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How do I set up recurring credit card charges?

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I'm late to the game for learning to do accounting & filing my taxes late. When I joined Quickbooks a few months ago, it only imported the previous few months of 2025. I need to complete taxes for 2024 but don't want to have to enter everything manually if I can avoid that. Any help/advice would be greatly appreciated. Thanks so much!

Is QuickBooks down?

i update my draft invoices all the time, monthly invoicing, and today it will not save any of them. Brings up the message "something went wrong." I did clear the cookies and reset the web browser and still the same messgae. nay helpl