QuickBooks Q&amp;A

cash flow planner now only allowing 12 month view VS 24. not good for me (and I imagine others, too)!

Planner_user

Reports and accounting

Please restore of the 24-month view within the QuickBooks Online Cash Flow Planner. As a business owner, the recent reduction to a 12-month maximum range significantly hinders my ability to perform long-term strategic planning.While I understand the rollout of the new "Forecasting" tool, it is currently an insufficient replacement for the Cash Flow Planner for the following reasons:Reliance on Historical Averages vs. Future Reality: The standard Forecast tool relies heavily on historical averages. For my business, past performance is NOT a predictor of future results. We input future invoices/estimates for projects with appropriate timing, etc. These vary significantly year to year and using historical average is not accurate.The Power of Future Invoices/Estimates: The Cash Flow Planner’s greatest strength is its ability to pull in actual invoices and estimates already created in QuickBooks. This provides a "ground truth" forecast that historical averages simply cannot match.Operationa

212

pdh1

W-2s/W-3 forms submitted to SSA agency on 01/09/26 but still hasn't been accepted by agency but not rejected just *pending*. It has never taken more than a couple of days in the past. Is anybody else experiencing such a long delay?

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I never had to deal with instant deposit fee on previous transactions. Even as close to a week ago and all of a sudden, it's enabled on a $28,000 transaction.

Fullconstruction1

Payments

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How do i find my transaction limits

What are my transaction limits

How do I enter our businesses cash on hand ? I’ve tried to enter it under the bank section in chart of accounts but it gives an error message. Help anyone explain steps?

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152

tspice

Is there a way to turn on a 'Run Payroll' reminder email for Quickbooks Payroll? (say an email is sent at 12 noon on the payroll submission date if not yet submitted)

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282

moraincarpentry

In ct. do I have to contribute to FMLA if i only have 5 employees

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SamReynolds7

Will QBDSM run properly on Win11 Pro to only host our 3 user LOCAL ProSub2024 company?

Support wants all the info about my customer (likely so the can upsell us). I told them this has NOTHNIG to do with that, but gave them license and contact for my customer, but they won't talk to me because my name isn't on the account. <sigh> My customer has ProSub2024 - their Win Server 2019 recently died, and as they aren't doing anything except file sharing we are replacing it with a Win11Pro box. They aren't ready to go online yet either - so I'm just trying to make sue that DSM will run on 11Pro for HOSTING only. They won't be running QB on this PC - just hosting the company file. Appreciate any insight. Thanks! 🙂

I need to understand quickbooks banking fees

what is fee for ACH transactions?

Anyone else having issues connecting to their bank that won't get resolved? Quickbooks hasn't connected to my bank since 1/7. It just keeps saying the connection isn't available. I can't even try to re-log in, when I try to edit the sign in info it says it's currently unavailable. It's been fine for over a year until now.

171

Joanie R

Workers Comp Experience Modification rate

I am using QB desktop version 24.0.   My workers comp experience modification rate has changed.  I am on the workers compensation setup screen that states "enter your experience modification factor" but the radio button for "yes, I use an exp mod factor" is not bold.  I cannot choose it.  It has my exp mod from last year listed and the date I entered but it is not allowing to change it.   Anyone else having this issue 

Individual Contractor's 1099 filing won't generate because now "missing company name" after edited address

Trying to file 1099s and I noticed an INDIVIDUAL contractor's address and name were not capitalized/ spelled incorrectly. I edited them by only capitalizing letters (not changing any pertinent information) and now I am getting "Missing company name" message and cannot file her 1099. Her company name, ie display name was included and correct and had not been altered at all. I found this topic in the general forum but the page redirected back to the main page and did not give the solution. Is this a glitch of some sort or is there a way to address the problem and proceed without involving my contractor and a new W9 because she had a typo? 

mirab327

How can I deposit customer checks into my QuickBooks checking account?

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I have entered the appropriate information for boxes 12dd and 12ff, however, the information is not populating on my 2025 W-2s. How can I fix this?

RegenaJames

Taxes

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SeanRR

Snapdragon 64-bit ARM CPU?

I have a client with a Lenovo T14S that has a Snapdragon(R) X Plus - X1P42100 CPU. QB Accountant 2024 installs fine and works from anywhere between a month and a week but then randomly stops working by crashing at startup. Uninstalling and Reinstalling QB has been the only thing that solves it, so far. QB clearly states they don't support ARM CPU's but then in the next breath it refers to 32-Bit CPU's as the problem and this is a 64-bit ARM CPU. Given that the software works for a while, I'm loath to blame the hardware but I would like to rule it out as my root cause.Does anyone know if this CPU is or is not officially supported? Thanks for your help!

1071

eenermure

I am a pro advisor and my phone number is showing up on the 1099's I am preparing for a client of mine. Where is QB pulling this information?

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HI.. I get error 377 when updating bank transactions. Gives me option to fix.. but wont do anything when I press Reconnect nowAny suggestions

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Is there any support for the QB mobile app? My boss hasn't been able to look at attachments on his phone since August! I've refreshed data and uninstalled app ?

I feel as though I have tried everything. Refreshed the data and uninstalled app . updated my phone

CFOatA2M

Today is 01/19/26. My open purchase orders report is reporting a value of blank for all open balances. Why did this change and when will it be fixed

I have been using an Open POs report for a very long time with spreadsheet sync and my reports are unusable with this new error

My current QB Enterprise Desktop file had issues in 2023, 2024. We had a corrupt employee file that QB support could not fix. I had to create a new employee file (QB could not merge them together, so year end was a headache with W-2 and tax reports). We tried condensing files thinking that was the problem but that even had issues, we had to stop. We determined in Sept. 2024 that we would create a new file for 2025 and manually enter instead of a transfer (since the file is corrupt).  All was going well until it came time to setting up Direct Deposit in the new file. Went through numerous support technicians with no solution. Finally had to go back to the old file that is increasingly showing signs of possible failure.   Coming up on a new year I have to figure this out. . I have read that I can have 2 separate QB files under the same EIN. Since Direct Deposit was the issue, my thoughts are to open up a new company file and a new bank account. Appreciate anyone'

423

Stripe transactions can't be accepted in bulk

d-m

Do more with QuickBooks

I'm using the new Stripe integration transactions feature. My problem is that I can't accept transactions in bulk. Each is flagged as missing information and requiring review, but when I open the dropdown to view the details I have the option to Confirm from there without making any changes. I can even Confirm the transaction from the bulk view, but need to do this once per transaction which is very cumbersome (hundreds per month, each requiring 2 clicks and a second or so delay until it's processed). I want to be able to easily select most transactions on the page and confirm them in one move. I don't think this is a problem with my data, otherwise I wouldn't be able to confirm them individually. I don't understand why these are getting flagged as requiring more info. I have a default product specified for Stripe transactions in the settings that shows up when I open up the dropdown on each transaction, and have it set to use the default Stripe customer rather than creating

I received a Paid In Full invoice for an event that I was going to teach and they had to cancel last minute and would like their money back. How do I refund them?

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Upgrading to Quickbooks Desktop Pro 2024

I currently am using Quickbooks Desktop Pro Plus 2022 and need to upgrade it to 2024. I was sent an email giving me instructions. The problem is the instructions don't help. It gives me a link with a video and the video tells me I have to purchase my new version first. The email states the upgrade to 2024 is supposed to be free to current subscribers. As usual Quickbooks never makes anything easy. I have a multi user edition but am currently in the single mode. Has anyone gone through the process and can shed some light on it for me?

why am I not able to edit saved item

after adding an item awhile back im not able to go back and edit the price due to price increasement. For future click and drag option for future orders without having to edit the price each time.