QuickBooks Q&A

Can i set up a main service on estimate with sub services? I want the customer to see main service on invoice and I can see job cost for the service

Keep getting this error when trying to review uploaded receipts in QBO

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Has QBO implemented the ability to associate multiple transactions by customer with a single project? I'm using projects and occasionally need to issue an invoice to a customer within the project (a project sponsor, for example). Since I have to select the Project as the Customer, I've been putting the actual customer name in the Bill To field. This works for tracking within the project but I won't see the transaction under the Customer activity.  Is there any way to have Project-related transactions appear in a Customer's activity? I don't want to make the customer a sub-customer for project purposes, because the same customer might very well decide to sponsor other Projects in future. 

With the latest QBO update, the Transaction Type dropdown in the Customers Tab of the Customer Hub is displaying "All plus deposits".  How can I change the default to "All Transactions" like it was before this update? I have to change this on a daily basis.  Once I change it for one customer, it maintains my preference for that session.  I would like to default to "All transactions" every time I log in.

I keep receiving a phone call claiming that my QB is not receiving the latest security patch update. I know this is a scam because I use QBO. They are calling from a Delaware number [removed]. They want me to call back at [removed] and use a case ID they provide.

Since switching to QBO, I've been receiving two pop up windows that I can't get to stop no matter what I do (deny, allow, cancel....) they keep coming back. No one I've talked to @qb78_2 can help. I only have a screen shot of one (below). This one keeps coming back if I click cancel and it won't accept my password. The other pop up asks to share confidential information from my "keychain".   Error encountered: "An update is ready to install. QuickBooks Online is trying to add a new helper tool. (Enter your password to allow this.)" [Screenshot removed by a moderator contains PII]  

Dear Intuit QuickBooks Team, I am writing to express my concerns regarding the five-day hold that QuickBooks places on client ACH payments. While the stated intention behind this policy is to protect clients, the current process—whereby funds are debited directly from the client's account—does not align with optimal consumer protection practices. A more appropriate procedure would involve notifying the client’s bank directly and allowing the banking institution to contact the client to verify the transaction.This approach would be more consistent with federal regulatory guidelines that advocate for clear, transparent, and client-centered financial processes. As it stands, the claim of protecting clients by holding funds does not seem to adhere to these standards.Moreover, this hold significantly impacts the cash flow of small businesses that use QuickBooks, hindering their ability to deliver products and services for which they have already received payment. The delay in releasing

printboss link is gone with new layout. where is the link to launch printboss

I am logged into QuickBooks as an admin. I need to add new users. When I click the users and roles button, it asks for a password. I enter the admin password. the manage users and roles window pops up for less than a second and closes.This only happens in 1 of my QuickBooks files. I have run the desktop repair tool which found no errors.This is a desktop version, not web. Please, does anyone else have any answers? I have rebooted, restarted services and tried a different profile on that computer and still. same issue. But only in one company file.

Since using QB Payments for approx three years I have been paying $3 per transaction for clients paying online etc. However, I was charged $15 for the last two transactions that posted this week. I did not receive any notice of price increases. Any info on this would be appreciated.

Hello, I have lost or forgotten the login to my account. I created a connection between QB and my app and went through the process of getting production keys to launch our integration. Now when I log into my account I don't see my app. I am assuming that I forrgot the login to the developer account. If I have my QBClientID, is there a way for me to figure out how to get back into the account with my app? 

I have been using the instant deposit feature where I was getting same day deposits as my customers pay their invoices. All of a sudden yesterday none of the funds were sent to my account today. And instead I received a message that funds were on the way. It was 11pm I didn’t receive one deposit during the day and now its the next business day and I still haven’t received it

The invoice shows that the payment has been received but the money has not been deposited into our bank account. 

Hello.  Recently we purchased some property and on the closing statement we received credit for property taxes paid.  However, these property taxes were paid by the sellers of the property before closing, not by us.  I need to account for everything on the closing statement to balance it all out, so how do I account for the property tax credit if we did not pay for it out of our business account?  Attached is the closing statement.  I need to account for the entire $109,483.13 transaction total - I have it all entered in QB Online but the only thing keeping me from balancing out is the credits mentioned that are in "red" on the attachment, that total $393.23. Thanks so much for any assistance provided! 

My boss recently used the company card for something personal by mistake.He paid back the company to the account with which the credit card was paid off.How do I record this reimbursement without it being taxed as income?  

A customer made a duplicate payment on an invoice via ACH. They want me to send them a Credit Memo for their files. I need to a) show the payment received on the customer's transaction list and b) create the credit memo without doubling the credit amount on the account. I tried categorizing the ACH payment to an income account to clear the Bank Transaction and then created the Credit Memo to send to the customer, but the ACH payment does not show up in the customer's transaction list. Any help would be greatly appreciated! 

Address was wrongly mentioned in all paystubs generated from Jan25. Would like to know how to change the address and reprint paystubs

Reports are P&L, Budget Comparison, Deposit Detail, and a Class Track report. The deposit detail looks portrait but in the preview it is larger than landscape in width but long like portrait.

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HiI have a customer that uses the Enterprise Suite desktop version and their database is approaching 1.4Gb after 12 months of trading. I have seen options to compress the Db,  but I do not think it will be enough to allow QB to be used with issues.I am looking for advice please, on how best to reduce the size of the working Database? Can it be reduced after a Year End closedown?Is there a platform or a version that will allow a larger database to operate without issue? Is QB online a solution?Are there other accounting package that are more suitable?What are my options please?  Thank you for taking time to read this.  I look forward to a positive outcome.Many thanks Denis McCarthy

I was on vacation and turned off auto tracking. I realized this several months after my trip that feature was still turned off. I have a lot of business mileage and I’m worried that I need to manually enter each drive. I have another software program that I use for scheduling and it has the schedule, not certain if I can somehow incorporate the data this way.

add past payroll to new quickbooks payroll

How do you update and save new billing information?

When sending an invoice to a customer, the default setting attaches the invoice. But one customer does not need the invoice attached because it's embedded in the attachment already. So can I specifically remove the invoice for this customer while the default setting is on?