QuickBooks Q&A

Is it possible when sending an email estimate with Quickbooks Desktop to have a button where the customer can approve the estimate they are receiving? 

Intuit rolled out a patch last Friday and broke out QB. The issue is some users seem to be opening hundreds of attachments from the Attach\Company Folder. It seems the is with R69?   I saw someone mentioned they rolled back their version to R58?I'm wondering if they rolled back their server version? and ALL their workstations? Or would the rolled back work if we rolled back a workstation only to R58?What is odd, is I have some PC's working and some have the problem. So the patch has an issue with something on the workstation?

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Hi Everyone, A vendor gave us a credit towards our bill that we owe to them. How should we create the credit in QB Enterprise 21？Should we create a journal entry to set the credit? or to write a check Thank you for your help! 

Our organization relies heavily on the QuickBooks Online (Beta) connector in Power BI for financial reporting and analysis. The direct integration has been critical for scheduled refreshes and dashboard automation that support decision-making.Microsoft has officially announced the deprecation of this connector, with access being removed from the Power BI Service in June 2025 and from Power BI Desktop in July 2025. This change will cause significant disruption for businesses like ours that depend on the connection. The official Microsoft notice is attached.We kindly ask if QuickBooks and Intuit can work with Microsoft to either restore, extend, or provide a replacement for this connector. Having a supported, first-party integration is far more secure and reliable than relying solely on third-party middleware. Any update or roadmap information you can provide would be greatly appreciated.

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Hi, all. I'm not too sure if this is the right place, but I need help with our receipt forms. When we want to print a receipt, the preview window would display the receipt with all details expect for the payment method, which would be blank. Double checking the payment screen itself the payment method would show that it is populated with the method chosen (ie. credit card). I've looked everywhere and couldn't find any solution to this. QB chat support team is no help at all, just saying "the engineering team is currently working on it" every time I follow-up with them. I'm not sure if this is an ongoing issue or maybe there's just a simple solution, but we're at our wits' end trying to figure this out. I do hope someone from here can help up sort this out. Thanks in advance to anyone who can help.

I have a client with QBO Advanced and have had full admin privileges forever. A few months ago I created my own Accountant Online account and added this client to it. I expected to see the same setup I had created but I understand there are some differences. The one I can't figure out is how the organization of Custom Reports work.  I had a lot of custom reports organized the way I wanted them as a user. When I changed any placements or created new groups from the Accountant interface these adjustments don't seem to show up from the user side. Same is true in the other direction. All reports are and should be visible to All.Am I to conclude that the organization of customer reports (i.e., Groups) is user-specific, no matter what the settings?So that means I have to recreate the organization scheme for every user I want to be able to see it? Also, on the Custom Reports listing one of the columns is labeled Date Range, but the information in that column is often missi

See a transaction 7/24/25 Orig Name Intuit with received amount $100If I look at the bank, It only shows the deposit is Intuit along with the Intuit fee. If I do a deposit details report, I see no deposit on 7/24/25.  How would I figure who made the deposit?

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When I try to connect my Chase Business account to QuickBooks Online, it always redirects me to the Chase Personal login page. The problem is that my Chase Business credentials don’t work on the personal login page — they only work on the Chase Business login. Chase has two separate login pages, one for personal and one for business. QuickBooks keeps forcing me to the personal one, and I can’t get it to recognize the business login.Here’s what I’ve already tried:Clearing cookies and cache, using incognito modeRemoving Intuit from Chase’s third-party app accessDisconnecting and reconnecting the account None of these have fixed it. Is there a way to make QuickBooks use the Chase Business login instead of the personal one? Has anyone else run into this and found a solution?

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Question:We are using QuickBooks for our client’s bookkeeping. The client operates under a franchise model, which requires financial reporting on a 28-day reporting cycle rather than the standard monthly or calendar year format.When we pull financial reports in QuickBooks and manually enter the custom 28-day date ranges, the numbers come out correctly. However, when we switch to Year-to-Date (YTD), QuickBooks defaults to calculating YTD starting from January 1, 2025.In our client’s case, the fiscal reporting year actually begins on December 30, 2024, not January 1, 2025. This causes the YTD figures to be inaccurate for franchise reporting requirements.My question is:Is there any way in QuickBooks (Desktop/Online) to adjust the YTD start date or fiscal year start date so that YTD reporting aligns with our franchise reporting calendar (starting from December 30, 2024)? If not, are there recommended workarounds or third-party solutions for handling 28-day franchise reporting periods 

I had Quickbooks 2022 Enterprise installed on Windows Server 2012R2 with 3 users accessing any of 3 different company files. Multi-user mode worked. Since server 2012 is end of life, we replaced it with a 2022 Server, backed up data files, and restored to the new server. Moved DC and DNS roles to the new server and made sure the domain was healthy, and names were resolving. Then I installed QB 2022 desktop in Multi-user hosting mode.  Multi-user mode isn't working but users can open files from server in single user mode. My first call to QB level 1 support. it was suggested we update to version 2024. we did this, confirmed services were running, firewall was open, share permissions OK, Multi-user hosting wasn't enabled on any other PC's, Tried tool hub etc. No change.  I went through a 2nd support call and finally a 3rd to level 2 support this time of about 4 hours. They finally gave up and told me it was my network. This is where it gets interesting. If client workstati

Bonjour,Je rencontre une erreur lorsque j’essaie d’utiliser QuickBooks. Un message s’affiche :"There appears to be a problem with the database service that is managing access to the company file. QuickBooks can attempt to fix the database service. Would you like QuickBooks to fix the problem?"Je n’ai pourtant pas encore créé de fichier d’entreprise. Pouvez-vous m’aider à résoudre ce problème ?Merci d’avance pour votre assistance.Cordialement,

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Over the last 3 months, it's getting slower and slower. I issue a batch of checks, and they used to issue within 15 minutes. Now I'm waiting hours for the checks to issue.

How to download state wise sales invoices data from Quickbooks

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"Unbilled Activities" is no longer showing in the "Type" dropdown box of the Sales section. This is a critical problem because for years, I would enter Time Entries (and mark them as "billable to client", then go to Unbilled Activities and select the "Convert to Invoice" link. Now I see no way to convert my time entries to an invoice. This feature was available a week ago...now it is missing.What do I do now?   

I have transactions being imported with different details from the original bank transaction

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Why cant I see the complete Audit Log After discpvering a fraudulant QB Online Account created in my Business' name. and linked to my bank accounts? I finally got the CPA (Primary Admin) removed after sending in all the documents that were requested. But now the Audit Log is mostly blank. There are entries, but after clicking on "view", nothing is there, not even a date. This is not helping me resolve this identity theft nightmare.. Please help