QuickBooks Q&A

Besides rearranging my desk and showroom, I need to be able to pull up the customer overview hub without accounts payable and other financial information displayed.I can hide financial info on the main dashboard. Any idea how to do it on the customer overview hub?

  In today's digital world, protecting your online accounts is more important than ever. While a strong password is a great starting point, it's often not enough on its own. This is where extra security measures come in. Intuit, for example, uses advanced security systems to keep user information safe. A key part of this is multi-factor authentication.   Why is Multi-Factor Authentication so Important for Your Account Security? Multi-factor authentication adds an essential layer of security on top of your password. It's designed to protect your account even if someone manages to steal your password. With multi-factor authentication, they still won't be able to log in without an additional verification step. This makes it much harder for cybercriminals to access your personal information. Another great benefit of these extra security measures is that they make it easier for companies like Intuit to verify your identity if you ever get locked out of your account or forget your

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For almost a year I was able to send invoices using SMS Texting, now it is gone and Everywhere I look it shows QB doesn't offer SMS Text Messaging.Did anyone else use this feature? What happened to it?

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Up until this week, my company had been able to add taxes to an expense, but now the option is no longer there. Previously, taxes were their own column when creating an expense, and there was a dropdown menu in which we could indicate if the expense was inclusive or exclusive of tax. Something has happened (perhaps in an update?) and I can no longer see how to add taxes. The column is no longer there, nor can I add it. I'll attach a screenshot of what we see in the individual expense.  Even more bizarre, when I am in the overall "Expenses" tab, there is still a column for Sales Tax and I'm able to see previous expenses that had taxes included, but when I click on them, there's no longer any indication of what the tax amount is or ability to change it.   Is anyone else experiencing this? Has a setting changed somewhere that I need to alter?   

how to turn off automatic tax

Hi, I am trying to pull a report that shows me payments made to Vendors and the Customer/Job that venodr worked on.  I cannot find a report with both.  Tried 1099 report, vendor report, report by customer.  I cannot add a column to any of them to show both.  Any ideas?

We are charging a construction company fines due to damage. How do I record the fines?

Good morning, we signed up for QBO awhile back but are just now getting around to beginning to upload. We ran out of time to get support but think once we get our info in, we will be ok. My question is this, when manually entering our COA, it isn't giving us the option to put our balances in, such as our bank balances. How do we enter the balances after we upload the COA or is there a way of uploading with them? 

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I linked the bank account effective July1, 2025. Now I need to link all bank transactions from December 1, 2023 to June 30,2025. How do I re-link the bank account it to December 1,2023?

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The original amount was more than the deposit paid, so a credit is due to the customer. We'd like to send them an invoice with the updated amount and also show the deposit amount they paid, but that makes the total due a negative. Why can't QuickBooks allow a negative balance due and just consider it a credit?

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Is there an answer to the question that has been asked 100+ times?  How can I make bulk updates to my customers? Is there an import option (I am not paying to use another application). We have 1,000+ customers and it would be a complete waste of time and efficiency to manually update customers individually (one at a time). Please help. Thanks! 

It appears to be showing the last paid invoice as part of the total due even though it has been paid. So for example if I am emailing a reminder for a $25 invoice that is due it is also including the previous $295 invoice in the total due (even though the $295 invoice is paid). Once they click the Review and Pay link in the email they total due is correct. Most are not clicking this though they are instead seeing the larger total than emailing us as to why. This creates a lot more work for us and them.

I am using QBO for Mac. Every time I try to log in I get an error that reads, "Something went wrong. Close app and try again later." Everything was fine a week ago. Today I can't get in!

I have double-checked our Template settings and they are still saved as they always have been, i.e. "Invoice [Invoice #] from our company name". But the email subjects that are going out to customers have been everything from "New payment request from (owner's personal name - not company name as it should be)" to "(Customer name), you have a new invoice from (owner's personal name - not company name as it should be)". What is going on?! And how do we fix it, since our template settings are still set to what they have always been, and not these new subject lines?

I use QB desktop Premier Plus Contractor Edition 2024 Intuit charged my Credit card $949.00 for their Annual Renewal on May 12, 2024. I have changed My whole stance on the "Automatic renewal" thing where a company is hooked up with the ability to charge your card without them or the bank notifying you BEFOREHAND. I REALIZE I HAD TO GIVE INITIAL PERMISSION, I'M NOT STUPID. BUT WITH QUICKBOOKS/INTUIT I, LIKE SO MANY OTHERS WAS BASICALLY GIVEN AN ULTIMATUM. CREDIT CARD ON FILE  AND ANNUAL RENEWAL OR NO QUICKBOOKS. I just read an answer from a Quickbooks Team person, here it is: "Let me share some insights about managing your QuickBooks Desktop subscription.The auto-renewal feature is built to let you focus on your business without disruption while using QuickBooks Desktop. You may also choose to purchase a new QuickBooks license at a retail store. However, you'll need to make sure to activate the license and back up your QuickBooks Desktop comp

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I find the "business feed" banner on the home screen inconvienient as it moves the widgets out of visibility. Can it be removed? (Not to mention the environmental cost of AI...)

Good morning. I want to know if I can go back to the beginning of the year and into transactions that are already reconciled and go in to fix the description, connect them to a customer and class. I want to know if I can do that without messing up the reconciliation. I do not want to make a mess of what is reconciled I just want to connect that transaction to a customer and class so I can print out reports and have them all organized since the beginning of the year.  Thank you. -CCL

Hello, I erased by mistake transaction from bank feeds. How do I add this deleted transactions back into my register to reconcile them?