QuickBooks Q&A

I am trying to remove my vehicle from my QuickBooks Self Employed, I can not find how to remove this. I only see options to update but not remove. Please help.

My bank only exports pdfs of my bank statements. I have a lot of expenses to log from the last year. What's the best way to import in to desktop quickbooks? 

How do I run a sales report grouped by state? I don't see any filters that have the state as an option in Quickbooks Online?

How do I change a PDF bank statement document to a QBO document so I can upload it into Quickbooks? 

In an error on one of my employees behalf the previous owner of my company’s information was put into the principal payroll officer. I have tried for 2 weeks to resolve this issue. I have been on the phone or chat with 14 different support members. I have even had the previous owner on the phone with support. This has shut down my payroll direct deposit for two weeks when what ultimately needs to be done is 3 lines of information need to be changed name, dob, and ssn. There is a link in payroll settings but it will not work well at least it wont work on 5 different machines, incognito windows, chrome and edge. I cant beleive the loop i have been in to update 3 lines of information. This has been the most frustrating experience. support is terrible if you ask any why questions they just disconnect the chat. the phone calls are even worse when there best answer is we have escalated the situation. most of the time they dont even try that hard they are just rude and usually ask if there is

I am getting notice that my subscription has expired and I will lose access to company info on all company QB home pages.  Subscription renewal is not due until 08/15/26. and I have updated and confirmed all payment information.

Today I opened Quickbooks and I got a pop-up message saying "Quickbooks subscription has expired. You will lose access to Quickbooks within 7 days. Add billing information to complete the payment and renew your subscription".  This is an error because last month I renewed my subscription. I currently have Quickbooks 2024 Desktop Pro Plus "annual subscription". After getting this pop-up I logged into CAMPs and verified my subscription and payment. My subscription is good until February 2026. After verifying that information I hit the cancel button on the pop-up which then let me log into Quickbooks. I then proceed to the Company Tab and selected My Company to verify the license #, product #, and active status which were all correct. I then manually updated Quickbooks and then also did a reset update.  After reviewing other support forums other people were having the same issue with no help or solutions. I then called customer support which they did validate

QBO has added a new feature that is automatically turned on for every invoice for customers that have a card saved. The feature attempts to charge the card associated with my customers before I can even send the customers the invoice for review. I do not want to charge their cards before I send them invoices, and I do not have my customers' consent to charge their cards before they have a chance to review their invoices. Thus, I have to turn this feature off EVERY SINGLE TIME that I create a new invoice. Even for customers that I have already invoiced and turned this feature off for. I am very uncomfortable with this feature being enabled by default and without my permission. For now, I will continue turning it off EVERY SINGLE TIME that I create an invoice (i.e. dozens of times each day, hundreds of times per week), but if it turns out that this feature will always be enabled by default and I will never be able to turn it off, I will need to find a new bookkeeping software, as th

Running Desktop Enterprise 24.0 fully updated.Within the last few weeks, the option to pay via ACH is not showing when emailing invoices.I created a test invoice, and I am getting the same result as a real invoice sent to clients.Any would be greatly appreciated.Thanks![Screenshots Removed] 

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With the new system that automatically pays and files all payroll taxes, how will this work with the one-day deposit rule? On occasion I have an employee with payroll large enough that they need to send tax funds to the IRS by same-day wire, or before running payroll. In the past, I would simply select the option to pay taxes outside of QuickBooks. After July 1, when taxes are paid and filed automatically (which seems like they will then be automatically send on a timeline that won’t comply with the IRS rules), what should I do in those situations? Thanks in advance.

Has anyone in Hawaii that uses QB Online found a way to set up a GET item in products & services to use instead of the sales tax module? Any help would be greatly appreciated!

When I go to edit an employees personal information. There is nothing there for genderor SS number. How do I edit what I cannot see?

I have been disconnected again, i did not change my password, neither qbo or nboi had an update.  It worked on 7/6 doesn’t work on 7/8 

Live Chat is crap.  There is no live chat.  It's just an auto program that keeps sending you to worthless information. I've been trying to add a new employee for a week now and still can't get it to work.  I've had nothing but problems since change from TSheets to Time.  I think they changed the name to Time because it's time for me to look else where.  I don't have time to sit here on the phone waiting or typing this message.

All my Clients are missing on the Go to Quickbooks dropdown. On the admins POV, it's showing that I still have access

I have been with QuickBooks for about 3 years or so. I have never had an issue receiving my money from an ACH invoice, until recently. I had several invoices pay over the weekend, between 11/1 and 11/5, Fri- Tue. The invoice that paid Monday posted to my account Monday but did not show deposited for $13,000 in QuickBooks. While a $20,000 invoice that paid Saturday has still not hit my account and is showing as deposited by QuickBooks. I have been given a trace id that chase can not find, I have spoken with 5 reps and 2 supervisors. I even got Chase and QuickBooks on the phone and they got into an argument with each other with chase telling the QuickBooks rep that no deposit was found nor could they search a trace ID. Today is 5 days since the invoice was paid, still no money, and neither institution can explain what's going on, is my next step to see an attorney? How can I get this resolved. 

Why is PGR Accountants phoning QB customers and advising they use QB Payment instead of GoCardless?Has QB given up on finding a GC fix? Looks like it, the fix is a long time coming, and your chosen accountancy firm with only 1 Google Review has an odd remit.GoCardless is an amazing UK direct debit provider that offers incredible support. I guess that’s why QB don’t want us to use it, there is no comparison. QB has become a joke app recently.Also, trying to log into these forums is like try to draw blood from a stone with all the redirect loops you have in place to make customers lives a living hell. Seeing as this issue is still not fixed after a year, makes me think it can only be deliberate.   

With the new update as of today (7/8/26) I almost charged a $900 invoice to a customer’s personal credit card. I accidently saved the card number to the business profile and cannot remove it.  Now with the new update: it wants to charge the invoice directly to the card -WITHOUT going to the payment screen. I’ve turned it off several times, as I have multiple invoices for this company. The customer is set to “Check” as their preferred payment. Invoices are set to “No action required” and STILL every new invoice QB wants to charge the card, before I’ve even fully processed the invoices.  If anyone knows of a way to delete credit card information - Both I and my customers would greatly appreciate it. -I DO NOT NEED THE COOKIE CUTTER “Click the gear Icon and submit feedback” post - Submitting feedback to QB has never worked, suggestions are ignored, and the AI is horrendous. -Add the (PII removed) credit card number as listed in older “help” (for lack of a better word) articles - no longer

Don’t use this platform anymore

How do I get rid of XDR and replace it with $ sign at the bottom of invoices. When I go into preferences to choose home currency, US Dollar is greyed out? I have QB accountant 2015

I keep getting phone calls saying my features may not work to their fullest if i don't complete an update. I am asked to call back to complete the update.

I have received 2 emails from quickbooks saying that I received negative feedback from a client ? In dates that I did not even service a client ? Is this spam? 

Is anyone having trouble logging into QBO?