QuickBooks Q&A

what are hero clear charges for super payment

We sold our company. The new owner is asking for a ‘Quickbooks desktop read only file of our accounts receivable. They want to see the customer list, invoicing, memorized transaction list, etc.  How do I create a read only file that restricts them to these items only. I don’t want them to access anything else.

It's been an increasing problem the last couple of months, was never an issue before.

For three months in a row now, started with monthly invoices scheduled to go out 5/1/26, only 7 out of 100+ recurring invoices get sent via email. They are created successfully but not sent.I have spoken with customer service 3 times now and still no resolution. Waiting on a call next month on 8/3/26 because it apparently needs to be video documented via a special department so that QB can open an inquiry into the problem.These recurring invoice templates have been creating and emailing the invoices for years with no issues until May 1st 2026 when the problem started. Something happened between 4/2/26 and 5/1/26 that changed our interaction with QB Online and now when we go to look at ‘Recurring Template Options” on the recurring template for the invoices, the “Automatically Send Emails” slider is unchecked. When we go in to change that and save it, it saves but we go in to look at it and it is NOT saved and has reverted to being unchecked again.We have tried creating new templates and

Hi all, hoping someone can help me figure this out!I run a consolidated Profit & Loss through Intuit Enterprise Suite. I pulled the same report two days in a row and something changed overnight.Yesterday it looked totally normal. Today, every Income and Other Income line is showing as negative, while Expenses are still positive. That throws my Net Income off completely — it's coming out with the wrong sign now.The underlying data hasn't really changed. When I flip the income signs back manually, the totals tie right back to yesterday's, so it seems like a presentation/sign issue rather than a data issue.Has anyone run into this? Is there a setting for the sign convention somewhere, or a way to fix how income is displaying? Any help would be much appreciated — thanks!

How do I complain about these bastard

Im trying to help my employer with quickbooks but cant find out how to turn on the time sheet in the new website UI. Ive looking into tutorials but they are outdated and the ai bot on the website isnt much help. on the quickbooks workforce app the only options on the task bar at the bottom are money, time off, benefits, taxes, and more which none have a way to clock in or out. If anyone could help that would be awesome!

Dear QuickBooks Community, We are contemplating switching over to the QB Merchant Payment Service where our customers can pay their invoices with a credit card with a link from their invoice.  We are QB Desktop Enterprise users, and use a 3rd party as our merchant services provider.  I have called QBs, but they could not answer some questions, so here I am. I am interested in learning what other companies are doing it and how.From my conversation with QBs, I learned that there is a transaction fee per transaction and a % that comes off the invoice.  If customer A is paying their invoice for $100, and the merchant fees (let's say 3%) get taken off as the customer pays, how do I process that fee?  The customer would never be able to pay the full invoice.  I don't want my customers to see a line item on their invoice that says credit card fees.  Credit card surcharges are illegal in a few states.  We happen provide services in Colorado, which i

Associated bank is telling connection id and pin is managed by Quickbook.

I overpaid a 1099 contractor, they paid me back and I put it towards their account. However, when filing a W9 it only shows the actual amount I paid and does not take into account they paid me back. I know that I entered the whole transaction wrong but have no clue how to go back and fix it correctly and have the W9 show the lesser amount. 

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I don't seem to be able to do everything on my mobile app,  like adding a new account as I've been advised like when I go onto chart of accounts there's nothing coming up to add a new account as I've been told dose this only work on a laptop  ?

Hello, I’m unable to add the client’s email address back to the Users list and would appreciate your assistance. Background: We mistakenly assigned the wrong Primary Admin to the account. Under the Users list, both the former Primary Admin and the client were listed. To correct this, the former Primary Admin removed the client user and then added me as the correct Primary Admin. However, after logging in and attempting to re-add the client, I no longer see an option to add them back to the account.Could you please advise on how to restore the client’s access and re-add them to the Users list? Thank you for your assistance.

I have my quick book plus account for my business,  but how do I had my property income to it as a separate account?

I posted a new topic a couple days ago, and just received a response.  I’d like to read it and maybe respond to the suggestion, but when I follow the link to the thread, the website immediately reloads the front community page like it’s scared I might say what I think about the response if it lets me see the page I’m actively trying to read.

I upgraded from Desktop 2016 for Mac to 2020 for Mac.  We have 2 computers we use to access Quickbooks so we use Quickbooks server. Since upgrading, several times I will open the company file and have all my work from that day gone.  Friday I wrote 23 checks.  Right before the end of the day, I opened the company file to tweak a deposit and all the checks were GONE.  By that time, I had already mailed them, so i had to do my best to remember them and re enter them.  I'm sure I missed a few.  This is NOT a good way to do business.  Today I found out that we paid a big bill twice because the first check disappeared and we thought it hadn't been paid.  Now that account is overdrawn. I thought it had to do with opening the company file on the second mac using the QB server, but today I opened the file to find that all the checks (about 10) I entered yesterday are back in the "to be printed" status.  No one has opened the file sinc

My account doesn't seem to have many options to do what I need to do ?

I upgraded to QuickBooks desktop 2024. Now when I try to do an online backup, nothing happens. I click the create online backup button and no windows pop up. The icon spins for a second and then nothing else happens. Anyone? 

Every 7 days I receive this message at the top of the Quickbooks screen:  "You have been signed out of your Intuit Account.  To continue using your Intuit Account, sign in now."    It also has the spinning blue dots.Is this message related to the 90-day mandatory password reset?  If not, what triggers this message?

Hi - please could someone help.  The AI feature that asks to review invoices is driving us crazy (see below.)  If you accidentally hit “Send to customers” instead of on the X, there is no chance to correct this.  We create invoices as we deal with customers, and there are often many changes made before proofs are accepted and invoices are paid.  WE DO NOT WANT THESE SENT TO OUR CUSTOMERS UNTIL WE ARE READY, and the positioning of this pop-up has repeatedly been actioned when trying to hit the X!  Is there any way to permanently disable this message.  It is more of a hinderance than a help.  We don’t want unhelpful suggestions by AI and would to control this feature, please!  Thank you! 

 I receive the error shown below when using Payroll Reports in Excel > Tax Form Worksheets.  Initially, the Tax Form Worksheet opens in Excel where the options to choose a tax form are presented - when I choose '941 Quarterly' and then 'Create Report', I get the error shown below. The product is QuickBooks Desktop Pro Plus 2022.  This error is new with the 2022 version that I recently installed - I've been using these worksheets for years.  We do not have a payroll subscription - we do it manually and use these tax forms to help complete federal tax forms.  Calls with the help desk are anything but helpful - telling me I need to speak to the payroll team (but can't because I don't have a subscription), or that the installation is corrupt (it isn't - QB is up to date, and everything else works fine).   Any help or suggestions are appreciated! 

Hello,I successfully e-filed my Form 941 using QuickBooks Desktop 2024.I received the "Accepted Tax Return" email from Intuit, and my QB Tracking Number is [PII].However, the filing does not appear in the E-Filing Status/E-Filing History in QuickBooks.My 2nd quarter filing appears correctly, but only the 1st quarter filing is missing, even though it was accepted.Could you please verify the status of QB Tracking Number [PII] and explain why it is not showing in my E-Filing History?Thank you. (selected screenshots were removed for security purposes) [SS contains PII; Removed] 

The cibc account has been closed and no longer exists. I would like it removed please.

n bank transactions the action column does not show all the options

Only just happened tried re installing the app etc and nothing is working