QuickBooks Q&A

Hi, I am using Quickbooks to send invoices to my customers. I would like to get the invoice link via the API so I can have a link in my app for my customers. I know it's doable manually via the invoice screen where I can share the link but I would need to be able to do it automatically via the API. Is that possible ? If so how can I do it ? Thank you 🙂

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The ribbon on the left side of the screen has changed completely.

I am admittedly not very knowledgeable about QuickBooks. My gardener has been billing me via QuickBooks for several years. Until now, I have always paid by check. I now want to use QuickBooks for payment. When I sign in to QuickBooks, I get a message telling me to contact my gardener if I am confused about how to pay. I have entered my checking account into QuickBooks. However, I am only able to view the current invoice. QuickBooks tells me that I have 27 overdue payments which, of course, were already paid. When I view those, some of them say "view and pay" and others say "view invoice." As a test, I clicked on one that said "view and pay", my bank account info was displayed, and I am pretty sure I would be able to complete that transaction. Is the problem here with my gardener in how he is using QuickBooks or am I doing something wrong?

Is anyone else having issues in logging in to QBO this afternoon?When I click on the app, it acts like it is trying to logon, then I get a box that says"Something Went WrongClose the app and try again later"I was using it this morning, came back from lunch and now I can't get in.I restarted the computer, deleted the browsing history, Still getting the message - Something Went Wrong. 

I'm not sure how to describe this exactly, but I will try and explain - I am cleaning up some reconciliations, and I have a problem with one statement/check. I have a check for $1445.67, number 1616.  The reconciliation is also out of balance by -1,445.67I cannot find a duplicate entry.  I went back to the transactions, found the check, undid it, and re-entered it.Same problem. I'm not sure where or how to fix this issue.  Any suggestions? ThanksEJ   

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I would like to upload ACH payments to my bank in a file so I don't have to enter each one at a time to make my weekly bill payments. They only accept an NACHA formatted file.

I know that Intuit has a payroll card but does anyone know if the employer can get the cards to provide to employees when they get hired?

Why are some employees missing after migrating from QuickBooks Desktop to QuickBooks Online? I've checked the employee list, and even when I try to add them again, it says the display name is already in use — but I can't find it anywhere.What is odd, if I do a search at the top, I can see my name, and all my details.. However, if I click on Employees and select ALL employees, nothing. I could not imagine I have to re-create each employee? Obviously the system see's the data for this employee, but where is it!?

Does anybody have any tips for improving QBO performance? I have done all the typical things like switching browsers, clearing cookies and other browser data. All I get is spinning wheels, even when I try to log out. In addition, my bank transaction comes up blank, except for the account summary boxes.

Why is QBO sending email reminders to customers that have already paid the invoice?

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search engine not working, keeps saying no tranactions before I even put in what Im searching for

Quickbooks decided to give Invoices a new look. What a disaster We use invoices to book our daily sales at our restaurant.  We don't use sales receipts because we need to apply multiple payments to a single invoice.  Last time I tried this using sales receipts only one payment could be made 1) No longer an option to make Discounts pre or post tax.  The old version it was drag-and-drop.  If there's a way to do this in the new design then they've obfuscated the process pretty well 2) Sales tax amount requires a bunch of clicks to override. Before I could just position the cursor in the sales tax box and put in the value.  Now there's a button, then a new window then you are required to put in an override reason. WTH?Please stop messing around with perfectly good processes.  Instead, fix the sales tax reporting function which is just terrible

Dark Theme used to be an option in QBO; someone decided to take it away. Any idea why and when it's coming back?

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Have a uncleared deposit in Paypal Balance account. In bank transactions, have a match with an invoice. How do I match the deposit with the bank transaction? 

Good morning, I am needing to access my 940 forms that were filed in 2022 and amend someone's W-2. I moved from QBDesktop to QBOnline and no longer have access to my QBDT. Can you please walk me through the process to get those files into my QBO account so I can re-print and send required documentation to the IRS? It seems silly that I would have to re-purchase QBDT for this purpose, so I'm hoping for a better solution. Thanks,Lauren

HI, my old Imac crashed and I was able to get my files, including company QB files, saved to an external hard drive.I downloaded a version of QB 2019 For Mac on a new computer, but I cannot get QB to open my company files. I have then in a folder on the desktop, when I go to QB/file/opencompany/browse I can locate the folder of back up files I've migrated over from the hard drive, but the files are grayed out. How can I get QB on the new computer to open import and open my files? Thanks:-)

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Hello, We had QB Enterprise 2023 and had some users experiencing slow performance and the symptom was that user was showing to open lots of file attachments from the server attach folder. We called tech support and it was reported to us that it was a known issue and that if we update to 2024, that should fix it?We updated to 2024 and the problem still exists. Only some users, many files from attach folder open. Anyone know anything more about this issue?