QuickBooks Q&A

I am not sure when the second accts were created or why, but they are causing issues

anyone else unable to login via their macbook with safari or chrome? on chrome i can reach the login page but then i get http status 400 - bad request 

I am manually importing a bank statement into QuickBooks in order to be matched to invoices or deposits, my question is when I delete a deposit and the customer payment, if I reupload it says no new transactions available in my transaction list. How am I able to re upload this transaction once again into QuickBooks so it can be used?

Your directions of how to check the Rates settings doesn't work at all. It left me out in no man's land with nowhere to go. Here is a list of issues I see with the new Shipping Manager.  1) Doesn't allow customer OR third party billing of the shipping charges. 2) The screens have to much "white" space and everything is spaced too far apart. 3) It should allow just the air bill # to be copied the invoice under a name item name. Example is; Shipping info: Your package tracking # is: XXXXXXXXXXXXXXXXXX. 4) The package size has to be filled in. UPS and FedEx use auto scanners to record this info. The sales person doesn't know what sized box the shipping department is going to be using until it been packaged. Allow unknown box sizes to be left blank, We ship heavy items so many times we have to use a larger box than the item would normally require for it's size so we are mostly paying for oversized packages compared to the weight requirements. 5)   Wh

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When sending a statement in quickbooks desktop it is defaulting to the customer email and not the job contact email, is there a way to have it autofill the "job" email instead of the "customer" email?

We went live with QBO 06/01/25; I have not yet reconciled.

How do I add individuals in my accounting firm to my users?

Current workaround: Setup filing frequency in QB as half-yearly and I have to record payment on last year 2nd half and this year 1st half. I would like to have Tax Agencies to start from 7/1 and using filing frequency of 1 year.

I regularly use the bounced check feature using the desktop version (2019). A customer bounced a check to us. I used the feature and recorded the appropriate fees and whatnot. I then re-deposited the check and added NSF to the check number to differentiate between the two payments. It was then returned for a second time...I tried to record the 2nd bounced check but the feature is not working. It's gray and not an option to choose ... I've had this happen before and assumed the payment had not cleared the undeposited funds account via the 'make deposits' screen but it had.  I have also used the 'rebuild data' feature under utilities but it did not fix the issue. Thoughts? 

Does the American Express Delegate no longer works for mulitple cards? I have wasted so much time with both Intuit and American Express on this issue. 

I cannot see my payroll transactions in the reconciliations list. They have disappeared. And no, there isn't a filter on. I've filtered and unfiltered everything before anyone suggests that. The payroll/Direct deposits show up as bank transactions, but there is nothing to match them to. I can only edit them and recategorize them which makes no sense. Why are they only showing up on the bank feed side, but no where else? I cannot spend hours editing each payroll transaction! This was never a problem until it magically changed all the new payroll transactions on the bank feed side to whatever random category it chose. 

I have a customer who is always late, and I'm not sure I want to continue the relationship. I need to see aging per invoice in a report.

Hello!I’m using QuickBooks Online (Intuit Enterprise Suite) and have about 1,000 accounts in my Chart of Accounts. I recently enabled account numbers, but none are currently assigned.I exported the chart, added account numbers in Excel, and tried to re-import it — but QBO gives an error that the account names already exist. It won’t let me update existing accounts, only create new ones, which isn’t feasible.What’s the correct solution for bulk adding account numbers to existing accounts in QBO?

I got a payment from a client last night around 10:30pm. This morning at 7:30am, it hasn't cleared yet. I know Green Dot is not based in America but halfway across the world in Pakistan, India, or Bangledesh. So why does it take so long if its 10:30pm here but 11am over there, for example

There is unapplied cash bill payment in our P&L. The problem is the date of the bill is later than the payment date. but when I change the bill date to corresponds with the payment date, the unapplied cash bill payment is not yet eliminated

I am in the process of switching everything to a new computer.  I include attachments to all of my invoices to keep paper usage down and we have a lot of invoices as we are a general contractor. My QBDT (2024 version) does not automatically migrate the attachments, as Intuit knows.(Why it doesn’t migrate is beyond me except I know you want everybody to go online.) so with the guidance of an online QB support person we thought we figured out how to do it. Copy and paste the file folders within the “attach” folder in the company file. Now when I go into my new computer and look at the invoices it shows the red tic in the attachment tab but when I open it, there are no attachments.  What do I do now?  This is absurd. If I can’t do this and am audited I am screwed because this is my backup!!! 

Not sure why, but when I make an invoice before I even send it to the customer, it is automatically showing that the customer paid it.

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I need a box for customer to click to make the payment online.

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I have accidentally switched to the old experience and I hate it.  I've researched articles and asked two different people in the chat and I cannot get back to the new experience.  

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Before I get the canned response with the instructions on how to setup Scheduled Reports, just know I've done it all over the last few years. My latest try last week I setup a brand new computer, I didn't install a firewall, I totally disabled UAC, I did it all and the errors I found were the same. I even created a new DB from scratch and everything. Basically when it was time for the scheduled report to fire, the exe would silently fail and the time would increment 1 hour to try again. It repeats this ad nauseam.   I've called support about this multiple times over the years with NO solution, and they usually just blame me or my network environment for the issue. After I found my clues in the post below I called back again to show them my findings and they told me they have no direct line to the dev team and gave me a canned response.  This functionality has been broken for 3 years. 3 *YEARS*. This bug has survived at least 2 major version changes, 5 diff