QuickBooks Q&A

 In today's dynamic business landscape, effective financial management is crucial for sustainable growth and strategic success. Meet your Finance Agent, a tool designed to revolutionize how CFOs and finance teams manage their financial world.  So what exactly is the Finance Agent? Think of this agent as having an expert by your side, helping you with both your big-picture financial strategy and making sure your day-to-day operations run smoothly and efficiently. What can the agent do for me? It will work with the CFOs and Finance teams in formulating business strategy, and will help businesses deliver on the financial plans by continuous performance optimization. In your financial summary you’ll see opportunities and potential risks. Your agent provides insights into business finances, key highlights, and detailed breakdowns of your financial data. You can interact with your Finance Agent in your business feed or on your reports page. Simply select Review summary to get started.   Key

I have 2 accounts with the same utility company

How do I switch my subscription from solo entrepreneur to QuickBooks plus?

Hi -  I'm wondering how many other folks are experiencing the latency issues that apparently is a known issue. We can barely function as a business right now and from what I was just told that an update will be pushed out on Tuesday (08.05.25). I am genuinely curious how big of an issue this is for anyone else?  For us, it's huge - we can't get anything done. Thanks  

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In this case I want to apply limit to team member that he/she can not see any QuickBooks reports. How can I do this?

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Hi All,We are using QuickBooks Enterprise 20 version and we would like to integrate it with Microsoft Dynamics 365 Business Central online (Saas).I found some solutions that works with QuickBooks Online, but I haven't found any that would work with QuickBooks Enterprise 20.Thank youBR Damjan

We as QBO partner would like to support the custom field functionality, however its seems that its available only in QBO prod. How can i tested in sand box? I need to validate the custom field structure.

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When I try to download an invoice I am getting a virus alert from AVAST -- I have been using QBO for years and I have never seen this before -- any ideas??

I STARTED TO DO A BANK RECONCILIATION LEFT AND CAME BACK TO REMUME RECONCILIATION AND WON T RESTART

I have a customer that has three different buildings she manages, one of the invoices goes through with a invoice number on it, and the other two do not. Wondering why this is happening on certain invoices and how can I fix it to where all invoices go through with the invoice number on them?

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I'm trying to transfer funds from my envelope to another account and it continues to give me an error message of "check my balance or try again."

I recently updated my Quickbooks Online Desktop application to version 3.0.1. I'm running it on OSX 15.3.1 (Sequoia). I love the Desktop app because I am managing three different companies. In versions of the app prior to 3, when I changed companies it would open in a new tab. Now they open in a new window. This is not desirable as I am now navigating three laptop windows instead of just one with multiple tabs. Screenshot attached to show how cumbersome it is. Is it possible to only have Quickbooks Online Desktop use a single window and multiple tabs regardless of company? That would be great!

I wrote it down but can’t find a place to enter it.

I went to enter a check from a customer to pay their invoice and up popped a new feature. It's forcing me to enter the customer's bank info. Since I don't want to, this is just slowing down the check entering process.

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I'm currently using Quickbooks Online, and I want to migrate to Quickbooks Mac Plus 2024. Online instructions say that I need to migrate from Online to a Windows version, and then convert from Windows to Mac. I was able to import my company into a trial version of Enterprise Retail, but there's no option in the File->Utilities menu to "Copy Company File for QuickBooks Mac" as noted in the instructions. It seems silly that I would need to buy a Windows version just to be able to use the Mac version. Any other options? I'm happy to do it manually using CSV or XML files if there are instructions for doing so.

When QB runs our salaried payroll, it is creating a Payroll Expense - Wages entry that is the gross of each paycheck.  This is not a Journal Entry.QB Payroll is also creating a Payroll Expense - Taxes entry.  This is also not showing as a Journal Entry.Neither of these entries are able to match with the actual bank transactions, which leaves me with these two entries PLUS the actual paychecks and tax payments in our transactions to reconcile. In summary, I have: Actual bank transaction for payrollActual bank transaction for tax payment+ Quickbooks Payroll created wage transactionQuickbooks Payroll created tax transaction --------In my payroll settings, everything is correctly set to the right bank account (the same account the payroll transactions are coming from). Below is a screenshot from the PNL after clicking the Payroll Expenses section. Entries in red are the same paycheckEntries in yellow are the same paycheck They are showing u

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We recently added a new employee to QuickBooks and sent her an invitation to join QuickBooks Workforce. When she tries to log in for the first time, she’s prompted to verify her identity via a phone number that isn’t hers. I’ve double-checked that her correct phone number is entered in her employee profile. Why is an incorrect number showing up, and how do we fix this so she can access her account?

QB Enterprise 2024 Desktop Randomly today 6 of our workstations are VERY SLOW running qb, opening sales receipts, item list, etc. 1 computer is as fast as normal for no apparent reason. Same exact computer as another with same updates etc. Different company file on my computer runs like normal, just not the retail company which is considerably bigger. This is the first "problem I cant figure out" EVERYTHING is up to date and rebooted. Same results. Second issue, our company file is massive because we're a retail business with items back to 2010. Even with Condense data to 2025 we still have thousands of inactive items. They wont delete because they have been used. Isn't when you use condense data it deletes all these transactions to a certain date? If I run quickreport on an old inactive item it still will show a history from whatver year, 2013..  What can I do here?    

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