QuickBooks Q&A

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The company I work for has been using QBO for 10-plus years but never actually using the system to create billing (all done off-line). Now when I try to clean up accounts by deactivating clients, employees and accounts I get a message telling me there's unbilled activity attached and that I can't deactivate them. How would I go about getting them cleaned out? Thanks Jack Thompson

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Hello all....I have contractors using desktop and they do not want to convert to QBO because there does not seem to be a similar version to QB Plus D/T and QBO Advanced is expensive.  So the question is, are there any work arounds in QBO Plus for jobcosting reports like Estimates vs. Actuals?  In desktop that specific report will print by item and also includes balance sheet accounts (like land cost).  The only report I find in QBO Plus is project profitability which is just a P&L by project (no items, no estimate, no balance sheet accounts).  Additionally, desktop will track and create a warning when insurance has expired.  I understand QBO Advanced has more features, but jumping from QB Plus D/T to QBO Advanced is a big price difference. Thank you in advance for any suggestions.

Is there a way to turn off the setting that automatically selects the invoice to apply a payment to?  We would prefer to manually select which invoice the payment should be applied to.

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a billable expense did not get added to an invoice. i want to edit the invoice to add the billable expense but no billable expenses are showing.

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if i select the transaction in the bank transactions and select Edit, i can change the expense type and vendor but nothing else. i need to change one amount in the split without having to reenter the entire transaction and all the splits.

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I had done bank reconciliations and they were fine from 2023 to Feb 2025. When I went to do March 2025, the beginning balance did not match. I did a discrepancy report and found two issues. I was able to correct the one with no problem but the second one was a deleted transfer from December 2023 (Bank chequing account to MC payment).  I have tried several ways to fix this and it still shows up. During all of this, I voided another amount in July, 2023. I tried and failed to correct this transfer. Now, all of bank reconciliations from June 2023 to the present have the wrong beginning balance by the amount of the two discrepancies. How do I fix this awful mess?

I could not figure out why the Job Esimates VS Actual report did not work.  The Est Cost is always the same as the whole estimate(total rev). When I double click on the Estimate, there, is see that every items is posting to a revenue account, even tho they are items pointing to a cost account(COS).Does anyone know how to make the estimate post correctly, so that the Estimate VS Rev report looks right?Anyone? This has been the subject of much discussion, ie two-sided item(yup) making sure there is an expense account to track to(yup). None of it works because the Estimate itself Posts all as revenue!Sure would like this report to be accurate.  Any ideas??

I am still using Quickbooks Desktop POS 19.0 Pro Level.  I need to change the price levels on all of my products. (Over 5,000 items)  Is there a way to bulk edit the price level on all items?  I would rather not spend a day changing each item individually.  Any suggestions are greatly appreciated!

I already have blank checks from my bank that are ready for my laser printer. Can I use these check blanks with QBO?

I need to talk to someone in the Tax Resolution department at Quickbooks.  I have been trying to get a response from Quickbooks for over 6 months now. I keep getting letters from Colorado FAMLI that they are not getting their wages reports.  Penalties are piling up.  Not a word from Quickbooks (I have called and emailed their taxresolution email address countless times) and there is no way to speak to anyone there. Help!!  When I call the payroll customer service line, they "investigate" and tell me nothing has been done on it yet and ask me to submit to the to the [email address removed] email address - again.  It is criminal that I pay thousands of dollars to this organization and in 6 months they cannot get anyone to resolve my issue or even look at it, or even acknowledge the problem.  We are signed up with Diamond Enterprise - the highest version they have apparently.  No difference.

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HelloAnyone else experiencing issues today, not all of my recurring invoices were sent out today (Aug 1 2025)

Why is QBO set up so I can't link a purchase order to a vendor bill if the purchase order date is later than the bill date? Purchase orders for my contractors are dated with the date the contractor provided the service. Contractor bill dates are specific to our pay periods. Sometimes the service date comes after the pay period date. I don't know this is going to happen when I'm entering POs, so I have to take the time to change the dates on dozens of POs because I can't link them to the bills. Not only is this a time inconvenience, but then my purchase orders have incorrect dates on them. If I needed to look one up by the service date, I wouldn't be able to do so.

Overnight our form changed and QB team not able to correct it and not responding with a solution. I think it may have been an update that went wrong but trying to get a solution. Anybody?

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certain employees notice they are being punched out without physically clocking out on the app during the work day. Is there a known bug that is causing this?

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add company data from a quickbooks backup .qbb file to qb online advanced account

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