QuickBooks Q&A

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Please tell me how to generate a 941 for a previous quarter that has not been archived.

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when i go to send an estimate or invoice, it just defaults to a standard blue color with no logo. how can i make it show my colors and logo on estimates and invoices even though i saved the customization settings?

Can’t access the QuickBooks checking account

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undo previous month bank reconciliation

I have a liability account for prepaid membership dues. This has subaccounts like this: Prepaid Membership Dues:2026:IndividualPrepaid Membership Dues: 2026: FamilyPrepaid Membership Dues:2027: Individual Etc. When I try to select the account in a Jornal Entry, I see a bunch of subaccounts such as "Individual", but the full path (including the year) is not shown in the dropdown. The full path DOES show up once I select the account, but I end up guessing at which one it is in the dropdown and have to try several times to get the correct one. Online help says to clear the cache. That does not resolve the issue. Can the dropdown be made to show the full subaccount path? Thanks!

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We invoice monthly on the 1st. As checks come in, each is applied to the customer and then mobile deposited to QB checking account. Half of our customers also pay by CC which auto processes on the 21st of the month.My account never balances. It appears that QB makes deposits in lump sum. It also looks like the deposits are getting double counted, but I have no way of identifying what I deposited and what QB bank is recording.Is this a common issue? Do I need to change settings, or a different process?Any help would be appreciated!

QuickBooks & Mercury Bank connection issue: Transactions aren't showing up, event connected well each other.

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I’m trying to change my user id to match my new email, however, it just keeps giving me the error “this user ID is already taken” even though I don’t have another account at all. Not sure why this is a problem, I’ve even tried changing my new updated email to something else but it still won’t let me change the user ID to anything. 

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QB stopped downloaded Chase bank transactions back in June of 2023. I just relinked the account with Chase and refreshed everything, but I now have a gap of missing transactions between June and December of 2023. The newer transactions in Dec 2023 and Jan/Feb 2024 are showing. Older ones from June 2023 and before are also there. But everything is missing between June and December of 2023. What can I do to fix this?I am using chrome, and I also tried to open QB in a private window. No changes.Thank you

Both chase accounts

A statement is sent weekly to a customer for daily purchases.  I recently purchased item from the customer for resale in my business and the customer wants me to issue a credit on the weekly statement.  Please help with the correct entries for QuickBooks Online.  I have an expense category for this item, but it doesn't pop up for the credit memo.  Do I have to create some type of category in the Products/Service?  I do not want to track inventory in QBO because it is tracked in my retail POS.

We are using QuickBooks Premier Desktop. We will begin to have invoices for a single client with 250 to 400 line items. Is there a limit to the number of line items in one invoice?

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