QuickBooks Q&A

This is not the same name of the Connect to PayPal or PayPal Connector by QuickBooks that are specifically mentioned in the email that was sent by QB.

Yesterday, I migrated 2 companies from Desktop to Online. For the 1st company, I received an xlsx file named Import Summary Report which provides info on the number of data records (e.g. Accounts, Customers) found in the Desktop database, the number imported into the Online database, and the Difference. It also reports on any unmatched Account balances. I did NOT receive this xlsx file for the 2nd company I migrated. I have spoken with both customer support and migration services support and no-one seems to be aware of the existence of this document, let alone how I can retrieve it.Anyone out there???

My company uses Acculynx and Quickbooks for our CRM and accounting platform. I run payroll through Quickbooks but am having trouble tracking my guys time that is being put towards a customer. I am not able to see the reporting of payroll since it isn’t through their time sheets because we work primarily with piece rates it does not show up as an expense within the job/customer. Is anyone else having this issue?

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I have some transactions that come in from one of my banks that are labeled with a Check 9999. These are not *actual* check #s or transactions that should be labeled as checks - but they automatically get labeled as such. They are debit card expenses that are pending. I do not always know which ones wilI be labeled this way. I assume the 'bank text contains' would address the Check 9999 part? However, it looks like I have to pick a category as well, even tho the category will not be the same on all transactions. Is there not an option to create a generic rule that would resolve this?  Thanks!

i have so many figures on the report i dont know which is the correct figure

Why is quickbooks online so incredibly slow lately?

I have been using Quickbooks for over 30 years, but I am getting frustrated with simple tasks that seem to go crazy.  The latest is with Data Protect.  First, if I don't backup within 2 days, it drops me from the system and I have to "log off" and re-enroll in the data protect process before it will back up my files.  The second is that sometimes, even though I back up the files, the program or routine doesn't recognize the fact that the files were backed up.  Case today:  I backed up this morning.  I decided to backup again at 5:30 p.m.  When I started the backup process, the data protect screen showed the last backup as yesterday.  It was the same in the history.  But I know I backed it up this morning.  What is going on?

JeveeAdvin_la, There is no "Switch" option that appears below like in your example. Another company was changed when I opened it up this morning. I had to adjust the dashboard because it threw everything on the screen again. I can't get rid of the items that we never use in the new marquee across the top. I could not reply to your reply.

The modern version no longer has the "transaction report" as a report option. The screen shows a Create option, instead of New. Please let me know how I may stop this involuntary change.

I'm using the QuickBooks Payroll Standalone version alongside QuickBooks Online. Until now, payroll journal entries were exporting automatically to my QuickBooks Online books without any issues. However, after running a recent payroll, I noticed that the export functionality has unexpectedly stopped working. Has this feature been changed or discontinued? If so, can you explain why this change would occur mid-year without any notice? I’d appreciate clarification on what’s happening and how to restore the export capability.

Has anyone had issues with Quick Books Online Cash Flow Trend Widget not working/syncing? It provides a graph or bar chart and normally a balance of daily cash flow in the upper left. But it now only gives me the graphs and no balance. I've tried clearing cache and using different browsers. Nothing works. Anyone have any solutions?

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Does anyone have any experience with union deductions? My company hires all union employees (besides office staff) and they have a yearly set pay amount with a set list of certain deductions and contributions from the paycheck. Usually we change the rates and deductions yearly, but this year we have some projects from last year that are getting wrapped up. Per union guidelines, you can leave 2022 rates/deductions/contributions for those projects for up to 24 months. At the same time you will have newer projects acquired in 2023 that will need to have the 2023 rates/deductions/contributions taken out.  I am newer to the company and new to union rules. Looking at how the 2022 deductions are setup it seems like it goes by gross pay and hours. Is there a limit to how many deductions you can enter? How do you keep the hours for the older projects separate from the newer projects and also, how will the deductions come from those hours? I am worried the total hours for everythi

I am trying to change the bank account we use for direct deposit. I have received the micro deposits and have tried to verify the account twice. Each time I get an error message stating that the amounts are incorrect. The system then locks me out of the verification process. I am now without direct deposit capabilities. How do I fix this?

Hello,I received a survey from QB Online. When I completed the survey, it said I will receive a Tango gift card for $30. I have been watching my spam folder for it and have yet to receive it. Who can I contact about this?

Update sign in info is CORRECT. Keep getting message that says user id and/or password is not working. I can log on bank outside of quickbooks so I know my info is correct.

Is there a way to make a report of specific items from my item list. I have a very large item list and I want to only print certain things from it to transfer to an excel spreadsheet. 

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I'm not sure why I can't find a "report bug" option anywhere, but if someone knows how to do this, please let me know. Anyways, this is more a bug issue. I have many recurring invoices set up in my account to be created and emailed out automatically on the first of each month. I work for a software company, so we do not charge tax on many customers that would otherwise be billed tax for other items, but not on the software. We also sell retail items, and these items do get taxed. An example would be, California - No tax on software, yes tax on retail items (ie signs, stickers) I have this set up in their recurring template for their software service as no tax. The line item in the invoice does not have the tax box selected. The recurring template is then saved. All of a sudden on some random month, tax will be added to the recurring invoices. Out of no where. I am unable to have eyes on the thousands of invoices that go out each month, so most of the time the custom

I am using QB Self-Employed. When I try to choose mark paid again I get a small error box with a transaction number.

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Waited extremely long time for my bank transfer from an invoice and I see a fee on there

I authorized the payment on 6/6/25. I printed the receipt to acknowledge the transaction. But it still has not debited my checking account as of this morning. In the past, it has debited the checking account immediately.

I have an investment account in QuickBooks, and I normally only enter investment income. However, last fiscal year I deposited cash into this account. How do I record that transaction?