QuickBooks Q&A

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We operate on a cash basis and we never had any journal entries post in the register until this past May. All of these journal entries are associated with payroll; we use a non-QuickBooks vendor to process our payroll and they are connected to our QuickBooks account.

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In the new quickbooks online interface, is the "Copy to Bill" button gone? I cannot seem to find it. Can you add this button back please!!!

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No place to add attachment to Bank transactions - ie a copy of the invoice being posted.

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We are seeking your assistance to resolve an issue related to accessing the Balance Sheet report with pre-applied filters via URL parameters. For the past four years, we have been using the following URL format to directly open the Balance Sheet report for a specific customer, with the customer filter and accounting method passed in the query string: https://c27.qbo.intuit.com/app/reportv2?token=BAL_SHEET&customer=11855&accounting_method=Accrual&date_macro=all This approach functioned reliably until approximately two months ago. Since then, accessing the report via this URL redirects to the Balance Sheet page to Modern View, but without applying the specified customer filter. Notably, when switching to the Classic View, the same filter is correctly applied and the report renders as expected. We would appreciate your guidance on the following points: Passing Filters in Modern View: What is the recommended method for passing filters (e.g., customer ID, accounting method) via

These are coming through as expenses, in the description they call them Discount Rate Fees, type: Daily. My best guess is that these are charges from QB for using their system to process payments without a sufficiently priced subscription. I could be wrong, could someone give me a bit more information on this expense?

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I want to create a project estimate with custom fields in the line items, but even though the estimate gets created through the API, these custom fields – Your rate (hidden), Your total (hidden), Markup% (hidden) – are not being passed. They are not being received or shown with the API.

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I don't want anything to auto-populate as the projects I work on are all different and the description is where I put one-time specific info.

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Trying to connect business bank accounts.  QBO connects to the institution and shows a list of accounts.  I try to click them to select but none are clickable, ie. clicking doesn't do anything. The "Connect" button is grayed out because nothing has been selected. Tried this with another bank where I have my business credit card and same issue.

Hi there, Is it me or did QBO recently make changes to the refund process?  This article is what I used to reference, but it says its was updated 5 days ago and now I am confused about how/when to use the different refund methods:https://quickbooks.intuit.com/learn-support/en-us/help-article/customer-refunds-credits/record-customer-refund-quickbooks-online/L5PbCkJk8_US_en_US?uid=mcuwjn50&_its=eF4ljkEOgzAMBP_ic5EgJDHhBz300g-gODFqJApSmvaC4O01cPPau95Z4Zci9GBijYE6qsYW20o7ihXVqCu2PrAlYzAauMGn-MJiz1PZGzTKOtTo9snPcVeDM8bqIabMoQyk6-Ak1tDYWRU0N-hVq5BJM3aE8s2XkhN9S1pm6FeIy9snmUBOmUfOmfOlwsvPM093IT07BCSHxxIPlKsOztWTxyOwiUiFD3sjjO32B69-RLkThe first option is "Refund your customer after their invoice has been paid" and the example it gives is for "a lost package."  The second option is "Refund your customer for an item or service" and the example it gives is if "an item or service doesn’t satisfy the customer."  I really don't understand the difference between these two scen

I am a small business enrolled in Quickbooks Payment dispute protection. I received my first chargebacks recently. I was fully enrolled prior to these disputes and paid the associated fee with the transaction. Multiple calls to your customer service line have yielded nothing but the run around. Quickbooks is continuously trying to remove money from my account that is not there. The email I received states that I have exceeded my payment dispute protection. This is not true as I have never used it at all. PERIOD. Someone needs to fix this error. I paid for a service and I expect it to serve me as it should.

How can I get the correct report now?  

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Used EFTPS to pay payroll taxes. Bank debits account for payment. I use a unique number (date) for the check number. The number is missing in the check register. How to make it show or enter it.

The videos I watch online say QBO will sales tax per address of customer, but mine is not. How do I fix automated sales tax, to make it automated sales tax by location?