QuickBooks Q&A

New bank page was not usable, finally found selection to switch back to existing design (Thank Goodness). Where is the tutorial on how to use the new banking page - it doesn't seem to get many of the predictive selections correct for "account" or "vendor", and I don't see where to change them. Suggested entries are just FUBAR. Also, IMHO the visual information layout/interface for an entry is just not as clear as before.

I use Authorize.net to process almost 1000 payments on the first of each month. Is there a way that I can import those payments to Quickbooks desktop instead of manually keying in each one? It takes HOURS!

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How do you go about getting a copy of a 941 form from a previous year if you left desktop and went to online?  

I'm looking for suggestions for a third party software to print checks from within quickbooks desktop, especially one that inserts a signature on the check.  I presently use CheckMagic and have done so for more than 10 years now but a recent windows update has caused a hiccup such that I am unable to print checks until my IT person comes by late next week to resolve the issue.  This has highlighted the need for a backup check printing software option.  I will revert back to CheckMagic once the issue is resolved as it has always answered my needs.So, can anyone recommend a thirty party option - I know PrintBoss Works but it is way to expensive for my needs,Thanks in advance for any suggestions

TechSoup offers QBO licensing at a reduced price for non-profits.

Hi,my balance sheet is still showing some old accounts how do I remove them?Thanks,Noel

I am using QBs Desktop. When creating a Job Profitability Report, the financial columns are listed in the following order: Cost, Revenue, and Difference. If I add percentage % in customize report, it should calculate the gross margin for the job. But instead, it gives me the % of the cost. Instead of Diff./Revenue, it is giving me Diff./Cost. How do I correct this?

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I had a Payment to Deposit window pop up for $1.00 when I went to Record Deposits. I researched the payment that needed deposited, and it was from an entry into the Undeposited Funds account in 2022. The payment had subsequently been deposited in 2022, and still shows in the Undeposited Funds account as being deposited. The account balance of the Undeposited Funds account shows $0.00. The checkmark is missing in the checkmark column next to the $1.00 entry from 2022. I have no idea why the checkmark is missing, or why this popped up as a Payment to Deposit, but I need to get rid of it because the window pops up with every deposit I make. Does anyone know how this happened and how to get rid of it?

Is there a way to invoice and record advance deposits / retainer deposits without QuickBooks including it as a sale to that customer? All of the procedures I've seen either result in the deposit being a "sale" amount when received as opposed to when it becomes income, or result in the deposit being counted in sales twice (once when received as an advance and again when applied as a payment to an invoice). Attributing the advance deposit to an "item" that is linked to a liability excludes it from income, sure, but not from sales. I should mention that all advance deposits are held in a separate bank account. I usually just record it as a regular bank deposit (not linked to a sales receipt or invoice), and then receive it from the separate bank account via a sales receipt when it becomes income, which is an okay workaround some of the time. But if the client wants to pay using QuickBooks Payments (or whatever QuickBooks Desktop's ACH payment service is called), QuickBooks requires m

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I am Company Admin.

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I am of tired of always seeing the internal adds for funding open AR and other intuit products that are useless to me, How do i turn these adds/product suggestions off? with the latest price increase to $80 per month, i believe we pay enough that we should have the choice to turn these additional internal adds off.  I have tried calling the support and speaking with someone but all they could suggest is "clear your cache and cookie history". That does nothing to remove these USELESS ADDS.  

Prim Admin is able to log in to company file.

Hello everyone.In the quickbooks online Estimates & Progress Invoicing Summary by Customer report,how does one remove estimates that have been invoiced for the full 100%?  There are so many issues after migrating from quickbooks desktop. The estimates are closed, the invoices paid in full, and yet thefully completed jobs keep showing up on the report. Thank you!  

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I have set up Management Reports that I want any user to be able to see. They have full access but can't see them.

I invoiced a customer for $3,280 on 6/13/25. They paid the invoice and we placed their order. On 6/18/25 I noticed that I was charged by Intuit for $3,280. The transaction shows as "Disputed". I contacted customer service and their remedy was to invoice the customer again for the $3,280. I never received the funds in the first place yet was charged $3,280 so if I receive the payment from the client, I'm back to $0. The customer service rep stuck me on hold waiting for a supervisor and told me it woud be another 30-40 minutes before I got someone. I am a long time custoemr who runs millions through Quickbooks. This cuestomer service experience has be atrocious and still no supervisor on the line. 

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Hi, I notice that one of my Assembly Builds (2nd photo, build #9750), increases not only the Inventory Assets, but also the Cost of Goods Sold account. An almost identical Assembly build (1st photo, build # 9751), only increases Inventory Assets. I did not create the system so I don't know where to find where these accounts were set up? Plus I don't understand why the COGS account is being altered. Note that the quantities to build for each item are different. But I am just confused about the different accounts. Please let me know what other info I can provide!   

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why am I not allowed to make quick payments?