QuickBooks Q&A

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?

Our vendor overcharged our credit card last month.   Charged $170 instead of $85.I entered the bill at $85, and when I did the Pay Bill on the credit card I entered $170 as the amount being paid. And that balanced the credit card account.    I was left with a $85 credit on the vendor account. This next month, they have refunded our credit card but I have no bills with this vendor in this credit card month so I am unable to apply the credit.  I don’t know how to get the $85 to be deducted from the total amount due on credit card bill, and get that to balance also. 

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My helper uses her personal email to get her paystubs on workforce,I want her to use our business email when i set her up a new use role on Payroll.   But I am told that you cant use an email that is not associated with a company profile.  Can I have a user that does not get paid thru QB time or QB intuit online payroll,.Thanks we do not use QB accounting,.... only time and payroll. 

I added a new user with the role of Viewing Reports.  But sadly the new user cant see anything. I want my new user to see only clock in and out times and TIME reports....not any Payroll.1) what website should this TIME only (T-sheet ) user sign into, 2) The new user is able to log into QB Payroll  but is told they are unauthorized 3) When the new user tries to log into Workforce it says there is no  associated company was found for user  HELP!ThanksLDO 

Customer always want check refund as we hardly invoice

I tried to convert a QBO file to a QBDT using the official instructions.  The conversion seemed to work, but the downloaded QBXML file was 0 bytes-no data. I did not skip any steps and received the email reporting that the conversion was complete.  I used the migration tool.  No joy. Any suggestions?  Third party conversion suggestions? I have been doing these conversions for some time.  This is the first time in failed. Thank you.

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Can I send emails to my customers for collections on specific days from the invoice date and can they be different emails.  For example Invoice + 30 days = soft collections, Invoice +45 days = firm collections, Invoice +60 days = Past due? 

When I invoice a customer and send an email via QuickBooks, the full customer name does not automatically appear in the email.  However, when I look at the invoice, the full customer name is listed.For Example:  Customer Name:  Wilson Law FirmEmail state : Dear Wilson (Missing words Law Firm) Is there a way to correct this vs manually? 

I need to stop the duplicate downloads from continuing. I should not have to exclude several downloads daily. Will disconnecting the bank link and reconnecting the bank link fix the problem?

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trying to pay contractors with direct pay but it says i have exceeded my imit

A customer used the wrong account number to do a bank transfer to make a payment on an invoice. The bank canceled it after it was deposited. QB then took the amount out of my account and charged it to QB fees. I can create a new invoice to get paid, that is no issue. The problem is that when I click on Invoices, it says this invoice needs attention., How do I get rid of that message? QB deposited the money and then took it out. So there is no issue with my bank account. I just don;t want to see that message all the time when I check my invoices. There is no way to edit the deposit because there were multiple payments on one deposit. 

Previously, I used my Reminder List to post recurring transactions by clicking "Edit & Create" - I'd change the amount, click "save" to post the transaction. After posting, the transaction would be removed from the list, and the "previous date" and "next date" would be updated on the recurring transaction list. At the "next date" the item would appear on my "reminder list" and I'd post it again. Now, after posting, the item stays on the list and the date doesn't advance. So, it looks like I haven't posted the tx. I see other people posting this issue online, but I haven't seen a resolution.

I used to be able to use the search to find customers by address. We are an HOA and it was incredibly useful to find a customer name by address. Now the search just plain sucks. How can we fix this.

I have been a Certified QuickBooks ProAdvisor for over 16 years and I don't think I have seen this problem before.  Maybe it was always there?  My client has memorized invoices for her customers and they charge sales tax.This is desktop QuickBooks Pro 2020 version. When sales tax change notices come from the state, they go into their item list and find their sales tax items and change the cities and counties.  But just today we noticed that when a memorized invoice is opened and it has the current date, it brings in the old sales tax rate that no longer exists and doesn't catch the new one for the same sales tax group.  Those groups are edited quarterly if the state sales tax newsletter shows changes.   I was surprised because now they have to go in and open each memorized invoice and check the sales tax rate.  That is a lot of work for probably over 200 customers.   Memorized invoices are a great tool, but if you can't count on the sal

How can I create a calculated recurring bill based on monthly sales? I pay a 7% franchise royalty fee based on monthly sales and would like to ACH the amount via the QBO bill pay.

why there is no copy function in the bank deposit as others? and the payee names not displayed in the activity report too