QuickBooks Q&A

Is there somewhere to set all customers as not taxable?

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Hi Under Bank feeds, when making a deposit it does not let me choose an A/R account twice, we have many customers that would like deposits to go to different accounts. I know there is a way to make the customer payment then deposit the payments and it will auto match under bank feeds. I am currently in the process of trying to streamline my invoicing and this section makes it pointless to use bank feeds since i already manually deposit this way. Is there any way i can deposit these under the transaction screen in bank feeds? going to two different accounts or do i always have to do the extra steps.

I received a phone call from "Intuit" today, it was an Indian man and he was telling me that the annual dues for my account were being declined. I said we pay monthly and there was a charge on the 5th of April, he said that's my monthly employee dues and that I need to pay my annual every year in April for $299.00. He directed me to where I need to update my information and everything there was up to date. I didn't give him any card infp over the phone.My question is, is there an annual fee on top of the monthly fee that is paid?

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I use "??" in the Memo section for any questions I may have for my clients, but now in QB Online, when I search for ? or ??, nothing comes up.

Subscription period was from 6/4/25 to 7/4/25 and the next period was 7/4/25 to 8/4/25. I canceled o 7/4/25 yet was charged for the following month

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Is there anyway to export the list of client data INCLUDING Inactive Clients? In QBO from the Clients screen, when I click the gear icon, click include inactive, & then export, only active clients show up in that xls sheet - even though they are visible & in the list in QBO.I also tried select all, but once you click the select all/name check mark box, the export option disappears & only gives 3 batch options (create statements, email, make inactive). The only option I see right now is making each active again & then making them inactive - which is ridiculous. Especially since I've learned from this thread that you would have to do this individually for every single inactive client. (It would be nice for those needing to reactivate clients, it if it were in the batch options just like "make inactive" is....... no sense). I personally prefer not to make inactive clients active again, just to export a past/present client list. This seems like a simple request, that o

I don't see any other columns available to pull in. It's also missing if you drill into the bank account detail from the Balance Sheet.

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Why when I use a 2025 date it is entering my journals with 2024 y/e in the actual journal please, cannot seem to change? help please? A

Hi, customers have made cc payments via qb invoices link. Some don’t show up in qb online but I can see them in the merchant site. How do I download the missing transactions in QB online?

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I need to edit the pay period on a paper check from last month. The edit function in paycheck list does not allow this. Where can I change it to correct records in Quickbooks?

estimate template= not very customizeable

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MD just passed a 3% tech tax, separate from the 6% sales tax.  How do we generate invoices with items separated to be taxed at the different rates?

how to edit recurring payments for customers?