QuickBooks Q&A

I am working on California Sales and Use taxes.  The automated sales taxes feature is neat.  However it forces you to "back out" figures when filling out the Schedule A on the CDTFA's website when using the Sales Tax Liability report.  Is there a way to have QBO account for this and produce an un-incorporated county line? Otherwise you have to research what county is city is in.  See attached picture.  

Need help!  We have an authorized user who has printed checks for over a year and suddenly gets a message that she is not authorized to print them and to ask the administrator to add them.I checked and she has full access.What has changed?!

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Switch the account for Advanced to the Simple beginners plan at 50% off. Board will not approve the amount at 50% off that I signed for on 6/9/2025. My Board will not approve the Advanced account at 50%off.

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One day my employee came in and attempted to log into one of our company files. It starts to log in after she enters username and password, but before anything can load, Quickbooks crashes and closes. She is able to log into all of our other company files without a problem. I found if I duplicate her user and delete her old user she is able to log in again with the new credentials. However, the very next day the same problem happens with the new user, so I am now coming in every morning and creating her a new user so she can log into the file. We are using Quickbooks Desktop Enterprise 24.0. I confirmed with her that she is closing every window before clicking File > Close Company/Logoff. I don't think it's the role assigned either because I have other employees with the same role assigned who are not having this problem. I've tried adding her with her email and without it. I have given her a different username every time. I'm stumped at this point.

Where do I find the directions of how to use the Linked Sales Orders with PO's? It seems to be too new for Intuit to add it to the help files.

We had a customer put a stop payment on an already deposited check, which of course, was last month and the deposit has already been reconciled. We have the new check and I need to know what to do now so our reconciliation isn't messed up! Thank you!  

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A customer put a stop payment on a already deposited check. The payment was applied to the A/R  invoice in quickbooks as paid in full. How do I adjust the invoice to show not paid in full and how do I correct the checking account balance due to the stop payment on the customers check?  And how do I add the stop payment fee that the bank charged my account?  I'm using Quickbooks Pro 2016

I used to use Square and could schedule invoices to send at a later date. How do I do this in QB?

After an adjustment is made on a paystub by using OPEN PAYCHECK DETAIL, Quickbooks moves the paystub it to print first. How do you stop that and keep the checks is the order preset?.

I am hoping someone can advise me how to enter the sale of a membership interest in an LLC.  There were two equal, 50% owners and one bought the other out.  Thus the remaining member's equity should increase to 100% and the former should be removed.  I'm unclear about all the various places that need to be changed or the steps to record this "sale" of half to the other.Thanks in advance for any info.

I created and then deleted a $50,000 transfer between two accounts. The account balances are correct on both account pages when I look at the list of transactions, but the Chart of Accounts doesn't reflect the deletion and lists $50K too much in one account and $50K too little in the other. I've searched the full list of transfer transactions to see if the transfer is still listed there, and it's not listed, but it's obviously lingering somewhere. Any suggestions for clearing this data so that the chart of accounts is accurate? (See below for one account. COA says ~$66K, actual balance is ~$16K as reflected on the account.)   

I ran payroll on 6/24/25 and the payroll liabilities are not showing. 

No one has made any changes to their accounts. On the employer end, all employees are active and no Changes have been made. This is aftecting all 7 of my employees.

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When I view the bank register, I would like the most recently dated entries to be at the top and not the bottom. Is this possible?QB Desktop

This error code shows when they try and enter time: The worker you selected has been deleted. Please select a different worker. I have confirmed they are all active.

Is anyone bothered at all by the discontinuation of scan manager in QB 2022 Desktop? See attached image.

I am hoping your engineers are already aware of this and working on it, but the time entry system for Quickbooks has been malfunctioning since yesterday (including for me).  We have tried clearing the cache and trying different internet browsers, but the problem persists regardless which browser is used.  Typically, the employee has been able to enter time once, but then when they try again, they get error messages.When trying to enter time in the weekly time sheet, the "Name" field is highlighted pink with the error message "This field is required," even though the field includes the employee's name.When trying to enter time in the daily time sheet, the error message reads: "The worker you selected has been deleted.  Please select a different worker."  (Obviously, this is not correct.)Our firm's billing manager has figured out a "work around," that involves pulling up a different employee name (and different week) in the weekly time sheet, and then going back to th

I'm unable to find current validation that Quickbooks is PCI compliant. The most recent validation I am able to find, is showing on the VISA site, as Quickbooks having expired PCI compliance on 31-July-2024. Is Quickbooks currently PCI compliant? Please provide verification.

The new AI interface is an abomination. How can I roll back to the previous view?

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NYS-1 rejected for tax period begin date invalid.  I don't see where to enter a begin date on the NYS-1 only a payroll end date.