QuickBooks Q&A

I need to add some customers to my Quickbooks who are bringing over a credit balance. How do I enter them? Thank you, 

I want to CANCLE this product and you can’t find anyway to cancel!!!! But to sign up well how easy is it !!! It should be as easy to cancel as it is to sign up !!! they won’t let you talk to anyone either???but all the rest of the crap has an assistant????

HOW DO U CANCEL QUICKBOOKS TODAY

I have already removed the R for reconciliation on the check register. I cannot find the way to remove the 4/30/24 reconciliation to start over. We just changed to QuickBooks online version

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Hey everyone, I’m facing an issue with QuickBooks Payroll — employees aren't showing up in the run payroll list after the recent update. Has anyone else faced this? Can someone share the QuickBooks Payroll support number or any solution?

 Hey everyone, I’m facing an issue with QuickBooks Payroll — employees aren't showing up in the run payroll list after the recent update. Has anyone else faced this? Can someone share the QuickBooks Payroll support number or any solution?

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I am using Quickbooks Online Simple Start. I have connected my Squarespace store to my account and orders from Squarespace are imported as sales receipts. I have toggled on Automatic Invoice Numbers. I also have Quickbooks Online Payments set ups for when I make sales in person. The issue I'm having is that Quickbooks keeps assigning duplicate sales receipt numbers and there appears to be no way to fix this once it's happened. Example: I make an in-person sale and take the payment using Quickbooks online payments. The last sales receipt I recorded was #34, so this transaction will now be #35. Next, I make a sale through Squarespace. Squarespace assigns transaction #35 because the last transaction was #34 in Squarespace. Therefore, it gets imported into Quickbooks as sales receipt #35. So now there are 2 different sales, both with the same receipt number. Quickbooks in its infinite wisdom assumes that they are the same thing even though none of the other details match. So even

I manually import my credit card statement. When the transactions are posted for review, QBO sees the payment I made to the credit card and tries to match it to one of my outstanding invoices if the amounts match. How do I stop  QBO from doing this? It even overrides the rule I have in place for CC payments. I've seen where you are supposed to be able to turn off matching in the settings, but I don't have this option. 

I am not sure when the second accts were created or why, but they are causing issues

anyone else unable to login via their macbook with safari or chrome? on chrome i can reach the login page but then i get http status 400 - bad request 

I am manually importing a bank statement into QuickBooks in order to be matched to invoices or deposits, my question is when I delete a deposit and the customer payment, if I reupload it says no new transactions available in my transaction list. How am I able to re upload this transaction once again into QuickBooks so it can be used?

Your directions of how to check the Rates settings doesn't work at all. It left me out in no man's land with nowhere to go. Here is a list of issues I see with the new Shipping Manager.  1) Doesn't allow customer OR third party billing of the shipping charges. 2) The screens have to much "white" space and everything is spaced too far apart. 3) It should allow just the air bill # to be copied the invoice under a name item name. Example is; Shipping info: Your package tracking # is: XXXXXXXXXXXXXXXXXX. 4) The package size has to be filled in. UPS and FedEx use auto scanners to record this info. The sales person doesn't know what sized box the shipping department is going to be using until it been packaged. Allow unknown box sizes to be left blank, We ship heavy items so many times we have to use a larger box than the item would normally require for it's size so we are mostly paying for oversized packages compared to the weight requirements. 5)   Wh

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When sending a statement in quickbooks desktop it is defaulting to the customer email and not the job contact email, is there a way to have it autofill the "job" email instead of the "customer" email?

We went live with QBO 06/01/25; I have not yet reconciled.

How do I add individuals in my accounting firm to my users?

Current workaround: Setup filing frequency in QB as half-yearly and I have to record payment on last year 2nd half and this year 1st half. I would like to have Tax Agencies to start from 7/1 and using filing frequency of 1 year.

I regularly use the bounced check feature using the desktop version (2019). A customer bounced a check to us. I used the feature and recorded the appropriate fees and whatnot. I then re-deposited the check and added NSF to the check number to differentiate between the two payments. It was then returned for a second time...I tried to record the 2nd bounced check but the feature is not working. It's gray and not an option to choose ... I've had this happen before and assumed the payment had not cleared the undeposited funds account via the 'make deposits' screen but it had.  I have also used the 'rebuild data' feature under utilities but it did not fix the issue. Thoughts? 

Does the American Express Delegate no longer works for mulitple cards? I have wasted so much time with both Intuit and American Express on this issue. 

I cannot see my payroll transactions in the reconciliations list. They have disappeared. And no, there isn't a filter on. I've filtered and unfiltered everything before anyone suggests that. The payroll/Direct deposits show up as bank transactions, but there is nothing to match them to. I can only edit them and recategorize them which makes no sense. Why are they only showing up on the bank feed side, but no where else? I cannot spend hours editing each payroll transaction! This was never a problem until it magically changed all the new payroll transactions on the bank feed side to whatever random category it chose. 

I have a customer who is always late, and I'm not sure I want to continue the relationship. I need to see aging per invoice in a report.

Hello!I’m using QuickBooks Online (Intuit Enterprise Suite) and have about 1,000 accounts in my Chart of Accounts. I recently enabled account numbers, but none are currently assigned.I exported the chart, added account numbers in Excel, and tried to re-import it — but QBO gives an error that the account names already exist. It won’t let me update existing accounts, only create new ones, which isn’t feasible.What’s the correct solution for bulk adding account numbers to existing accounts in QBO?