QuickBooks Q&A

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I tried to do my research but I am still having a hard time understanding the function of Opening Balance Equity. Can someone REALLY break it down for me? From what I've gathered, the OBE account is for entering the balance of an account when it first connects with QuickBooks, but beyond that I'm lost. I'm still pretty new to QuickBooks, almost a year working with it but the company I work for has had QuickBooks for many years and a lot of the accounts are messed up so I'm trying to smooth it all out to the best of my knowledge. Someone before me did some journal entries in the OBE to get the balance to 0.00, but they put it into Undeposited Funds and now every time I make a bank deposit, the OBE balance is included with the checks. I just uncheck it to finalize the deposit, but is there a way to fix this? I'm trying to understand OBE so I can know the proper place for these journal entries because they aren't making sense to me. How do you use OBE and how do you properly zero it out?

I've been trying to figure out how to change the layout of the receive payments screen. I've found the layout designer, and have read several other articles, but what I've found isn't what I am trying to do. On the receive payment page, there is a button that when clicked, it opens another window with a drop down so you can pick which credit card someone is paying with. My goal is to have the different credit card options on their own clickable buttons so I don't have to use a drop down. In other words, I want each credit card name (Visa, MC, AMEX, etc) to the right of the line that has CASH, CHECK, ECHECK, etc. When processing a lot of payments, it would save a lot of time if I didn't have to use the drop down to select the credit card type. We never store the credit card info, so I don't need that field either on the drop down section. Honestly, I'm not sure this can even be done, but I thought I'd ask. Sorry for the quality of the screen shot. Thank you.

My assistant processed Payroll on Wednesday 7-9-2025 She forgot to hit submit. I noticed the payroll was not pending this morning from my payroll account. She went into QB and hit submit. Will my team get paid today?

Is there some way to automate emails? We would like to send out review requests after we finish a job and the customer has paid the invoice?

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The two subaccounts are reconciled. A reconciliation was prepared for two months for the PARENT account. I need to delete those reconciliations..

Some expenses got changed. Is there a way to view historical reconciliations to make sure they still balance? Thanks!

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This is not the same name of the Connect to PayPal or PayPal Connector by QuickBooks that are specifically mentioned in the email that was sent by QB.

Yesterday, I migrated 2 companies from Desktop to Online. For the 1st company, I received an xlsx file named Import Summary Report which provides info on the number of data records (e.g. Accounts, Customers) found in the Desktop database, the number imported into the Online database, and the Difference. It also reports on any unmatched Account balances. I did NOT receive this xlsx file for the 2nd company I migrated. I have spoken with both customer support and migration services support and no-one seems to be aware of the existence of this document, let alone how I can retrieve it.Anyone out there???

My company uses Acculynx and Quickbooks for our CRM and accounting platform. I run payroll through Quickbooks but am having trouble tracking my guys time that is being put towards a customer. I am not able to see the reporting of payroll since it isn’t through their time sheets because we work primarily with piece rates it does not show up as an expense within the job/customer. Is anyone else having this issue?

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I have some transactions that come in from one of my banks that are labeled with a Check 9999. These are not *actual* check #s or transactions that should be labeled as checks - but they automatically get labeled as such. They are debit card expenses that are pending. I do not always know which ones wilI be labeled this way. I assume the 'bank text contains' would address the Check 9999 part? However, it looks like I have to pick a category as well, even tho the category will not be the same on all transactions. Is there not an option to create a generic rule that would resolve this?  Thanks!

i have so many figures on the report i dont know which is the correct figure

Why is quickbooks online so incredibly slow lately?

I have been using Quickbooks for over 30 years, but I am getting frustrated with simple tasks that seem to go crazy.  The latest is with Data Protect.  First, if I don't backup within 2 days, it drops me from the system and I have to "log off" and re-enroll in the data protect process before it will back up my files.  The second is that sometimes, even though I back up the files, the program or routine doesn't recognize the fact that the files were backed up.  Case today:  I backed up this morning.  I decided to backup again at 5:30 p.m.  When I started the backup process, the data protect screen showed the last backup as yesterday.  It was the same in the history.  But I know I backed it up this morning.  What is going on?

JeveeAdvin_la, There is no "Switch" option that appears below like in your example. Another company was changed when I opened it up this morning. I had to adjust the dashboard because it threw everything on the screen again. I can't get rid of the items that we never use in the new marquee across the top. I could not reply to your reply.

I'm using the QuickBooks Payroll Standalone version alongside QuickBooks Online. Until now, payroll journal entries were exporting automatically to my QuickBooks Online books without any issues. However, after running a recent payroll, I noticed that the export functionality has unexpectedly stopped working. Has this feature been changed or discontinued? If so, can you explain why this change would occur mid-year without any notice? I’d appreciate clarification on what’s happening and how to restore the export capability.

Has anyone had issues with Quick Books Online Cash Flow Trend Widget not working/syncing? It provides a graph or bar chart and normally a balance of daily cash flow in the upper left. But it now only gives me the graphs and no balance. I've tried clearing cache and using different browsers. Nothing works. Anyone have any solutions?

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Does anyone have any experience with union deductions? My company hires all union employees (besides office staff) and they have a yearly set pay amount with a set list of certain deductions and contributions from the paycheck. Usually we change the rates and deductions yearly, but this year we have some projects from last year that are getting wrapped up. Per union guidelines, you can leave 2022 rates/deductions/contributions for those projects for up to 24 months. At the same time you will have newer projects acquired in 2023 that will need to have the 2023 rates/deductions/contributions taken out.  I am newer to the company and new to union rules. Looking at how the 2022 deductions are setup it seems like it goes by gross pay and hours. Is there a limit to how many deductions you can enter? How do you keep the hours for the older projects separate from the newer projects and also, how will the deductions come from those hours? I am worried the total hours for everythi

I am trying to change the bank account we use for direct deposit. I have received the micro deposits and have tried to verify the account twice. Each time I get an error message stating that the amounts are incorrect. The system then locks me out of the verification process. I am now without direct deposit capabilities. How do I fix this?