QuickBooks Q&A

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We are exploring potential integration opportunities for third-party applications within the QuickBooks Online (QBO) user interface and would appreciate detailed guidance on the following points:1. Integration Points: What are the allowed integration points in the QBO UI for 3rd-party apps (e.g., on Customer details page, Apps tab, left nav)?2. Deep Linking to Partner Portals: Does QBO support the ability to add deep links from its UI to external partner portals? If so, what are the recommended approaches or limitations we should be aware of?3. UI Event-Driven Interactions: Is it feasible within the QBO platform to trigger in-context UI elements (such as pop-ups or modals) or deep links to partner portals based on user interactions or events in the QBO interface?4. Notes Section Formatting: Does the "Notes" section within QBO support rich text formatting (e.g., bold, italic, bullet lists, hyperlinks)? If so, please share the capabilities and constraints of this feat

I need to get a deposit for the estimate to be accepted and work to proceed. So, after I built the estimate and saved it, I clicked +request a deposit. It failed to save with the above error. It doesn't matter what number I put in the box, I get the error. Deleting the deposit allows me to save again. Also, the help box will not allow me to post the question from inside quickbooks on the estimate page. And, can’t ask the community. I get caught in a loop. "Unable to save, sum of split home amounts did not add up to zero." Also, the discount doesn’t make it to the printed form: Modern.

I just transitioned from QB Self-Employed to QB Solopreneur, and I can not customize my dashboard to include my Bank Account information (balances), or anything else.  Not much there...1. I have connected my Bank Account, and it shows my bank account is linked, and shows balances under the Settings tab, but NOT ON THE DASHBOARD.2. The CUSTOMIZE button on the dashboard is grayed out.  (see screenshot). How can I display my bank account balances on my dashboard?  This is essential information to see on a simple-to-view dashboard.I have tried the following with no success.- Cleared Cache & Cookies- Tried in Private Incognito window)- Tried in 3 browsers (Chrome, Firefox, Safari) on MacOSHow can I customize my dashboard, including adding my bank account balances?Screenshot attached

not functionig, cannot use payee search

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Will a bank holiday affect direct deposit payroll?

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I cannot seem to reprioritize transaction rules. Other users are also reporting this issue. There are at least two threads on the subject…neither of which has garnered much attention. Please, could someone at QB verify that reprioritizing rules is a problem and provide a workaround? I don’t think the priority list can be edited any other way. I do not see a field to change the priority number manually. I do not see another UI widget to accomplish a reprioritization. If there is no workaround, could someone at QB please acknowledge the issue is being addressed? Note that I have already cleared my cache, deleted cookies, gone incognito, logged in and out, used different browsers, posted replies to the other threads, and engaged in a screenshare session with online support. The issue persists unabated. Just an obvious fyi: The inability to reprioritize rules is a bit of a problem. This is because new rules, upon creation, are added to the bottom of the rules list and are, t

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Staff keeps getting clocked out when they check time on their cell app as they now have access not sure how because I did not want them to have it. How do I remove that?

Please help me understand this how to deal with my situation. You have been charged $100,000.00 legal expenses in 2024 and you paid $90,000.00 in 2024.The vendor applied to $10k toward General Corp, and the rest ($70k) to IP costs.  The remainder of $10k was kept in their trust account without applied.All was entered as Expense ($90k) in QBO and categorized as spread as IP and General Corp Expense account.  The year ended and now when you reconcile, I need to enter $10k of debit for the vendor, IP cost to enter in Asset account (since it is intangible asset?), and the unapplied $10k in order to correct the ledger.  Can you please explain if I am thinking wrong and if not, how do we do that?Too basic? Expense or Asset? Please help me understand this how to deal with my situation. You have been charged $100,000.00 legal expenses in 2024 and you paid $90,000.00 in 2024.The vendor applied to $10k toward General Corp, and the rest ($70k) to IP costs.  The

I am a small business owner using QuickBooks self-employed. I do not accept credit cards from my clients. However, I see that Intuit is charging me transaction fees. Why is this?

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Hello we are on the essentials plan and have two people doing sales and would prefer if each sales person gets their own estimate template with their phone number and email attached so the client contacts them directly. I tried setting custom forms for estimates, but it seems if I change one it changes both. Is this done through different users?

Please read the entire message before responding. It's very frustrating when you list what you have already tried and someone with an EMPL badge suggests you try the same thing. There are instructions for adding QBO as a third-party administrator for Massachusetts Unemployment here. That is not what I want to do. There are no such instructions for adding QBO as a TPA for Massachusetts withholding. The link for this in the help files goes to the same page as the link provided above. The question was asked here long ago and the answer was to select Add third party administrator in MassTaxConnect. There is no such option in MassTaxConnect. MassTaxConnect instructions clearly state that the third party must request access, which we then approve. So how do we get QuickBooks to request that access? Or is there a workaround? Surely someone has figured this out.  

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When googling this, it said go to "Manage Sales Tax" but I don't see that anywhere on the Sales Tax screen. How do others deal with this? The only work around I have is actually pay the SBOE for May and June, then post both months' payment in QB's. I shouldn't have to do this tho, so wondering if anyone has an actual fix?

I have several customers who are tax exempt, but when I am creating an invoice, Quickbooks Online defaults the line item as taxable (the tax box is checked).  If the customer is tax exempt, shouldn't the tax box on each line item of an invoice default to unchecked?   If so, how do I get this to work properly? Thank you. 

HOW TO ADD A MANUAL EXPENSE TO QB

Is there a way to have the bank register show more info 'at a glance' without having to click into it further? If we wanted to add GL # and if a charge is split between multiple payee accounts (or projects), it lists them all and their breakdowns without having to click into the charge that says 'split'? Thanks!

The employer & employee are in California.

 I work in office and at home. Is there a way to be able to sync employee hours from the QB timer to QB Desktop remotely? The web connector is installed on my laptop which is the same computer I take home to work on. I am only able to sync when I am in the office, which is causing issues.  

The company I am apart of has 3 different quickbooks files for each company under us. We have a program that interacts with Quickbooks desktop through the quickbooks web-connector. Currently, for the program to sync with quickbooks, we need to have the quickbooks file open for the company we are wishing to sync with the program. This can be brutal having to switch in and out of company files in order to use the web-connector. We also run into a problem when the company we wish to sync is not the primary file logged in. The base question I have:1. Is there a way run a web connector and have it access a quickbooks file without the file being open on the desktop? I know this situation might be unique and my description may not be very good so ask me any questions if you need any clarification of how we are using the web-connector.