QuickBooks Q&A

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I bought 2020 desktop from Intuit end of last year & I finally have time to install. I didn't get the license & product numbers with the disk and I'm unable to find a phone number to call.

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Customer refunds

Refunds

Since I am base in China,I don't have the US phone and SSN.I must use one of the Management‘’s information who has the L1B Visa and SSN of her.Is this the problem?

I have a set of books with open AR going back to 2018. Any suggestions on how to clean this up? Thank you. I’m confident most, if not all, have been paid. The record keeping is what’s poor. 

I need help from someone real at QB or Intuit. I have QB Desktop Premier PLus 2024 with a 2 user license. All of a sudden this weekend one of the licenses is missing and now available even when I sync.   I got a call from Intuit. Eric WhiteIntuit Account Manager Contact Number[Removed]Extn 1009   This guy tells me that the best way to fix it is to pay $2177 to get a new license and he will refund $866 to my CC for the original license.   After saying that I shouldn't have to do this because my license is good through next year he tries to have the tech group fix my installation. At the time of this writting they are still working on it.   I feel this is a scam and tell him so. Finally after a couple of hours of this I agree to pay the money with the refund coming back to me for the original money spent.   He then tells me I have to send an email to [email address removed] stating that I approve the amount on my card. Since when does intuit use a .io e

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There was absolutely no issue with the deposit made by client last Monday! No reason to hold it up! No reason to review it further and what exactly could you find out by your “team” reviewing it? i would think you would need to ask me questions aNd they waited till Friday to tell m this so I would need to go through the entire weekend without these needed funds to run my business.  This is not ok at all especially when I received my 2nd security inquiry within a 4 week period just days ago and was promised this deposit would go through!!!!! you make it so difficult for small business and you are about to loose another customer.jackie

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I already upgraded our QB service and I did a back up our our current company data. However, I cannot figure out how to Create the second company.

A few months ago, on the "App transactions" page, I noticed a Stripe connector listed next to eBay, PayPal, Shopify, etc. I was excited because I've wanted this connector for a long time. The 3rd-party Stripe apps are not satisfactory for my small needs. When I clicked on the Stripe connector link, it said this: "You don't have access to this yet. We're currently testing this experience. Check back soon for availability." But now when I go to the App transaction page, I don't see Stripe there anymore. Is QuickBooks going to support Stripe finally, or have you given up?

I assume all transactions will remain?

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On the new edit invoice mode I can't insert a line item that i forgot between 2 existing line items. I get a hand where I used to get a plus. But the hand does nothing.

Wondering if anyone else is having problems in QBO today June 17 2025. I entered a check then went to match it to the bank feed transaction but the check didn't come up as a match. I next searched for the check number to see if I might have mistyped the amount; the check number didn't appear in the search results. When I tried to enter the check a second time, it alerted that the check number already exists and I entered the duplicate anyway. I then went to the check register and there is both the original check and the duplicate. Weird enough, but then the client calls me and says the same thing is happening to him when he's entering checks. He can't find the check after he's entered it. His checks are not appearing in the check register though. He has to handwrite the check. It's end of day so I'll go back in tomorrow to see if this magically self-corrects. It doesn't help the client hates QBO and we've encouraged him to pony up the costs of using it for both of his busines

I cannot replicate an old report, but I know it can be done; I need a Deposit Detail report that includes any cash receipts and deposits done though the banking section--the cash receipts will need to be filtered by Check as I don't want the other methods of payments that come in during the day--only the checks for the bank.  

We discovered that an employee used a SSN that belonged to another person.  We need to change the SSN in QB so that when I run W2's it isn't sent to SSA and reports income on this social security number falsely.  QB won't allow you to input [removed], which is what IRS and SSA tell you to do on their website.  So what do I do?  The employee has since been terminated due to falsifying his I-9 so I can't go back to him and request a new SSN, which is what QB was telling me to do.  I also can't write on his W-2 all zero's or Applied For because everything is sent electronically now.  So what are my options?  QB also won't allow me to leave this blank either.  I can't knowingly send a W2 out using someone else's SSN.  

ship rush

Hi there,We recently got Quickbooks Desktop 2024 for our schools.One of the office ladies contacted me because when she creates an invoice or receipt, QB does not generate a number automatically.Her and another lady from the office (multi-user mode) have to make sure they don't use the same number when they're both entering information and creating transactions.I found some information about turning off "Custom Transaction Numbers" but I'm unable to find that option anywhere.Thank you.Allan.

Our company owns a dump trailer that we use, then we charge the customer for each time we use it for their project, how to set it up in QBO? which account should I categorize the expense of using the dump trailer, then the account of income? should I use the same category for expense and income? is it under COGS then Equipment rental? Then if we perform repairs on the trailer how to categorize that? Expense account then repairs and maintenance?  The initial purchase of it also a separate account under fixed asset? 

When invoices are emailed to customers, and they click to pay invoice, do they get charged the 2.99% credit card, 1% bank transfer, 2.99% PayPal additionally to their invoice, or is that deducted from the invoice amount when it's transferred to our account?

QBO question - I have vendor payments that are automatic debits that contain both invoices and credits. I cannot figure out how to match these as the only option I see during that match function is for the invoices. The vendor credits may or may not match a specific invoice for that same period. What steps are necessary to resolve this?

I need to be able to enter different markups on each and every estimate as it changes with each project. If I have to hand calculate this, I might as well save my money and use Word to create estimates and invoices and excel to keep track of our small business!The desktop version works perfect for us except we have two users and were using dropbox to synchronize between the computers.