QuickBooks Q&A

Hi All, I'm QB desktop user. I'm reconciling a bank account that hasn't been updated in several years. I've brought the records up to a certain point, but I'm missing one month’s bank statement from 2023. I do have the following month's statement and everything after that, so I know the start and end balances for the missing period by using the ending balance from the previous month and the beginning balance from the following month. Can I reconcile the missing month using just those balances for now? And if I later receive the missing statement, will I be able to go back, enter that month's transactions, and revise or undo the reconciliation without affecting the following months that have already been reconciled? If yes, what is the correct way to do this in QuickBooks?

I would like the option to print grid lines or use alternating colors on line items when creating estimates and invoices.  Is there a way to do this.  I want it to print with the alternating colors, the same way it looks on the screen.

No text available

I'm looking at a P&L report in Modern View. I've selected the General Options and chosen "Don't Show Zero Amounts". The on screen view doesn't show zero amounts but printing the report.... it "Shows Non Zero Amounts". Exporting the report to excel also Shows Non Zero Amounts. Is this a bug?

No text available

No text available

I was not asked for the transaction start date when linking Chase credit card to QBO.  How/Where do I do that?Thank you.

No text available

No text available

No text available

Hi there, I currently use quickbooks online and this is something that we have been trying to do for years!!!We pay our sales reps based on profit per invoice (Selling price - cost of product).We have been doing the profit liquidation for years in excel but we are completely tired of this. Is there any way to get the report of the profit per invoice in quickbooks online? Anyone there having this same issue and can help?Thanks in advance for your time,Andresbtw, I have tried:*Sales by Class Summary (Each sales rep is in Class)*Profit and loss by Class (But this one doesn't show the cost of good sold of the product the sales rep sold.

I am a bit lost, I have tried googling but have not found the actual solution to my need.I need a report with the following information. Data:Invoices Paid from (Date) to (Date), not invoice created but paid during that window. Information/ Columns:Item CostItem ProfitService Profit (100%)Sales TaxTotal Grouped by:Sales Rep Also, is this something i can do with Simple Start, Essential or Plus account?

How do I set the new sick leave in the state of Missouri?

HOW DO I CREATE A NEW INVOICE

I have asked you all to cancel my subscription and you are still charging me

No text available

I have been using QB Desktop Pro since 2016 and have had a few issues here and there but nothing major until August 11,2024. I did a local backup along with Intuit Data Protect backup, it stated "SUCCESSFUL" with a green check mark. It is not showing in my backups and have contacted QB numerous times for them to tell me my last backup was in 2023.  My computer completely crashed and I have no information what so ever.  I was able to log in to my one drive, in which it is time and date stamped that I did a backup "COPY FILE" to intuit.  Needless to say this is a complete mess and I just don't know what else to do.  I need this back up to move forward and customer service is not helpful.  The want a Glance session in which I do and its always the same thing I need to speak to a different level of support but NOBODY ever gets back to me.  Paying for a service that has not been working apparently is not what I had in mind and NEVER thought I would be in this s

No text available

I see 401k and Roth 401k as an option but what about solo Roth 401K?

No text available

I made the mistake of upgrading to Quickbooks Pro 2025.  How do i downgrade to 2024.I'm not paying more than a thousand dollars for 2025 when I bought 2024 desktop for $225.00It's not worth that kind of money when 2025 is essentially the same program  with no visible improvements.  How can Intuit justify that steep a price hike for the same program? 

I've been doing some housekeeping in the books. I was looking at the tax return for 2020 and saw that it was considerably off from the P&L in QBO. I realized that at the time the COVID Grant money we received was categorized as Other Income (we weren't' sure how all that stuff would play out) and it was showing on the P&L. Our accountant said that it didn't need to be and therefore the NET INCOME was off by this much. So I went and changed the detailed type for the account where I had the grant money recorded to Tax-Exempt Interest just so that it wouldn't affect the P&L. But.... alas it didn't have the affect I was looking for. Now the P&L report I have, is based on the Classic View from Standard Reports. Customized to the year period and saved to the Custom Group Tab under the appropriate financial year group. IN OTHER words Intuit saw fit not to allow Modern View reports (which allow filtering) to be saved to Customized Groups. So please don't someone say "Just

I buy paper at Staples store they charge me sales tax. Where do I record that tax so that I can deduct it from what I will owe Maryland?

Lately automatic mileage tracking is not recording trips.

I have been using QuickBooks mobile deposits for over a year. At first I thought it was maybe a temporary thing, but this is getting ridiculous. My recently deposited checks said they are pending until 6/24 and today is 6/14!