QuickBooks Q&A

Is there a way to invoice and record advance deposits / retainer deposits without QuickBooks including it as a sale to that customer? All of the procedures I've seen either result in the deposit being a "sale" amount when received as opposed to when it becomes income, or result in the deposit being counted in sales twice (once when received as an advance and again when applied as a payment to an invoice). Attributing the advance deposit to an "item" that is linked to a liability excludes it from income, sure, but not from sales. I should mention that all advance deposits are held in a separate bank account. I usually just record it as a regular bank deposit (not linked to a sales receipt or invoice), and then receive it from the separate bank account via a sales receipt when it becomes income, which is an okay workaround some of the time. But if the client wants to pay using QuickBooks Payments (or whatever QuickBooks Desktop's ACH payment service is called), QuickBooks requires m

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I am Company Admin.

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I am of tired of always seeing the internal adds for funding open AR and other intuit products that are useless to me, How do i turn these adds/product suggestions off? with the latest price increase to $80 per month, i believe we pay enough that we should have the choice to turn these additional internal adds off.  I have tried calling the support and speaking with someone but all they could suggest is "clear your cache and cookie history". That does nothing to remove these USELESS ADDS.  

Prim Admin is able to log in to company file.

Hello everyone.In the quickbooks online Estimates & Progress Invoicing Summary by Customer report,how does one remove estimates that have been invoiced for the full 100%?  There are so many issues after migrating from quickbooks desktop. The estimates are closed, the invoices paid in full, and yet thefully completed jobs keep showing up on the report. Thank you!  

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I have set up Management Reports that I want any user to be able to see. They have full access but can't see them.

I invoiced a customer for $3,280 on 6/13/25. They paid the invoice and we placed their order. On 6/18/25 I noticed that I was charged by Intuit for $3,280. The transaction shows as "Disputed". I contacted customer service and their remedy was to invoice the customer again for the $3,280. I never received the funds in the first place yet was charged $3,280 so if I receive the payment from the client, I'm back to $0. The customer service rep stuck me on hold waiting for a supervisor and told me it woud be another 30-40 minutes before I got someone. I am a long time custoemr who runs millions through Quickbooks. This cuestomer service experience has be atrocious and still no supervisor on the line. 

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Hi, I notice that one of my Assembly Builds (2nd photo, build #9750), increases not only the Inventory Assets, but also the Cost of Goods Sold account. An almost identical Assembly build (1st photo, build # 9751), only increases Inventory Assets. I did not create the system so I don't know where to find where these accounts were set up? Plus I don't understand why the COGS account is being altered. Note that the quantities to build for each item are different. But I am just confused about the different accounts. Please let me know what other info I can provide!   

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why am I not allowed to make quick payments?

bank link pulls all accounts and not just one specified

It downloads as Substitute Check. I'd like to add the name of the payee to the transaction, but the field is not editable.

Can you reverse an excluded transaction?

Well, I made a doozy of a mistake in payroll.  An employee started contributing to 401k, however, I didn't add Employer match to "Additions, deductions, and company contributions".  Therefore no funds were calculated on his paycheck.  My accountant isn't available for over two weeks so I'm left stranded.  I'm not even sure where to begin to calculate what the Employer match should be.  I'm hitting my head pretty hard over this.  An adjustment needs to be made but figuring all that out has my head spinning.  Any help would be greatly appreciated!

Can I use my my iPad and iPhone with one account? I need to use my phone for tracking mileage and a few other things.will the info transfer from one to another , so they both have info on them?

Hello! Do you have multiple accounts receivable accounts? Do you record invoices that need to be charged to different accounts receivable accounts? If so, please go vote on my new software engineer ticket. I'm asking the software engineers to add a feature to allow you to select the accounts receivable account that an invoice should be linked to. This feature exists in QB Desktop but does not exist in QB Online. We are currently having to record our tuition invoices as journal entries to get the invoices recorded to the correct customer and receivable account. Thanks!  https://feedback.qbo.intuit.com/forums/920245-quickbooks-mobile-feedback-forum/suggestions/47559674-is-there-an-open-ticket-to-add-a-feature-to-select

I can schedule a report to be emailed, but I can't find where I can modify (or delete) a scheduled report.  Also, where can I find a list of scheduled Reports.I am running QuickBooks online Plus  (which means I don't have access to workflows) 

It always just says error, and I'm not sure what the error is

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I received the payment from my client a couple of days ago, and it is already reflected in my bank platform, but it is not yet visible in QuickBooks.