QuickBooks Q&A

I'm trying to send emails from QuickBooks Online. While the email appears correctly styled in QuickBooks, it loses all formatting and only plain text shows up when it reaches the recipient's inbox. I've checked all the settings and always select the correct email template, but the issue persists.

There should be a TIP link for our invoices. I had a client recently asking for this and I had to use Venmo

I have tried to add my employer account number several times, but it keeps telling me that the number is not valid.

I don't want to have to go through each invoice and tick these boxes as sometimes I'm on a small screen with old eyes and just want to send the bill. There are very rare occasions when I don't want to add sales tax. Very rare.

My accountant was able to access the account last year. Earlier this year I received notification she had accessed the account, then yesterday she told me she couldn't access it. I revoked her original access and readded her, and she is still getting a 'bad request' error.

No text available

No text available

No text available

I have updated my payment info but I can't find where to update my annual payroll subscription

No text available

My customer receives an Invoice from me each month for the same amount. I have already created the template and it send to him on time. He would like to have the bill paid automatically without him needing to do anything. How would I do that? Thanks

No text available

My employees are not coming through to QB time I receive the following ;Problem retrieving settings. Please try again in a moment.   

No text available

mobile check deposit

I have seen online that QuickBooks has mobile deposit but I cannot find it in my app. I've called the support line multiple times and keep getting different answers. I've also read that you can type it in manually and deposit that way but haven't been able to find that option either. TIA

No text available

Recently my POS (lightspeed) hasn't been connecting to QB properly. It used to send the daily sales totals (cash, check, credit card) to the payments in Record Deposits. It has not been doing this. I have found that it been doing journal entries and it is showing in Undeposited Funds. But now how do I get this to transfer to Record Deposits? Or even if it doesn't show up in the payments under Record Deposits, how do I take it out of Undeposited Funds and get it to show as a deposit to my bank?

Context:  I'm a long-time QB desktop (for-profit) user and a NEW QB Online Advanced user for a NON-PROFITFirst, I'm wondering if I've made a terrible mistake subscribing to QBO... but we'll leave that for the moment.I transitioning our church from fund accounting software to QBO (existing software has been used for years and is a hot mess, i.e. chart of accounts 12 pages long, and pass-thru accounts with huge negative balances.)  I've been doing a ton of research on the best way to set it up, etc.. It looks like QBO is not optimized for non-profits who have to track designated or restricted funds.  HOWEVER, I've come across a couple suggested ways to do it, but I'm not sure which one is best... Using CLASSES or using LOCATIONS (2 locations:  1 - with donor restrictions, 2 - without donor restrictions).So, I'm asking the hivemind for help!Our primary source of revenue is member donations. We rarely do fundraising campaigns or receive grants. 99.9% member do

with the new QBO & Square integration app

Do I lose access to history when I cancel my subscription?

Meaning wholesale having a W in front, i.e. W1001 and retail inv number 1001

No text available

In Quickbooks Online.

A customer paid me 2 days ago and is not yet reflected in my account.