QuickBooks Q&A

I would normally ask our CPA but she isn't very helpful. They aren't causing my reconciliations to be out of balance. Thanks.

No text available

When Quickbooks sends a remittance for a vendor payment, it does not include the invoice numbers I am paying. How can I change the report so it includes it?

QBO Payroll is deducting after tax IRA contributions for Colorado Secure Savings, but Intuit is not sending those deductions to the employee IRA accounts.

Custom fields is absolutely worthless. Can't produce reports with them, can't include the fields in payroll or journal entries, etc... Why would QuickBooks take away a marginally useful method of tracking certain grants and projects and take it away, force your customers to manually change each and every transaction with a "Tag" assigned item and then give the user absolutely no way to easily produce a useful report? And, to make it really frustrating, you have left us with no way to produce a "Tag" report of historical items. Class is useful for departments but cumbersome to track grants at best. Why??????????????

How do I turn off advertisements from quickbooks online.  I am here to work, and I am paying almost $1000 per year US dollars for this online deal.  This is disgusting that Advertisements are taking up valueable screen space and I have to constantly waste my time turning them off.  How can I turn this disgusting and unethical crap off!?  Sorry I am mad.

No text available

No text available

Hello,I was wondering if Intuit is collaborating with CPAs or potentially competing with them. Some of my accounting clients have noticed the 'Live Bookkeeping' icon on their accounts, which is provided by Intuit, and it has sparked some curiosity. Could you provide some clarification on this?

We were having some fraud issues on our checking account and had a setup where we could allow those who could withdraw from our account. While in the middle of setting this up, we didn't get to add Intuit as an allowed payee, their payments got rejected. We had to pay Intuit back, but I'm not sure how to handle the payment we paid to Intuit when I categorize it. I think the payroll taxes and payroll payments to the employees are already accounted for, so I need help with how to handle this and not double categorize it. Thank you.

We were having some fraud issues on our checking account and had a setup where we could only allow trusted payees to withdraw from our account. While in the middle of setting this up, we didn't get to add Intuit as an allowed payee, and their payments got rejected for payroll taxes and payroll. We had to pay Intuit back, but I'm not sure how to handle the payment we paid to Intuit when I categorize it. I think the payroll taxes and payroll payments to the employees are already accounted for, so I need help with how to handle this and not double categorize it. I hope this makes sense. Thank you.

The undeposited funds account is not working correctly since I download from the bank

No text available

No text available

All the standard reports for A/R seem to leave off filtering by class. How can a run any of these reports based on class? Is there one I'm missing?

Hi all! Since the above-mentioned update, I can no longer select a PO to receive an item receipt against if the bill has already been entered. We have a bunch of open POs now with bills entered that we cannot receive. Surely someone else has experienced this as well. Any suggestions or advice would be much appreciated!

No text available

I was told through the community not to worry about the threatening emails about whatever this "PCI compliance" crap is because I ONLY email invoices to my customers who can pay online using ACH transfer or now and then credit/ debit cards. I just randomly had $85 debited directly from my bank account by Security Metrics on 6/7/25 and I have no idea why or what to do/ how to get it back/ how to stop this nonsense about PCI compliance or whether I actually need to do anything or not. I will NEVER take cards in person, or save card info ever, and I only want to be able to email invoices like I have been for years and let QB take their % or flat fee from the transaction. If anyone could PLLEEEAASSEE HELP with a super simplified explanation/ solution I would be forever grateful. Thank you!!!!

I have one client for orders and one client for billing under the same company. How do I add both?

Hi, I need to change the name of my business on my Intuit account.  I followed directions and downloaded and filled out the Business Name Change template, scanned a copy of my driver's license and a picture of my Intuit account showing my QB Desktop Pro Plus 2024 subscription, as proof of having an active account. The next step tells me I need a PIN number? I am not understanding that.  Isn't there a way to just submit my information and make the name change with Intuit? Thanks!  PattiB

How can i deposit check in to qb?

I received a phone call this morning stating it was my rep with Intuit QuickBooks.  My account subscription renewed in March.  However, they stated the service was a separate account for the auto updates and support.  Is this ligit?  I had a bad feeling and didn't feel comfortable giving information when our account renewed fine in March.  If they were separate charges wouldn't they charge at the same time?  The only reason I question is that I did recently get a new company CC.  Has anyone else gone through this?  

The Enterprise certification Module 1 indicates a PDF training guide is available in the module. I have not been able to locate a training guide in any of the 4 modules? Does anyone know where this is located. ProAdvisor support has not been helpful.

No text available

Money in holding