QuickBooks Q&A

 What’s Changing: Starting July 1, 2026, for all customers, QuickBooks Workforce will automatically pay and file all taxes that have been set up. As part of this update, manually submitting tax payments or filings for those taxes in the Workforce Tax Center will no longer be an option, and the ability to turn off Automated Taxes will no longer be available.This change is designed to simplify payroll tax management by allowing QuickBooks to handle payments and filings on your behalf—helping reduce manual effort, support compliance, and provide greater confidence that taxes are handled accurately and on time. Who is affected and When?Customers who have signed up for QuickBooks Workforce l before November 15, 2025 will experience this change from July 1, 2026. These customers received an email in early April 2026 and a notification was posted in QuickBooks Workforce. Watch a short video to learn more. For customers who signed up for QuickBooks Workforce on or after November 15, 2025, this

My nonprofit uses QB online. In the current setup, revenue and expense accounts use sub accounts to identify the program (general admin, high schools, middle schools, college prep, etc). Classes are used to ID the specific school or event, for example, Wisdom High School, youth camping, or Professional Bootcamp.This is very unwieldy because virtually all expense accounts have 5 sub accounts and the list of classes is getting too long to make it easy to report.Thus, I want to convert my chart of accounts (and all the historical data) as follows:I want to use the class in place of the sub accounts to eliminate the subaccounts for each account I want to use projects in place of the classes so that new projects like a fundraising event can be readily added without having to modify QB classes.Is there a way that this can be done programmatically? I’ve written lots of software over the years but I need to know if there is something out there that I could parameterize or code to take my exist

Hi there! We just switched over to QB Online and I am trying to run a report that will show me how much vacation and sick time were both accrued and used by all employees per paycheck. The desktop version had a perfect report and I can’t find anything like that in the Online version. The closest thing I have found is the Payroll detail but I have to scroll through every employee and it would be easy to miss. This also just shows me how much anyone used, not how much they have accrued.

Has anyone figured out a way to keep Quickbooks from taking your unemployment taxes before they are due? I am wondering what would happen if I set the rate to 0% and did the calculations myself? I file and pay these manually and do not need quickbooks taking my money in advance and doing a job I can do myself. Any ideas?

Hello, how do I run payroll after July 1 if cannot set up automatic payments because I am unable to verify the bank account information as the owner doesn’t have SSC number?  

We use third-party service to bill and collect Sales Tax from our customers via the Stripe portal.  We never receive these funds.  I need to post a manual journal entry for the Sales Tax Payable.  If I credit Sales Tax Payable and debit Undeposited Funds to record the liability, the liability will be debited and zeroed out once the payment clears our bank.  However, this will leave a balance in “Undeposited Funds” .  What am I missing? 

On my App the bank transactions are updating but when I click on the bank account it says “having trouble loading transactions. Try again later” and it has been saying this for two weeks now? It will load on my computer but in order to upload receipts it’s easier to use my phone. 

I use QuickBooks Online (QBO). Be forewarned, I have NO accounting background other than my experience with QBO, Google searches, and YouTube videos.  I have only recently achieved a slight understanding of Debits and Credits (thanks to YouTube).  My tax entries on all of my rental income invoices are automatically recorded into my Tax Center and are located in liability account named  "State of Texas Accounts Payable  in my Chart of Accounts.  When I originally set up the Auto Tax feature in QuickBooks Online I did not understand how it was supposed to work.  I did not know I was supposed to use the Tax Center to record PAYMENT  of those taxes.  Instead, I set up an expense account for the State under the "Taxes Paid" category and recorded each tax payment as an expense.  Now, three years later, I have a large Accounts Payable balance on my balance sheet.  So, I HAVE paid ALL of the taxes owed but the Tax Center and my balance sheet sh

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Hello - what is the correct process to follow when allocating inventory items to a particular job (for job costing purposes).... but you do not want those items to appear on the invoice... but still want your inventory levels to reflect the correct quantities? We are a construction company, and our customers accept quotes for the total project costs.We invoice the customer the quoted price (ie: $10,000 for a project/renovation), and then use materials out of our inventory to complete the work.   How do I post entries within QB Desktop to reflect the materials used for a particular job (DR: cost of goods sold,  CR: Inventory), but not have the program create the sales side of the transaction? Thanks in advance for your help!

When I add petrol into sole trader, it seems to keep it separate from my other outgoings, its states that it needs to be approved?  which means my monthly outgoings are wrong?  how do I change this or get it approved?  Also it doesnt let me change the amount from 0.45pm to the new 0.55pm, any ideas how to change this also. Thanks all Mary Jane

The timesheet has been incorrectly categorised to the wrong pay item so I need to edit it but it says it has been processed but we have not processed any payruns yet.

I've run into a situation when trying to match bank deposits to recorded sales receipts when using Quickbooks Online. Every so often, when I try to "Match" a bank transaction, the set of transactions that are available to match is missing the associated sales receipt. The Sales Receipt definitely exists and can be seen on the set of sales transactions. For some reason, it just doesn't show up when the match process searches for transactions. Quickbooks Technical Support tells me this is normal, but I can't believe that it really is because more often than not the Sales Receipt *does* appear and can be matched appropriately. Has anyone else seen this? Is there a way to work around this issue?

I am trying to get a validation code as I had to load my Pro 2013 on a new laptop.  Have tried phoning all numbers found on the web with no luck.  

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I was told by Bank of America today that they no longer have direct connect with Quick Books Online. I asked them to send me the article and they told me to google it and I cannot find anything.  Does anybody have anything regarding QBO on direct connect with Bank of America?  I am constantly struggling with my bank feeds not working and this might answer why I am having so much trouble but the groups that I belong to online say that they don't have my problem and if the banks don't help and QBO doesn't help then I have to come here but please, please do not respond with how to download and upload manually, I can recite all of the steps in my sleep.  

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I'm encountering an issue with the QBO-Mailchimp connection. The automatic syncing of customers from QBO to Mailchimp isn't functioning as expected. Despite reaching out to QBO support, I was directed to Mailchimp for assistance. Currently, I'm awaiting assistance from a Mailchimp chat representative who is checking their tools for a solution. Are others facing similar problems with this integration? If there is an internal problem that the engineers are working on. Support doesn't appear to know...

Need some help making a payroll summary report that includes both the total amount each employee was paid as well as their hourly wage. Ideally the report would include the paycheck date, employee name, Job title, hourly, and total paid. It would also have to include all employees paid on that date.

Hi, In 2025 we issued an invoice with item A.Now we realize the item A was no correct and even thow the sent item was the correct one B, both in the invoice and the inventory it reads "A" as sent.The year 2025 was duly close, so I cannot correct the item. If I carry out an inventory quantity adjustment, the invoice will still be wrong. How can I solve it? Thanks in advance! AM

I have had a report:  Transaction list by Customer: Filter = Transaction type does not equal Time Charge : All Dates This report has worked for the past few years, I ran this report today and new unbilled transactions are not showing on the report.  When I open a new invoice for customer X there are 4 new expense billing items pending invoicing but these items are not listed on my unbilled equipment report.

how can I access more than six months worth of paystubs signed in as an employee.  I’m signed in to workforce.  I’ve tried on the computer and on my phone.