QuickBooks Q&A

Can paystubs be emailed automatically?

Is there a way to make a report for all line items across a custom date grouped by invoice number? Or all invoices across a custom date including the line items? 

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I have over 300 recurring invoices set up to create 10 days early and automatically send emails on the 1st. See example below: "Repeats on 1st day of every 1 month.The next invoice will be created on 07/22/2025 and sent on 08/01/2025."  This is the first month I've used quickbooks and all the emails sent on the create date instead! I need to be able to review and edit them before they send and they should send on the first of the month, not 10 days early.

I created a $0 value sales receipt for a warranty replacement product we sent out and to distinguish it from normal sales receipts I added a "-W" to the end of the Sale No.   But now Quickbooks is automatically adding "-W" to every sales receipt we enter.  I can go back and delete the "-W" suffix from saved Sales Receipts, but as soon as we enter a new one the Sale No. automatically appears with the suffix included. Anyone know how to stop QB from doing this?  Or how to reset the Sale No. numbering sequence for Sales Receipts?    Thanks

When can I get an instant deposit

For example:We are showing a Net profit for 2024 or $20,227and the graphic is stating that we are  Down 28% from last year.What exactly does down 28% mean?

I am using Quickbooks Online "Intuit Enterprise Suite" I have classes turned on.  I can run a Profit and Lost by class with no issues. Balance sheet by class is not an option for me in reports, can anyone tell me why?

I am in the middle of reconciling hte bank account and out of nowhere after I click on a deposit, the checked amount goes to the bottom of the column? It stops and buffers and them moves it to the bottom? How do i undo this, I like the old setting where I just check off the amount and thats it. 

Trying to remove amount to print on sales orders

Need to fix it back as it was. It didn't do this previously. I go in to take it out of the company name field, then it turns red/error, and makes me put it in the customer name field AGAIN. I'd like the company field name to be deleted if possible. Help?

If an employee left the organization and is now re-hired, do I enter them as a whole new person, or can the original termination date be cancelled like they never left?

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20+ years Desktop and Direct Deposit user with 100 employees, spoke with 3 sales agents and none warned about the Direct Deposit limit cap for "new" companies (Quickbooks claims that we're new because online and desktop are two different entities...) It's been 20 days since the move and Quickbooks is not allowing us to use the Direct Deposit function as the limit cap imposed is half of what we run weekly. We've been opening cases since then and every day they close them automatically, the Resolution page shows the case number (not all of them, see below) and cannot be clicked for details. No communication whatsoever, so every single day we had to spend over a hour on the phone with support, and this is what they say (and we ask to send an email with the exact words):"Financials do not support. Increase cannot be approved at this time."This is literally all the email content from the call supervisor says!Since day one we uploaded 6 months financials, our own bank wrote a lette

Our old bookkeeper didn't utilize Quickbooks Online correctly and didn't link Bills to Purchase Orders. Therefore my reports show many Purchase Orders as open when they have already been paid. She also never closed the books so I am wondering if I close the books for say 2015, will it close all the open PO's up until the date the books are closed?

started a week ago- checked forms and the right one is selected to send. is this a glitch? Known and being fixed?

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Does QBO offer client referral bonuses

Hi, I recently got a new computer because my old one was unable to connect to wifi anymore. So I need to switch QuickBooks from my old to my new. I was told this would be easy using the migrator tool. Well, I tried and when I double click the file on my new computer it pops up an error message that says "Migrator Tool Failed Unexpectedly". What do I do now?

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So instead of my tax reports showing 4% state tax and 4% county tax, and totaling them in 2 seperate ways, I would like it to just show 8% and give one total for the tax rate.

My issue doesn't seem to be covered in the existing list, so I’d like to explain it in more detail. We have an AMEX credit card account in our books that is directly connected to the bank feed, and the transaction syncing works fine. However, the issue I’m facing is with manually categorized transactions—some of them appear as "Cleared" in the register, while others do not, even though all were categorized manually. Could you please help clarify why this inconsistency occurs?

@continea "For PCI compliance, you need to identify all public IP addresses associated with locations that handle cardholder data, as these must be scanned by an Approved Scanning Vendor (ASV) to ensure security. Regular scans and passing reports are essential for maintaining compliance with PCI DSS requirements."Please provide the IP addresses of all QuickBooks servers that handle cardholder data.  My devices do not, as my customers pay through the QuickBooks portal, which are IP addresses I do not possess. I don't need another evasive answer; I need the IP addresses that SecutrityMetrics is demanding. please provide the IP addresses.  If I'm being charged because I cannot file, because you refuse to provide the IP addresses, I will report Intuit to our states attorney.  There's certainly more than enough evidence of Intuit employees directly lying to clients, right in this forum, to prove fraud on the part of Intuit.

It doesn't show in transactions but I can see the bank balance change. How do I fix the problem?

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