QuickBooks Q&A

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where to find archived forms

am trying to edit my default message for sales invoices. When I click on edit in that section, the SAVE button is not lit up, so I cannot save changes. I'm in private browser and had cleared my cache in other browser. ??

Why should I have to post this to a community post instead of going directly to the developer to notify them there is an issue?

This is for Invoicing and Estimates.

QBO lost six months of transactions in 2024 and will not accept any manually uploaded format — QBO / CSV / TXT etc. it goes through the uploading process and (1) with a QBO file it tells me to go reconcile as if everything uploaded or (2) with a CSV file it never progresses beyond step 4 - accepting negative and positive values. both steps result in no transactions being uploaded. i have tried in multiple browsers and multiple file formats as mentioned — nothing is working.

I start to reconcile an account. Verify beginning balance, enter ending balance, enter interest amount. I do not have service charges, so I leave that bank or 0.00. When I hit Reconcile, I get a message "You cannot enter service/finance charges or interest without specifying a corresponding account." I have never specified accounts for these. Why now?

I am on accrual basis. I invoiced a client $1,500 on 4/20 for 50% deposit which I coded to deferred revenue.  I received that $1,500 payment on 4/21, so that invoice is paid in full and is showing up as a deferred revenue liablitly as I should expect.  I provided that service on 6/4- when I make my journal entry to recognize that by Dr- Deferred RevenueCr- IncomeDo I record that journal date on 6/4 since that's whenI actually provided the service?  And then I can create a new invoice to income on 6/4 for the second half?  Do I have that right?

Today I'm running Payroll in QuickBooks Online Payroll Elite. I just "Run payroll" page and am getting two unexpected error messages (image attached). Your subscription ends 05/21/2025. You can pay employees earlier or reactivate your subscription. Your subscription ends on 05/21/2025 which means the direct deposit deadline has passed. Don’t worry—you can still pay employees by check until your very last day. I didn't cancel any QB Online subscriptions related to Payroll. I did, however, cancel a subscription to Live Expert Assisted on the date mentioned above (a totally unrelated product, as I understand it). I ended up calling Priority Circle to address this issue before getting transferred to Online Payroll support. This ended up being a known issue (investigation), INV-126076. Posting to the community, in case anyone is running their Payroll and gets these errors. Not an ideal user experience (took 28 minutes to resolve over the phone with support) especially when yo

Hello, Thanks for maintaining and contributing to this valuable forum. Could someone please give me some assistance? I am looking for someone who can help me learn how to build a takeoff form in Estimates. I never use Estimates for doing takeoffs. I always do the takeoffs with good old paper and pencil because the jobs are small. I would like to have 2 - price columns in the estimate, one price column for each of the 2 - supply houses that I use. I would like to choose which supply house I would like to use for that particular estimate and/or choose which supply house to choose for each item in the estimate. This way I can select the supply house with the best price or highest quality product or whatever.Ideally It would be nice to have 4 - price columns since I usually have to get a couple of items from Lowes or Home Depot for every job that I do.Thank you for the great help.

We would like to export a report that tells us each individual employee's name and corresponding job title.

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This was always very easy on Quickbooks desktop which I used for years, but I cannot get Quickbooks online to correctly show the HSA company contribution that the company made to their HSA account as an expense (which it should be). It keeps showing as a negative expense. I have tried to adjust the mapping as recommended but nothing works. I don't understand why this is so difficult on QB online.

I do not have access to record a check bounce.  What other way can I tell the system a payment bounced? Scenario: A customer sent a check we never received. They reissued the check.  Both checks then came in the same week.  We deposited both checks, but of course the stopped payment check bounced.  The good check is applied against the Invoice.  The bad check is listing as overpayment. What is the best way to clear the available overpayment. 

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I would like to use location tracking to produce reports. Especially a P&L. Is that possible?

Details: Main Customer Name - ABC Sub customer name - Colloquial (which is added under the main customer name) Main customer name has disappeared and everything has been changed to Collloquial WHICH IS INCORRECT.

We have several companies, and each has a name as its own type of business. How do I assign this bill payment to a specific type of business? I don't have a field in my bill payment - Business

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We keep some money in a QuickBook Checkings account, and a week or so ago two transactions occurred which completed drained the account. One was for the balance in one of our "envelopes" while the other was for the rest. Both transactions had a description of "Balance Refund." We're not seeing that money in any of our banks, and we can't find any more information through the online app. We've only ever transferred money into this account from one of our banks and have only ever transferred money out to the state to pay taxes. I was able to get the statement for the month and I see that these two transactions are labeled as "Adjustment" rather than "Debit" or "Transfer" or something like that. We haven't received any checks in the mail as far as I can tell. The other day we tried for an hour today to get through to support, but we keep failing the verification challenge and we're not sure what information we're not providing properly, so we've given up on that route for now. Our ac

Where can I see past payroll per payday?