QuickBooks Q&amp;A

cegeiger

How can I included direct deposits in the Quickbooks Self Employed bank transfer?

Why are Direct deposits are not included in the bank transfer to QuickBooks Self Employed?

Multi-use payment link not showing when I want create a link

sulingexpress

Payments

Multi-use payment link not showing when I want to create a link

Issue with Hard-Capping Sick Leave Accumulation for Part-Time Employees in QBO

IYH1

Employees and payroll

I’ve reached out to QBO Paid Experts multiple times regarding how to set up a hard cap for the maximum amount of sick leave a part-time employee can accumulate within a year. Despite consulting with experts on three separate occasions, I have not received clear instructions.The last expert advised me to follow a particular setup as below, but when an employee reaches the cap of 40 hours and then uses some of those hours, the sick leave starts to accrue again. This causes the total accumulated sick leave for that employee to exceed the annual 40-hour cap, which is not the intended outcome.I believe this should be a simple feature for QBO to correct or implement, and I kindly ask for a solution. Please do not suggest that it’s the users responsibility to track the correct sick leave by hand. DescriptionSick Hours are accruedPer hour worked Hours per hour worked *0.0333 Maximum allowed40

tvfam

AI is sending out payment reminders. It sounds like I'm reprimanding my customers. This is very embarrassing and there's no real help - Quickbooks keeps taking my money

Product is terrible - Charges Charges and Charges but no realy help

The feature to add the logo to invoices is not working. When I upload a picture in the correct format it doesn’t let me save the added logo. It just hangs there and nothing happens. 

hurricanecoastrenovations

Payments

Did my first invoice, was payed by cc yesterday. When should I see it deposited in my QB checking? TIA

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Can I record a use (or sometimes referred to as "usage") tax in QuickBooks Online?

joseph-desabrais

Employees and payroll

I have products that were purchased without being charged a sales tax, and have been used by the business, rather than re-selling them. I need to be able to record the use (usage) tax due for such items that aren't re-sold.

print purchase order number on invoice

unhide a purchase order number on invoice

I have a really large balance in the "deposited funds" can I delete them if so how do you do that?

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AreaWideInsp

My emails no longer show a link to pay online. They always have before. What changed?

Plenty of my customers have paid online before, but now there isn't a link from them to pay online. Help!

How to write a check for a payroll adjustment

A payroll adjustment was created by QBO support for state specific taxes that should not have been withheld from a (prior) employees paycheck.  There have been two small payroll liabilities hanging out on our balance sheet since October, which QBO support just fixed today, June 2025.  Doing my bank rec now I see an October 2024 payroll adjustment for this prior employee.  I need to write him a check for this, but I can't figure out how to turn this adjustment on the bank rec into a check to print, or to associate a check # with it once a check is paid.  If I write a new check, it will duplicate this entry.  How do I move forward? 1.  I could hand write a check, but then I've got to make sure my AP person updates the next check they write since I can't record a new check for this in QB2.  They do not have direct deposit, so I can't just make a direct deposit either Help?

Every day, QB online connects to our credit card acct & adds the current balance to the ledger as opening balance equity. I delete it but it keeps happening. How to fix?

I delete the entry every day, but the next day it's done it again. This has been happening for about 3 weeks now. Any idea how to stop this from happening?

larry7

Can I delete old inactive companies from the Company drop down list in QB Online so only my current companies are listed?

The inactive account no longer are current QB accounts.

How can I make a customer inactive, but still keep their information in the Customer List.

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cmpfgtreasury

How to build custom role merging bill approver and view company report?

The view company report is not changeable. And if I copy bill approver to a new role, attempting to add the permission to view company report, those check-box are grey out. Not letting me to add

SwordbooksNew Member

QBO Accountant - how to create a customized client list?

We do the books for about forty businesses managed through our QBO Accountant account. Our CPA is requesting a client list that shows what version of QBO is being used by each. For example, QBO Plus vs. Essentials and who has a Payroll module.I tried creating a custom report, but the clients' QBO versions isn't an option. Am I missing something? Has anyone created this kind of client list? I can manually spreadsheet a list, but I shouldn't have to since the info is all there in QBO.

I have a credit card payment to categorize but even though the credit is showing on the card in QBO, it isn't showing up as a match when I try to do so?

The amounts match and normally they automatically match. The dates don't match but they are just a couple of days different.

Foreign transaction issue while reconciling: Yes we already use bank matching

Pivital

Banking

Is anyone else having a new issue?   Last month when reconciling the April month end bank statements,  I noticed an issue with our reconciliation module - it did NOT adjust the matching of our foreign items.   Normally,  what happened is that when "matching" each transaction in the banking module,  the system would automatically update the value of our foreign items to correspond with the exact translation per the bank however that is no longer the case.   In April,  I assumed there was a glitch in the system as frequent updates seem to occur and this month I was mindful of only entering foreign transactions on the date they posted to the bank seemingly thinking this would align the translations however again this  month while reconciling the May statements,  I had to record a manual journal entry to adjust each of the 50+ transactions we have in foreign currencies.    I am having a difficult time understanding what

jklecker

I am using quickbooks bill pay. The bills and applied payments report is not showing me the check number for the payment, is this because the bill is still processing?

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longbowhunterpaul

everytime I log in whether on my phone or on;ine, it wants me to subscribe. I have a subscription?

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SWEliteHomecare

Is check writing available from my QuickBooks checking account?

I would like to pay vendors via check from my QuickBooks checking versus having to pay for a fee to have it transferred to an account I have check writing on in order to pay vendors.

qwerty1414

Invoice won't stop sending

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I import invoices from Harvest and then email the invoices from QB once. Then I click Receive Payment and charge the credit card/debit card/ACH they have on file. I do this on the 1st of each month.  When I ran it yesterday, at least 1 client has received his inovice via email 161 times and said it's not stopping. I ran through all of the troubleshooting steps QB help indicated and nothing has helped. At this point I don't know if it's just this 1 client or if more clients will notify me later. How can I get QB to stop sending the invoice? 

cmaskybeammailcom

Rental Properties

I have several rental properties which I own.  Currently I am "managing" another property for a family member. which I am receiving the rents, paying taxes, insurance and repairs from the rental income.  How do I report these in QB