QuickBooks Q&A

How do I edit a template in QB Accountant? There is no "layout designer" when you try to edit a template!

Where on QuickBooks Desktop can I download an ACH authorization form to have my vendors sign so we can pay them via direct deposit?

Hi All,Was wondering if you could help set up a Custom Report.I would like to generate a report template, where I can pull out the estimates (Filtered by Pending, Accepted, Rejected etc) but also has the details of the Line Items of those Estimates: E.g.  Service Date, Description, Rate etc.  So essentially I need to be able to generate a report in excel (which is emailed every week) where I can see an estimate, the status of the estimate, and the individual line items such as service date, description, rate etc. Any help will be much appreciated. Thanks 

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I use QBO payroll. Our business pays for Colonial Life Dental/Vision for all employees & the 3 owners. We are a partnership that files as an S-Corp. Every year my CPA says to add the total of the premiums to the owner's W2s. Every year, I goof this up and they end up having to create an additional W2 for the owners with the premiums on them. Please tell me how to add this info to the W2s myself! My CPA would be so proud if I didn't goof this up again, LOL.  Thanks!  Also, I have a QBO Accountant account if I need to do it through that.

In yet another QB Payroll service switch my Basic Payroll service was discontinued without notification 3 months ago. Since I only pay one employee, I'll just do it myself. Yet in following the instructions at Preferences>Employees & Payroll>Company Preferences, I find Full Payroll is already selected yet Manual Payroll is grayed out, so I cannot select that.There are no further instructions regarding this issue, and if I have to spend a 4th hour on with Support I will lose it. I asked the rep specifically about , Manual Payrol and she sent me the same instructions. I have no Desktop Payroll account listed on the CAMPS site so why is this option not available to me?

The obvious answer is to create a new QBO file, pay month to month and then try and transfer over my existing subscription but am looking for a better way if possible?

For some reason, I cannot open my QB pro 2014 desktop.  it states, windows cannot accessthe specified device, path or file.  You may not have the appropriated permissions toaccess the item.  I am the only one that uses this QB.  

I WANT MY ACCESS TO MY MONEY! YOU CANCELLED THE APP AND KEEP SAYING "JUST FOLLOW THE MONEY LINK IN YOUR QB ACCOUNT" HELLO! THERE IS NO LINK! I WANT MY MONEY SO I CAN CANCEL COME 2026!

Why is QBO doing this, and how do I fix it?  When I click on my P&L, the details are blank and I can't open the transaction.

I'm running test 1099 forms to make sure everything is accurate for the end of the year reporting.  I use classes (I have two) in my Quickbooks Desktop software to track the assignment of expenses.  I've mapped everything out for all contractors eligible to receive a 1099-NEC and I'm noticing that QB is not pulling in an entire class of mapped accounts.  Can someone help me troubleshoot this? 

Withdraw QuickBooks checking teller

If anyone can share excel import file set up that would be helpful too

This customer has provided 3 different card numbers with different names and addresses. Is there a way to report this to law enforcement

How do I input mileage from a past event? When I click on create trip and try to change the date, it will not let me. 

I use QB Desktop Enterprise 23.  In older versions, class names would print on voucher checks.  I print checks with VersaCheck.  I've looked everywhere and can't seem to find a way to add class to the voucher section.  I only get Account, Memo, and Amount.  Has anyone been able to do this?AI tells me this:In QuickBooks Desktop Enterprise 23:❌ Voucher stubs will NOT print Class, regardless of printer, driver, or stock❌ This is not VersaCheck-specific❌ This is not fixable with templates or preferencesSo any solution that relies on “voucher stub = class column” is dead in QB 23.That can't be accurate.

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Tired of the frantic, last-minute scramble every December? This session is your friendly guide to mastering year-end like a pro, without breaking a sweat. We're cutting through the complexity and giving small business owners the quick, actionable tips for using QuickBooks Online and QuickBooks Online Payroll to wrap up the year successfully. Consider this your cheat sheet! We’ll also make sure you’re ready by highlighting all the important 2026 dates you need to have on your radar.     

Hey everyone, welcome back to another Top 5! Are you curious about how to handle month-end closing, fix beginning balance issues, or unreconcile a monthly statement that has already been reconciled? If so, then you're in the right place! I'll be covering some of the most commonly asked questions on Reporting & Closing the Books.    Let's dive right in! 1. How do I perform a month-end close? Thanks for asking, let me go ahead and walk you through it!   Here's how to close the books: 1. Choose the Gear icon and select Account & Settings. 2. Choose Advanced. 3. In the Accounting section, click the Edit icon. 4. Check the box labeled Close the books. 5. Enter a closing date. Transactions dated on or before the closing date cannot be changed without warning. 6. Decide what you want users to see if they try to save a transaction that is dated prior to the closing date: Choose Allow changes after viewing a warning to make a war

So - I pay sales tax in both NY & NJ - but when I go to the "sales tax returns" page - for "all statuses" and "all agencies" - I am not seeing NY - only NJ. This is a problem since QBO was upgraded - in the older version it appeared fine. This is a screenshot from the "all sales tax returns" screen. You can see that all agencies is chosen - and a paid NY return shows up - but the open return (due in 2026) is not showing. If I "view summary" on the paid NY sales tax return from last year - and then change the dates to the current year - I can clearly see taxes are owed.  Why is this not appearing? 

The clock is ticking! Before the calendar flips to 2026, you have essential, time-sensitive actions to complete to guarantee a clean year-end close and smooth tax filing process.   Pay special attention to the final payroll deadlines below, as missing them can lead to processing delays and errors on your W-2s and 1099s. You can check out the full Year-End checklist for QuickBooks Online Payroll here.  

is there a way to print account and class on voucher checks quickbooks online? thank you

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I have been trying since Aug 19th of 2025 to re connect my Discover CC. I get an error 350 code and when I try to connect it tells me to try again later. I have changed my password, cleared cache, incognito mode etc.. I talked to QB who said it was not their problem and told me to call Discover who then told me that nothing is wrong and and to call QB. I give up

I am trying to enter a vendor credit in QB Enterprise Desktop and my accountant said to put it to the same account to which the bill was assigned but QB won't allow that. So what account do I assign credits for inventory items?