QuickBooks Q&A

When you create an invoice from a project (Add to Project > Invoice) the project name doesn't automatically appear on the invoice. I have figured out how to add a custom field to manually add it, but that is time consuming and frustrating. I have multiple projects with the same client and they need to see on my invoice which project it is for. Is there no way to make this an automatic add when you are creating the invoice from the project?

Is anyone else having issues with 2026 1st quarter 941 not reflecting all of the payroll tax liability payments made during the quarter? 

How do I set it up so that my customers pay the credit card fee at the same time as they make their payment?

When placing a purchase order, I get an error about there being no exchange rate for this date.But this is clearly a bug, because no matter what date I set, the error persists and I can't save the order.Has anyone else encountered this? How can I fix it?

Noticed a fee when entering OT for an employee, says for tracking purposes only does not affect the net pay, Is this true, what is this about, yet another QB Fee? Do I need to add it back into the employees paycheck? Thanks!

I’m a small law firm using QBO with a credit card processor. Funds flow through a merchant clearing account before hitting our IOTA trust account.Setup:Merchant clearing account (bank-type) used as pass-throughIOTA trust account (real bank)Client Trust Money liability sub-accounts per clientIOTA balance must always equal total trust liabilityWhat happened:11/11/2025: $2,000 client payment recorded as a deposit into the merchant clearing account, credited to the appropriate Client Trust Money sub-account (unreconciled)11/14/2025: $2,000 hit IOTA, but bank feed recorded it as a deposit into IOTA, not a transfer from the merchant clearing account (reconciled/locked)That 11/14 deposit reduced the merchant clearing account during reconciliation, even though it’s not a true transfer entryCurrent state:Cash is correct (funds are in IOTA)Client trust liability is correct (now $0 after proper disbursement)The 11/14 deposit is locked and cannot be changedThe 11/11 deposit in the merchant cl

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I've set up schedules for our tax liabilities as well as for the employee and employer contributions for a simple IRA and a schedule for child support. All of our regularly scheduled tax liabilities show up in the "pay taxes and other liabilities" section of the "pay liabilities" tab. Our IRA and child support do not. I have to go to "create custom payments" to find the IRA and child support, which are clearly being withheld because those line items have a balance. I have gone back through to make sure the schedules are set up, and they are. How do I get the IRA and child support to show up in the pay taxes and other liabilities section?

I would also like to stop it from happening in the future.

Transfer fees

I need the manual sales tax selection to be the default, not automatic sales tax which only applies to my area.  I work outside my area.

I closed the bank account I was using to process payroll and tax liabilities through QuickBooks Desktop. I opened up a new bank account for payroll. How do I go about updating the new bank information and updating where the payroll taxes will be withdrawn from? We pay our taxes through QuickBooks desktop. I just want to make sure everything is set up properly so I don’t have any issues and don’t forget to update anything. 

Does anyone know how to find out the size of a company file in QuickBooks Desktop Premier Plus 2024? 

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Journal no 108 s as follows. Dr Bank 299.50 Tuition 299.50 Its not reflecting in the statements

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What does this mean? My funds have already been transferred to bank and paid processing fee, it also says Finish your payments setup to claim your funds, and continue to get paid online and in-person. I already link bank account to QuickBooks, I don't want to do the instant payment thing, I can wait 2 to 3 days to be transferred

I swear just last week I was able to pause a scheduled, recurring invoice. Now "pause" is no longer in the drop down. Where did it go?

report does not run

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Trying to do my son's taxes and I was out with medical January through March 2025 and I need to know how to upload the bank information

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I didn’t find a place to Add Category in mobile app or web version for new expense categories.

In the Budget vs Actual report, the Location filter that previously allowed viewing each department separately is no longer available. As a result, all departments appear together in the report.

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