QuickBooks Q&A

I have a vendor who paid me for services and quickbooks is holding the payment without information as to why it is being held or under review. it has been two weeks without my funds being released. Terrible business practices!

Marsha, from TAXES, yesterday was very helpful.  She was going to research how to do this. It would be so helpful for her to continue to help me. If she could please call me back [Removed by moderator] eastern time, now until 1 PM or after 6:30 PM Mrs. Zelman

My Etsy transactions have stopped populating into quick books self employed on 2/9.  I’ve called support multiple times with no resolution. I was told me that they could escalate but it would take a long time to fix and refused to give me a timeframe.  Asked for a supervisor and did not receive a call back, as promised.   I confirmed accounts are linked on both the Betsy and Quickbooks sides.  

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I am trying to filter the standard report Statement of Activity by Class to only show one class. After I use the filter options on the right, it's not doing anything. Am I missing something?

I've gone through about 75 different transactions and created rules for about 40 of them and none are picked up by the rules.

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I couldn't find Truist abank name in the bank list I want to make sure quick book works with my bank.

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I'm trying to figure out how to associate the deposits from credit card payments made with QuickBooks to the payment record. When the client pays it automatically marks the invoice as paid and makes a payment record with the payment in the GL account of undeposited funds. Because of this when the money is deposited into my bank account, I can't match it to the invoice like with regular ACH payments. What is the best way to handle this? I want to make sure that things are not double counted in reports?

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I need to check invoices issued for one particular client over a given period of time. How can I do that?

I currently have Quickbooks Desktop Pro 2024. What happens in 2027 when the service is discontinued? Will I have the option to use Desktop Pro Plus or Desktop Premium. I don’t want to move to QB online. 

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Hello,Does anyone know how to remove the email footer that comes automatically when we email an invoice, or at least change it a little?The email footer says very grandly - "if you suspect this email or invoice to be fraudulent contact .." and then puts in (picture attached) "?2025, Intuit, Inc. "First - the date is wrongSecond the ? in front of 2025 makes me think it is from a scammer who was rushing a bit.Third - if you mouse hove over the links provided, they are incredibly long urls that would make anyone worry. I talked to Quickbooks Enterprise Support and they said Quickbooks had no interest in fixing this - which seems strange - if they want their brand to be seen in a good light. They also said that we could not remove the footer and so we will have to live with a footer that looks like it came from a scammer, or print to pdf and do 5 more steps to get our invoices out. Very strange that quickbooks does not care. Here is the picture. I am not sure which sub

I have a customer with a two year's old credit balance and an open past due invoice for the same amount at the same time. Auto apply only works forward and doesn't go back, so that is not the answer. I can't see the credit or overpayment in his transaction list. When I click on "receive payment" for that invoice, the credit does not show for me to check the box and apply it. I don't know how to clear the customer's account. I also looked and saw that it was not a beginning balance. I could sure use some help here. TIA.

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We want to reward our employees who have good attendance by giving them 8 extra paid time off hours each quarter.  I am calling these hours Eureka hours and I have created a PTO call in TIME call Eureka.  I didnt  created this code in QB online payroll.    I want them to be able to request this PTO from their workforce APP whenever they want to use ir for time off..    Just like vacation.  I created the code but I don't know how to enter a balance for this code in TIME.  Not all employees qualified so I will need to pick and choose employees.Thanks 

I have an asset register called 'loans to others'.  The company lent a few dollars to some people which mostly got paid back.  My boss asked me to zero out the remaining balance (like a credit).  How can I do so without physically getting the funds returned?  

I'm having an issue with accounting for a Returned Mobile Check. I'm trying to account for 3 transactions, the original mobile deposit, returned check, and the manually deposited (resubmitted) check, with out overstating income. I have tried a Refund Receipt, JE and Expense (there wasn't a bank charge). Each version has worked for one of the issues but not both. I can create a Refund Receipt but it doesn't show the client owes anything. I am able to create a JE but I have not  been able to attach it to the original invoice.I was able to create and match all three bank transactions to a sales receipt or JE but it shows double income if I attach the original to the original bank transaction, the JE or Expense to the Returned Check (-) and a new sales receipt for the final payment. I know that this should be simple but for some reason it's got me confused. 

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It seems that ShipEngine is the third-party service coordinating the data between QB and the carrier.  We have negotiated rates with FedEx and UPS, so would like to use these rates. We usually ship and then add the tracking number and a cost in the invoice.  How would this be done with Shipping Manager when the Invoice is done after the shipment. Will we be able to continue after May 31 with the current shipping screens?  Lots of unknowns not found on the resources pages.

Recently the date field disappeared on my invoice line items regardless of the template used, even the default.  Tried a bunch of things, still missing.  Help!

I am dealing with a difference in my reconciliation and I can not pinpoint exactly where it is coming from: - My ending date, beginning and ending balances match up with my bank statements. - My deposits and payments totals match up with bank statements, including the number of transactions. - When everything is checked, I have a difference of $371.90 and when I uncheck everything, there is a starting difference of $83.46. - I am assuming the starting difference comes from the previous month's reconciliation report that had uncleared transactions after 9/30/25 of $80.49. I am still unsure where to go from here and actively trying to find a solution. Any help would be greatly appreciated.