QuickBooks Q&A

This is super annoying. We're a Nonprofit, and we need to be able to invoice. We don't use "Pledges". When I accurately categorized us as a Nonprofit in our Company Info, everything changed to "Pledges". I need both (1) that we are a Nonprofit, and (2) that we have access to Invoicing, calling them Invoices, to be true. There is no reason for this not to be possible - come on, Quickbooks!

Hello,My reconciliation history shows some older recon's without a paper clip indicator. I focus on an older recon dated 12/31/2023. From that line, I click thru the 'attach' option and drag the 12/31/2023 PDF, which successfully uploads.However, the 12/31/2023 PDF attaches to the most recent reconcilation (which now has two attachments).This is a bug. Is there a workaround?Thank you,Maria 

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Can I re-run my rules?

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Hello! We have just started with Shopify and I've seen some tips on how to record sales but it mostly entails entering journal entries or using an integrator. What I plan to do is use the daily sales receipt to record sales but for that sales receipt I would list down the products sold (we don't have much so I don't mind) and subtract the Shopify fees so the daily sales receipt matches with the Shopify deposit (we only have Shopify payments).  I haven't started entering Shopify sales on QBO yet until I figure out the best workflow. Thoughts? #shopify #daily #sales #receipts

I am trying to import bank transactions from a bank that does not support Web Connect.- My bank only allows downloads for Excel, Comma Separated Values, Micrsoft Money, and Quicken. My quickbooks only allows import for IIF File, Quicken, and Web Connect, none of which I have.I don't not have Quicken or IIF. I only have Excel and Numbers(almost identical program).Is there any way to download or convert the Excel file so I can import in quickbooks.I have been at this for MONTHS!! HELP!!!!!!!!!!!Many thanks,Shelby

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Does anybody know where I can go to have a "Period Copy" made from my QB's file?

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My name is [full name removed], and I am contacting you regarding an issue with our July 2025 reconciliation. A few days ago, my colleague already reached out to you (Case ID: [removed]) about the July deposits in QuickBooks. After support made changes to those transactions, we now have three reconciliation reports for the same period (July 31, 2025) in History by Account: 08/27/2025 → Ending balance $11,506.48, Difference $0.00 08/01/2025 → Ending balance $11,506.48, Difference $0.00 08/01/2025 → Ending balance $11,506.48, Difference –$2,800.00 The –$2,800 report shows that two deposits were deleted/changed after reconciliation: $2,050 deposit from 07/10/2025 (Ref no. 1796100541) $750 deposit from 07/14/2025 (Ref no. 1796100541) Currently, both deposits exist in the Bank Register again, but they no longer appear as reconciled. Because of these changes, my reconciliation history for July is now inconsistent and confusing.

I have monthly reminders set up print off monthly invoices to customers who prefer getting theier invoices by mail. The reminders are set up 4 days prior to the 1st of each month and usually the reminders will show up on my home dashboard. I don't see them with the recent update

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change field names

in QBO, My home currency is USD and have multi currency enabled for our local customers, MVR. When I create Receipts for local customers it changes to USD Value automatically. This started few days ago and it was working fine before. How can I fix this issue?

" I am having issues with QBO not using today's date when i write a check, it takes the date on the bill that I'm paying. Has anyone run into this, and if so, how did you fix it?"

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I got paid a few invoices and the contractor payede via Credit card but it says processing just curious to know how long it takes to become available

We have two companies, one in WI and one in IL. One of my QBooks has updated invoice forms/layouts (updated about 8 months ago) and the other does not. When I called into QBooks for help with this about 8 months ago (because it looks stupid to send vastly different looking invoices to customers), I was told that updates just roll out at different times... here we are 8 months later and the invoice layout updates have still not come through on our second company, yet now we have another update. The dashboard has a bunch of widgets and things which seems helpful, yet the second company does not have this update so now we have different navigation systems depending on a state borderline?! The companies are paid for by the same account. It's getting harder and harder to stay organized and look like a cohesive company when Qbooks doesn't roll out the same updates to every customer. What states get updates? What states don't get updates? Why? Why is there a difference between WI an

I'm currently using multi-user desktop QB for Mac because of a singe issue-- the markup on reimbursable expenses being visible on invoices. Currently, I have a work around template in the desktop version. I would love, love love to migrate over the QB online if only I could have each line of reimbursed expenses automatically calculate the markup. I see in various forums that there are two options in online QB as relates to markup:1. list a reimbursed group as one lump sum/ subtotal with the markup included (wherein customer doesn't see the markup as a separate line item, but also there's no break down of costs).2. list markup as a separate line item at the bottom of the reimbursed expenses group. I'd like to maintain the breakdown of the reimbursed expenses along with the hidden markup. Does that exist? I work on a mac, which shouldn't matter in regards to QB online.

We have 2 companies and I use quickbooks online for each of them. I don't understand why some of my forms aren't the same for each company. I log into each company separately. I noticed that I have different invoice forms and purchase order forms available on one of the companies when I log in and not on the other. There are even different drop down boxes available on one of the companies. I have attached a screenshot of each one so you can see. How can I update the one company to what looks like new forms? Well it will only let me attach one file so I will describe what is missing from this screenshot. The other company has 2 boxes available. 1 says customization which drops down with tabs available to choose from then another tab that says design and does the same. If I'm logging into the same quickbooks online version why don't both companies have the same options available? How do we fix this?[Screenshot removed due to containing PII]

why does the invoice still show customer name and company name when shipping address is unchecked

I want you download my profit and loss. Is that possible?