QuickBooks Q&A

I've been using Quickbooks for almost 10 years. Where are my old invoices prior to 2025? I can only see 2025 and 2026.

Hi! I opted for the new AI Banking, but now when I upload my CSV files, it puts my debits in the credits column. And it won't let me change it. Any idea on how to fix this short of manually entering each transaction individually? Please note, I am not new to CSV uploads. Yes, I am doing them the way I've always done them and have had no problems ... until now. Thank you!

Green dot bank stole from my account

Hello,I am going thru a nightmware with Quickbooks.1- My account got cancelled 2 weeks ago (no idea why, subscription is current, same account used for Turbo tax)2- No-one at quickbooks can help "your account is cancelled, we are not allowed to help"3- I get turbox tax to re-activate my account (submitting IDs)4- I get the accountant on my Quickbooks company to re-invite me using a different email adressI thought it was solved. Today: - Quickbooks has cancelled my "quickbooks payment"- my Quickbooks checking is "on hold"- Same story, no-one can help, "my account is cancelled" Where do I go for help? The Quickbooks checking has a significant amount of money, and suppliers need to be paid. Is the only option legal?None seems able to help. The money is locked on the account (I have access to see it), No payment can come out and customer support can not help.

1 week ago we stopped receiving email notifications about customers having made payments via Quickbooks payments.  This has been working for 16 years and we changed nothing on our side.   I have checked, double checked, and triple checked spam and have added all related intuit email addresses and *@intuit.com to whitelists on both email clients and email server.  I have had tech support send a test message from QBOCare <[email address removed]> which came through to my inbox immediately.I think the server stopped sending the messages but 2 hours on the phone this morning yielded no help and really no understanding of the problem.   They just keep telling me that it is our email's fault, not Intuit's fault.  I don't think this is true. In these forums I see there is supposed to be some settings to configure email alerts but they are mysteriosly gone from the interface.  Of course tech support knows nothign about this. &nb

Business miles shown as recorded are 41,065, yet the deduction when getting ready to send for tax filing shows $118,000+. How do I fix this?

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We acquired a business that uses QuickBooks.  I installed QuickBooks on a Citrix server.  I used their license and product id.  When I try to run QuickBooks, it loads, you can see it in task manager, but it does not open.  Could this be a licensing issue?

i just want the project overview to be visible and buffering like the other jobs, the project overview is just blank, and this started on Feb 2026

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I have a company that over-contributed to my solo 401(k) one year, years ago. I'm now able to start doing employer contributions again, and they must be coming out of that suspense account before they come out of my normal funding accounts (bank accounts like checking). Note that I do NOT use payroll as I only write myself checks for member draws, + estimated taxes as scheduled. I have not tracked the amount in that suspense account for years, 1) because it was not immediately available, meaning I'd have to call in to get the value, and 2) It was already considered and tracked as a contribution in my normal accounting flows: money came out of my bank and funded an employer contribution. The amount in the suspense account can also fluctuate, because the holding company apparently keeps it invested in funds. But it should be growing tax free? I would like to track that the company made a discretionary contribution, but I need the suspense account entered as an asset or acc

It always pops up for every vehicle transaction and I have to select between it and my primary vehicle, even though I have set it to "inactive" in the vehicle profiles. QBSE still makes me choose my primary vehicle for every single transaction related to a vehicle which is super annoying and time consuming. The inactive vehicle doesn't have a single transaction related to it and I want it gone from my profile for good! Or at the very least an option to select "I no longer own or lease this vehicle" and have "inactive" actually function as inactive.

I see there is now a Search Bar on the Home Page between Top showing Icons and the Options for Quick Links. It is not functional for my purpose and would like to remove or at the least hide.

With every price increase, QuickBooks users rightfully expect improvements, not regressions. Instead, Intuit quietly changed the HTML email wrapper used when sending invoices, stripping users of the ability to customize how their invoice emails look to customers. There is no opt-out, no workaround, and no explanation.This is not a minor inconvenience. The email a customer receives is a direct reflection of your business's brand and professionalism. Forcing a generic, locked-down email wrapper on paying customers with zero ability to customize it is unacceptable. The body text can be edited, but the overall design and layout? Completely off-limits. Intuit made this decision for us, without asking us.Meanwhile, the cost of QuickBooks Desktop continues to climb year after year. We are paying more and getting less control over our own business communications. If Intuit wants to justify these rising subscription costs, they need to listen to their users and restore the ability to customize

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    Whether you're just getting started or running a growing business, it’s important that you know how to navigate any roadblocks you may hit. We've rounded up the five most common questions from this past month and provided clear, actionable answers to help you get back on track fast. 1. How do I fix my bank account when it stops syncing or connecting to QuickBooks? Here's how to troubleshoot it step by step: Step 1: Run a manual update Banks typically sync every 24 hours, but you can trigger an update manually. Go to All apps, Accounting, Bank transactions, then select Update. If you receive a verification prompt, follow the on-screen steps to complete it.       Step 2: Check your bank's website If the issue persists, log in directly to your bank's website. Look for any alerts, security notices, or display errors that could be blocking the connection to QuickBooks. If everything looks fine there, return to QuickBooks and run Update again. Step 3: Update yo

payroll form 941 using pre-filled payroll tax forms

I am beyond fed up with Quickbooks as a company right now. I have been having a constant cascade of technical issues ever since my bank merged with another bank. None of which Quickbooks support was able to help me with the first or second or third times I tried to get help.First, I was locked out of my account for unclear reasons. One day it simply wouldn't accept my password. I'd suspect that I may have entered the wrong password too many times, but when I tried to reset my password it became clear that the system was borked. The password reset link sent me to a Quickbooks error message page and there appeared to be no way for me to reset my password and regain access to my account on my own. This issue became urgent two weeks later when my debit card number changed due to a bank merger. I began receiving messages from Quickbooks telling me that my account would be canceled for non-payment if I didn't update my payment method.I dutifully reached out to tech support to get help l

I keep getting an error "Nothing to print. No Statements were created." I know there are invoices in this time frame and nothing is coming up. 

Hi Community! I am certain that we are not alone in the following - we receive tax credits from our state as a Research Tax Credit Withholding Benefit.  We have been filing outside of QuickBooks as we use the credit and within QuickBooks when the credit is exhausted.  Given the new changes to QuickBooks Payroll, we don't know how to navigate the proper filing of the Quarterly Tax Withholding given the changes proposed.  Below are the instructions from our state regarding the proper handling of the Tax Credit. What you need to know:• You may begin to use this credit against your withholding tax liability beginning March 2026 startingwith your monthly payment that is due on 15-April-2026.When you file your Georgia withholding tax return, you need to:1. List the amount withheld for all three months in the reporting quarter2. Select the “Adjustment to tax” link3. Select “112 - Research Tax Credit” as the credit type4. Select the month the adjustment should be

I have reactivated my account numerous times and everytme i go to file federal forms it says account not active

Tried to ship orders with stamps.com integrated into Quickbooks Pro and get the attached error.   Stamps.com returned an error: An error occurred in the secure channel support - URL:https://swsim.stamps.com/swsim/swsimv27.asmx - SOAPAction:http://stamps.com/xml/namespace/2013/02/swsim/SwsimV27/GetRates   Support from Quickbooks is nil.  Stamps.com is working fine as standalone, but A PITA to enter and record shipping for 15 individual orders.   Tried AI chat.... worthless.   Finally got a real person.... worthless.   Waiting around for Intuit Support.... crickets.   So far the only Wednesday 'solution' is to Upgrade my QB Pro that worked fine on Tuesday to the Wednesday version of bells and whistles.   It's a heck of a racket Intuit has. Break it to force purchases. We don't own our Intuit software - we rent it.  If they think I am going to store my company and customer data in their cloud they are nuts.    [Attachment containing p

How to talk to a customer service agent

When editing a Bank Rule, QBO will not allow me to edit the money account account of an existing rule

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