QuickBooks Q&A

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

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I recall there being a search field before and wondering if there's a setting deeper in the platform that somehow was turned off?

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Anybody else have transactions go crazy like the last 5 transaction my were all categorized as sales. A few days ago all were categorized as Medical. What is going on. With the soloprenuer quick books. The one thing it's supposed to do it can't. Why the change

I see help topics that allow me to go from non inventory to inventory but not vice versa. I was told I needed to make the inventory KUS inactive and create a correct SKU and then manually go into the invoices and update them to the correct SKU?

Trying to set up the new MN Paid family medical leave.  When I follow the instructions for QB online payroll setting up the policy for PFML, what contribution rate do I use?  We are a small employer so our total rate is .66% Our employee's are paying .44%.  When I  put in .44% for employee the employer defaults to 31% with the total being 75%.  What is the correct contribution rates for me?  This is what QB is showing: Contribution ratesThe contribution rates are defaulted based on your covered individual selection. We’ll calculate the amount per paycheck.Family and Medical leaveEmployer 31% Employee 44% 

Once again, your Android app is not properly snapping receipts. I have checked for updates, and I have restarted my phone multiple times, to no avail. I am disappointed.

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Prior years we have been Sales Tax Exempt.  This year we have been charged $48.60 in sales tax.  Invoice number 10001474196033.  Our 2025 invoice was 10001378722618 for $702.00, no sales tax.  Would you be able to refund the $48.60?   [PII Removed]   .  

For nearly a month a client whom tried to use ACH through quickbooks payments has had their money stolen by quickbooks. $865.50 to be exact. QB never sent us any email or cares about the damages caused to our reputation for trusting their service. We have received no updates, no care, nor worries from quickbooks as they hold our clients money against our will. They have damaged our reputation, caused us to not be able to ship our clients item. Has anyone else had QB Payments steal their clients funds for weeks on end? If this is how quickbooks treats their top tier paying customers we can only imagine how they are treating the ones not paying them hundreds a month like us. Thank you

Hello QuickBooks,  I need some help .. I have user who is trying to export from quickbooks to excel and most of the options are grayed out .. only Comma is the option ..  I have installed all the quickbooks updates , and did a repair of office and still nothing ..  Any thoughts ?  

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Please someone tell me how to get out of this black hole that is modern view. My P & L will not sort correctly. I want it sorted to match my chart of accounts. You would not think that would be a big ask since I would assume probably 90% of QBO customers would want the same. I do not want to redo all of my financials and reports that I send out. Our budget and everything else is sorted by our chart of account numbers and QBO refuses to be normal and allow the same. Is this a way to get people to upgrade to some other version? I have QBO Online Plus. Someone give me some good news and tell me that there is way around this.

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Cannot link bank accounts

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When I first created my QuickBooks Online account, I linked my Chase login to it so that I can see my business bank account transactions. At the time, my Chase login had all my personal and business accounts linked together so that I can see them in with one login (i.e. I was able to log into Chase with one set of credentials and see my personal checking/savings accounts as well as my business checking accounts). The issue is that after I authorized QuickBooks to access my Chase account, it now shows all my accounts in the Manage Connections page - including all my personal accounts. I don't think I explicitly agreed for those accounts to be accessed in QuickBooks. Regardless, there does not seem to be a way to remove them QuickBooks. They don't have any association to the business nor have I logged a single transaction/expense to them nor have I linked them to any Chart of Accounts account.  I've even gone as far as unlinking my personal ac

Snap receipts

Account on hold

this is for a business loan

I have an employee who has been using Manual Time Import for over a year. We switched QuickBooks Time accounts when we switch from QuickBooks Desktop to QuickBooks Online, and now the Manual Time Import fails with an error, "User is not allowed to track time."

Hello QuickBooks Community,I'm setting up integrations between QuickBooks and multiple platforms and need guidance to avoid duplicate transactions.My Setup:QuickBooks Online (or Desktop - specify which one you use)Stripe (payment processor)WooCommerce (e-commerce platform)GoHighLevel (CRM)My Question:I want to connect all three platforms to QuickBooks and import historical transactions from 2024. However, I'm concerned about creating duplicate entries since some transactions may already exist in QuickBooks or may be recorded across multiple platforms (e.g., a WooCommerce sale processed through Stripe).Specific Concerns:Will connecting these platforms automatically import ALL 2024 transactions, even if some are already in QuickBooks?How does QuickBooks handle duplicate detection across different integration sources?What's the best practice for determining the correct date range to import without creating duplicates?Should I reconcile my accounts first before setting up these integration