QuickBooks Q&A

It is 2026, is there still no way for a user in Quickbooks Desktop Enterprise to change their own password?  I need to login as the Admin, they tell me the password they want (security protocol violation right there) and I enter it for them?  This can't be true.

I often require a % down to start a job. How do I send my client an invoice that has two payment options? one for final payment and one for the initial deposit

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Hello all -This is likely an odd use of QB - but here goes:We have an LLC that exists solely as a container for a piece of property. Each month, I have to invoice the members of the LLC for their use of the property - which is cost allocated to cover their share of recurring expenses and to fund some accounts that are essentially pre-paid expenses that accrue over a long time period and will eventually need to be paid as expenses or refunded to the members. I have to keep track of those reserve account balances - but they're not bank accounts. What would be the best way to keep track of their time / usage of the property, invoice the members, and fund the accounts? Currently, I have some items set up as "income" events (for property usage), invoicing the members at the agreed upon rate - and then receive payments and deposit to the bank account. Behind the scenes, I've made journal entries to convert the "income" to the reserve accounts - but, of course, crediting the "i

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I would like to keep it on the same account, but in different profiles,

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We use the Invoices and Received Payments report.  just realized at least one customer is missing in it.  The missing customer (our largest customer) has both invoices issued and payments received during the period shown in the report.  If I run an A/R aging report, the outstanding invoices show up--  so I know the invoices were created.  But the Invoices and Received Payments report is excluding activity from this customer.  And no idea why as no filters are set and didn't customize the report in any way.  Any input?

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