QuickBooks Q&A

Just moved over from another Software and need to add leave balances to the employees

Can anyone assist? My bank is Chase.

Error is on Quickbooks not bank

A few months ago I was having problems with quick books desktop 2024   I could not save a back up copy, it shut me down and all my payroll remittances came oiut to zero, among other problems.   It was suggested here that I download the enterprise trial version, which I did.   After 30 days it expired and i was able to download for another 30 days which has now expired.  Now I am locked out and can not get into my company file.   I still use quick books pro 2024 desktop for another company, but how do i get my quickbooks that is in enterprise and downlaod it to my desktop 2024.  Hoping this is possible

The Add receipt function on the mobile app is not working when accepting bank transactions

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Hi, I have what I’m sure is a silly question. Whenever I pay bills with my Current account, transactions are coming up as Bill Payment (Cheque) although I have never chosen Cheque because we don’t use them. When I open the relevant transactions, I can’t see any way to change it so I’m not sure what I’m doing wrong. I also had one of the bank charges coming through as a cheque for some reason, unfortunately I didn’t notice it until later: can I change this, and if so can I change it without messing up my reconciliation? Thanks in advanceEvander

Hi, I am having a problem with the Financial activities by Tag Group report, I am sure it’s likely my misunderstanding than an issue with QB! I am running it for this quarter split by month. However, under April for Phone Costs (to make up an example), it’s missing a transaction that was billed in March but paid in April. Is this because it’s under Accrual? When I change the report to Cash basis, then it includes the missing transaction but also Unapplied Cash Bill Expenditures from the Credit Card account so neither Cash nor Accrual basis is matching the total figure I have in my own spreadsheet. I understand there’s a bit of an offset with the Credit Card account because paying it off each month doesn’t exactly match the calendar month but the month in the statement but is there any way to make sure the bill payments are included based on when they were actually paid, not the date on the bill itself?Also is it possible to run a similar report of Financial activities by Tag Group spli

I’m not understanding why, but I’m not able to turn off QBO ML categorization feature despite having tried everything including disabling Suggested Categorization in the banking’s transaction section.  I need them to stay uncategorized until matched with receipts coming from Dext which already have them categorized so they can automatically be match with transaction in QBO instead of having to do it manually if just scanned into QBO from the start, but if the transaction are in any other state other than uncategorized while also not being in the For Review stage, they won’t match.  

créer un lien d'exportation

I am working in Intuit QuickBooks Enterprise Solutions: Nonprofit.  On 10/2/25 I went in to update my bankfeeds and allocate charges. When I went to click on an account from Bank of America a pop-up appeared that said I needed to update my bankfeeds. To do this I needed to disable bankfeeds for those accounts and reestablish them. When I went to reestablish them only 1 of 7 accounts appears and it's not one that I need.  Has anyone else experienced this issue?! Bank of America says they are aware and working on it. QuickBooks says the same... I really don't want to have to manually enter these! UGH!

I knew how to do it in QB Self Employed, but I have just "upgraded" and there doesn't seem to be any way to mark an invoice as having been paid!

QBO app on iphone is not working to upload receipts

I went to submit a clients VAT today. Hit submit - came up as saying 'blocked, try later' Never seen that before. Left it a while and went in again, This time it said it was having trouble connecting, Tried disconnecting MTD VAT and reconnecting. No difference. I am definitely my clients agent for VAT. Looked at some of my other clients VAT pages, and some say the same 'Having trouble connecting to HMRC right now' Anyone else suffering this? Before I get stuck between a rock and a hard place - (Of HMRC saying its a QBO problem and QBO saying its an HMRC issue.....)

Hola, estoy haciendo la formación para certificarme, pero quiero saber cómo puedo escuchar los vídeos de formación en español?

How to make taxes digital on quickbooks ?

Says an invoice has been paid but it hasn't

Internet is working I changed it from WiFi to cell but last two days issue same.

Just logged onto my self employed and it auto logged me into accountant QuickBooks and last 12 months invoices have vanished

The Agents Services Account Number is it 4 letters followed by 7 numbers

I want to add Lot number, expiry date and discount column against each product row in an invoice, estimate, SALES order and sales recipt. To separately show every products lol no, Expiry date, Discount on each product, just like the rate and amount column.

Hi. I’m struggling with how to do something and wondered if anyone could offer some advice please. I’m using QB to set up invoices for a grassroots football club to record registration fees and subscriptions. When it comes to subscriptions, players can pay in full for the year or pay in instalments. so for payments in full I’m creating a current dated invoice when I see a full payment come in to the bank account, then match it on the bank transactions screen. The problem I’m having is how to approach instalment payments. I have started by adding a recurring invoice for £20.00 for 8 months, so £160 due for the season. This looks like it will work well when people pay the amount they should, and allows me to see where people are with their payments using aged debt reports. The problem I’m having is working out what to do when someone pays for example £50 when they have 2 x £20 invoices not paid, so paying the £40 they owe and paying £10 towards the next invoice which hasn’t been generate

Why Partial payment?

Past paystubs