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Entering transactions is only half of bookkeeping. The other half is reading the results. QuickBooks Online turns everything you've recorded into financial reports from the Reports menu, with no spreadsheets required. The three commonly used reports are the Profit and Loss, the Balance Sheet, and the Accounts Receivable Aging Summary. Here's how to run each one and what it actually tells you.How Do You Run a Report in QuickBooks Online? What Is the Profit and Loss Report and When Should You Run It? What Is the Balance Sheet Report and When Should You Run It? What Is the Accounts Receivable Aging Report and When Should You Run It? How Do You Save and Share Reports in QuickBooks Online? FAQ Key Takeaways Still have questions about a specific report? Helpful ResourcesHow Do You Run a Report in QuickBooks Online?All reports live in the Reports menu. You can search by name or browse by category. Most reports run instantly and can be filtered by date range, account, or customer before you vi
I am bookkeeper using QuickBooks Online Accountant for all my clients. As of this afternoon everyone’s Bank Transactions sync appears to be broken for all American Express cards. I am getting the message “Unable to get transactions for “x” accounts.” It is citing Error 324 and the fix now button doesn’t take you anywhere. I do not see this reported anywhere. Is this a known issue? Is there an eta on a resolution
In what appears to be ongoing issue In reading online for other users, Quickbooks randomly closed my account for heightened security risk and then “withheld” the funds. After spending hours trying to get a hold of them, they disconnect the line or drop the call. I made a simple request- if you are closing the account, either deposit funds that are owed (nearly $40k) or reverse the transaction. Ive had no luck and do not know where to go from here. Our account has never had a reversal, no issues in providing any and all requested documents and no other problems that anyone can outline. can someone help?
Is there a payments statement or monthly report I can go to, to find out who made these INTUIT CANADA PAYMENTS INC. Payments?
I am struggling to get a supposedly connected bank feed working. The bank account appears in the chart of accounts with the "lightning bolt", and according to the bank, the account is correctly configured at the bank. But the account does not appear in the list of accounts on the Bank Feeds page in QB (Desktop 2019, up to date). When I try to then edit the account in Chart of Accounts, I go to Bank Feed Settings and see that Deactivate All Online Services is clicked. When I click activate, QB crashes. I tried the merging trick posted in a forum link, but that did not work - the existing account doesn't get the online settings from the new account that was set up and properly linked. I would greatly appreciate some guidance in how to proceed. The existing account has data for over 10 years from the bank - for obvious reasons I do not want to lose that.Thanks.Jack
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New "Migration Required" action on Bank Feed. How can I resolve this? When I click on the link for migration it brings up an error message
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Quickbooks 2019 will not launch. I have downloaded again
This morning I discovered that I couldn't initiate an instant transfer to a card from my QuickBooks Checking account, even though I've been using it for several months. Some other businesses are also experiencing problems similar to what I encountered this morning.
We pay some employees a monthly bonus check and Intuit is charging us for each check, not each employee. Is anyone else having this issue? I've been on the chat and the phone and none of their "experts" seem to know how to resolve this. The invoices also do not specify which period the fee is for. For being accounting software, their invoices are badly lacking necessary detail.
Since the last update when I select a customer and select create a new job QuickBooks’s no longer populates the main customer billing information. The other desktop in the office still shows this information. How to I fix this? When I create a new job for a customer I do not want to manually enter their billing information every time. This is quite annoying.
Why Intuit QuickBooks Desktop is not honoring the Discontinue of Usage & Analytics Study anymore in 2026?I just "discontinue" yesterday and today is ON again?Now is like the Discontinue button is "not working" any more.
Reconciling an account in QuickBooks Online means matching every transaction in your books to your bank or credit card statement, so you can confirm that both sides agree to the penny. You should reconcile every account once a month, after your statement closes. It's the only way to know your books actually reflect your real financial position.A connected bank feed pulls transactions into QBO automatically, but that doesn't mean your books are correct. Manually entered transactions, duplicate records, deleted entries, or timing differences can all create gaps between QBO and your actual bank balance. Reconciliation is the monthly proof that everything lines up. Here's how to do it.What Do You Need Before You Start Reconciling?Have your bank or credit card statement ready before you open the reconciliation screen. You'll need two things from it: the statement ending date and the ending balance (sometimes called the closing balance or new balance). These are the two numbers you enter int
My desktop version of QuickBooks for Mac 2020 was running well on my Macbook Air 2020 running Sonoma 14.8.2 iOS. I just bought and waiting to receive a new Macbook Air 2025 running Tahoe iOS. Will QuickBooks for Mac 2020 work on a new Macbook Air running Tahoe iOS? Google says it won't because QuickBooks for Mac 2020 is not officially compatible with the latest macOS versions but I wanted to hear responses from others so I know how to proceed.
I can’t create Invoices using QB Online.No matter how I go at it (Create>Customer>Invoice) or from the Customer Screen… each time I open a blank invoice screen there is a pop up requiring that I link my bank accounts to QB payment processing. I don’t want to do this. I will never want to do this.QB is stuck in a loop. The only two options are to sign up or “Do this later”. “Do this later” means QB prompts me the very next attempt to create an invoice, which is blocking me out of *ever* being able to create an invoice.I pay $250+ per month for this basic software. The glitches and popups for an overpriced application are absurd.Please tell me how to get out of this f---ing loop, so I can keep my business running, and create some invoices.
We own 2 licenses for Desktop 2018. Had a computer crash last year, and didn't have a chance to deactivate the copy of QB on it. When I called to have my license restored, I was told, "Tought nuggies, we don't support 2018 anymore". This left a very, very sour taste in my mouth. All QB had to do was push a button at their end, but no, the idea is to force me to buy the latest version. We are very minor users with a very small business that doesn't support spending like that. Now we both use the same copy and have to make sure we aren't both trying to access QB at the same time. Is there any solution for us? Just thought I'd ask the community instead of just bad mouthing Intuit to everyone I see.
Hello ~ On May 25, 2026 Intuit took out $1,149.00 from my credit card on file, but now I am receiving a notice that I need to pay again, or QuickBooks will not allow me access to my accounts? Is this correct? or a scam
I would like to completely remove these two employees from my list all QuickBooks setting because they have never got through to the onboarding process. Deborah & Urken
This is QuickBooks Self-Employed. The bank account has been permanently closed and I cannot authenticate with the bank. QuickBooks is repeatedly requiring me to reconnect. I need the bank-feed connection disabled/removed without deleting the existing categorized transactions or historical transaction data.
App will not open anymore. Splash screen says “App is not available in my region”. Insane. I’m located in the US. Did they disable the mobile app and call it something else? Need to track mileage. I had all my accounts connected. The app just will not open. My accountant can’t connect anymore. Tried to delete and reinstall. Still says “App not available “.
Scheduled report was deleted but user still receive the email of the report. How to check what went wrong?
I have QB Desktop Pro. I have tried using the Intuit Data Protect to restore my cloud back up to a new hard drive on my PC. I am logged in and it recognizes that a good back up was completed on 9/10/2026. However, it tries to look on my PC for back ups and only finds older back ups that are not relevant. I am unable to find a way for IDP to find the cloud backup it clearly says is good but doesnt give me access. How do I get access with IDP to my cloud back up?I am unable to find any phone support phone number.John
It shows I have a money to deposit from 4 months ago. But it has already been cleared in the statement.
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