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QuickBooks Q&A
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Hello QuickBooks users, and thanks for joining us. These mini guides are designed to instill confidence while navigating your QuickBooks account so you can focus on running your business. This month’s guide breaks down the bank feed and best practices to keep it organized while covering how to match and categorize transactions and what to do if your bank feed isn’t updating. Now let’s make sure you’re feeling confident and keeping your bank feeds under control and dive into this topic! Tips and where to find common items: Here’s a run through of the main items you’ll need to keep your bank feed in check and where to find them in your account. Match or Categorize Transactions: With our new AI updates, QuickBooks can now find matches and prevent duplicate transactions. If you need to make any changes, you can switch between matching or categorizing to change the category using this toggle. Resize or customize your transaction list: Select Settings (Gear Icon) above the transaction lis
I can send emails but not invoices. However I'm not receiving any emails.
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My customers sometime issue POs (Purchase Orders) with due dates in the future. I build an invoice and as days go by I try to look up any orders that are do. This process is far from ideal, and I can miss order ship dates. Can Quickbooks Desktop pro notify me when it is time to ship an order to a customer? Something like an email or text a couple of days prior to the desired ship date would be ideal. That notice would include the invoice number and date required. Possible?
The last 8 bank transactions have not migrated to QBO?
The only transaction that is populating is one from 8/19/25.
Why won't QB Online let me save my update to Product/Service Information. All required fields are complete. I do not get any error message. It just won't save and close!
I want to pay for the $10 plan. What do I do?
Can you help me with retrieving my spreadsheet of profit and lost from being saved?
I posted a payment to the wrong invoice in QuickBooks Online, and I am trying to fix it. When I uncheck the box next to the wrong invoice, so that I can select the correct one, I get an error saying, "This transaction has been deposited. If you want to change or delete it, you must edit the deposit it appears on and remove it first." Help! How do I correct?
Currently the Items List does not show "Manufacturer Part Number" as a field that can be added to the Items List report. How can I get "Manufacturer Part Number" to show up in the Available Columns
Help with deposit hold review?
We just recently had a major screw up with our payroll, it was off by $200K when I searched the audit, it showed that System Admin made adjustment to payroll checks from 2021. Has anyone else had this type of issue?
Chart of Accounts is completely missing.I enabled in advanced settings. But it's not in the settings (gear) menu, Accounting side menu, or even in the search at top of QBO. Even the link in help goes to a 'sorry' page. https://qbo.intuit.com/app/chartofaccountsHow do I get to the chart of accounts?
Today the EDIT button is disappearing on the CUSTOMER view of QuickBooks Online. Normally I can select a Customer and Edit their information by clicking the EDIT button. Today, when I select a Customer, the EDIT button is shown for a fraction of a second and then it disappears. I do not know how else to edit Customer information. The attached image has a red circle where the EDIT button usually is. Is anyone else having this problem? [Screenshot with PII removed]
Is anyone else having trouble not being able to add a new customer or edit a current customer?
Quickbooks is suppose to send a 1099-K every year and I believe they walked me through finding it on-line and printing it, but I have been unable to find it again this year.
My template subject line for invoices has been changed to random subject lines, such as: Your invoice is ready! Pay this invoice, Amount: I send batch invoices and cannot figure out how to turn the AI feature off. Help!!!!! Please.
Hi, is there a way to pull customer information onto a payment link so that it's prefilled when sent to a customer?They are using QuickBooks Online
Phone number change help please
We were just charged $115 nine times totaling $1,035. Please refund all but 1 of those charges right away. We don’t subscribe to QuickBooks payroll.
Is it possible to add barcodes to my templates, so that they are available to scan when I print a form? For example, on my purchase orders, so they can quickly be scanned when receiving items?
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