QuickBooks Q&A (US)

This is for QB Online - the balance sheet shows a Liab & Equity amount that is $2000 greater than the asset amount.  I checked balance sheets going back to 2016 and found that the 2017 P&L has $2000 in "Unapplied Cash Payment Income" that was not there when I prepared the tax return in 2017.  I compared a balance sheet for 2024 that I printed on 12/05/2024 to one printed today, both cash basis.  The one from last Dec is in balance and the Retained Earnings account matches the tax trial balance for 2023.   Technical support suggested that I make a $2000 entry in 2017 to offset the income that has appeared, but I cannot see how that will help.  The entry will be in balance, and the out-of-balance condition will persist.  The only solution I can arrive at is to either have the file verified and rebuilt, or to force an out-of-balance entry to offset the error.  Unless I am mistaken, neither is an option in QBO.   I am open

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In QuickBooks Desktop 2020, I just just generated my first QuickReport for my Bank's bank register without a problem by clicking the QuickReport button appearing on the top of the register, nice feature.. Then I went into the 'bank register' for my business credit card and tried to do the same As shown in image, In this credit card's register, as soon as I click the QuickReport button, instead, I receive the error "Cannot generate a QuickReport without a name."   There's nowhere to enter a name??? If a QuickReport is not available for Credit Cards. It should be grayed-out. Thanks in advance for advice.

I am a Quickbooks Proadvisor and work with about a dozen different QBO clients. In the past month all of them stopped auto importing bank statements. The bank feeds still work fine, but the monthly statements are no longer being imported. This is happening for multiple clients, whether I hold the QBO subscription or they do, and for several different banks. I have tried disconnecting and reconnecting the feed, but the latest statements still are not importing. Is anyone else experiencing this?

I can't take a picture of a check for deposit anymore

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I need to file Q3 941

I have been trying to access Form 1099-K and the website says its not available. I have confirmed that we've reached the threshold, all our company information is accurate, and it is not included on any statements. Is anyone else having this problem? How were you able to retreive it? So far the online chat has not helped, but just sent me in circles on the website. 

https://quickbooks.intuit.com/learn-support/en-us/help-article/customer-contact-management/contact-forms/L3ZB1w4Iy_US_en_US https://quickbooks.intuit.com/learn-support/en-us/help-article/customer-data/create-manage-contact-forms-quickbooks-online/L4STWrFAS_US_en_US I am the main admin for our QB account. I have access to the Leads section. Why do I not have the Create button under Leads > Sources? I want to be able to create a Lead Contact Form, so my customers can request more information.

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Mejorar subscripsion

When adding a CO line to an estimate, QB automatically adds a blank line between the line item and the text QB generates (~~~~~ CHANGE ORDER ~~~~~ etc).  The problem is that we often have estimates that are several dozen lines long so it takes upwards of 2 minutes to save.  Having to go back in to the estimate, remove the blank line we don't want and save again is a time waster. How do we change the default action where QB adds a blank line after the new line and before the generated text?

QB time

The amended W2 was completed 4/25.  Had ss# incorrect

I need a record of my W2 to file for tax return how do I do that?

Previously, we had page numbers that allowed for quick, predictable navigation through our projections. Now, we are limited to forward and backward arrows. While I understand the goal might be a "cleaner" look, this change has significantly hindered my workflow for a few reasons:Lack of Orientation: Without page numbers, I lose my place easily when comparing different sections of a long-term forecast.Wasted Clicks: Jumping several months ahead now requires clicking an arrow 5–10 times instead of a single click on a specific page number.Efficiency: For those of us managing high-volume transactions, "infinite" scrolling or arrow-only navigation feels like a step backward in usability. 

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There's a big green banner at the top of the screen advertising QB payroll and I can't close it or make it go away.  I have no need for QB Payroll and would like to remove this giant distraction from my screen.

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I have a non-profit client that just migrated over from desktop to online in the last month. When trying to establish direct deposit for their two employees and automate the payroll tax payments, their account was put on hold. Intuit requested bank statements and some other documents to verify the responsible party for the entity and that they were authorized to perform payroll, which we provided to them the same day they were requested. After that, the account hold was not removed and there was no further communication from Intuit regarding the status of the hold until I had to call them to find out.  I was told that the risk team flagged the account as exceeding their risk thresholds, and that the account was indefinitely put on hold. I was told that there is no way to ever get the hold removed, and that the risk team would not be speaking with anyone regarding this account or the specifics of what risk threshold was exceeded. I spoke to three different people via Intu

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Ok.  Here it goes. After 4.5 hours on the phone with QBs support, I got nowhere in closing an account that they are charging our former accountant over $1000 for.  The claim that because I am not the primary admin (she is dead btw), that they cannot close the account.  I cannot become the primary because the primary - the one that's dead - cannot give me permission.  I never met the woman!  I don't know who her estate manager is!  And they are not writing me a notarized letter anyway!!! Now here is what I do know.  QBs let me move all the information in that same QBs account - the one with the dead primary account manager - to QBO.  They let me have total access to all the information.  No problem.  Because Intuit is an IMMORAL, MONEY GRUBBING company!!!!.  "Here is all that private info - no problem.  You want to close the old account that we gave you all the information from?  No!  We need a letter from t