QuickBooks Q&A (US)

I have QB Pro 2020 and want to print a simple Chart of Accounts.  There does NOT seem to be a simple way to do this.  Help please!

I have some deposits that are showing up as unreconciled from a previous year which I have since closed.Using a GL entry, my accountant reconciled the accounts. However, they show up in the to reconcile list. Is there a way for me to remove them from that lsit without deleting them? Thank you 

I have switched to the new PayPal connector. With the old connector I used to be able to match an outgoing PayPal Payment with multiple expense documents. With the new connector I don't see the "Match" option anymore. Is there a way to match the outgoing payment to expense documents?

If we were using something called CardX we could email our customers a link that would allow them to self enter their name, $ dollar amount, credit card number and then figures the 3.5% credit card up fee.Does Intuit GoPay  merchant center have anything like that? Currently the customer calls us with their credit card info and we have to go the Intuit GoPay  merchant center APP and WE have to fill out the info.   CardX charges $29 month  but I would rather stick with Intuit/quickbookThanksJohn  tag   quickbook quick book payment center merchant services 

We do NOT use Quickbooks for accounting.    But we have used Intuit GoPay for years and years.   We only use this app about 2 or 3 times a year so it is not a big deal to us. The customer has been calling us with their credit card information and we enter al lthe info oursevles.  I remember seeing that we can send the customer a link and the customer can enter his credit card information and the dollar amoutn himself.   How do i learn to do this.thanksLDO 

No text available

cannot relink credit card account

Hi,  I need help with how to document this in QuickBooks desktop.   Purchased a new 2026 Feed Mixer for $95,650 Traded in old 2020 Mixer for $44,000 Original purchase price $70,000 (purchased outright, no loan and fully depreciated) Deposit on new 2026 mixer $6,650 Fees $300 Total Amount to be financed $45,300.   I already have the fixed account created and the Long term Liability account created. Any help would be greatly appreciated, Thanks! Stephanie (removed last name)  

We had a payroll direct deposit returned to us due to an account being closed. The direct deposit was returned to our bank and now I am wondering how I give the paycheck to the employee since the original states cleared. Do I reissue a manual check for the amount owed to the employee and use the direct deposit liability account since the taxes are already ran through with the original/initial paycheck that was issued? Not sure how to address the fact of reissuing the paycheck correctly.

As a business owner, I trusted Green Dot in conjunction with QuickBooks with my company’s finances. That trust was catastrophically misplaced. When I became the victim of over $20,000 in criminal fraud, Green Dot not only failed to protect my account but actively worked against me during the worst financial crisis of my business.Despite months of obvious fraudulent activity - dozens of unauthorized transactions ranging from $129 to $529 to the same unknown merchant - Green Dot’s fraud detection was completely silent. No alerts. No phone calls. No emails. No account protections. Nothing. While criminals drained my business account, Green Dot’s “advanced security” was apparently taking a vacation.After I reported the fraud and filed a police report for criminal activity, Green Dot’s response was appalling. Rather than investigate properly, they sent form letter denials claiming I “authorized” transactions to merchants I’d never heard of. When I provided police reports, sworn fraud statem

No text available

Me hablaron de una compañía , para que cumpliera el requisito de seguridad

No text available

No text available

I have two 1099r forms and a SSA-1099 form to report

No text available

I sent two invoices and received copies of the emails, but they do not appear in the list of Invoices. Why? Or how to I fix it?

When I run the standard report called Sales By Customer Type Detail in either Cash or Accrual accounting method the discounts that were recorded for sales are shown incorrectly. They are adding 2 digits to the discount amount taking for instance a 300.00 discount to 30000. Is there way to fix this?

What reports do I download that will be suitable for IRIS upload?

We are needing to start a new QuickBooks company file with existing company file data due to current file size of 1.63G.  Can I please get a complete how to with step-by-step instructions on how to perform this task.  I will require information on how to also get payroll information into new QuickBooks company file.  Please provide additional links if needed for any other items that are needed when starting a new company file.

Is it possible to edit the columns in QB Desktop Bills (not invoices) - We issue Purchase Orders direct to our vendors from QB.  When we receive the Bills from our Vendors the information on their Bills is displayed in columns differently than the Purchase Order we send them.  The information is basically the same - but separated and displayed in columns differently than our Purchase Order.  I have to basically delete all of the auto-populate information that QB drops into the Bill I am creating and I have to create the Bill information from scratch based on the Bill received from the Vendor.  I want to be able to match our Bill to the same column display information as our Vendor - is this even possible?

We went from QB Desktop to QB Online and I noticed that they are accounts that are very old and have balances on them. The previous person did not close out at the end of each year and this goes back for about ten years. What steps do I need to perform to remove these outstanding balances and make the accounts inactive without messing up the current (2025) year data. Secondly, I need steps in order to close out the year end. Thank you in advance if someone can help me clean up this accounts would be greatly appreciated.   

No text available

No text available

There are recommended fixes but they are not working.