QuickBooks Q&A (US)

I know QB is only looking for Date, Description, Amount. My bank .CSV download doesn't allow me to only choose those. I've deleted the others out but it's still not uploading. I was sick for 5 months and didn't know that my bank had disconnected and not been uploading the transactions. It is a .CSV file and under 100kb. I have done everything I can think of. Please help. Thank you

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What is the checklist for putting Subcontractors in 1099 report?

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My employee's new phone number is not syncing with quickbooks time even though I updated it in quickbooks desktop

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I can no longer change the color of the tags in expenses.

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I use Full Bay for housing our inventory and billing for our maintenance services.  This then imports into QB.  When I add a part to a work order in Full Bay, a Journal Entry gets sent to QB to Debit COGS and Credit the Inventory Account.  Then when an invoice is generated in FB, the entry to QB is simply a Debit to A/R and a Credit to the Parts Sale Account.  This is messing up with my income on a Cash Basis by that journal entry crediting COGS and removing from inventory prior to my customer paying the invoice.  Anyone experience this?

Hello everyone,For businesses like ours that use QuickBooks for accounting and a separate, dedicated platform like Paylocity for HR and payroll, a common operational challenge is managing employee access.Our employees need to remember and use two different logins, which often leads to support requests for password resets, login errors, and questions about where to find pay stubs or tax forms.I'm reaching out to see how other community members handle this. What are your best practices for:Simplifying the login process for your team?Training new hires on using two separate systems?Ensuring good security habits for both portals?Reducing the internal support burden for login issues?To help our own employees with the Paylocity side of things, we compiled a detailed, step-by-step guide that covers login instructions, security tips, and troubleshooting. If it's useful for anyone else in a similar setup, you can find it here: Paylocity guide I'd be very interested to hear your strate

Thanks for reading this. Looking for a SUMMARY of how to run the year end 1099 NEC reports, and then print HARD copies of 1099s NEC. QB desktop One year, I forgot to click on something and it left off certain payments. Looking for SUMMARY information. I don't need a lengthy explanation with a lot of links to further reading. Looking, hopeuflly, for someone who does this and can give me a quick SUMMARY. Not seeking a referral to a QB ProAdvisor. Thank you!

How do i change account number

We are a non profit that takes donations. I would like to provide clients with a record of donation amounts.

Have an old QB 2008 online version Need help updating to latest online version. The old version was set up specifically by an old accountant who I can no longer contact. I want to maintain some of the formatting??? that he had set up. 

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Missing Right menu in Bill or check

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Since Sunday, I have been able to transfer money from an external bank (BOA) to my QBO. I use QBO to perform this transfer. I keep getting the same error message. I have called QBO/Green Dot support multiple times, but they can't find anything. I have chatted with BOA, they can't find anything. I have unlinked my bank accounts and relinked them. That did not change anything. Is anybody else dealing with this? Please help.  

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printing the same check three times, if I have checks 001,002,003 on a page all checks are for the same name and amount

Can anyone, especially from Intuit, explain why when I file my 1099s through Quickbooks Online, I'm told that our contractors will all have their forms mailed to them. However, the email that each receives makes no mention of forms being mailed, instead leading them to believe they must sign up for an Intuit account to receive their tax forms. I thought they weren't reading their emails carefully. Nope. That's exactly how the emails read. I view this as ... well, kind of slimy plus it's a pain in the butt to respond to all the contractor emails. I paid Intuit for the service of sending out these forms, not for them to use it as a data collection method.

We are paying a premium for QB Online. I dont want sales pitches and constant reminders of features i should turn on but dont want to use. I want a clean interface like we had in Desktop Pro. I would like a switch that I can flip to turn these things off.

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Hey, quickbooks, it's 2026 why don't you at least auto-save invoices every few minutes or so?