QuickBooks Q&A (US)

Hello -We recently realized that one of our employees hire date was incorrect, and when trying to update it noticed it is greyed out. Upon researching further, we realized that ALL employees Hire Date in their Employment Info tab is greyed out! We moved to a new QB Company file 10/01/2024 and don't recall this happening in the old company file. Is this a change? What if we enter the date incorrectly; how to we fix that?Please advise and thank you!Wendy

Balance Sheet Online,Current Assets Bank are perfect with a sub Total.All Liabilities work ok with sub Totals on the same Balance Sheet online.But the Fixed Assets & All other Assets are all lobbed into one Sub Total. (Bad )The Phone App works Perfect as it should to break down each Category E.g.Current Assets Bank with sub-TotalOther Current Assets with sub-TotalFixed Assets with sub-TotalOther Assets with sub-TotalPlease fix the Online Report for there is no way of fixing it ( I have tried), As this should be the Norm not a Tweak.I am sending in my books to the accountant before the end of this monthPs. My QB 2008 Pro that I came from to QB Online, all Reports worked perfect with no TweakingVery happy with the QB Online so far.Richard Sherwood

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For example, we have begun to process payroll internally for 2026, there are still quarterly taxes that are due but those are paid through mypay. I was going in to add Quickbooks as my agent, but it will not let me unless I remove mypay. If they still have taxes to process should I change this?

Why can QB not figure out column spacing?  I enter bills for hours on end, typically copying and modifying.  Without fail, the (Expenses) Account and Amount get squeezed so small that most of the data is blocked.  Meanwhile, the memo field expands to be about 80% of the line, again cutting off Job and Class. I widen the narrow columns every time.  I save invoices with the correct spacing.  Without fail, QB takes it upon itself to go back into my saved bills and resize my fields.  Why?  Just leave our data alone.  We got this.

Can I renew my subscription, Quickbooks won't let me enter anything until I renew. I don't know how to do it.

Title says it. Came across an item in the Turnover by Item report that showed 2 sold when I knew 3 had been sold in 2025. The Item Quick report for the same item shows 0 on hand as of 12/31/2024, 3 purchased 2/25/2025, 1 sold on each 3/3, 8/15, and 11/25 and QOH at 0 as of 12/31/2025 so inventory all tracks correct.  Here's whats interesting, the turnover report said last sell date was 11/25/25 (matching the item quick report), but that particular invoice, i noticed the QTY field was blank. Changed it to 1, saved and closed, and refreshed the turnover report, and now it shows 3 as it should.  How can the same report that said the last sale date was 11/25, not reflect that sale in the report because the qty field was blank instead of 1? Most of what we sell on walk in sales, is not multiple qtys so that field is left blank more than it is filled in. Items that went through the estimate>sales order>Invoice process will have the qty set to 1 automatically if

Three weeks ago I had a notification that my Capital One credit card was no longer connected.  I clicked the link to restore the connection and it said it was already sharing with QBO.  After trying a few times, the credit card disappeared from my banking feed.  It is still in my chart of accounts, but has not updated in 3 weeks.  I have gone back to Capital One through Link Account on the banking page and it says it is still sharing.  I have tried to get help from the limited chat app and a case was created.  I have now received my second generic email saying they understand my frustration and are working and they promise to send the next email in another week.  How do I restore my credit card feed?

  Hello QuickBooks users, and thanks for joining us. We want to ensure you feel confident and prepared to start this new year with success. As an employer, providing accurate W-2s to your employees is crucial. The forms can feel daunting, so today we’re covering them in this mini guide so you can understand what each box means. We will walk you through the form including when you need to file them.    This guide focuses specifically on QuickBooks Online. To help you manage everything, we've broken down the key requirements for a smooth start to the new year.   Why do employers have to fill out a W2 form?    How to fill out a W-2? What does each box mean?      Box A is for the employee's Social Security number. Box B is where you enter your employer identification number, or EIN. Box C holds your company's name and full address. Box D is for the control number. This box is often left blank unless your company uses control numbers to keep records interna

Most of our customers pay several invoices with a payment that also includes deductions for things like advertising costs, shortage or damage claims, etc. we then issue a credit memo to apply to the resulting balance that remains on any invoice included in the payment.   I set up an item "Advertising" linked to the Advertising Expense account, and then I set up sub-item to track advertising of specific products, because some of the advertising charges our customers deduct are for general advertising and some are for promotion of specific products.  Over the past year, I created several credit memos with multiple line items for the various advertising deductions taken by customer. Now I am reviewing our sales data for specific customers, and I know the total for the item "Advertising" (general advertising), is much more than all product-specific advertising combined. However when I run a "Sales By Item Summary" report, the amounts from the credit memos for the s

When entering a Recurring Transaction that was created as a Reminder. The system is not recognizing that the entry was made and the next date doesn't change. How can I correct this issue? 

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Good afternoon,  I need to access transaction details by class, and I do not see a clear report already available within QBO, so I am trying to create one. I started with Transaction Detail and wanted to add "class," but it is greyed out and not an option. Help! We currently have QBO Advanced.  Thanks!

Example of problem:  Within the "Pay Sales Tax" window, we click "Adjust", and then "Reduced Sales Tax by" to create a sales tax discount. Previously, that would create a line item in the Pay Sales Tax window which would be used to adjust (reduce) the payment to the Tax Agency. Unfortunately, the adjustment disappears and there is no sales tax discount line item to use in the Pay Sales Tax window. Only the line item for the Sales Tax due appears, which is not what we actually pay. Sales Tax Due:   $14,000Sales Tax Discount:  $35Payment (should be):  $13,965 Payment of sales tax method above worked 100% of the time when used in the, very similar, Quickbooks Desktop Pro Plus. Any known software bugs Intuit?

Kindly assist me in knowing why I keep getting 70% on section 4 even after answering all the questions correctly. I chose all the answers provided by you in the multiple choices and yet none of them turns out to be correct. For exampleSection 4 question 2 of 10The answer is Budget but still getting a wrong,previously I put it as Invoice got wrong, then deferred Charges none is write, why?  Q9 of 10which statement is FALSE?YOU CAN NOT enter an invoice if the Supplier field is emptyBYOU CANNOT enter an Invoice if the Customer field is emptyCYOU CAN enter a Sales Receipt if the Customer field is emptyYOU CAN NOT enter an Invoice if the Customer field is empty B and C are the same, I chose C, got it wrong, A was wrong, and B which is the same as D wrong so where is the answer? Q10/10our client has a client list in Excel. What are the correct steps to import the information to the Customer list? Which Sales/Billing button should you use to import customers?ANew

I was hoping someone here could help me. The company I work for was using Melio to pay vendors via ACH directly from QuickBooks Desktop (Enterprise 2021 version).  Recently, Melio stopped working with QuickBooks. As per Melio, they are phasing out integration with QB. My company still needs a way to pay our vendor bills via ACH and we want to do it directly through QuickBooks, not an external 3rd party app or by using our bank "bill payment" option. I have been told that QuickBooks does offer Bill Pay but when I go to pay a vendor bill, the only option I see for payment method is print a check or pay via credit card. I do not see a pay via ACH option, I only see the 2 options I listed. I did contact QuickBooks customer support and after 3.5 frustrating hours I got nowhere. No agent knew how to turn this option on or if it even still existed because some articles point to a service that ended in 2019. So my question is:1. Does QuickBooks Desktop allow user to pay ven

We have been using Quickbooks since 2023. We started as a sole proprietor LLC with no employees and gradually expanded from there. We have had a payroll now for about a year and a half and it is FINALLY working seamlessly after many frustrations with set up. We are making the switch this year with the IRS to be an LLC electing S-Corp status. So the question is whether we have to create a new file with quickbooks or whether we can simply change the settings under advanced accounting and keep right on going. How is the best way to handle this transition in Quickbooks online?Thank you for your help. 

The data from a custom field in a Customer's Information does not show in a Custom Transaction Detail report.  Data I entered previously does show in the report, but the data I entered yesterday does not appear.  I've tried refreshing, restarting, and rebooting but the newest data does not show up in the report.  I'm using Quickbooks Desktop Pro 2017.

Our church has pre-paid for conference tickets in 2025, and our members will pay for the tickets in 2026.  Currently our Budget Vs. Actuals report (under the ministry category) shows the ticket cost in 2025 as a $2,000 expense.  Our 2026 Budget vs. Actuals report will show a $2,000 income in the ministry category (as people pay for the tickets), thus making our Expenses and Budget account inaccurate.   How can I make the ticket purchase expense show in 2026, even though the tickets were actually purchased in 2025?  Essentually it will be a wash as people pay for the tickets, but if we don't move that expense into the 2026 it will look like we have $2,000 MORE in our budget.   I have tried using accrual accounting, but this does not work in this case, as we are talking about our budget vs. actuals report and making the expense show in the 2026 budget category, so that as the income is recevied in 2026 it will cancel out the expense. &nbs

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I keep getting notices about funds available for 48h. But when I check quickbooks, I don't see them.Any help would be appreciated 

Hello everyone,I’m hoping to get some feedback from the community on a local payroll tax issue I’ve encountered in QuickBooks Online Payroll, specifically related to Louisville Metro’s Occupational License Fees/Taxes (KY).If I understand the local rules correctly, personal use of a company car by an owner-employee of an LLC that files federally as an S-Corp is considered a taxable non-cash fringe benefit, to the extent it is taxable for federal income tax purposes.Here’s the situation I’m seeing in QBO Payroll:QBO correctly includes the taxable value of the personal-use vehicle in wages for federal purposes.However, Louisville Metro Occupational License Fees/Taxes are not being withheld on that amount during the year.As a result, Form W-2, Boxes 18 and 19 appear understated/incorrect for Louisville Metro.For context:The Louisville Metro Local Code defines EMPLOYEE broadly, including officers, and generally aligns with federal worker-classification concepts.The inclusion and withholding

New member here and I am not sure if this is posted in the correct topic. Single member LLC, we do repair and service work by mail, just myself and wife and we have been doing simple QB for 15 years. We had a product went missing in shipping while returning, it was insured for $1000, insurance company payed but upon ordering a replacement for customer, product had gone up so we will make a loss on the replacement, not worried as it is a good customer we have had for years, not sure how to account for everything,  this is a new situation for us so any advise would be welcomed. This is what we have done so far. We have $1000 banked as income under insurance (we added this)New product has been purchased for $1250 and paid. We now need to remove product from inventory and show a loss of $250.  Thank you. M      

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When I send an invoice reminder from the Invoice dashboard, the invoice updates to show that it was sent twice.