QuickBooks Q&A (US)

I forgot password. I do not have access to the email account I signed up with or the phone number when I registered it. Have spent over 5 hours on the phone with support and still can't open QB. Have done everything that I was told to do. What do I do now?

I am trying to reinstall an old Enterprise 15 that I had on my Surface Pro 12 that crashed and is in service. I have used this version for years and installed it on the Surface in Dec 2024 WIN 11 without problem.  I use it for a small club that I am treasurer for for the past 15 years. I have tried for 2 days to install it on a temporary machine till I get my Surface back (and will have to install on that again too) but I keep getting a message. I have my license number and product key but keep getting this message. Any idea?  I have been trying for 2 days now. The message I keep getting now is "Sorry, we need to verirfy your subscription before installing QuickBooks, but we can't connect to our servers. Please try installing again later." Thanks

Several advance payments have been made to employees against our payroll. The advances were occasional and for various amounts. Payroll was run as if no advance payment was made and the cheque cut for the nett pay, less any advances made during the period. The bank transactions cannot be matched to the payroll as the amounts are not the same. How could this be dealt with to match past transactions, and how should this be done in the future? Thanks for any assistance!

Invoices have been paid using paypal. So I need to mark them as paid. Usually no issues but I have 3 now that just give me an error popup.

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I am writing to ask for help logging into my account. A brief history: I started with Quickbooks Online. A few years later I switched to Quickbooks Self-Employed. For this step I had to create a new account and migrate my data manually. I then chose to change to the Quickbooks Solopreneur option. I received an e-mail confirming that my data migrated successfully to Solopreneur. I attempted to log into to Solopreneur. The only account I can see associated with my login is the old Quickbooks Online account. I can see that the Solopreneur subscription is active, but I can’t access the Solopreneur interface. What steps do I need to take to log into Solopreneur?

In preparation for printing and mailing out my employees' W2 forms, I updated the mailing address of some seasonal employees who are living out-of-state. My business is in Minnesota and all of our operations are in-state. However, after changing those addresses in the Employee files, the two states where those employees are currently living (Oregon and Missouri) now show up in my payroll tax setup screen, and QB is prompting my to fill out tax ID numbers, UI account numbers, and tax rates for those states. This doesn't make any sense. I do not operate in those states. I do not see any options to "Delete state" from my tax setup. QB will not let me proceed with any tax payments or returns until my tax setup is complete. The employment location for these employees is still listed as Minnesota. As a test, I changed the employee address to something in Minnesota, and now that state disappears from the Tax Setup screen. But now the address for that employee is not correct. So

I'd welcome the opportunity to run a 5-year multi-year comparison P&L report.

Hi all, i think i messed it all up. What happened:1. I created an invoice to a customer2. 50% of amount was paid, and I recorded that in the invoice3. Due to unforeseen circumstance, I've to cancel the invoice due to stock inavailability for order4. I voided the invoice, and that effectively turned the invoice into "zero"5. I created a refund receipt of the said 50% amount back to the customer What I'm having issue now, I've to confess I might have done something along the way but I can't recall each step1. When I browse to the customer, the recorded 50% payment in step 2 above shown as "unapplied", and due to the invoice is already voided, I can't link this payment to the invoice and it stays "unapplied"2. I guess due to that, my refund receipt to the customer now effectively cause the customer has "-ve" of the 50% amount rather than "zero" What should I do to get out of this mess? Any guidance/advice will be much appreciated. Best regards

I have the Self employed services and the app won't let me log in. It keeps giving me a message saying I can't sign in with my email cuz I do not have access to their services. Which is false

I received payment in 2025 but didn't update until 1/2/26 and now it will mess up my 2025 tax summary.

I’ve been running into checking account issues that are not being handled. First, I’ve been noticing there are pending transactions that will not drop off of the account that are over 90 days old. This messes with what our actual balance is. We reached out to have this reviewed and was sent a generic response that there was no issue with the debit card. Which had nothing to do with what I initially called for. Second, we have an issue with a merchant that never provided product or the refund which they had to agree to do. I disputed the transaction 3 times with detailed information from phone records to emails from the merchant. Each time the next day, I get the same generic response, there's are no errors and that “Based on our review of your account and transaction history, we confirmed that your dispute is related to the delivery, quality, safety, legality, or other aspect of goods or services purchased.” Clearly, yes I know what my dispute is related to. What is the resolution

I am unable to log into my mobile app.  Account is not recognized

Does anyone have instructions on how to add the 2% S Corp health insurance premiums paid on one check at year end.   We are able to do a net $0 check in QBO, but I am not finding how to do this in QB desktop? Can anyone assist? 

See the attached for the popup that won't go away.   I try to select maybe later which doesn't work.   I open it to look at the info and then close it since I am not interested and it still doesn't go away.   It blocks part of my screen and is very annoying.   How do I make it go away permanently?   Thanks in advance for your help. 

Using the very expensive QB Desktop Pro Plus 2024. Each month, I've been manually downloading statement transactions from the bank and importing them into QB for account reconciliation. Suddenly, QB has stopped importing the transactions. When I try to do so, I get a "Select Bank Account" popup saying that QB "does not have an online account to handle these transactions" with 2 radio buttons: "Use an existing QB account" and"Create a new QB account." When I select "use an existing" (because these accounts have existed in QB without problems for years), no accounts show as existing. How can I fix this, please? I repeat that I'm using manual downloading, NOT bank feeds that connect directly to our bank. I wangled a tech support phone number from a reluctant QB employee, only to spend an hour listening to a very nice lady reading all the QB fixit articles I've already read and that do no apply to my issue. So Intuit will not help me.

I recently noticed a major change in the format of my emailed invoices (although this change has not affected the emails from one of my clients).  I strongly object to the addition of "Please pay this invoice on time" which I find overly direct and rude.  I have not been able to find a way to remove this verbiage and I will wind up adding a disclaimer in my emails to renounce it.  I have seen QBO threads about similar involuntary additions which apparently cannot be removed (yet, we hope).  Some posts start as far back as Feb. 2025 and I don't see that the QBO issue has been resolved.  I use desktop (even though QB is making it as difficult as possible) and would like this message to go away.  I will not update my client's QBDT in order to avoid this update.  If anyone knows how to remove this language or revert to the prior email format, I would be most grateful to know how to do it.  Thank you!

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I have spent hours on the phone with QB trying to deactivate automatic tax payments. At this point I am told QB will not allow the me to shut this off. This is totally unacceptable in my view. How can it be ethical or legal for a any computer program to access a person's bank account and tax accounts without informed consent? A person must be allowed to withdraw consent at any time without loosing access to their business accounting software. How can I manually pay my taxes while still using QB online payroll? 

Unable to get in contact with anyone at QB. Anyone else unable to run an accurate payroll because QB still hasn’t updated the new administration fee for South Dakota UI? Admin Rate still fixed at .02 should be .08 starting 2026. No options to edit and update admin fee to .08 in payroll settings. Only prior year selections of 0.0 and 0.2 available. 

Hi, I have just signed up for QB Solopreneur and am trying to find the email address I can email receipts to.I used to do this a few years back in QB self-employed. I don't want to upload files (too much steps for all my flights, hotel receipts, Amazon purchases).I do not want to connect it to a bank account since I have no separate business bank account. I have 1 client at a time, work 3-4 months for a client and then the next.I used to once a month work my way through the list of expenses to categorize. How do I find this email address in Solopreneur? Thank you! Eduard

When setting up Third Party Sick Pay, do I choose None or Compensation? Reason I ask is because I initially set it up that way but, when generating W-2s, I am asked to enter totals from the Third Party payor statement & it seems it is adding to my employee's wages a 2nd time.

Does anyone in the Community know or have advice on how to effectively navigate the Payroll Corrections process with Intuit?This is a summary and timeline of the challenge I'm experiencing:1) In 2025/Q2 a state tax was withheld from an EE's pay that should not have been. This impacted two of the EE's paychecks.2) The withheld tax has not been filed or reported to the state for which it was withheld (as we do not have a nexus or operations in that state--again, the withholding was unintentional).3) I'm attempting to "correct" the withholding from the EE's past paychecks and issue a reimbursement to the EE for the amount withheld.4) Between December 3rd and December 8th, I have had three phone calls with QuickBooks Priority Circle / Elite support to get help in processing the correction needed. Cumulative call time = 2 hours, 25 minutes.5) After the December 8th call, I received confirmation that the correction was in progress: 15148927631 - PTO477618 - 12/8/20256) On December 9th,

I have looked in my COA and they are all in order.  When I print my financial reports they are out of order.  It looks like the codes I put in recently are moving to the top of the reports instead of the COA order like it should.  How can this be corrected. 

I have connected my square account to my Quickbooks account since my business uses square for processing transactions. Why in the world does Adding a transaction from the app transactions page and then matching with the bank transactions tool work differently than adding the transaction from the bank transactions and then matching from the square app transactions? Doing it the wrong way completely screws up the journal entry for my bank account. Also, why does the connect to square app not have any method for syncing product and customer names? The documentation for doing it manually isn't very helpful either. I am quite disappointed in the experience I am having with Square/QBO integration.