QuickBooks Q&A (US)

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.

Hi we recently moved our Quickbooks file from one server to a brand new server (Windows 11 compliant). A short while later we changed from Microsoft 365 to a Microsoft Exchange account After this we noticed we can send a sales order via email from Quickbooks but we can't send a sales invoice via email from Quickbooks. Does any body have any ideas?Do we need to also setup an email account on the server maybe?  When you log in to quickbooks on the server there is no outlook option. only webmail whereas on the persona PC they have webmail or outlook as an option Thanks in advance for your help

I have a stale dated payroll cheque in 2025 and I have not been able to find the employee to advise them about the cheque. We are now doing the year end and I need to do something with the cheque. I know how to reverse the cheque but because we reported earnings and deductions with CRA on this cheque, I am not sure how to proceed.  Any help or suggestions would be appreciated. I am using QBDT Linda

I upgraded my account thinking that I needed projects from one of the help videos, but nothing is working, many of the links are broken, and they do not say HOW to convert the time entry into an invoice. Any help would be appreciated.

  Hey everyone! It's that time of year again. If you've been thinking about W2s, then this Top 5 is just for you. Today, we're talking about filing, printing, fixing W-2s, & more.    Let's dive right in!    1. How do I go about adding Company Paid Health insurance premiums to W2 for shareholders?   In QuickBooks Payroll, you have the option to create an S-corp medical payroll item.   Here's how:  From the Payroll menu, choose Employees. Select your employee. Go to Pay types select Start or Edit. In Additional pay types, select S-corp Owners Health Insurance. Enter an amount. Or leave it blank, then enter the amount as you run payroll. Click Save.   To further understand S-corp medical payroll, read this helpful article: Set up an S-corp medical payroll item for your corporate officers.   I'm also adding this resource that might be useful if you want to run payroll reports in QBO to help you track your business: Run payroll r

After setting hourly cost rate for an employee based on regular hours paid, if the employee gets paid overtime, do quickbooks re-calculate the cost hourly rate to be reflected as expense the job?

Hello,We as a company use another application called Jobdiva for timesheet entries, generating invoices and employee assignments. And so, we import invoices from Jobdiva to QBD each time when we need to. There was an issue once few months back where the import didnt work for some reason on couple of invoices and we had to manually create the invoice for Quarter end closing. When we did so, we used '0' instead of following the previous number to recognise as a manual invoice. Since then, each imports is following the new invoice number format like .4, .5 etc...Though i went back and changed to the running number, the import is still following continuous number format after .280, .281 etc...Is there any way to reset this format to the previously existing one?i saw online resources for this for QBonline and not QBD. i also tried to do the below but unable to see custom transaction numbers. Edit > Preferences > Sales & Customers > Company Preferences, and check "Warn

Hello, The past few months I have been receiving the same amount of payments. however 1) I can't at the moment push through any instant deposits, and 2) when i check my invoices it shows that it's paid (in review) I need these payments ASAP 

I am out of town and am trying to install quickbooks desktop 2024 on an older Microsoft Surface tablet. Installation says it was successful however when I open QuickBooks it asks me for the type of business, I check General and it accepts it. I click Finish and quickbooks never restarts. I have been wasting my time on this now for three days and it is now payroll day. I have already canceled my payroll subscription with QuickBooks because I am so disgusted with their pricing. They have totally forgotten about the small business owner. I have been with them since the 1990s and I am over it but right now I need to get this issue solved. I may have to go to chrome remote desktop but the problem is there is nobody at my house to get that set up. 

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How do I fix the Correct Amount On a Direct Deposit or Make Sure the Correct amount is on there

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My hourly rate changed for 2026. I can't find out how to change the rate that auto populates in pre-populated Projects or Services within the Invoices tool

Hello Community,We buy and deliver bottled water.  We have to pay the 5 cent bottle deposit to our vendor above the cost of the water.  We have this as a line item called 5 Cent Deposit which is a service and uses the account Reimbursable Expense.  The customer pays the invoice which includes both line items - cost of water and deposit total the Reimbursable Expense is not being reduced by the deposit total.I don't know what that deposit amount is being attributed to and why the reimbursement account is not being affected.  I have another customer that has the line item for a reimbursable expense which uses the service item Reimbursable Expense with the account Reimbursable Expense which does offset the correct amount on the invoice when it is paid.When I do not use the 5 Cent Deposit line item name on the water sale invoice but instead use Reimbursable Expense as the line item for the deposit, it still won't offset the Reimbursable Expense accou

How do I set up Minnesota ESST in quickbooks online?

Employee is not able to receive emails from Intuit. In order to sign up he had to receive the invite code through text. But when he is trying to create his account, he is sent a verification code to his email. He is not getting that email

PLEASE REMOVE INSTALL UPDATE I DO NOT WANT TO UPDATE AT THIS PLEASE REMOVE SO I CAN GET IN TO  MY COMPUTER

Upon signing into my QB 2018 desktop pro, I am asked to sign into my Intuit account. I have the choice to either select admin or non-admin (neither get me further in the process). Once I click admin and enter my credentials, the next screen is the 4 dots that rotate. They'll do that for hours and won't continue to the next step. Eventually, I close QB and select the option to delay signing in for a period of time. What happens if I never do because of this glitch? 

Planning to switch from MileIQ to QB mileage. How can I add my husband to my QBSE account for trips he makes for our business

I have 15+ pending transactions on my QB checking account from debit card purchases that were not completed or cancelled. Pending transactions are holding over $1,600 and we have received no help from our calls and emails to GreenDot for resolution!

How do I clear a number that keeps appearing in the check box? It used to be blank but there is a # that keeps appearing that I have to clear before making a non-check/online payment.

Hello! We are using QuickBooks Plus and QuickBooks Bill Pay Basic.Our current fiscal year runs Jan 1 to Dec 31, we want to change this to July 1 to June 30. This will take place in just a couple months. I located to change the fiscal year (see below), but when do I make this change? Do I wait until July 1st? We need to prepare and enter budgets either before or right after July 1st. What things need to happen between now and July 1st to make this a seamless transition? Also, we need our June financials have the YTD (Jan - June) amounts correct. Thank you. Go to the Gear icon.Under YOUR COMPANY, select Accounts and Settings.Select Advanced.On the Accounting section, select the Pencil icon.Choose July on the First month of fiscal year selection.Select Save.Click Done.

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