QuickBooks Q&A (US)

Bill payment not received by vendor and not deducted from bank but shows paid.  Why?

Hi,In QuickBooks Online, posted invoices with mixed Product/Service line items appear to lock income at the item level. When those items were mapped to Uncategorized Income, the Reclassify Transactions tool cannot reallocate income, and batch reclassification is not available. Rules do not override invoice line income, and journal entry workarounds compromise AR integrity. Has anyone identified a supported method to reallocate income for historical posted invoices with mixed items, or is this a confirmed system limitation with no accountant-level workaround? Thanks in advance for any insight.

when I go to the list view of receipts to review, data is populated for me. if I open an expense, it blanks all the data including the date, category, amount, etc. clicking cancel don't save and going back to the list view, the data is now removed there as well for that expense. this seems like a new bug.

My balance is not showing. Instead I'm getting a "n/a" where the balance should be. I'm getting an error message as stated in the subject of this discussion. My running balance is set to display. I searched past queries and saw to clear my cookies. This did not work. I tried on a private browser in both Safari and Chrome. No luck. After I cleared cookies, now all of my transactions for years are out of order.This is a nightmare and is making me re-consider my use of Quickbooks. Please assist before I go elsewhere for both of my businesses bookkeeping. I'd really like to not have to do that.

Is there any way to get a report in QB Desktop Enterprise that either lists the checks for a date range that includes the Bills that they paid?Or conversely, a report that lists all the bills in a date range and the check number that paid it?If not in QB, any suggestions on 2 reports to export to Excel that I can use a VLookup formula to match up the bills & checks?

Been using QB since the days of DOS.  Latest QB2020 is slowest of them all.  Any reasonable fixes?It's not our hardware or operating system, nor the company file.  We also backed up the company file, removed QB, cleaned the registry, re-installed.  No joy

occasionally I need to personalize invoice messages before i send the invoice - that useed to be an option - however, now - i HAVE to use the template.  Does anyone out there have a work 's around for that?  I don't call qb's customer service anymore because they are not helpful - and i'm usually the one "supporting" them and showing them how to do things

I do not want or need AI for this. Ever. Please provide an option so it so it never shows up again.

Will the payroll for 1/1/26, direct deposit 12/31/25, be taxed in 2025 or 2026?

Hello, Can someone help with below questions? 1. How can I report business losses from previous year to offset Net Operating income for the current year? 2. How many years the loss from previous year can carry forward to completely offset net operating income?   Thanks, (PII Remove)  

Anyone else have payroll not deposited to employees on Dec. 26?

How do I find My previous Quick book Loan payment break down?  My reports are not correct for my QB loan so i need to see where the principal and interest was allocated to

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I'm using QB self employed, and this has been a problem for several months.

As year-end approaches, I am curious how others are managing their workflows in QuickBooks Online. For those actively closing books or preparing reports right now:• Which steps tend to take the longest?• Where do you find yourself repeating the same actions?• Are there any workarounds you rely on more heavily at year-end? I am especially interested in understanding where time is spent outside of the core accounting work itself.Appreciate any perspectives from those in the middle of close.

For whatever reason our Azure Virtual Desktops (Windows 10 Multisession hosts) get this Denied Access error on Accounts.intuit.com no matter what account we try on any browser, on any host. The hosts are behind an Azure Firewall but we're seeing nothing blocked on our end and we're catching a 401 error with a 4225 message - ACCESS DENIED. Outside the AVD platform it works fine.   

Hello, A couple of years ago, I sold part of my business that is being paid for in monthly installments. Not knowing any better, I created an invoice for the total amount of the sale, and then each month I send the buy the updated invoice that has tracked all the payments and interest added. The problem is, that in my P&L reports for the year, it shows the total amount of the sale rather than the amount that was paid that years. For income tax purposes, I can easily do the math, but I was wondering if there is a better way to have QuickBooks track this sale. Thanks in advance.

I had a customer say they accidentally paid with the wrong credit card. How can I issue a refund?

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So I'm always doing the same stuff in QBO over and over. Like manually categorizing transactions that should already have rules set up, or making the same journal entries every single month for accruals.Bank feeds are another pain - I'm constantly fixing duplicates or hunting down missing transactions during reconciliation. And don't even get me started on rebuilding the same custom reports with the same filters every time I need them.QBO has automation stuff but it never seems to cover the things I actually need automated, you know?If you could automate ONE thing you do repeatedly in QBO what would it be? What task are you just sick of doing manually?Genuinely curious what's eating up everyone else's time.

Thanks for reading this. We have Intuit for payroll. When I go to https://qbo.intuit.com/app/payroll/reports/tax-liability Where do I quickly find the reports, listed below: We have QB desktop.  Intuit is NOT linked to our QB. 1) 941 quarterly, 940 Annual, DE9 & De9C Quarterly, W3? 2) Any time saving tips? 3) What phone number should I call for support on this, someone else calls in payroll.What verifying informaation are they going to ask? I do NOT want a referral to a QB ProAdvisor. So appreciate the help!  Thank you!

We have the MN PFML all set up from the wizard, but when running the first payroll of 2026, it’s calculating pretax this should be post tax.   How do we fix this? Also when adding to new employees, it adds the regular ones and no ui ones - none of them add the rates.  

If an employer is supposed to report SS & Medicare Taxes that were withheld from an employee by a Third-Party for short-term disability sick pay, but aren't actually supposed to withhold those taxes because the Third-Party withheld them, how is that addressed on an employee's paycheck? QB will not allow to withhold only the Employer portion of SS & Medicare taxes without withholding the Employee portion as well when posting the Third-Party Sick Pay to an employee's record. How am I supposed to ensure an Employee's W-2 is correct if I'm not supposed to deduct Employee SS & Medicare taxes from Sick Pay but it's supposed to reflect on their W-2?Can this be addressed through a liability adjustment versus a payroll item or does Third-Party Sick Pay have to be posted within an Employee's "Paycheck"? I hope I'm making sense.