QuickBooks Q&A (US)

I understand that QBO doesn't always automatically match receipts to imported transactions.  I've read the tips on adding receipts after the transaction has been uploaded from the bank.  I've also read how using the manual search to find a transaction won't work when the transaction has already had a receipt attached or isn't open, or is over 180 days old, etc.  I'm pretty sure none of those is my issue and I don't find any discussion where there is a resolution. Here's an open transaction needing a receipt. Here's my search looking for the transaction, which isn't found. This problem is constant and probably about 10% of my transactions.  So I end up taking a screenshot of the uploaded receipt, saving it to my desktop, then uploading it manually into the transaction. Thanks for your assistance.

Is there anyone else having issues with Advia Credit Union not uploading to QuickBooks online on a daily basis? I can upload new transactions if I log into Advia and force them over, they just won’t do it on their own. 

QuickBooks Premiere Plus 2024 Edition:I'm having a problem with the Receipt Management feature not attaching the receipts (.jpg images) to the expense once I've "reviewed" the expense, added in all the receipt details, and clicked "Save & Add to Register".  The expense does add correctly in the vendor account, but when I click on the transaction, there is no attachment. Furthermore, under receipt management, when I go to the "Reviewed" tab, I can see a thumbnail of the added receipt, and the all the detailed information - including, under the column "Match", where is says "Attached to transaction".  If I click on the thumbnail (which I can tell does look like the receipt image), it shows a broken link image, so there's nothing for me to view.  Under the "Action" column, I can click on "View" - this takes me to the appropriate expense information (with the top heading "Write Checks") and I can also see the "Check" under the correct vendor transactions.  When

Has anyone been able to get this to work? I Had to deactivate the “Qualified Overtime Payroll Tracking” because it was tracking properly when there was one OT line item. Whenever there were 2 OT line items or more, it didn’t calculate at all. Was anyone able to find a solution? I wonder if we are going to be able to override box 12 on the W2? 

No "All Dates" option in "New Enhanced Experience in Reports" for Quickbooks OnlineHello, I was looking at the "New Enhanced Experience in Reports" and found that the "All Dates" option has been removed. Can we get the "All Dates" option restored? This is important because Quickbooks Online will be sunsetting the "Classic" reports view that allows the "All Dates" option.Thank you, Greg

Receipt snap is not working in the app. Just keeps spinning saying uploading documents. Tried refreshing data and unstalling and re-installing the app

I'm having issues with the receipts. I've uploaded a dozens of receipts using the QuickBooks mobile app. Now when I click on receipts I see a thumbnail of it but when trying to download it, it's shown as having the size of 100 bytes which indicates that my file is no longer there. That is very frustrating considering it took hours and hours to capture all the receipts to keep it in a centralized location matching to the category. What could be the issue with it? I've also noticed that under expenses I'm not seeing attachment either in the QuickBooks web browser but it's definitely showing in the mobile app. So there's some discrepancy that I am seeing in mobile app and Online. 

My customer and i had an agreement that they’ll shoulder the fees. How to do that? Can we add it below to the products we sell in the invoice?

Hi, I am new to quickbooks.  I am seeing duplicate entries in my bank transaction.  1. My invoices I list as accounts receivable and when I send it to my client, they automatically pay my business account, not through quickbooks as they have a 3rd party provider provide payment directly to my business account.  The issue: When I go and click on invoice paid, it will show in my bank transaction and so will the automatic payment my client paid.  1 How do I link the invoice to that payment that is in my bank so it shows it's matching and/or 2, how do I remove one of the of them so its not a duplicate in my bank transactions. 

I want to use the app but everytime i open it it’s just blank.

The "payroll summary report by employee"  lists Regular, Overtime, Vacation, Bonus and Paid Time Off.Can I make this report  also list  Bereavement and Jury duty?Can i have employees request bereavment or jury duty in the workforce app and then pay them in payroll and have the line items show up as individual line items their stubs and payroll summary report.Or will specific line item  Time Off  requested In Time always show up cumulatively in PAYROLL as PTO on reports and  employee stubs?ThanksLDO

In my profit and loss report, Quickbooks is double counting my income. It shows Invoice and Payment of the invoice (direct deposit into my checking account) as income.What can I do to fix it because right now, it is giving me a wrong picture of my P

We recently migrated to quickbooks online advanced from quickbooks desktop 2021 accountant edition. We have had issues with getting our check alignment working like it did with the desktop , where details in the stub section are being cutout and if we adjust to fit the stub section for the voucher the top is off and vice versa. The checks are brought from quickbooks so they arent the issue. Right now our end user has to manually redo the checks alignment in Adobe for every check which takes up time and can be prone to human error. When we do the fine tune alignment the sample it prints looks fine , we save the alignment but when we go to print the check and do a preview and print we see the details in the stub missing words. Also changed the printer settings to the quickbooks recommended settings and also tried a few things with support who have been no help in getting a resolution and redirect me to either give feedback which i have and post in the community. 

 I still mostly pay bills with a check. QB now defaults to online payments and now cannot opt out. Am I missing something here?QB used to allow me to write a check, now it constantly reverts to online payments which I don't want to use all the time. When I used to click on "schedule payment" it would allow me to choose my bank and handwrite a check. Not all my vendors accept online payments. Prefer mailed check.

I do not want to see the Paid Time off code in TIME.I do not want to see the Paid Time off code in Payroll.I do not want my employees to see the Time off code in workforce.How do I delete this code in Time?How do I delete paid time off in Payroll?ThanksLDO

I am not able to align our checks.  They print about an inch lower than they should.  I have set vertical position to the max -98.  Per QBO print setup, I should be printing via Adobe Reader but,After installing Acrobat, go back to QuickBooks. Then select the How? link to set Adobe Reader as your browser’s default PDF viewer.per Adobe....The following browsers have dropped support for NPAPI, and therefore Acrobat/Acrobat Reader plug-in does not work on these browsers anymore to display the PDF.Mozilla Firefox (v52 and above)Google Chrome (September 2015 release onwards)Apple Safari (v12 and above)Microsoft EdgeDoes this mean that in order to Print Checks, I am required to use Internet Explorer?  Even though in a Support Chat I was told  just make sure to reach us if you encounter some issues and better to use google chrome as your browser since it is the most compatible browser for QuickBooks as well. Going in circles!! And I only

REGARDING P&L REPORT….WANT TO CREATE EXCEL REPORT WITH EXPENSE CATEGORIES DOWN LEFT SIDE WITH CLINICS(7) ACROSS TOP EXAMPLE:                                CLINIC #1              CLINIC #2           CLINIC #3              CLINIC #4          CLINIC #5      CLINIC #6         CLINIC #7ADVERTISINGPAYROLLCABLE

Receipt snap function stopped working. I tried old suggestions of clearing out the cache, uninstalling/reinstalling the app, etc. I have an Android. Any suggestions?

It says that Qbo cannot connect to the bank.

How do I disable Modern View and stay in Classic View?

Expense  vendor list

I need to ask if anyone knows of a report in Quickbooks Online vesion, that will compare 2025 to 2026 YTD for sales(a detail report), specifically for one customer.  The report that Quickbook has listed  does not waht I need. Thank you in advance, much appreciated.

I’m trying to reconcile bank statements in Quickbooks Desktop 2017. Some deposits on the bank statements weren’t showing in the bank register, so I used Make Deposit to add them in order to reconcile.(Payments were received as Undeposited Funds and then deposited, but I used Accounts Receivable as the account for the deposits I entered using Make Deposit).However, this caused duplicate payments to be applied, resulting in credits to customer accounts. Deleting the deposit made using Make Deposit removes the credit, but then there’s no record of the deposit in the bank register, taking me back to square one.How do I correct this so the deposit appears in the bank register, without duplicating the payment on the customer account?

Buenos diasTengo un deposito retenido desde 01/06/2026, llame a QBO y me dijeron que en 2 días habiles estaría resuelto pero ya pasaron 30 días y no se ha resuelto, en este caso que paso procede?

Does anyone know here why my deposit transaction has not yet been reflected on QBO? Do you also experience this situation? what did you do?