QuickBooks Q&A (US)

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The connection from our software to QuickBooks is failing.QuickBooks 2018, 2020, 2022 and Enterprise v23 all have the same issue.It worked without any problems about a year ago. QuickBooks 2012 Pro works fine. There is no problem with the connection with our software.When I looked up the forum article, I checked the contents that came due to the issue of the expiration of the Symantec certificate in 2023.Our machine is applied up to the latest Windows 10 version update, QuickBooks is also updated to the latest version.I checked the qbsdklog.txt and found that the log was recorded. I guess this issue is the cause.I want help with this issue. ================================================== 20251206.050141  D  9716  CertVerifier  Found signature certificate.20251206.050141  D  9716  CertVerifier   simple issuer: Thawte Code Signing CA20251206.050141  D  9716 &nbs

Can I Copy/Paste Journal Entries from Excel to QBO?I know there is no option to import JEs to QBO unless I use a Transaction Pro app.Is there an option to just copy/paste them?Thank you!

We found a hidden transaction that's affecting your difference A transaction cleared the bank during this statement period but its QuickBooks transaction date is afterwards. Would you like us to change the filter date to show the hidden transaction?

Hello - I need some information about the inventory system in QBO...  Backstory: I own a construction company that primarily bids jobs to acquire and install a multitude of products, but also occasionally sells products. Because we are a construction company, we quote jobs by total price and invoice that same price. For example, we might quote $10,000 for a project, and then order the materials to complete the work.   Explanation: When we purchase materials, it is easy to allocate the expense to a particular job, but sometimes, after we complete a job, we are left with extra material, or scraps that are still useable for another project. I am considering setting up inventory for job costing purposes for when we do use those left over materials because I currently don't have a good way to add those to the job costing without messing up the invoicing of it.  Information Needed: Before I go through the process of setting all of that up, I want to make su

My company used Intuit Online Payroll back in 2016.  Obviously sunsetted, but we still have an Intuit account.  We did not "chose to stay with us and move to the QuickBooks Online Payroll", although honestly we used to visit qbo.intuit.com for payroll services and I swore it was called QuickBooks Online Payroll Core:Either way, I can still sign into the account.  I see the old subscription, no problem.  It lists the "Squatch Creative" company name next to the Subscription, but when I click on it, I get this: I recently got an invite from a vendor to use QuickBooks Money with this account.  When I go to accept the invite, there are 2 companies listed.  The "Squatch Creative" above and another variation of the same company name (I do not have two companies). When I click on either company, I get "xxxx company already have QuickBooks Money. Continue to Sign In." I click on it, and then land on this:Click on either company gets the same "Yo

I accidentally imported my personal bank account transactions from the bank where I also have my business bank account. It seems like the accounts are crossed now. I have toggled off all personal accounts, and disconnected the personal account altogether, but the transactions from my personal account are still showing in the account. Can I undo the import and unlink the account?

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We WILL be using QuickBooks desktop CONTRACTOR edition.  My question is this: The company owner wants to be able to get report of Profit & Loss for each project,  but also wants to track operating cost of trucks/equipment used.  Note - Many vehicles and equipment are leased, or rented. A consultant, who I question is really as knowledegable as she claims at least as it pertains to QB, has told the owner that by using classes he can get all this.  I have not used classes in QB but have viewed several videos on this and don’t see how it is going to get the owner the information he wants. Maybe I'm just not getting it, so that's why I am here. The owner desperately wants to get a handle on how much each truck /  piece of equipment costs him to operate,  but also wants to know  the costs on each as it relates to a particular project. We know the factors that have to go into figuring out an hourly cost.  Whether this can be don

Isn't QuickBooks payments PCI compliant? Ultimately it is their software being used and I don't have anything to do with payments other than sending an invoice. I don't see any of the customers information from their payment.

How do I get back to the original account I had opened to list deductible items from bank account?

No banking data being uploaded to my account

In my other app, I can tag a customer or project to any expense or credit.

Hi,I reconcile my clients books using QuickBooks online. The reconciliation screen shows a lot of accounts receivable items, when they should be deposits. I am very familiar with QuickBooks desktop, but not sure what my client may be doing wrong or how I need to fix this. Thank you,Tiffany

I can't process payroll because of an error 1001.  I have successfully changed the PIN and waited 15 minutes.  Still getting the error message.  This was strange because I was entering the PIN in correctly to begin with.

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I have been sending statements the same way every month for over 15 years.  Today when I go to select customer for preferred send method of email - as I always do, I get an error message that says "Quickbooks encountered errors while attempting to create a statement.  This may be because of selecting too many customer.  Try reducing the number of of customers selected (Max of 4500) and create statements.  The number of statements that I am trying to is WAY less than that.  After over an hour on chat with "help" (or lack thereof. Is that is it is a valid warning and I should know who has a balance before generating statements.  They suggest that I select customers manually.  Any of you that send out numerous statements know that is not a viable option.  I would have to check who has a balance, and has a preferred send method of emailing versus mailing, then scroll through the customer list in the create statement list and  choose the ones to

I ran a purchases by item report, and some of the purchases are missing.  I checked all the invoice entries, and they are all posted the same, with the item specified.  

Anyone using QB Desktop Pro having issues sending invoices?  I tried sending some today and it asked for my password.  I typed in the Yahoo password and it is giving me an error saying its the wrong password.

Using QB Desktop, I processed a payment that shouldn't be paid.  Then deleted it instead of voiding it.  How do I 'unprocess' it??

Beginning July 1st we need to start tracking employee hours for MN paid leave and intuit will need to file the 1st report in October for July-September payroll.  How can we notify you of this?

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I'm getting transactions showing up in the bank feed that have already been cleared months ago. Duplicate transactions are also showing up. This started about three months ago and I have no idea why. My bank says it's QBO, not their system. I know how to exclude them but this is a huge waste of time that I don't have. How do I fix this?  

I'm going through the Pro Advisor training and I've gotten stuck on the Period End module where it discusses the Book Review Center.  I cannot find a way to access this center using the sample Craig's Landscaping company.  My gut tells me this is because the sample company is not setup as a "client", but as a standalone sample company to play around with. The instructions say the Books Review is only accessible by "accounting pros accessing client accounts through QuickBooks Online Accountant".  Is this the reason, or am I just missing something?

I paid a vendor with wrong bank acct on QBO, I need to journal entry this in QBO and re-enter to correct Business acct on QBD, and do I still need to transfer the funds from wrong bank account to correct bank account?