QuickBooks Q&A (US)

My company is a non-profit (local church congregation). My "customers" are donors. One customer was recently widowed. The customer has historically been under both the husband's and wife's name. Now all the donations come from the widow only.In another instance, a customer got married and adopted the husband's name. The customer was historically under the woman's maiden name. Now it should be under both the husband's and wife's name.Is there a way to merge the customer profiles in such a way that the history is retained? The QB instructions on merging customers imply that one of the merged entities will become inactive. I am looking for a way to reflect the donations by the woman before she got married and not incorporate them into the customer name under both husband and wife. The similar situation exists with the widow. I don't want to lose the record of contributions by the husband and wife now that the customer is just the widow.Is there a solution to this issue?

for years i have gone to a customers location, added a new customer, and clicked the gps button and it would automatically enter in the gps address. after this last update i no longer have the circle gps button by the address when adding a new customer. anyone know what needs to be done to get this turned back on?

Hello All, I'm wondering if there's a user guide out there that provides a complete step-by-step guide with syncing QuickBooks online with ADP total source?

I have been using self employed but I need to move to a business solo account in qb and I don't know which one i need

Just got an email from Intuit about the pricing changes.  It sounded as if they are going to start charging for using payroll with Enterprise Gold.  Am I reading this right? October 1, 2025QuickBooks Desktop Accountant, ProAdvisor Premier Bundle, and ProAdvisor Enterprise Bundle for all subscriptions QuickBooks Enterprise  QuickBooks Enterprise GoldQuickBooks Enterprise PlatinumQuickBooks Enterprise Diamond Accounting No changeNo changeNo change  Payroll:Current per-employee fees for Payroll nonenone$1.50/per employee/ per pay period  Payroll: New per-employee fees for Payroll Per employee (EE) fees for Gold and Platinum SKUs are applied at each level and discounted as the number of employees paid increases. e.g. For 15 EEs, the first 9 will be priced at $3/EE/month, the next 6 will be priced at $2.50/EE/month.First EEs 1-9: $3/EE/monthEEs 10-29: $2.50/EE/monthEEs 30-99: $1.50/EE/monthEEs 100-219: $1.00/EE/monthEEs 220+:

I received a payment for a service I performed 4 days ago, but it won’t show in QuickBooks and I haven’t received the payment in my bank account.

I can't open my EZACCT software. I get a runtime error 0 Any help appreciated.  

Hey, I am trying to integrate our HOA spreadsheet into QB desktop nonprofit.  When I started, I just did a beginning balance on the accounts and setup everything else.   We have deposits for house projects...i.e. putting in a pool, homeowner sends in a check as a deposit, then it's returned upon completion.  Since starting I have sent  checks for projects completed (that had deposit received from the homeowners) and so now on the balance sheet, these deposits returned show up as other current liabilities since they aren't offset by the check being received in the first place.   How should I fix this so that these won't show up on balance sheet, and going forward, what item or account do I need to create to receive in these deposits?  Hopefully this makes sense...thanks in advance

Good day, I have a question with QB and looking for some help. We received a partial delivery for an open purchase order we had from one of our suppliers. We received it into inventory with a bill the items that were received like we normally do, but noticed that the Purchase Order on QB was being shown as closed even though we still have missing items. On the Purchase Order page on QB, the items table shows a Received Column and a CLSD column. For this particular Purchase Order I am talking about, all the items have a checkmark on the CLSD but not all of them shown as received. I am looking for help trying to understand why the Purchase Order is being shown as closed even though there are still items that have not been received. Thanks!

I have an employee who has a legal ability to have a 401(k) limit of withholding of $34,750.  I just spoke to a QB Online payroll expert who indicated that QuickBooks Online only allows a limit of $31,000.  Does anyone know how to get around this so he can contribute the maximum of $34,750?

I've been struggling with the new Shipping Manager (ShipEngine?). There are so many things wrong with this feature that I continue to use the old experience. Now I see that as of Dec. 7th we will be forced onto the new interface. This is our busiest time of year. As a small business, time is money.  Using the new ShipEngine is a waste of time because I cannot do the tasks I need to ship my orders. Here are some examples:1. Package Dimensions - if I choose a FedEx OneRate Envelope from the ShipEngine pulldown menu, why do I need to enter the dimensions of the envelope?? Same is true for USPS packages. WASTE OF TIME.2. UI doesn't allow you to view/compare the cost of various services at one time. WASTE OF TIME.3. Why show Stamps.com USPS options differently than normal USPS options? You have my information when I open the UI, so only show me what I need.  WASTE OF TIME.I can go on, but I know it won't change anything. Prepare for disruption courtesy of Intuit.

I want to know how to delete a payment to an invoice?TIA

I received a promotion in my Quickbooks advising me that, on renewal, I will get 50 percent off, and the renewal fee would be $351.00. When I called them (a third world country and the person could hardly speak English) I advised that I wanted to pay early (to make sure I received my 50 percent discount). The person told me if I pay early the next renewal will bill on that same date and I will lose the remaining days left on my subscription so I should just wait until they auto bill me, so I did. Now they overdraw my account and take out $702.00 instead of the $351.00 that the promotion on my account under subscriptions had stated. This is a total scam! when I went back to look at the promotion because I wanted to take a photo of it for proof, it was gone, and it just shows the renewal was paid. Has this happened to anyone else? I would not have renewed it for $702.00, I would have found another company. 

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My new employees spaces out beside their names are blank

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I've tried everything from disconnecting and reconnecting, clearing my cache, changing browsers etc to no avail. Has anyone experienced this?

In desktop enterprise - I had downloaded transactions from banking and entered.   then mistakenly downloaded them again and they are in the bank feeds downloaded transactions - about 50 of them.  Is there an easier way to delete them from that feed?  Thanks

I made the horrible mistake of subscribing for state and federal compliance posters you hang in your office. They take your money and let's say you're supposed to get them before 2024 so you can hang them in your office. I've done this for two years now and I don't get them until the end of the year when they're no good and you need to re-order. It's a joke, and then, when you call somebody to ask what's going on you get routed from one person to the next person to the next person to the next person I've never seen nothing like it. Nobody knows about it no way to cancel it if anybody has had this problem before, please let me know. I really need help. Thank you.

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I’m using QuickBooks 2017 and in the middle of writing invoices it won’t let me send emails. It’s saying it can’t connect to the server. It let me send a few invoices and then it stopped working. Anybody experiencing this?

Hi all, I could have sworn QBO advance had a Combined reporting feature, but apparently I am wrong. What are you using to make this happen?  I am seeing, Just Consolidate and JoIIn so far. Let me know. Year end is approaching and want to have this done. Thanks in advance and if there is a thread about this topic, let me know. I searched but only found DT. 

We are a nonprofit organization that has used our current QBO subscription for approximately five years. The existing file contains valuable historical financial data that we may need to reference for IRS, audit, grant, or internal reporting purposes. We are considering starting a new QBO subscription rather than restructuring our existing file, due to the extent of cleanup required.

Small and mid-sized business owners often waste precious time and face costly errors due to manual payment processing and payroll management. Our goal is to transform this by streamlining your operations with QuickBooks Online. By integrating customer payments and payroll directly into QuickBooks, you can eliminate manual work, ensure accuracy, and significantly boost your cash flow.    In today's video, we will focus on three core areas to help you achieve this efficiency: accelerating customer payments, automating payroll compliance, and gaining instant cash flow visibility for smarter, data-driven decisions.     Helpful Resources: Receive and process Payments in QuickBooks Online Check out the QuickBooks Payments website  Create recurring invoices and other transactions in QuickBooks Online Recurring Payments in QuickBooks Online Getting Started with Quickbooks Online Payroll