QuickBooks Q&A (US)

  As the year comes to a close, it's time to focus on organizing your books and prepping for tax season with QuickBooks Online. To help you stay on top of these essential year-end processes, we've created a concise checklist to guide you through the necessary steps.    For a detailed breakdown of how to complete each step on this list, review the Year-end Guide for QuickBooks Online.     This list is meant to serve as a reminder of some of the common tasks that apply to most businesses, but it is not comprehensive. So be sure to check for additional small business actions and deadlines that may apply to you.

Because of the way Quickbooks Online changes the nature of the Customer name when setting up a project (e.g., Customer Name:Project Name), I am finding when invoicing w/in the project module, neither the company name, if an individual is also listed in the company profile, nor the tax exempt status of the company is autofilled.  Consequently, I must remember to manually enter the company name in the Bill To field, as well as the tax exempt status of the company. Are others having these same problems and/or found work arounds?  Feedback to QBO seems to fall into the blackhole of issues needinig to be addressed.

Need a part time Accounting Specialist to handle QBO entries for 501 C 3 companies that do housing.  Will work in conjunction with Board Members, CP

Is there a tutorial that would help make that transition easier and accurate?

 My employees have several Service Items to choose from. One of my employees has recently not been able to choose on certain Jobs. It doesn't happen for all of them or all the time, it's completely random. I've sent him a new invite hoping it will re-set. Any ideas?  

XXXXXXXXXXX,XXXXXXXXXXX,XXXXXXXXXXX,XXXXXXXXXXX  (Quickbooks case numbers)   Quickbooks support has called me multiple times (when I have asked them to), but they haven’t explained their actions or where over $12,000 in payroll taxes vanished from my bank account. They withdrew a total of over $15,000.   I’ve contacted the IRS, and they’ve recieved the necessary forms (940 and 941 series), but they haven’t received any funds. The state of California was paid, though.   Quickbooks has the money, but they can’t provide any information about its whereabouts. I’m at a loss for how to resolve this issue.   I can’t keep getting them to call me (you can’t call them), and I can’t start an email thread with a single person responsible for this project because every email they send is marked as “do not reply.”

I have received a notice that the IRS cannot locate the 941 quarterly form ending 6/30/2022.  Is it possible to print that form and send again.  The current version that comes up is for 2025

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Hi All, Networked QB Enterprise. A customer of mine's backup is rejecting backing up his .qbw file as someone has it open at night on the server (file lock). Is there a way I can figure out what workstation(s) is the culprit?  (I wrote the backup up, so I can insert the culprit into the eMailed error log.) Many thanks,-T

Desktop QB 2024-MacFor years I have had 2 Credit Card accounts. Suddenly one has dropped off the Chart of Accounts. It still exists. It can be found. I can enter its name in the Enter Credit Charges routine, and successfully enter charges to it. BUT, it is not on my Chart of Accounts anymore, thus not available as a menu choice. I have to do a search for the account, and use that result to open its register. It is all there, but where is "there"? Any ideas? Where does it exist.

The inital import after setting up the connector worked beautifully. But no transactions have been imported since.

In the past when I would duplicate an invoice, all line-items were copied. Now when I duplicate an invoice, only the first line-item is being copied and the rest is omitted. Why?

As the year comes to a close, it's time to focus on organizing your books and prepping for tax season with QuickBooks Online. To help you stay on top of these essential year-end processes, we've created a concise checklist to guide you through the necessary steps.    For a detailed breakdown of how to complete each step on this list, review the Year-end Guide for QuickBooks Online.     This list is meant to serve as a reminder of some of the common tasks that apply to most businesses, but it is not comprehensive. So be sure to check for additional small business actions and deadlines that may apply to you.  

Hey guys, pretty disappointed right now, just bought QBDT Pro 2022 and it's not letting me activate, tried on multiple very high-powered PCs and all it will do is attempt to reach Intuit Experts who are not available because it is the weekend. I should have been able to purchase the Accountant version for $70 monthly but bought this Pro installation nonsense because that wasn't working, now this won't either. Very frustrating to say the least, Intuit has stolen multiple thousands of dollars from me via their Payments BS, owes me a check from last year and refuses to mail it, and now I can't even get a simple installation of QBDT to activate.If not for their products being great I would never deal w/ this company.  Little help?

We overcharged a customer who paid by credit card. The payment has been funded and the invoice is paid in full. I want to refund $44.13 to his credit card - this is only part of the amount of the invoice.I have already read this article on refunding payments. When I get to #7 in the online article, it is unclear whether it will refund the entire amount, or give me another window that will let me enter the amount. I did not press OK in case it automatically refunded the whole amount. I do not want to refund the whole amount.I went to Merchant Service Center, found the funded transaction, and reversed $44.13. 2 Questions: For #7 in the directions, will it automatically refund the whole amount, or give me the chance to enter the partial amount?Because I did the refund in Merchant Service Center, will the credit that comes back automatically match up with the credit memo?

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Howdy All,I'm considering using Quickbooks at the start of 2026. I want to know which product is best for me. Small business LLCMyself and 3 employees Needs:InvoicingQuotesPayroll (maybe w-2 and 1099)Paying invoices Possibly inventory?? Thank you for your help.

I am having issues with running cash basis P&L reports. It is showing the same income as Accrual, which is incorrect. We use Square to collect payment, so if we create an invoice in October and the client pays in November, the Accrual basis P&L will show the income in October, which is correct. However, when I run the report on a cash basis, it will still show that income in October as well, but it should be showing in November when we actually received the payment. I cannot find the settings to change this. We have the square app integrated into QBO to automatically upload all square transactions. Does anyone know how to resolve this?

I noticed that no transactions had synced from Elevations Credit Union in a few days and noticed it had been over a week since the account refreshed. When I refresh manually, it says: Something unexpected happened and we couldn't connect to your bank.Try again in a few hours. (0000) I cannot contact support as when I go to Help > Contact Us, it says: We're having technical issuesTry again or come back later.

Hi allI am the treasurer for a non-profit.  Tonight, when I went to backup my files, halfway through the backup, the backup stops and it just says "failed".  No error code or anything.  I have never had this problem before.  I tried unplugging my external hard drive and it still gave me the same message.  I even tried backing it up to my computer desktop and got the same message.  I checked the external HD and there is plenty of room left on it.  I have tried 8 times and each time it failed. I am using Quickbooks non-profit 2018 on a Windows computer running windows 10.  The last time I backed up was October 30th and had no problem.  As I said, this has never happened before. Any help would be greatly appreciated. Robyn

Hello,  My question is, the sales are on 2019 sales reports because the sale occurred on 12/31 and the customers paid on 12/31 with credit cards. So I did receive payment on 12/31, but it was in process at the bank and the deposit from the merchant account only showed on my bank account on 1/2, next business day.  I am on cash basis ( modified cash), would these sales transactions be recorded for tax purposes for 2019, or 2020? I also had some checks I deposited but they of course were only available to me the next business day. Would those be 2019 sales since I received the payments on 12/31?  How would I record it at the end of the year, undeposited funds? They were deposited but they do not show on my bank account on 12/31 yet....  Thank you for helping me BL

I need help. I got this email and I’m not sure what to do. “Your QuickBooks payments account has been declined due to missing info. You can continue to create and send invoices, but you can no longer get paid online or in-person. Any funds left in your account will be returned to your customers in the next 30 business days.”  I have my bank account linked and have excepted ACH payments in the past. Any help would be appreciated 

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