QuickBooks Q&A (US)

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I am a company admin. When I got to payroll settings, there isn't an option for adding a new location. When I to try to edit current location, QBO says, "You can't edit the status of a primary location or a location with active employees". Help please. We have moved, old address is no longer valid. 

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when information is entered or switching to another page, the green dot circle thingy sure takes longer it used to

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We recently created a couple new companies and we now need to move all of the existing transactions for several customers from the current company they are in to one of the new companies.  All of the transactions would include invoices, payments made on those invoices, any credit memos, bank transactions, estimates.  Is there a tool that I can use to do this that won't cost us a fortune?

I bought a computer from Italy while overseas and moved when I came back to the US, I changed all the setting to be in the US. Why is this still not working?

This is Karson from SecurityMetrics. I know things can get hectic running a business, but I wanted to follow up and bring this back to the top of your inbox. In case you missed it, Intuit has partnered with SecurityMetrics to help their merchants ensure that they are meeting the new 4.0.1 PCI DSS requirements that were updated this year. Intuit would have sent you an email recently to talk about this and our Partnership. Currently you are not being reported as "Compliant" with the new 2025 requirements, but we can help with that. As per Intuit's Terms of Service, each business that receives revenue via credit card transactions is required to comply with PCI compliance requirements. This standard was created in 2006 by VISA, MasterCard, AMEX, Discover and JCB. Small businesses must annually complete a Self Assessment Questionnaire (SAQ) verifying they are securely handling credit card information.

How do I change the default language for automation call back to english?

I'm using QuickBooks for the accounting of a non-profit organization, so the best way to record expenses and income is through projects, but I don't see a suitable budget report that also generates a chart. How can I generate this type of report?

Does anyone have a Quickbooks guide to convert from cash to accrual basis?

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I have lost my bank feed for my visa account: It states "QuickBooks does not have an online account to handle these transactions, please make a selection below". There is an account in QB, Activate online services is checked, Deactivate online unchecked, Account is inactive unchecked. I have downloaded the transactions manually but it will not import them as with the other accounts. Normally double clicking the the monthly download in the downloads folder opens and imports them in one step.   What do I do?

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i am using quickbooks recurring payments. my customers are not receiving an email if their credit card is declined. They only get receipts if the payment is successful. how do I automatically notify them of a declined charge?

Hello,  Im trying to enable QBO payments without a SSN.  I do have an ITIN, but it's not letting me go forward.  Has someone experienced this.   Thank you Paulina 

I have a client with 10 employees and this payroll date 11-28-25 QB changed all the employees direct deposits to manual checks...anyone had this happen and what was the explanation? 

Often when I do a check run, the last check in the run does not register as having been printed although it was.  The next time I do a check run, that check is printed again with a different check number.  I often catch it and I have to rip up the check and renumber it on the check register.  Last time, however, I missed a customer refund and 2 checks for the same amount were sent out.  How do I fix this problem?

If the manager entered data incorrectly, I still need to be able to see it to fix it.

Hi there,I have been unsuccessfully trying to upload my bank statements (manually) from my Scotiabank account. It normally works like a charm without any problem but for some reason I get the “uploaded file isn’t a valid Web Connect file” error message. I made sure to download as .qbo file, have cleared my browser cache and still no change. What should I do?

I just learned that while being forced to upgrade to Enhanced Payroll that I'm now eligible for free Direct Deposit. I go in to "My Payroll Service", click "Activate Direct Deposit" and I keep getting Error 50004saying"We’re unable to complete your request with this email. Contact your admin to activate direct deposit."I AM the admin. I'm the only person who uses Quickbooks. I am it. The single office employee of my husband's buisness.....who did not set up quickbooks. I am the admin.  I've tried relogging in differently and it says it will send a code to my email....it never comes. Quickbooks...if I could rate your product and service over the last few years....it would be a half of star.

Hello, and thanks in advance for any help or suggestions. I am having no luck in saving a PDF file through QuickBooks as well as when I try to send an email through QuickBooks. I get this message every time :  I am running the latest version of QuickBooks and it is fully updated. Also, I am running Windows 11 and it is fully updated as well. I have already downloaded the QuickBooks Tool Hub and run the "QuickBooks Print and PDF Repair Tool" and it didn't fix this issue. Thanks again in advance for any help.

Job location geofence set for time card check in and out. Can you set the a rule so the employee can only clock in when shift starts or within 3 minutes.

has anyone had an issue with quickbooks locking on an invoice number (or credit memo) and just adding dashes to the new number?! - i now have 15 invoices with all the same prefix - as it was not caught. VERY frustrating. this is on enterprise and multi-user which i have never done before (uuugggghhh)