QuickBooks Q&A (US)

How to change the "Description" on transactions in the Bank Transactions view? When imported from my bank, the incorrect Description has been imported - and is visible on the "For review/Categorized/Excluded" tabs. That description is not visible when looking at the transaction in the register, but makes it terribly difficult to correctly categorize transactions. It would be great if there was a way to copy the memo field to the description field as a way to correct this. I believe this error (or issue, rather) has been going on for several years - see this post from 2019:  https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/can-i-change-the-description-has-wrong-information-and-does-not/00/215549 *to note - the "description" that QB changes it to is NOT in my bank record - on a statement, their register, etc - so I believe it's something on QBs end

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I am doing some bookkeeping for a client who has not filed taxes in 5 years.  I started the bookkeeping in Quickbooks.  I have no prior records other than these past five years.  His prior accountant is not able to help.  How do I put a business auto on the balance sheet if I have no purchase price?  All I have are monthly payments.

I click on a transaction to update the amount, but it won't open

When emailing the employees their paystubs, for the first time some are being required to enter a password to open their paystub, but that feature was never activated, turned on, or used/required previously. How do I turn that off? Many thanks!

Why is there no way to roll back to the previous version of QuickBooks—the one that actually worked—before this disastrous update was pushed out?Your own App Store reviews make it painfully clear: this update has wrecked the experience for the majority of users. Constant crashes. Broken features. Unusable on iPhone. This isn’t a minor bug; it’s a full-blown failure that’s disrupting real businesses that depend on your software every single day.Those of us who rely on QuickBooks should have the option to return to a stable version while you sort out whatever went wrong.If you want to beta-test unstable updates, fine—but do it without crippling the productivity of paying customers. This update has caused real damage, and you need to provide a solution now.

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Hello! I am having a problem that has gone on for far too long and I need help t fix. We have multiple people access two different stores we have setup. So when I go to log in every morning it always says someone is in single user mode please ask them to switch to multi. The problem here is that the chances of me locating who that is and them being at their desk is slim to none. So then I am stuck waiting and calling their phone over and over and I can't do anything until they return. Everytime when they answer they say that they just recently switched and it was in multi and everytime it has switched back to single user mode. Is there anyway to keep multi user mode as a default and only way to go to single user would be to go to file. Thanks in advance to whomever can get me my time back at work. THANK YOU

Hello! We are a nonprofit, a choir, where our singers pay an annual membership due to be part of the choir. This year, we offered full and partial scholarships to those who had financial need, funded by an individual donor who already wrote us a check for $3K. We approved $1250 in scholarships. The donor told us we can use the remaining balance as we like. When I record all of this in QB, how do I record the spending of the scholarship? For an individual member, would I record a $300 membership due followed by a $300 scholarship for that person? Is that all in one sales receipt, or kept separately? Or would I not record that due at all and simply record 1 transaction of scholarships? Thanks in advance.

I would like to download a copy of the Form IL-941 that was filed but don't see it in the Archived payroll tax forms.  I only see the Federal form 941 there.  How can I see the IL-941 forms that were filed?

We have Default Expense Categories set for most of our Vendors. Recently we have noticed that when we snap new Receipts from the QB app, the Default Expense categories are all populating as a completely different category that we don't really use, rather than the Default Expense Category that is set for each specific Vendor. It's the same incorrect category that it defaults to every time.

we invoice customer upon delivery of their order. on occasion, the invoice will be sent after the invoice is sent to the customer, thereby, the overdue message appears on the invoice. how can we turn this messaging off. however, if we need to send a reminder later, we would want the message to appear.

This has worked a hundred times but now I can't update an existing customer. I ad the current address for the work to be done. No no matter what I type the update button is grayed out. 

QBDT had a glitch while processing payroll. Payroll comes from Intuit QuickBooks Time. Once the glitch was taken care of and payroll was processed it has been found that the hours for the payroll has been duplicated on reports and on time sheets. Employees were only paid for the hours worked, but the reports and time sheets show exact duplicates of those hours. How do I identify which transactions are NOT associated with payroll and how do I remove them?Any help is appreciated!Thanks,Jill

Hello - I recently migrated over to QB online from Enterprise and have a need to share certain memorized/custom reports with our production staff.  I do not want them to have the ability to run/access any other reports available (i.e., P&L's, A/R's, etc.).  Can someone please walk me through granting permissions for certain reports to certain users without granting access to all reports available?

Hello - I'm trying to get a report in Quickbooks Desktop enterprise that shows customer payments AND the customers payment terms.  We are manufacturing and need to communicate to our shipping team that payments have been made for customers that have been on hold until payment is received.  I've created a report that shows the terms field but it does not carry over the terms for the customer.  Any advice would be appreciated.

Can't adjust date on claims expenses or I get an error. I pay reimbursements through payroll so that's the first issue. I have to manually put in the reimbursement amount when running payroll and then do a journal entry to reverse the totals as in my payroll …it goes to Reimbursements but the expense claims goes to another expense account. My second and more urgent issue is my employees sometime submit claims that are from a prior month. Say I am running Nov 15 payroll and they submit an expense reimbursement dated 9/3/2. I can’t have the entry to go to the prior closed month as those books that have been submitted and we can’t change. Does anyone else have this issue and do you have a workaround? Thanks

on the Sales by customer Detail report, when I go to the column filter. it's not giving me the normal filter choices to choose from, only the ones that are already being used. It keeps locking up as well when I try to close out.

I create a PO with the cost and the sales rate and then when the actual bill comes I select that PO.  It will then have the customer who is suppose to get billed for it and it shows up as a billable expense for that customer.When I go to make an invoice for that customer and choose the billable expense it puts the cost on the invoice not the sales rate how do I get this to show sales rate and not your cost. 

Good evening, We have automatic payment set up to pay our business telephone bill and the phone company ACHs the amount of our monthly bill from our checking account. We record this transaction and pay this bill through Bill Pay. Last month, the phone company incorrectly withdrew an additional $37.41. I tried paying the bill through Bill Pay and creating a credit memo to be used on our next bill, but my totals are off when I reconcile the bank account. Is there another way to pay the bill in QuickBooks Desktop besides Bill Pay, so I can show that we paid more than the amount on the invoice and a credit will automatically be applied to the account? Thank you.

When I go to an existing invoice and click "duplicate" it creates a new invoice, but instead of having four different revenue items, it is only duplicating the first item. This has never happened before. Please fix. It's a bug

I am trying to schedule bill payments and for the past 3 days am getting a "failure" pop up window, which says "exceeded number of payment attempts within 24 hours". I am not sure what it means, how many payments or attempts are we allowed? and how can I make sure my vendors get paid on time by scheduling payments in advance (and not having them rejected)?

I do accounting for about 10 companies and where 7 of them have payroll, 6 out of 7 of those companies are missing almost all payroll filings. The only reports is showing up is the State Unemployment tax report. I'm missing 2023 940, Q4 2023 941, W-2s (A, B and C), W-3, and couple of other state filings like the FMLA and WA CARES (I don't really need those 2 but they are still not showing up). I called support and they were able to make my 940's and 941's show up for 2 of my companies and another person said the W-2's won't show up till Jan 15th, although my 1 company that is ok has them showing up so I feel like she just said that to get rid of me, we'll see tomorrow if they show up. I waiting a few more days to see if this was some kind of glitch and if the reports will show up again but nothing yet. I know at least another 1 or 2 people were having similar issues in the forums, but wanted to post this here as our problems didn't seem to be exactly the same. Anybody el

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