QuickBooks Q&A (US)

I don't have options to customize or see the invoice templates. Is there a settings under manage users I need added to my profile?

I'm paying almost $40 a month and it works maybe a few times a month. I sign in and it only has task on there and then if you click anything it says try again later and none of my business info is in there as far as unpaid invoices no customer list or a way to start a new invoice. The only thing available is a list of some over due reminders

I would like more specific instructions if the suggestion is to resolve it from the bank's end.

The only type of imports are GoogleTakeout and MileIQ . How can I import my personal location tracking data using GeoJSON or GPX ?

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How to add a class to a vendor/supplier

I am interested to know if anyone recommends a specific receipt scanner that integrates with QuickBooks Online.

Quickbooks is showing an online balance of $40 dollars. The actual balance is zero and my registery shows zero but the $40 is still showing as the online balance.

Last week and previously, when I entered a payment and went back to invoices, I could see PAID on paid invoices visually. Now, this week - that stamp is gone. It is there if I go to print the paid invoice - but it was a great visual tool for me seeing it while scrolling through invoices. Can I get that back? 

We use Shopify to host a website for us.  Starting in January 2025 if our customer uses some app Shopify has been deducting the sales tax from the payment to us, and paying the tax agency direct.  They only pay us for the goods sold minus their processing fee.  How do I record this in Quickbooks? Below is what it said on Shopify's website when I was questioning it. Sales tax in ShopStarting on January 1, 2025, the Shop channel will automatically collect, remit, and file taxes for all orders shipping to or within the United States. The Shop channel collects taxes on orders in all states (plus the District of Columbia) that administer statewide sales tax, as well as Alaska local sales tax. Tax is reported under SC Commerce Services Inc. For more information on how these taxes are calculated, refer to the US taxes reference page.NoteOrders placed using Shop Pay from online stores are excluded from these tax calculations. This only applies to orders placed on Shop

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This does not seem to be related to any payments. And as already stated, the word "returned" is in the email subject line of all of the outgoing invoices. The invoice itself looks normal.

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Desktop version I need to run a Profit & Loss by Job. We have several jobs per customer. I'll give an example of my situation.  The "parent" job number is 19001.  There are several "children" for example 19001.00, 19001.15, 19001.83 etc (numbers go from .00 -.99).  All of the children sum to the total 19001.  I want to run a report showing ONLY the total for 19001 -- I don't want to see 19001.00, 19001.15, 19001.83 and then the total for 19001 (which is what the present report shows).   How can I do this?    Thank you!

Change informed

I accidentally changed the status of an invoice to "deposited" before it was sent to the payor. I need to change it back to "Due".

problems adding an attachment

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I have some old payroll tax returns and payroll liabilities which will never be paid via QuickBooks Online.  I have taken care of all of the payroll, taxes and returns.  How do I get these old items from showing due?

When I open my mobile app, it literally doesn’t show any of my details, I can’t even send reminders or past due invoices.

Thank you in advance for your solutions. I have spoken to support several times for several hours over a years time and this QuickBooks bug still remains.  Please help (-: PROBLEM: The American Express brilliant non-business credit card account is not uploading the transactions from the additional  card holders on the same account. (Even when the card holders are listed as a sub accounts those sub accounts do not get automatically updated either.  This was one suggested solution that didn’t work.) Currently, every month I have to manually enter all those transactions for the non-primary card holders.  (FYI, My business American Express account works fine.).

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It has previously been really helpful to add short notes to specify what was purchased on transactions. I've typically done this on my phone app. Until the last couple of months, the notes from my phone would sync and appear when I exported my transactions to analyze my monthly spending. Now I have to do the work of adding notes all over again on my computer at the end of the month. What happened and how do I fix it?