QuickBooks Q&A (US)

The created by tab just lists the company name now, not the individual submitter. It used to show the employee. Is there a way to change this?

Hi all, Can i print General ledger report without showing today's date as the print date? Thank you!

Hello - we use QB Enterprise, remote hosted.  When my employee logs into QB, it is asking him to log into the Intuit account, as it does periodically.  I don't want to give him my (admin) login, and I am not available when he logs in due to time differences or other factors.  Can he log in with the Intuit account he had to set up when I added him as a user?  When I'm logged into my Intuit account (which is the admin), I don't see him listed there.

On August 14 I received a QuickBooks email saying I must upload a Business Certificate of Good Standing due to federal regulatory requirements. It warns my account may be closed if I do not upload by August 28. This became a top priority for me and I obtained the document the same day and tried to upload it to my case. The upload fails. I tried multiple file types and devices. No luck. It's very clearly a QB bug. I call Quickbooks support: Rep #1 spent 30 minutes troubleshooting, then escalated.Rep #2 screen-shared and repeated the same steps. Same failure. Rep #2 said the problem was on QuickBooks’ side and that I would receive a new case number within 48 hours.Five days later I still had no case number, so I have my bookkeeper call since I am swamped. Turns out, the previous support team did not follow through on issuing me a new case number, so now we were back at square one. Support had my bookkeeper spend ~90 minutes repeating the SAME upload steps, even after she explai

I love the balance forward feature but there has to be a way to choose the invoices to connect to the balance or have the date change like its supposed to.

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I know the Mag stripe reader works with the PC version of the App.  And I know that there is Bluetooth reader to Go Payments and the QB Online ISO & Android App.   When are we ever going to get the PC app updated to use the other nicer readers as well?  Many people use QB Online for small small retail business with walk in traffic and are using it on a PC.  The only option available is a Mag Stripe reader, however a lot of customers want to use Apple pay or Tap & Pay or have their cards stored on their phones.   Having an option to take payments using these methods with the QB Online App for PC would be very much appreciated!  

Direct Deposit is causing chaos with my quarterly returns. I just figured out that QB considers the date of the check--not the payroll period and therefore pays the check outside the quarterly period. My totals don't match. What can I do?

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Hey! We are having an ongoing reconciliation issue in Quickbooks Online that has left our posted balance about $45,000 lower than our actual bank balance. After reviewing our records, we believed we have traced it back to two transactions that were deleted and edited after they had already been reconciled. One for around $7000 from August and one for around $12,000 from September.  Those changes appear to have broken the reconciliation chain, causing our beginning balances to no longer align with the bank. We have already confirmed that all other transactions and feed data match the actual M&T account. At this point, we believe the best solution is to delete and redo both the August and Sept. reconciliations from scratch. First August with the corrected $7k and then Sept. with the corrected $12k so QB's can rebuild the reconciliation history.  Before doing this, I wanted to confirm if this even makes sense and if it does, is it the best way to approach the probl

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how do i REALLY set up my dashboard

Is it a custom role?

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I want to decrease the time my team needs to take to manually import invoices by automation with IIFs. Is there anything I need to change to allow the IIF to format without issue? The IIF format I currently have is below: !TRNSTRNSIDTRNSTYPEDATEACCNTNAMEAMOUNTDOCNUMMEMOCLEARTOPRINTNAMEISTAXABLEADDR1ADDR3TERMSSHIPVIASHIPDATEPONUM !SPLSPLIDTRNSTYPEDATEACCNTNAMEAMOUNTDOCNUMMEMOCLEARQNTYPRICEINVITEMTAXABLEOTHER2YEARTODATEWAGEBASEEXTRACLASS!ENDTRNS                  TRNS INVOICE9/30/2025Accounts ReceivableCamel Cigarettes1529.39INVOICENUMBERResponse/CagingNYN  Net 30 9/30/2025PONUMBER SPL INVOICE9/30/2025  -115.64 Minimum Processing Invoice (excludes Additional Services) $1500.00N-1115.64Minimum ProcessingN 00  SPL INVOICE9/30/2025    ----------Mail Processing of Donations----------N  Description Onl

change the currency from US dollar to Philippine Peso

How do I edit a recurring transaction to my customer?

We desperately need to be able to search our customer notes sections as that is where we enter their technical account details. We have over 900 customers, so clicking into each one when needing to find something (for example, their equipment serial number) is not efficient. When we use the search bar at the top of the customer list, it appears to not be searching the notes sections. Is there any way to do this in QuickBooks?  (Maybe there is a glitch in QB?-- When I copy an existing customer's notes into a new note in a "test customer" account it will sometimes pull up with a search. I'll type in the text and it will pull up the test customer but not the real customer. ...)

entering payroll from desk top to online because I am off will not let me save

I try to import my pdf for my bank account because my beginning balance is wrong.  My bank statement starts in April not January.  When I do the bank fee everything works and it brings in my amount from statement. All I want to correct my beginning balance and showing any transactions that was not loaded from Jan-March. Is there an easy way of doing this or not?

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Has anyone found a biometric time system that integrates well with Quickbooks Enterprise? Must be able to differentiate multiple time zones and FEIN numbers. Thanks

How do I revise an existing estimate number?