QuickBooks Q&A (US)

Chat support could not provide any information on my issue and directed me to immediately contact security@intuit.com. I first emailed on Oct. 7th, followed up on the 11th and now it's Oct. 24 and still no response. Is there a different way to get in contact with Security?

I am logged in as primary admin. Username is Sayali Yevale but when I close the books in QBO sandbox it throws error- You and Sayali Yevale were working on this at the same time. Sayali Yevale finished before you did, so your work was not saved.

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When using the migration method does my new computer have to have quickbooks installed to complete?

We need to reverse or correct a prior months employer paid 401k contribution as it did not get sent to the 401K administrator.

Hi there,I’m having issues importing a large batch of credit card transactions into QuickBooks Desktop.What I’ve tried:I created a CSV/Excel file with Transaction Date, Vendor, Category, and Amount — all vendors match names already in QuickBooks.QuickBooks Desktop doesn’t allow importing this format directly into credit card accounts.Support had me download a QBO file from my bank, and while it imported, only 20 out of 1,900+ transactions matched to existing vendors.The rest didn’t auto-match, and I can’t assign vendors manually unless QuickBooks recognizes them.From what I can tell, you can’t edit the QBO file to pre-define vendors/categories either.What I need help with:Is there a way to import all transactions and assign vendors/categories in bulk?Can QBO files be customized or built manually to improve vendor mapping?Are there tools you recommend that can simplify this process without editing 1,900+ lines manually?Thanks in advance for any help or suggestions.

Ridiculous. All so they can make even more money doing nothing. Will never use this again...

Can anyone help me with instructions on how to import an Excel Budget File?  We have a very extensive chart of accounts.  Our budget is broken down by each account by month.  Our budget varies considerably from year-to-year so it makes more sense to import new numbers.   Thank you

Currently Form W2 Box 12DD and Box 12FF are now editable for health plan amounts. I need to enter the letter E in Box 12 to indicate a 403b retirement plan.

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How do I turn on payment notification so we receive email notices when a client processes a payment?

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I have over a 1000 line items that need to be adjusted. I was hoping there was an import template for this purpose.

Hello! I have an employee who worked in Montana and a little in Idaho.  I recently discovered that I forgot to change his withholding back to Montana after processing an Idaho check.  So, there are four checks that have Idaho withholding, even though all the withholding should be for Montana.  How do I efficiently change the withholding back to Montana? Can I do that without voiding the checks?  Thank you!

I have PDF files, qb files, qbb files and files without an extension on a flash drive from my bookkeeper. I purchased QB online (the 19.95/ month version). Can I import her data into my startup quickbooks online account?

I am a solo consultant who does NOT bill by the hour. I have used QB desktop for Mac for 20 years for my basic accounting but the price is getting high and I'm trying to figure out which Online version makes sense for me. I have not tied my bank to QB and don't intend to. Also don't carry inventory and no payroll function needed. The main functions I use are: 1. Creating invoices (using a custom template... needs to look professional). I print to PDF and email clients... No more than 6-8 invoices per month, usually more like 4-5.2. Tracking outstanding invoices and recording payments against those invoices.3. Tracking expenses, including assigning some to clients/projects for profitability (although this is not really essential).4. Sales Tax tracking5. Reporting-P&L-Year over year comparisons- Open invoices- Revenue by Client6. An added bonus would be to assign cost of goods expenses to a client/project. I do this with QBDT Mac now, but rarely need to go back to use the data f

I work for a private school. The families need tax statements at the end of each tax year so they can deduct what they pay for child care off of their taxes. We are having a heck of a time finding a suitable statement to give our families out of QBO! Has anyone solved this issue and willing to share how you get this information out of QBO in a format suitable to give to families?

I am missing a step and need help, please.  I set up a "Reimbursement" Payroll item, so that I could make an "Employee Advance" that could be paid through the payroll system and not have taxes taken out, as Payroll Expenses (QBO automatically chose this).  I set up the deduction in his profile, which will hit the other current asset account.  Is there a way to code the payroll item so that it will tie directly in with the Employee advance, in the other current asset account, so that the original payment (on his paycheck) and the deductions (on each paycheck) will all hit this account? This way, I will not have to make any JE's and it all comes up on the report for employee advances. 

I AM IN ILLINOIS. MY EMPLOYEES 401 COMPANY CONTRIBUTION IS BEING ADDED TO THER I.D.E.S  FORM BUT NOT TO THE E PAYMENT SO THERE IS A DIFFERENCE IN THE EPAYMENT AND THE FORM SHOWING THEIR TOTAL WAGES.

How can I change COGS Account Number for parts we sell without QB changing the account number for retroactive transactions? We want the change to be effective going forward.

I already set up current account as company income .How to see previous w2 income?

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  This cheat sheet covers the fundamentals of QuickBooks Online, including choosing your subscription, key setup steps, and leveraging the new AI-powered tools.   1. Choosing Your Subscription When selecting Simple Start, Plus, orAdvanced, ask yourself: Do user limits matter? (How many people need access?) Do I need inventory or time tracking? (Required for Plus and Advanced).   Pro Tip: Use existing Intuit login credentials if you have them to keep all your subscriptions under one account. 2. Essential First Steps Once signed up, immediately check your settings before you start working.   A. Initial Setup Go to the Settings Gear Icon ⚙️. Select Account and Settings. Go line by line through the tabs (Company, Sales, Expenses, Advanced) to confirm: Your legal business info is correct. Your preferred accounting method (cash/accrual) and sales payment terms are set. Review your Chart of Accounts (also under the Gear Icon) to ensure your financial ac