QuickBooks Q&A (US)

No text available

On desktop, the ledgers would print at about a 10pt and all the columns would fit (or could be forced to fit) on one page without splitting lines. I don't see where I have any control over the size of the ledger-sheet, width-wise or font size.

No text available

I need to unreconcile Dec 2024 for my bank account to fix something so it will reconcile correctly

Hi, I'm using QB Enterprise. I need help granting an employee access to view ONLY paychecks and liability checks/payments (payroll taxes) in the check register from our operating account. How can I do that? I don't want them to see deposits or vendor payments etc. 

Hi, I sent [PII name removed] a 10-99 a year ago and now the link is expired. How do I reissue?

Insurance is not subsidized, but the payments are withheld from employees paychecks and posted to Insurance payable and then the company pays the insurance co. I seem to be forced to use a default to an expense account, but these are not company expenses.

Quickbooks will not allow check payments without this.

i scheduled an appointment that i need to change

Does anyone have any suggestions for clients who have Union employees for payroll? The payroll processing seems to need time tracking software, job specific time reporting (which I can use TSheets for) but the QBO Payroll option doesnt have the proper union specific earnings and deductions. Other Union Payroll systems come with all of this information included in it vs having me setting it all up. I just got my client converted to QBO and do not want to lose them as a client because of payroll. If there is an external app that can integrate with QBO that would be perfect. The external app just has to be Union compliant with all its reports etc. Client prefers not being responsible for the payroll entries/processing outside of verifying the employee times etc.

I just started a new profile and cannot upload company details literally anywhere. all tabs that are stated to exist do not.

I don't want to add late fees but a late finance charge. how do I do that?

No text available

We transitioned our small business from QuickBooks desktop to QuickBooks online in January. January! QuickBooks transition did not go well and it still is not completely functional. We have talked to them numerous times. They escalate and tell us somebody will get back with a resolution within three weeks. It hasn’t happened yet. It’s been nine months! We can’t balance a checkbook, we can’t get financial reports, our employees withholding taxes are messed up. This is a nightmare that we need assistance with. I appreciate all suggestions.  

For some users of my company file the memorized transactions look normal, there is a group name and then the transactions are listed, left screenshot in the picture.  For others the group name is also on the line with the transactions, right screenshot.  I can't find any preference or setting that would do this or undo this. 

I'm setting up payment reminders in QBD so that both a statement and the past due invoices are sent.  Where is the email template for this.  I know were the templates are for sending just statements OR invoices but I'm sending both

Withheld deposit

  Hey there, QuickBooks users! Ever find yourself needing a quick and easy way to handle some common Reporting or Reconciliation tasks in QuickBooks Online? You've come to the right place! We've got three simple "Quick Tips" to help you out.   Tip #1: How to Download Your Profit and Loss Report Need to get your Profit and Loss report into a file you can share or save? It’s super easy!  Head to the Reports Menu: Look for "Reports" on the left-hand side of your QuickBooks dashboard. Find Your Report: Go to "Standard reports" and type "Profit and Loss" into the search bar. Customize It: Now, you can adjust the date range to whatever you need—like "Last Month" or "This Year to Date." The report will automatically update. Download and Go! In the top-right corner of the report, you'll see a little export icon (it looks like a box with an arrow pointing out of it). Click it and choose "Export to Excel" or "Export to PDF." Your file will download automatically!   And ju

Does anyone have any insight on why for the past several weeks when I run a weekly payroll on Wednesday to pay employees on Friday, the money is not in their bank account until later in the day? I tried calling support 3 times and basically didn't get an answer or any insight.  They said their policy is they can pay any time on pay day up until 5 pm.   I understand why this policy exists but this is only a recent issue and I have never had delays on direct deposit where I had to even look into this. The client is very upset and they blow up my phone early in the morning on pay day.  I would prefer to keep them on QuickBooks Online Payroll but they are asking to switch to ADP payroll because they know it is bs to tell someone that their direct deposit will go in anytime on pay day when for decades and with multiple different payroll companies, that doesn't happen unless you are doing a special payroll. Any insights???  I believe it is a communicat

Has anyone successfully imported paychecks from QBOPayroll to QBDesktop using .CSV?  Is there any guidance anywhere on this?

No text available

No text available

No text available

No text available

This is really frustrating and I hope someone can help as QB support has been 0% on this this far.We are in the process of purchasing a company that currently runs on Quickbooks Enterprise v23 i believe,They want to keep their instance of QB. We have now tried multiple ways and failed in trying to import that data into our instance, We only want to export the last 5 years of data from Enterprise. We have a new instance of Quickbooks Online Advanced and the current dataset is on Quickbooks Enterprise v23 Here is the list of data we want to import:1. Customer Data2. Customer Transactions3. Items4. Vendors5. Vendor Transactions Quickbooks Online CANNOT import any of the IFF files Enterprise exports.Quickbooks online seems to have a complete different structure flor customer lists (our list is 25k users. We have even tried to create a new business in the current Quickbooks enterprise and then tried to bring in the above files in IFF and after taking about 4 hours on a C