QuickBooks Q&A (US)

About two weeks ago, my bank connection stopped working even though I had not made any changes to the account or within QuickBooks. When I tried to reconnect to my bank in QuickBooks, it said my username and password were not valid. However, I'm able to login with the same credentials without issue on the bank's website. I contacted the bank and they told me to contact Intuit, so here I am.  How do I get this bank connection to work?

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Good afternoon. I just spoke with payroll customer support and they showed me how to set up payroll for my company as the owner. I previously had it set up to pay a total of $8,668 per month broken down every two weeks which would be $4,334 per check via direct deposit. After speaking with a CPA he advised me that I qualify to pay myself a 1:1 ratio of salary and distributions to help lower my personal tax burden since I operate an LLC that has elected to pay taxes as an S Corp. My question is I set the payroll up to pay myself $2,167.00 every two weeks but I didn't find a tab for distributions to pay myself the other $4,000 per month based on performance via direct deposit. My question is do I just elect to pay it as a bonus through payroll, tip, or as a commission? If I select one of those tabs for payment will it still be taxed at the same tax rate of a salary basically defeating the purpose of setting up the distribution? Or should I just elect to pay the $4,000 in a

After over an hour of Googling and searching, I can't locate Quickbooks Self Employed sign up page anywhere! I use Self Employed and want my husband to sign up for his business as well but we can't find the link anywhere. He signed up for Soloprenuer but it lacks all of the things I love about Self Employed. Please help!

I need to classify that a check may be paying for multiple projects. I also need to classify on sales receipts that different line items charges are a result of different projects

Only the deposits (credit for bank fee and interest earned) show in my register. How can I find them so that I can split them (cash-paycheck - repayment of personal loans and money gifts from Dad)?

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I recently uploaded a transaction, and I'm trying to match it to my invoices. However, the transaction uploads with a 1969 date and I can't edit.  What did you do to the software? You are really pissing me off. 

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How to I get it to default to Utilities when I enter the Vendor's name as not to have to manually click the account drop down?

You want more details? I spent over two hours trying to reverse this pain in the brain option! I went to audit log and it shows that I tried to reverse it, but the systems has internally kept the amount because I even deleted the charge that I did it on and did a journal entry and it is still remembering it. I cannot continue reconciling until this balances and it's only $11.21.

The invoice shows as paid and I also got the email and notification that it was paid. When I go to the invoice in QuickBooks it also shows the payment, but also prompts me to record a payment. The money has not shown up in my bank accounts and I don’t know what to do. Please help

It's saying card declined when there's money on it

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In its finite wisdom, QBO has changed the way sales taxes are handled.  Specifically occupancy taxes are completely messed up.  Also we can't even find our county occupancy tax as an option. Before this change we could have our sales taxes calculated with confidence.  Now we have to try to use our balance sheet to come of with some semblance of what our liability is.This is COMPLETELY messed up!

We can’t connect to Silicon Valley Bank - SVB Online Banking right now We encountered an unexpected error while trying to connect. If this error persists for more than a few days, contact us. (181) Find contact info for your Intuit product

Hi,A month ago I upgraded to QB Enterprise (I love it!). I know that Enterprise allows me to open two company files at once.  However, even if I only have one company file open, I am getting the attached error message.  It is persistent. Any advice on this is much appreciated! PattiB

I ALSO GET ERROR

Hi All, Our NGO start working in Dec. 2023 and every time I need to run the report "Activities by Class" I should use the start day as Dec 2023 to have an accurate balances. After searching online, they said I should "close the period" from the setting, I did that and it's still not working. Could you please advice? Thank you! BR, Amjad

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I want to clarify something about the client-facing email that goes out with invoices. What I’d like to verify is not the invoice itself, but the way the accompanying email appears when the client receives it. In the attached example, you’ll see that in my outbox draft it shows “Cust Name” where I would expect to see the client’s actual name. Can you confirm whether the client is also seeing “Cust Name” on their end, or if that’s just a placeholder in my view? If the client is indeed receiving “Cust Name,” how do I update the settings so that their actual name populates correctly in the email?

should an invoice contain information about late fees?